One platform to manage clients, deliver projects and control revenue.
Connect sales, delivery, products, subscriptions, and billing into one structured workflow that keeps your team aligned and in control.
Because real growth
needs one connected system.
Boardent replaces fragmented tools with one connected operational platform,
connecting entire lifecycle.
Convert Sales Into Execution
Turn closed deals into active projects with tasks and milestones ready instantly. No manual handoffs or workflow gaps slowing delivery.
From pipeline to delivery — instantly connected.
One Unified Client Profile
View deals, projects, subscriptions, invoices, and messages in one place. Keep everything organized so your team always has full context.
Complete lifecycle clarity.
Tasks Linked to Revenue
Keep projects, tasks, and milestones tied to deals and billing throughout. Track progress clearly while staying aligned with revenue goals.
Work and revenue aligned.
Recurring Services. Structured.
Connect products and subscriptions directly to orders and invoices. Manage recurring revenue without manual tracking or scattered tools.
Recurring revenue simplified.
Orders Flow Directly to Invoices
Create quotes, convert to invoices, and track payments in one system. Maintain clear visibility and control over your revenue flow.
Clear revenue control.
Built for Multi-User Teams
Use role-based access, shared communication, and activity tracking. Keep teams aligned with clear ownership and accountability.
Structured collaboration at scale.
One platform.
Three tailored experiences.
Boardent gives business owners, team members, and clients access to the same operational workflow
— without exposing information they don't need.
Admin Dashboard
Gain full visibility into clients, projects, finances, schedules, and team activity from one centralized workspace and command center.
Full control and visibility across the business.
Team Dashboard
Manage projects, tasks, schedules, and priorities through a workspace designed for efficient collaboration and delivery.
Faster execution with fewer blockers
Client Portal
Track project progress, review updates, manage approvals, and stay connected throughout the entire client engagement.
Clear updates without chasing information
Everything your
client lifecycle needs
CRM, project delivery, finance, and scheduling — connected in one structured operational platform.
CRM
Convert more opportunities into long-term client relationships with a structured sales workflow.
Project Operations
Deliver client work faster with clear ownership, accountability, and execution visibility.
Finance Management
Understand where revenue comes from and maintain visibility across financial operations.
Scheduling
Keep meetings, deadlines, and teams aligned so work moves forward without delays.
CRM built for
full client control
Boardent's CRM doesn't stop at contact management. It connects leads, deals, and clients directly to projects, products, and billing workflows.
Leads
Clients
Deals
Project management that starts with sales
Turn closed deals into structured projects with tasks, milestones, and real-time execution visibility.
Projects
TasksRevenue visibility,
just built in
Track quotes, invoices, subscriptions, and outstanding balances inside one connected financial workflow.
Quotes
Invoices
Keep teams and timelines aligned
Coordinate meetings, project timelines, deadlines, and team availability from a shared scheduling workspace connected to your operations.
Calendar
Events
MeetingBuilt around the tools
teams already use
Connect conversations, meetings, documents, and schedules to the workflows that drive delivery.
Choose how you
experience Boardent
From WordPress simplicity to a dedicated operational workspace, Boardent grows with the way you work.
WordPress Edition
Available on Free plan.
Run Boardent directly inside your WordPress admin dashboard and manage your operations alongside the tools you already use.
Dedicated Workspace
Included in Growth, Scale and Ultimate plans.
Access Boardent through a focused, full-screen operational workspace built for growing teams and more advanced workflows.
Built for service-based teams
that need structure
Boardent is designed for businesses that need structure across sales, projects, and revenue.
Agencies
Digital, creative, marketing, branding, and media firms
Manage pipeline, client projects, retainers, and billing in one connected workflow.
Consultants
Advisory, strategy, and professional services
Align engagements, delivery, subscriptions, and invoicing without tool switching.
IT & Service Firms
Technology providers, managed services, and operations teams
Track clients, projects, recurring services, and orders with full lifecycle visibility.
Subscription Businesses
Productized services, retainers, and recurring revenue models
Connect products, subscriptions, orders, and billing in one structured platform.
Client-Focused Startups
Early-stage SaaS-enabled and service-led businesses
Replace fragmented CRM, PM, and billing tools with one operational system.
Growing Companies
Growing teams expanding operations and revenue
Centralize sales, delivery, and finance to strengthen control and accountability.
Less chaos. More output.
Faster growth.
Teams using Boardent reduce operational friction and spend more time delivering work instead of managing tools.
2x Faster Project Launch
Move from signed deal to active delivery faster, without setup delays or manual handoffs slowing progress.
25% Less Tool Switching
One connected workspace replaces scattered tools, helping teams stay focused and move efficiently.
60% Less Manual Reconciliation
Orders, invoices, subscriptions, and invoices stay continuously aligned, reducing workload and costly errors.
40% Fewer Internal Delays
Defined ownership, automated handoffs, and clear visibility reduce bottlenecks and keep teams moving.
Greater clarity for
every part of your operation
Boardent brings structure to every stage of the client lifecycle — supporting founders, operations leads, project managers, and finance teams in one connected system.
John Doe
CEO, Pipeline.Co
"Boardent gives us visibility across sales, projects, and billing in one place. As we grow, having everything connected makes decision-making faster and more structured."
Alan Walker
Founder, Scaling a Service Business
"The transition from deal to project is seamless. We no longer lose context between sales and delivery, and accountability is clearer across teams."
Robert Wilson
Head of Operations, Consulting Firm
Simple pricing that
scales with your business
Start free. Upgrade as you scale. Early supporters can secure lifetime access before Version 2 launch.
🔥 Founder Lifetime Access Available
Own the platform forever. One-time payment. Limited pre-launch access.
$450
One-time payment
STARTER
Perfect for exploring the platform.
Free
Plan includes:
GROWTH
Best DealFor professionals ready to scale.
$50
/year
Everything in Starter, plus:
SCALE
Unlocks in V2Built for scaling teams.
$100
/year
Everything in Growth, plus:
ULTIMATE
Unlocks in V2Complete platform access.
$150
/year
Everything in Scale, plus:
Get answers of your
common questions
Everything you need to know about how Boardent works and who it's built for.
How is Boardent different from using separate CRM and project management tools?
Traditional setups require one system for managing deals and another for executing projects, often with billing handled elsewhere. This creates manual handoffs, duplicated data, and limited visibility across the lifecycle. Boardent connects sales, project execution, products, subscriptions, orders, and invoicing inside one structured platform. Deals convert directly into projects, and financial records remain linked to delivery — reducing workflow breaks and improving operational clarity.
Can Boardent replace our existing CRM and billing tools?
Yes. Boardent is designed to consolidate CRM, project delivery, and billing into one operational platform, removing the need for separate disconnected tools.
How does Boardent handle recurring subscriptions and orders?
Products and subscriptions connect directly to orders and invoices, so recurring revenue is tracked automatically without manual reconciliation across disconnected tools.
Is Boardent suitable for scaling teams?
Absolutely. Role-based dashboards, shared visibility across sales and delivery, and structured workflows are built to support teams as they grow without losing operational clarity.
How secure and controlled is team access?
Granular permissions ensure each team member and client sees only what they need, keeping sensitive operations secure and well-organized across your workspace.
Bring entire operation
into one system
Stop switching tools. Start running your business with clarity, speed, and control.
