Manage every client detail from legal information to billing, invoices, and transactions inside a single, organized channel.
Keep legal documents, billing, and projects organized in one channel.
Monitor invoices, payments, and transactions without changing tools.
Manage client data and payment records securely with full control.
Discover how Board’s client chat keeps all conversations and files in one place—making communication faster, smarter, and effortless.
Get a quick snapshot of client activity, invoices, and transactions.
Store contacts, legal documents, and all client information in one place.
Manage payment methods, create invoices, and bill clients securely.
View and download all client-related payment records with ease.
Get a clear, high-level view of every client while keeping all their information organized in one dedicated channel. From financial activity to legal documents and contacts, everything you need to manage a client is always easy to find and up to date.
Board replaces scattered tools and manual tracking with a single, connected system. Manage invoices and transactions together, gain full visibility into client payments, and always know where your finances stand without spreadsheets or follow-ups.
Let clients add payment cards safely. Manage recurring or one-time charges without accessing sensitive details.
Link multiple projects to a single client and manage them from one place. Keep timelines, tasks, and project context connected so you always have a clear view of ongoing and completed work for each client.
With multiple points of contact and dedicated client channels, your entire team stays aligned on responsibilities and updates. Every task, message, and document is visible to the right people, reducing miscommunication, missed deadlines, and duplicated work, so projects move forward smoothly.
Manage all your client chats in one place. Create your Board account and start messaging across WhatsApp, email, and Telegram fast and easy. No credit card needed.
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vs MS Project
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