Team Boards
Internal conversations that live next to the work.
Decisions about a deal or a job usually happen in a group chat that nobody can search later. Team Boards give every location, project, deal and work order its own board with threads, mentions, files and approvals, so the conversation stays attached to the record and new people can catch up in a minute.
- conversation boards
- Per record
- approvals and decisions
- Logged
- visibility
- Role-based
What it does
What it replaces
- Group chats per branch
- Email chains for approvals
- Hallway handoffs
Boards per record
Every deal, job, site and project can have its own board, opened from the record itself.
Mentions and approvals
Ask a manager to approve a discount or a purchase inside the thread, and the decision is logged.
Shift handover
Structured handover notes per site, so the next shift starts with what is open and what is blocked.
Searchable history
Every message is searchable and permissioned by role, location and record.
Before and after
Project manager
Before: Scrolls a 900-message group chat to find what the client agreed.
With the platform: Opens the project board and filters to decisions.
Night shift lead
Before: Gets a verbal handover in the car park.
With the platform: Reads a structured handover with open items and owners.
See it in the demo
Sample Motor Group
Team Boards
Internal threads attached to the deal, job or site they are about.
Discount approval · Deal A-1042 · Fleet of 6 vans
Ray Okafor Sales · 10:02
@Sales Manager they want 4% off for 6 units with warranty. Margin still above floor.
Lina Haddad Sales Manager · 10:09
Approved at 3.5%. Push the service plan to make up the difference.
Ray Okafor Sales · 10:15
Done, quote revised and sent.
Sample data for demonstration. Changes you make here are not saved.