/ / Features
Every feature, and exactly how far along it is.
Fifty boat dealer software features, one page each. Each says what it does, how it works at a real dealership, and where it stops today. Tags show which parts are live and which are still being built.
/ / Status
How to read the tags
Live means it runs in production at a working dealership today. Live, limited use means it is built and deployed but switched off by default or lightly used so far. Partial means some of it is live and the rest is not. In development and Roadmap mean exactly that: we don't sell them as done.
- Live
- Live, limited use
- Partial
- Roadmap
- In development
/ / 01
- Leads One worklist for every inquiry, with source, rep, boat of interest and a full lead file behind each row. Live
- Lead capture Forms, chat, calls, texts, portals and manufacturer leads land in one pipeline, labeled by source. Live
- Lead scoring An AI reads each lead against a buyer-readiness rubric you write, and a rep's own score always wins. Live, limited use
- Lead routing Rep business cards route leads to the rep, managers assign by hand, and after-hours is built but off. Partial
- Sales automations Put a quiet lead on a follow-up series in two clicks; AI writes each touch and it stops on a reply. Live, limited use
- Deals A pipeline from working deal to won, with manager-gated stages, trade status and a deal file behind each card. Live
- F&I worksheet A retail worksheet on the deal that does tax, trade and payoff math in whole cents, with admin-only edits. Live
- Deal closeout Seven dated phases and an eleven-item checklist, with queues for open closeouts, title work and signatures. Live
- Trade-ins AI market research on a trade, a manager approves the value, and the approved trade flows into the deal. Live
- Brokerage Sign the seller from a phone link, keep the paperwork, and book only your commission across two linked deals. Live
- Sales Manager A seven-tab console: attention list, team scorecards, stuck deals, forecast, sources, inventory and goals. Live
- Sales dashboard A live sales home for each rep or the whole team: leads, deals, pipeline, source mix and rep activity. Live
/ / 02
Customers & service
The customer, the hull and the service history, in one file.
- Customer file One record per buyer holding boats, deals, service, conversations and documents. Live
- Hull history A permanent hull record that keeps its ownership chain and change history across every sale. Live
- Owner portal A customer login for saved boats, owned boats, service history and a document vault. Live
- Service requests A triage queue for service inquiries, matched to customers and boats, with hand-offs to sales and parts. Live
- Work orders Numbered work orders tied to the customer and hull, writing to the boat's history. Invoicing is outside it today. Partial
- Parts requests A parts counter queue with status, hand-offs to sales and service, and a master unit search. Live
- Manufacturer CSI Manufacturer customer satisfaction survey results, filterable by model and salesperson, on the customer file. Live
/ / 03
- Inventory Boats, engines and trailers as one system of record that drives the website, the feeds and the CRM. Live
- Order-form intake Upload the factory order acknowledgment and AI drafts the inventory record, matched to spec data. Live
- Window stickers Store window stickers on the boat record and email them to shoppers who leave contact details. Live
- Marketplace feeds Automatic feeds to BoatTrader, Boatmart, BoatNV, Facebook and Google from your inventory. Live
- Listing content AI drafts a listing description, SEO fields and a fact file, plus a blog draft, image and social drafts. Live
/ / 04
Website & marketing
A dealer website and the marketing tools that feed the same lead record.
Part of how it works- Dealer website A search-ranked dealer site that reads your inventory and feeds every inquiry into your CRM. Live
- Website chat A chat widget on every page that answers from your own boat data and hands off to a person. Live
- SEO rank tracking Weekly Google positions by keyword and city, including the map pack, next to your lead sources. Live
- Blog and landing pages Schedule posts, draft with AI, build landing pages and popups from your own admin. Live
- Lead attribution Every lead is labeled by how they heard of you and how they reached out, and web visits are tied back. Live
- Manufacturer promotions Enter a manufacturer offer once and get the banner, blog post, newsletter and social copy from it. Live
- Co-op tracker Track co-op funds, claim deadlines and pre-approval forms so every deadline stays in view. Partial
- Boat shows A public page per show, ticket requests, will-call lists and a cost scorecard for each edition. Partial
- Boat club Club events, RSVPs and a public calendar that shares one event record with your main site. Partial
- Social publishing Compose once, schedule to connected networks, and see follower and reach numbers daily. Partial
- Marketing reporting A live monthly review built from your own records, plus site traffic and ad dashboards. Partial
/ / 05
- Unified inbox One inbox per rep for texts, calls, email and notes, merged into a single thread per person. Live
- Call tracking Tracked numbers create leads from unknown callers, with recordings, AI transcripts and no double entries. Live
- Texting 1:1 texts from each rep's own RingCentral line, plus bulk SMS. Twilio texting is in development. Partial
- Email Microsoft 365 mailboxes synced to the record, sent as the rep, plus a mass mailer from their own mailbox. Live
- Newsletters Build, AI-draft, schedule and measure email campaigns in the same system as your leads. Live
- Voicemail transcription Voicemails are captured with audio and transcribed, and land on the customer record. Live
- Communication history Every call, text, voicemail and email logged by person and staff member, searchable by admins. Live
- Automation controls One master switch and 29 named on/off triggers for every automated message. Live
/ / 06
- Insights dashboards Live reports for revenue, lead funnel, customer value, inventory age and visitors, plus a command center. Live
- Ask Ask a business question in plain English and get an answer from live data. The AI can only read. Live
- AI assistants AI drafts, a help assistant, prompts you can edit per dealership, and spend caps per user and per feature. Live
/ / 07
Platform & control
Access, audit, documents and the tools staff live in every day.
Part of how it works- My Workspace Tasks, a merged team calendar, notifications and internal team chat in the same system as your customers. Live
- Staff access and audit Set access section by section, grant per person, and see who changed what and what each person did. Live
- Document management E-signature from the deal, signed PDFs filed back automatically, document storage and identity OCR. Partial
- Contact enrichment Fills in demographic and contact details on new leads and customers, with no staff effort. Live
/ / Next