Run every department from one screen, every day.
Boat dealership general manager software: every department's pipeline, accountability across sales, service and F&I, and team performance, on one record.
faster first response to new leads, depending on the baseline.
increase in calls and texts on the customer record. Texting alone: up 310%.
increase in calls and texts tied to a named staff member.
Sales, service and F&I pipelines, side by side.
Open deals and where they stalled, service requests waiting on a reply, and closeouts waiting on title work, all on one screen. You see the day before the morning huddle does.
- Open deals by stage
- Service requests by status
- Closeouts to title in hand
- Leads waiting on a first reply
Who touched what, and when.
Calls, texts and email land on the customer record from each rep's own line and mailbox, with a name on every one. Nobody has to remember to log anything, and nothing has to be taken on faith.
Pace against goal, by rep and by department.
The Sales Manager view shows stuck deals, pipeline health and forecast against goal. Service and parts queues show what is waiting and on whom. Put a quiet lead on a follow-up series in two clicks.
One system instead of five hand-offs.
A customer calls about the boat they looked at last night, and whoever answers sees the whole file. Enter a boat once and it is on the website, the feeds and the CRM. Every deal walks the same closeout.
Questions you'd ask.
No. Calls, texts and email land on the customer record from each rep's own line and mailbox, so nobody has to remember to log them. That needs RingCentral and Microsoft 365.
Yes. Type the question and get the answer from live data. The AI can read your data but never change it. Live report pages cover revenue, the lead funnel by channel, inventory aging and customer lifetime value, and more are being added.
BoaterOS is the boat dealer management system for the front of the store: website, leads, CRM, marketing, inventory, deals, brokerage and service requests on one record. Your accounting system stays where it is, with accounting integration on the roadmap. The history from your current system comes over with you.
It's fenced in. It writes from the customer's own record in your rep's voice, stops the moment the customer replies, never mentions a brand that store can't sell, and can read your data but never change it. Every AI instruction is a setting you can read and edit. Automated follow-up ships switched off, and you decide when to turn it on.