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For Sales Manager

Manage every sale, see where every deal stands, and move the needle.

Boat dealership sales manager tools: see where every rep is in every deal, without asking anyone to log anything.

See the manager's view
/ Sales

increase in sales in the first month of implementation.

/ Faster response

faster first response to new leads, depending on the baseline.

/ Communications logged

increase in calls and texts on the customer record. Texting alone: up 310%.

/ Named staff

increase in calls and texts tied to a named staff member.

/ 01 The lead list

Every lead, labeled with where it came from.

Web forms, chat, calls, texts, marketplace and manufacturer leads land in one list, already labeled with their source.

BoaterOS lead list with source labels, status and follow-up counts (names and staff blurred)
/ 02 Who touched what

Calls, texts and email log themselves.

They land on the customer record from each rep's own line and mailbox. Nobody has to remember to log a call.

/ 03 Sales Manager view

Stuck deals, pipeline health, forecast against goal.

One view of every open deal, where it stalled and how the month is tracking.

BoaterOS Sales Manager: 30-day revenue trend and team pace against monthly goals (rep names blurred)
/ 04 Proof

A 15% increase in sales in the first month of implementation.

A 15% increase in sales in the first month of implementation, with every rep working from the same list and the same deal file.

/ 05 Follow-up series

Put a quiet lead on a follow-up series in two clicks.

Written from that customer's own file, sent as the rep, stopped the moment the customer answers. It ships switched off, and you decide when to turn it on.

BoaterOS follow-up sequence editor: timed email and text steps with AI instructions and preview
/ 06 Spam out

Spam gets archived before a rep wastes a call.

Spam leads are tagged and kept out of reps' lists, so nobody wastes a call.

Questions you'd ask.

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.

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.

Two things: our fee and your team's time during setup. Every dealership's setup is different, so after a walkthrough we'll give you a written quote, a setup plan and a timeline built around your store before you commit to anything.

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.