Microsoft 365
Staff sign-in, email and calendar.
/ How boat dealer management software works
One file per customer. One list of leads. One place for every boat.
A marine DMS for the front of the store: what they browsed, every call and text, what they bought and their service history, in the same place your reps, your office and your owner look.
01
/ The customer file
Every customer, one file.
What they browsed, every call and text, what they bought and their service history. The sales manager, the service writer and the owner look at the same file.
31% of leads matched to their earlier website visits
02
/ Leads in
Every lead lands in one list, already labeled.
Web forms, chat, phone calls, texts, marketplace leads, manufacturer leads and a rep's QR code. Spam and solicitors get archived before anyone calls them.
Lead attribution: up 300%+
84% of tracked calls linked to a lead automatically
03
/ Deal to title
One closeout checklist, deposit to title in hand.
Prices can be changed only by the deal's rep or an admin, F&I numbers only by an admin, and won deals lock. Close the deal and the buyer is recorded as owner of the hull, engines and trailer.
04
/ Inventory out
Enter the boat once. It goes everywhere.
Upload the factory order form and the system builds the record. One boat, one price, on your website, BoatTrader, Boatmart, BoatNV, Facebook, Google Merchant and Google Ads. Listings go live the moment they're saved.
05
/ Communications
Calls, texts and email from your people's own lines.
Everything lands on the customer record without anyone typing a note. Voicemails are written out. Block a solicitor once.
Communications logged: up 68%
90% of voicemails transcribed automatically
06
/ Reports
Live dashboards that match the rows behind them.
Revenue, the lead funnel by channel, inventory aging and customer lifetime value.
/ Each part, in detail
Six parts, one record.
Lead management for boat dealerships
One list of leads, the source on every one, and each call and text on the file.
Read moreInventory management for boat dealers
Type the boat once. One record drives your website, feeds and CRM.
Read moreMarine dealer website platform
A dealer-owned site fed by your inventory, with a source on every lead.
Read moreBoat dealer call tracking and texting
Every call, text and voicemail on the customer file, with the transcript.
Read moreBoat dealer reporting and marketing attribution
Live report pages, and numbers that match the rows behind them.
Read moreBoat dealer software integrations
What it runs on, what it can add, and what is not built.
Read more/ AI, fenced in
It drafts, reads and suggests. People decide.
Drafts in your rep's voice
From the customer's own file, sent from the rep's own mailbox and line.
Stops when they answer
The moment the customer replies, calls or texts.
Reads, never changes
Ask the business a question in plain English. The AI can read your data, never change it.
Ships switched off
One master switch and 29 named triggers. You decide when automated follow-up turns on.
/ What you'll need
Two platforms it runs on. Modules it can add.
Required
In development
Google Workspace
Sign-in, Gmail and Google Calendar for dealers on Google instead of Microsoft 365. Support is being built now.
Required
RingCentral
Phones and texts from each rep's own line, with calls, texts and voicemails on the customer record.
Separate module
Twilio
Business texting and calling on a Twilio number, offered as its own module for dealers who are not on RingCentral. It is in development.
Optional
Call tracking
Tracked numbers on your ads and listings. A new caller becomes a lead with the source and recording attached.
Optional
Contact enrichment
Fills in missing contact and household details on new leads, so reps know who they are calling.
Optional
Full document management
E-signature from the deal, signed PDFs filed back to the record automatically, and documents stored on the customer and deal. E-signature covers brokerage documents today.
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.
/ Next step