What BoaterOS connects to, and what it does not.
It runs on Microsoft 365 and RingCentral. A few optional add-ons extend it. Some things are not built, and we say which.
Microsoft 365 and RingCentral are required.
Boat dealer software integrations start with two required platforms. Microsoft 365 handles staff sign-in, email and calendar; Google Workspace support is in development. RingCentral handles phones and texts, and Twilio texting is being built as its own module.
- Microsoft 365: sign-in, email, calendar
- RingCentral: phones and texts
- Google Workspace: sign-in, email and calendar (in development)
RingCentral for boat dealers: calls and texts on the record.
Reps call and text from their own RingCentral lines. Each call, text and voicemail is logged on the customer file, with a transcript for voicemail.
Three optional add-ons.
You can run without any of them.
- Call tracking, with tracked calls linked to leads
- Contact enrichment: fills in contact and household details on new leads
- Full document management: e-signature, signed documents filed to the record, document storage
Inventory out to marketplaces and ad platforms.
Your boats go out to BoatTrader, Boatmart, BoatNV, Facebook, Google Merchant and Google Ads from one record. The BoatTrader feed is one-way. Google Ads and Google Analytics 4 measure the website through tags on the site.
Keep your accounting where it is.
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.
Every feature in Integrations
- 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
What is not connected.
No DMS integration
Not built. Accounting integration is on the roadmap, and today BoaterOS does not connect to your DMS or accounting system.
No YachtWorld feed
A YachtWorld feed is not built.
No Google Business Profile publishing
Not built.
No lender or credit integration
Not built.
Offline conversion uploads ship off
Uploading offline conversions to ad platforms is built but ships switched off.
Questions you'd ask.
Yes. Microsoft 365 runs staff sign-in, email and calendar (Google Workspace support is in development), and RingCentral runs phones and texts. Call tracking, contact enrichment and full document management are optional add-ons.
Not 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.
No. Call tracking is an optional add-on. With it, tracked calls are linked to leads.
It sends your inventory to BoatTrader in a one-way feed. A YachtWorld feed is not built.
E-signature from the deal, with the signed PDF filed back to the record automatically, plus document storage on customer and deal records. E-signature covers brokerage documents today. It is optional.
Who uses it
Coming from another system?
- DockMaster alternative for boat dealers
- Lightspeed DMS alternative for boat dealers
- IDS Astra alternative for boat dealers
The other parts
- Lead management One list of leads, the source on every one, and each call and text on the file.
- Inventory Type the boat once. One record drives your website, feeds and CRM.
- Website A dealer-owned site fed by your inventory, with a source on every lead.
- Calls and texts Every call, text and voicemail on the customer file, with the transcript.
- Reporting Live report pages, lead source on every lead, numbers that match the rows.