An 8-month sales cycle with seasonal surges doesn't fit a generic SaaS CRM. We modeled the pipeline on how dealers actually close boats.
AI triages, tags by interest, checks dedupe against last 18 months.
Budget, timing, financing status confirmed. Routed to a rep.
Scheduled on the floor or water-test. Calendar synced.
Price negotiated, trade appraised, F&I paperwork started.
Deal jacket complete, title, registration, delivery scheduled.
Ups from the showroom. Form-fills from your website. Marketplace inquiries. Walk-ins. Inbound calls. All one record if they're the same human. Boat Trader feeds and call-tracking ran on Fish Tale; the marketplace and telephony connectors are on the BoaterOS roadmap.
You set the qualification bar. The AI Boat Companion asks the questions. When a buyer passes, a lead hits your floor with a transcript, a recommended hull, and a pre-financing estimate.
Offer, counteroffer, trade appraisal, financing, deposit, e-sign: one deal jacket. Every change logged. E-sign where your state allows. Title and registration filing are on the roadmap.
"We used to keep 3 tabs open across HubSpot, DockMaster, and Mailchimp just to see what was going on with a lead. Now we don't keep tabs open. We just look."
30-minute demo on your pipeline. Bring a week of leads and we'll show you where CRM would have caught, routed, and scored each one.