Platform/CRM & Leads

◆ Platform · CRM

Every lead, one place. Finally.

BoaterOS CRM was built for how boat dealers actually work: ups from the showroom floor, form-fills from the website, Boat Trader inquiries, yacht broker referrals, and the AI Companion at 2am — all in one pipeline.

Every channel unified — no more "is this lead in Mailchimp or HubSpot?"
Dedupe by phone + email + household
Scoring tuned for boat buyers, not SaaS
TCPA consent tracked on every interaction

Book a demo Tour the CRM

The pipeline

Built for the actual boat-buying cycle.

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.

Inquiry

avg 2 days in stage

AI triages, tags by interest, checks dedupe against last 18 months.

Qualified

avg 7 days in stage

Budget, timing, financing status confirmed. Routed to a rep.

Showing

avg 21 days in stage

Scheduled on the floor or water-test. Calendar synced.

Offer

avg 14 days in stage

Price negotiated, trade appraised, F&I paperwork started.

Closed

avg 30 days in stage

Deal jacket complete, title, registration, delivery scheduled.

Capture

Every lead surface, dedupe on contact.

Ups from the showroom. Form-fills from your website. Boat Trader. YachtWorld. Walk-ins. Phone calls with Twilio transcripts. All one record if they're the same human.

Twilio call + SMS recording, auto-transcribed
Boat Trader + YachtWorld lead forwarding built in
Website form → CRM lead in <2s
Household-level dedupe, not just email

Live capture · last 60 min

Boat Trader

Greg T.

Website · AI

Janet Park

→ dedupe → existing lead

12m

Phone · inbound

Will Chen

28m

YachtWorld

Aldo K.

Walk-in · tablet

Mara L.

→ dedupe → visited 6mo ago

5 captured · 2 deduped 0 lost to spam

Qualification gates · editable

1 Buyer timing within 90 days

2 Budget clarified (even a range)

3 Primary use case (family/fishing/entertaining)

4 Trade-in mentioned (y/n)

5 TCPA consent captured

◆ 4/5 passed · routing to rep: Marta R · sending transcript + context

Qualify

AI qualification — with dealer-defined gates.

You set the qualification bar. AI asks the questions. When a buyer passes, a lead hits your floor with a transcript, a recommended hull, and a pre-financing estimate.

Your qualification criteria, in plain English
Streams questions 1-at-a-time — no forms
Hands off to your team on schedule
Full TCPA consent trail

Deal jackets that don't live in 3 tools.

Offer, counteroffer, trade appraisal, financing, title, registration — one deal jacket. Every change logged. E-sign where your state allows.

State-specific title + reg workflows
Trident/Ally/LightStream pre-approvals inline
Trade-in appraisal with photo-based comps
Full audit log — who did what, when

Deal #D-4218 · Janet Park

OFFER · SENT

Vessel Grady-White Freedom 307 · YDV48219

Offer $318,500 (list $324,900)

Trade-in 2018 Boston Whaler 270 · appraised $89,000

Financing Trident Marine · 7.49% APR · pre-approved

Title + reg FL · pending documents

Delivery April 14 · Fort Myers slip 12

Every lead, one place. Finally.

Built for the actual boat-buying cycle.

Every lead surface, dedupe on contact.

AI qualification — with dealer-defined gates.

Deal jackets that don't live in 3 tools.

Stop losing leads in the seams.