Know Your Customers,Grow Your Marina
From first enquiry to loyal regular, manage every customer relationship in one place. Track interactions, build custom email and invoice templates, automate communications, collect feedback, and turn data into decisions.
The Complete Customer Journey
Every touchpoint is an opportunity to build a lasting relationship.
Seamless Booking
Online booking with instant confirmation captures customer details from the first visit.
During the Stay
QR code payments, service requests, and automated communications keep everything smooth.
Post-Visit Surveys
Automated feedback forms collect honest reviews whilst the experience is fresh.
Loyalty & Outreach
Reward points, personalised campaigns, and renewal offers turn visitors into regulars.
Powerful CRM Tools
Purpose-built for marinas, harbours, and waterside locations
Customer Database
Every Customer, One Place
A centralised record for every person who has booked, visited, or enquired at your marina. Contact details, vessel information, booking history, feedback, communication logs, and documents — all accessible in a single, searchable view. Filter by spend, visit dates, tags, flags, and customer type. View as cards or a sortable table.
Email & Document Template Builder
Design Professional Templates Without Code
A visual drag-and-drop builder for creating custom email templates, invoice layouts, and contract documents. The inspector drawer lets you configure every component. Templates support HTML output for emails and PDF generation for invoices and contracts, with configurable page size, orientation, margins, and header/footer options.
Bulk Email Campaigns
Targeted Communications at Scale
Send personalised emails to hundreds of customers using your custom templates and report data. A guided five-step wizard walks you through selecting a template, choosing your data source, mapping recipient fields, configuring the send, and reviewing before dispatch. Track delivery metrics and campaign performance from a central dashboard.
Automated Message Streams
The Right Message at the Right Moment
Configure trigger-based automation workflows that send emails, create tasks, or update customer records when specific events occur. Triggers include payment confirmations, arrival reminders, departure, document expiry, waitlist status changes, and more. Add conditions and delays for precise targeting.
Task Management
Nothing Falls Through the Cracks
Create, assign, and track tasks linked to specific customers or opportunities. Set priorities from low to urgent, assign due dates, and use quick filters to see overdue items, tasks due today, or your personal workload. Task types include follow-up calls, emails, meetings, document reviews, and renewal reminders.
Interaction Logging
A Complete Communication History
Log every customer interaction — emails, phone calls, in-person conversations, and internal notes — against the customer record. Connect your Microsoft Outlook account to send and receive emails directly from the customer timeline, keeping all communications in one place. Each entry is timestamped, colour-coded by type, and visible to your entire team, ensuring no one asks a customer to repeat themselves.
Feedback & Surveys
Listen, Learn, Improve
Create custom feedback forms with a no-code builder and distribute them automatically after visits. Collect ratings, text responses, and structured feedback across multiple question types. Analyse results with built-in charts, searchable response tables, and completion rate tracking.
Turn Data into Decisions
Real-time dashboards and flexible reporting give you the insights to grow revenue, improve satisfaction, and run a tighter operation
Revenue Tracking
Real-time revenue dashboards broken down by source, period, and customer segment.
Customer Insights
Visit frequency, average spend, vessel types, and geographic distribution at a glance.
Lifetime Value
Track total spend, visit count, outstanding balance, and overdue payments per customer.
Feedback Analysis
Aggregate feedback scores into actionable insights. Track satisfaction trends over time.
Communication Analytics
View all emails sent, delivery status, campaign performance, and engagement metrics.
Custom Reports
Build reports filtered by date, booking type, customer segment, or any dimension you need.
The Right Data for the Right People
Not every team member needs access to financial data or customer contact details. Role-based permissions let you control exactly who can view, edit, and export customer information. Harbour masters see the full picture. Seasonal staff see what they need.
- Configurable privilege levels per staff member
- Customer data access restricted by role
- Financial data visible only to authorised users
- Complete audit trail of data access and changes
Connected to Everything
Your CRM doesn't exist in a silo. It connects with every part of your marina management system.
Microsoft Outlook
Sync booking events with your Outlook calendar. View and manage marina events alongside your personal schedule.
Stripe Payments
Secure payment processing for online bookings, invoices, and payment requests. PCI-compliant and fully integrated.
Booking System
Customer data flows seamlessly between your booking engine, CRM, waitlist, and maintenance modules.
Ready to Build Stronger Customer Relationships?
Stop treating customers as transactions. Get the full picture of every customer interaction, automate your communications, and build templates that represent your brand.