Module overview
The sale is only the start of the relationship. EliteBrokers gives your brokerage the tools to manage boat and yacht warranty claims, service jobs and aftersales communications in one connected boat broker software platform, built on Microsoft Dynamics 365.
The Customer Service and Warranty module centralises every post-sale activity, giving brokers, service coordinators and engineers complete oversight of case handling, service assignments, supplier recoveries and warranty processing. Buyers stay informed with real-time updates on their warranty and aftersales support, while your team resolves cases faster with far less admin.
Keep your brokerage organised, your customers loyal, and every aftersales interaction fully traceable, from handover to resolution.
How does EliteBrokers support
customer service and warranty?
Log and track every warranty claim, service request, or customer enquiry with full visibility across your team.
Automate status updates, responses, and reminders via email or SMS, ensuring customers always know what’s happening without chasing.
Easily manage warranty claims, maintenance schedules, and follow-up tasks — all linked to the original deal record.
Brokers and service staff can update cases, add notes, and share photos directly from a mobile device for faster resolution.
Use automation and escalation rules to ensure urgent cases are highlighted and no issues fall through the cracks.
Access a full history of each listing, sale, and aftersales activity in one place, making it easy to respond to customer queries.
Monitor response times, case resolution rates, and aftersales volumes with dashboards and custom reports.
What tools are available for customer service at your brokerage?
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Full Aftersales & Warranty Case Management
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Customisable Case Types (Warranty, Service, Maintenance, Customer Enquiry)
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CRM Integration for Case Creation & Tracking
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Photo and Document Uploads for Warranty Claims
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SLA Monitoring and Performance Management
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Case Status Tracking and Real-Time Progress Updates
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Mobile Access for Brokers & Service Teams (Phone/Tablet)
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Automated Email & SMS Notifications to Customers
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Task Assignment and Progress Tracking for Service Teams
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Calendar View for Scheduling Aftercare Tasks
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Customisable Workflow Automation (based on case type/status)
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Escalation Pathways and Priority Levels
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Integrated Email Logging and Communication History
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Internal Notes and Resolution Documentation
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Service Hours & Task Recording for Teams
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Approval Workflows for Warranty or Complex Cases
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Complete Customer & Boat History Timeline
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Audit Logs and Historical Case Tracking
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Standard and Custom Aftersales Reporting Dashboards
Overview of our boat and yacht brokerage software
Get a quick overview of our boat and yacht brokerage software, EliteBrokers. Discover how Elite Dynamics can strengthen your boat and yacht brokerage.
Related modules
Why do boat and yacht brokerages choose EliteBrokers?
Customer success storiesReady to see how EliteBrokers can transform the way your yacht or boat brokerage operates?
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EliteBrokers Customer Service & Warranty FAQs
EliteBrokers is boat broker software with built-in customer service and warranty management, designed for boat brokers, yacht brokers and marine dealers who want to handle the sale and everything that happens after it in one connected system. Built on Microsoft Dynamics 365, it links every buyer, vessel, service ticket and warranty claim to the original sale — giving brokerages a level of aftersales control that generic CRMs and listing tools simply can’t offer.
Most boat brokerage software stops at the sale, leaving service, warranty and aftersales to be run out of spreadsheets, inboxes and disconnected job sheets. EliteBrokers is different: it’s yacht brokerage software that treats aftersales as core, so brokers can protect margin on warranty claims, keep buyers informed, and turn every sale into a long-term customer relationship — not a one-off transaction.
EliteBrokers streamlines boat and yacht warranty management end-to-end. Claims are logged against the buyer and vessel record, routed to the right engineer or supplier, tracked through to resolution, and reported on in real time. For any boat broker or marine dealer juggling multiple manufacturers and warranty terms, it removes the admin drag and evidences every recoverable cost.
Yes. EliteBrokers is a full boat brokerage CRM, so every enquiry, service ticket, warranty claim and aftersales job sits against the customer and boat record. Brokers, sales managers, service coordinators and engineers all work from the same connected boat broker software, no more chasing emails or WhatsApp threads to find out what’s outstanding on a customer’s yacht.
Yes. Service and warranty jobs raised in EliteBrokers flow straight to engineers and technicians through mobile-first boat broker software, so field teams update job status, log parts, capture photos and complete work from their phone or tablet. That means faster turnaround, accurate billing, and no double-keying between the brokerage office and the workshop.
For boat brokers and yacht dealers, aftersales is the differentiator. EliteBrokers gives buyers automated updates on service jobs, warranty progress and scheduled maintenance, so they always know what’s happening with their vessel. That level of aftercare is what turns a one-off buyer into a repeat customer and what sets brokerages using EliteBrokers apart from those relying on generic boat sales software.
Yes. EliteBrokers is a mobile-first boat brokerage platform, so brokers can manage leads, send quotes, update orders and communicate with buyers directly from their phone — whether they’re on the pontoon, at a boat show, or between viewings. New enquiries drop straight into your device, and every conversation, note and reminder is captured in one place, giving you full visibility of your sales pipeline on the move.
Yes. Every ticket and claim feeds into Power BI dashboards built for boat brokers and dealers — giving managers real-time visibility of open cases, resolution times, recurring issues by boat or manufacturer, engineer productivity and warranty cost by vendor. It turns aftersales into commercial insight, not just a cost centre.
Most boat broker software and yacht brokerage CRMs focus on listings and lead management, then bolt on service and warranty as an afterthought. EliteBrokers is built the opposite way — as a complete boat brokerage platform on Microsoft Dynamics 365, where sales, service, warranty, finance and reporting all live in the same system. That’s what makes it the boat broker software of choice for brokerages that want to grow without adding admin.
Yes. Through the EliteBrokers customer portal, buyers raise service tickets, submit warranty requests and track progress in their own time — cutting inbound calls to your brokerage and giving customers the modern, self-serve experience they expect from a premium yacht broker or marine dealer.