Module overview
Keep every boat sale on track from first enquiry to handover. EliteBrokers boat broker software gives you complete visibility of every prospect, whether they’re interested in a pre-owned vessel or a new yacht listing.
Track every touchpoint, from initial enquiry, viewing appointments and quotations through to offers and final sale. Automation ensures timely follow-ups and cuts admin, while Outlook integration keeps calendars and communications aligned. With Microsoft Copilot, your brokers get intelligent lead summaries and instant context on every buyer and seller interaction, so nothing gets overlooked.
With all leads, activities and customer communications in one yacht brokerage CRM, your team responds faster, manages negotiations with confidence, and closes more boat deals with ease.
How does EliteBrokers support
leads and activities
Track every buyer enquiry from first contact to sale Manage all interactions across the brokerage journey, from initial enquiry to viewings, offers, and deal creation.
Boat Match to instantly connect buyers to the right listings Set customer preferences such as length, price, model, or location and instantly see matching boats in your inventory to ensure no opportunity is missed.
Microsoft Copilot lead summaries Get AI-generated summaries of every enquiry, interaction, and status update to save time and give brokers instant context on buyers and sellers.
Outlook integration Sync emails, appointments, and yacht viewings directly with Outlook to manage schedules and keep communication flowing.
Automated reminders and follow-ups Stay ahead with automatic tasks and follow-up prompts based on buyer behaviour or listing interest.
360° visibility on every listing and prospect View complete buyer and seller profiles, including boat preferences, communication history, and past enquiries.
Assign and prioritise leads by broker or team Distribute leads intelligently to the right broker to improve accountability and speed of response.
Centralised activity tracking Log and manage all sales tasks, viewings, and negotiations from a single dashboard.
Sales process optimisation Identify bottlenecks, fast-track high-value buyers, and align broker activity with revenue goals.
Log, record and transcribe calls automatically Track every conversation with automatic logging and transcription linked to each lead to give your team total context and save hours of manual admin.
What tools are available for your brokerage?
- Lead management dashboard.
- Microsoft Copilot lead summaries.
- Appointment and yacht viewing scheduling.
- Outlook email and calendar integration.
- Automated reminders and follow-ups.
- Lead source tracking (website, portals, walk-ins, referrals).
- Activity timeline and engagement logs.
- Team assignment and lead ownership controls.
- Status and priority tagging.
- Contact duplication checks.
- Centralised lead and listing database.
- Configurable lead workflows.
- Boat match to Instantly match buyers with available listings.
- Integrated telephony (click-to-call, call logging, recording, and transcription).
- Phone call tracking with notes.
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 streamline your yacht and boat brokerage.
Related modules
How we help our customers with boat and yacht broker management software
Customer success stories
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Mark Brown
Port of Newport -
Our previous systems simply weren’t designed for the scale and turnover of our operations. Staff were frustrated, customers were frustrated, and we we...
- Carl Onens
ABC Leisure Group -
For us, moving to EliteMarinas was not just about choosing a new system. It was about reducing risk, removing duplicated data handling and creating a ...
- Pavlos Charalambous
Ayia Napa Marina -
We chose EliteMarinas because it offers the integration, automation, and scalability we need to take Ayia Napa Marina to the next level. The solution ...
- Adam Yardley
Norfolk Broads Direct -
We’re thrilled to have EliteMarinas up and running across our operation. The project has been a great experience, and the system already feels like a ...
- Debbie Hunt
Aquavista -
We operate a nationwide boat sales service, so we needed a platform that could support our current operations as well as our future growth plans. Elit...
- Carl Onens
ABC Leisure Group -
EliteMarinas gives us the opportunity to bring together everything from lead and sales management, to bookings, financial controls and on-site operati...
- Elliott Poulter
Microsoft, SMB Business Lead UK - Business Applications -
Coastal & Inland Marinas is a niche within the hospitality and tourism industry. Businesses in this sector have very unique and complex needs, so work...
- YC Chue
AristoU Pte LTD -
Partnering with Elite Dynamics significantly expands our portfolio, enabling us to offer specialised, comprehensive solutions designed specifically fo...
Ready to see how EliteBrokers can transform the way your yacht or boat brokerage operates?
Book a demo today and explore how our all-in-one software can help you save time, improve efficiency, and deliver a better experience for your customers.
EliteBrokers Leads & Activities FAQs
EliteBrokers Leads and Activities is the lead management and sales pipeline module inside our boat broker software, built on Microsoft Dynamics 365. It gives boat brokers, yacht dealers and marine sales teams a single place to capture every enquiry, track every conversation, and move every opportunity through the sales pipeline, without losing leads to spreadsheets, inboxes or memory.
Most brokerages lose deals not because the boat’s wrong, but because the follow-up slipped. Generic CRMs weren’t built for how boat and yacht brokers actually sell. EliteBrokers is boat broker software designed around the way brokerages work — capturing leads from your website, portals and phone calls, and giving every broker a clear, prioritised view of what to do next to close the sale.
EliteBrokers pulls enquiries in from your website, listing portals like RightBoat, email, phone and walk-ins — automatically creating a lead against the right buyer and vessel of interest. That means no more copy-paste from inboxes, no lost enquiries at the weekend, and no brokers arguing over who “owns” a lead. Every enquiry lands in the yacht brokerage CRM ready to action.
Yes. Calls, emails, viewings, sea trials, quotes and follow-ups are all logged against the lead, buyer and boat in EliteBrokers. Brokers and sales managers see the full activity history in one connected boat broker software view — so nothing falls through the cracks and no customer ever has to repeat themselves.
EliteBrokers uses built-in lead scoring to surface the hottest opportunities based on buyer behaviour, engagement and fit, so brokers spend their time on the deals most likely to close. Sales managers see the full yacht sales pipeline at a glance in Power BI dashboards, making it easy to coach the team, forecast accurately and step in on stalled deals before they’re lost.
Yes. EliteBrokers intelligently matches buyer criteria to available listings in a couple of clicks, so brokers instantly see which boats or yachts fit each enquiry. It’s a feature you won’t find in a generic marine dealer CRM and it’s a big reason brokers using EliteBrokers respond faster and convert more first enquiries into viewings.
Yes. EliteBrokers automates the routine chase-ups that eat into a broker’s day — follow-up reminders, appointment scheduling, nurture emails, task assignments and next-step prompts. Your brokers stay on the front foot with every buyer, and your brokerage stops losing deals to slow response times.
Yes. EliteBrokers manages buyer enquiries and vendor listings in the same boat broker software, so brokers can track sellers looking to list a boat as easily as buyers looking to purchase. That gives brokerage principals a full picture of the market, matching stock to demand and driving both sides of the deal from a single platform.
Yes. EliteBrokers is mobile-first boat broker software. Whether brokers are at a boat show, walking the pontoons or between viewings, they can capture new leads, log activities, send quotes and update the pipeline straight from their phone — so nothing waits until they’re back at a desk.
Most boat brokerage CRMs are either bolted onto generic sales tools or built as standalone listing platforms. EliteBrokers is a complete boat broker software solution on Microsoft Dynamics 365 — where leads, activities, listings, quotes, contracts, aftersales and reporting all live in the same system. That’s why brokerages that outgrow off-the-shelf CRMs choose EliteBrokers to scale.