Module overview
Reduce admin, boost efficiency, and keep brokers and boat owners connected at every stage of the sales and aftersales journey. With EliteBuilders, you can build intelligent automation workflows that send branded communications, trigger internal tasks, and notify customers with key updates, all without manual input.
From build progress updates and warranty responses to transport notifications and post-handover follow-ups, automation keeps your customer journey moving. Whether you’re working with brokers or direct buyers, you can deliver a more responsive, personalised experience at scale.
Features and benefits of
Automation
Automatically send branded updates on boat sales, aftersales cases, and build progress.
Trigger internal tasks, reminders, and notifications without repetitive data entry.
Engage brokers or direct buyers with messages tailored by time, status, or behaviour.
Capture service requests, feedback, or warranty claims directly into your solution.
Seamless Outlook integration enables automatic follow-ups, reminders, and meeting scheduling.
Generate professional quotes, contracts, or service summaries without manual formatting.
Use AI-driven insights to fine-tune workflows, trigger the right communications, and improve customer touchpoints.
Tools and functions available
- Automated resource management, allocation and scheduling.
- HTML email templates and automation for branded communications.
- Activity and task management across sales and aftersales.
- Office 365 integration (Outlook, Word, Excel).
- Automated reporting and analysis on workflows.
- Workflow designer for end-to-end process automation.
- Customer journey builder for brokers and buyers.
- Portal integration for trigger-based communication.
- Microsoft Copilot suggestions for workflow optimisation.
- Microsoft power automate integration.
- Triggered notifications (Email, SMS, In-App).
- Auto-generated documents (quotes, contracts, service updates).
Overview of our boat and yacht builder software
Get a quick overview of our boat and yacht builder software solutions and discover how Elite Dynamics can streamline your operations.
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