Module overview
Gain full visibility of your sales pipeline from the first enquiry to final invoice with tools that help your team manage every opportunity. Whether you’re selling directly to buyers or working with brokers, you can create accurate quotes, track all communications, and monitor deal progress in one connected system. With smarter insights and greater control of the process, your sales team can respond faster, close deals sooner, and deliver a seamless buying experience at every stage.
Features and benefits of
Sales and leads
Log calls, emails, boat viewings, and tasks in one place with full visibility of every lead’s journey.
Quickly create quotes using up-to-date boat specifications, optional extras, and pricing, reducing the risk of manual errors.
Sales, production, and aftersales teams share the same real-time customer and build data, ensuring a seamless experience throughout the sales lifecycle.
Use built-in lead scoring, segmentation, and buyer behaviour tracking to prioritise follow-ups and focus on the most engaged prospects.
Access real-time data and update lead records from any device — whether in the office, at the marina, or on the road.
Spot trends, monitor listing performance, and improve results with actionable sales insights and real-time reporting.
Equip your team with the context and tools they need to move deals from enquiry to invoice confidently and efficiently.
Tools and functions available
- B2B and B2C sales processing (direct buyers and brokers).
- Automated sales lead capture from websites or enquiries.
- Advanced lead segmentation (by boat type, value, or interest).
- Integrated DocuSign for digital quote approvals.
- Automated task and activity management.
- Lead scoring and qualification tools.
- Sales timeline and opportunity tracking.
- Email and calendar integration with Outlook.
- Quote generation with current stock and build specs.
- Sales dashboards and performance reporting.
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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