Marina CRM
In a marina, sales, the harbour office and the technical team each talk to the same boat owner separately; because the promises made do not accumulate in one place, at the end of the season why someone did not come back stays unanswered.
Berthing, winter storage and haul-out requests are separate records; boat length, period and block position are their fields. Insurance and seaworthiness expiry sit on the boat record.
- Gather every boat owner's contact history and the team's notes on a single customer card
- See opportunities stage by stage, and measure where the sales cycle stretches along with the forecast
- Keep insurance and seaworthiness certificate expiries on the boat record and see the expired ones in a single list
- Compare sales performance, customer behaviour and team productivity through reports
- Connect a single WhatsApp business number to the team inbox and move messaging off personal phones
| Berthing and Winter Storage Request | Every berthing or winter storage request is its own record; the boat's length, the period requested and the stage the request is waiting at sit in the record's fields; when the season closes, the boat owners who did not come back are filtered from those same fields. |
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| Transit Boat Arrival | A separate record is opened for a transit boat arriving for a short stay; the arrival and departure date, the boat's length and the services taken sit in its fields; the boat owners to be called before the season are filtered from those dates. |
| Boat Service History | Every boat is its own record; engine maintenance, paint and technical service jobs accumulate under that record with their dates. Because the same owner's two boats sit in separate records, what the harbour office and the technical team said about which boat does not get mixed up. |
| Insurance and Document Term | The expiry day of the boat insurance and of the seaworthiness certificate are fields on the boat record; boats whose term has run out are collected in a single list by date, and the message written to the owner is recorded against the same record. |
| Haul-Out and Lift-Ashore Work Order | A separate work order record is opened for every boat hauled ashore; the haul-out date, the boat's length and tonnage, the block position where it stands ashore and the launch date are fields on that record; the antifouling paint and underwater hull work to be done while the boat is ashore are task lines tied to the same work order. |
Contact with the marina customer piles up seasonally: within a few weeks dozens of conversations, quotes and requests stack on top of one another, and then months of silence follow. In the busy moment, lists kept by hand go stale fast; in the quiet period nothing is left to say who should be called.
In Rapitek CRM contact is written to the record, not to a person. Every request that comes in during the busy week joins the queue and produces its own follow-up task; when the quiet period arrives, the list of people to call does not wait to be drawn up by hand — it falls out of the records themselves. Because team messages are added to the same history, even when staff change, the previous season's conversation stays where it is.
