The CRM Built Exclusively for Boating Professionals
Nautical Insight’s CRM delivers a powerful Customer Relationship Management software. With its clean and modern user-friendly design, our CRM elevates the company’s and it’s sales specialist’s customer-facing professional appeal. While improving overall business performance at the same time.
Gartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. Nautical Insight answers that call.
Any Device-Anywhere-Anytime!
Nautical Insight CRM
Highlighted Features
Customers
Easily add, organize, share files and interact with Customers
Invoices
Quickly create, alter, schedule, organize, track, send & share invoices with customers and internal staff.
To-Do List
Keep your day organized with to-do lists. The user-friendly drop-down window sorts & displays your list by due dates & times.
Reports
Interactive financials, invoices, customer & lead summary reports with sorting options. Print, email, download and share reports.
Leads
Conveniently create, organize, edit, add by source & state, and track leads. With one-click convert to customer.
Proposals
Effortlessly create, organize, edit, send or share proposal with your clients & Leads. With unlimited item add-ons
Customer Panel
Interact & share files and documents via the customer panel. Unique login credentials allow customers to access, accept, approve, and share files, proposals and estimates.
Cross-Browser Compatible
Responsive user interface with special design for mobile and tablet screen.
Expenses
Easily create, track, edit, report and assign expenses. Email or share with internal staff and customers.
Notifications
Stay on-top of everything with the convenient drop-down window. Voice alert and number indicators signals new notifications.
Timeline
Side-display timeline to view all operations and operation logs.
Real-Time Interaction
Information delivered as it happens to keep all of your data up-to-the-second. No more errors or headaches caused by delayed data.