CRM Built for boat dealers

Every buyer in one logbook.

Chat, email, marketplace feeds and calls, merged into one timeline per buyer, in a CRM that speaks hulls, hours and trade-ins.

Join the founding fleet See it in the story
app.leadingbeacon.com/pipeline
Pipeline
8 buyers · $1.71MNew lead

New2$296.9k

Jenna M.2023 24′ Pontoon
$96,900Financing?
Chris P.Wants a 30′ center console
Budget $200,0002 matches

Qualified2$169.8k

Aisha K.2023 Boston Whaler 230 Outrage
$124,900Score 81
Tom S.2023 Bayliner VR5
$44,900Score 78

Sea trial2$608.9k

Daniel R.2016 42′ Flybridge
$389,000Sat 10:00
Luis & Ana G.2018 Sea Ray Sundancer 320
$219,900Sat 1:00

Deal2$636.2k

Carlos V.2020 Princess V40
$595,000Deposit paid
Sam W.2023 19′ Center Console
$41,200Signed

What it does

Nothing leaks, nothing is typed twice.

Leads arrive from your website, the portals you list on, your inbox and your phone. Leading Beacon reads them all and keeps one record per buyer.

Every lead, one inbox

Website chat, BoatTrader, boats.com and YachtWorld leads, email, calls and social lead forms, in one place, answered and de-duplicated.

Inbox3 new
Jenna M. · web chatCan I finance the 24′ pontoon? What would it run a month?
New
Chris P. · email30′ center console up to $200k, trading his bay boat
New
Mike T. · BoatTrader leadLead for the 2021 26′ deck boat · stock 3088
New
Luis G. · missed callAI called back in 2 min · sea trial booked
Booked
Aisha K. · Facebook lead form2024 19′ center console · this spring
Merged

Parsed, not pasted

Email inquiries become structured leads: the buyer, the boat, the trade-in and the timeline, matched to who you already know.

chris.p…@gmail.com · 30′ center console · 8:41 am
Looking for a 30′ center console with twin outboards, up to $200k. I’d trade in my 2019 22′ bay boat (bought from you) and want to be fishing by June.
BuyerChris P. · matched
Boat30′ center console
Trade-in2019 22′ bay boat
TimelineBy June

Trade-ins on the deal

Year, model, hours, photos and your number, tracked with the sale.

Trade-inon Daniel R.’s deal
2017 Sea Ray Sundancer 320640 hrs · twin sterndrives · no loan · 3 photos
Owner’s number
$165,000 · Marco
Condition
Subject to inspection
Inspection
Sat, before the sea trial

Your answer, from anywhere

Questions only you can answer reach your phone. Reply in a line; the buyer hears it.

7:54
Today
Needs your answer · Daniel R.Would we take his 2017 Sea Ray Sundancer 320 (640 hrs, no loan) in trade? I’m calling him at 8:00.
Yes. Around $165,000, subject to an inspection.
3 new leads since yesterdayAll answered · 1 viewing, 1 callback
Saturday1 handover · 1 sea trial · 1 viewing

Inventory that knows who wants it

Every boat shows who asked about it, so new arrivals find their buyers.

Inventory48 boats
BoatStatusBuyers
2016 42′ Flybridge$389,000
Sea trial6
2018 Sea Ray Sundancer 320$219,900
Sea trial3
2024 19′ Console$58,500
Available9
2020 MasterCraft XT23$134,900
Inbound4

Know where every sale came from

Leads, response times, sea trials and sales by source, so you spend on what sells boats.

This month, by sourceExample data
New leads80+18% vs last month
Answered within 5 min100%chat any hour · calls 8–8
Sea trials18from 41 qualified
Boats sold5$1.13M
SourceLeadsSea trialsSold
Website chat
31
82
BoatTrader · YachtWorld
22
52
Email
13
31
Phone
9
2–
Social lead forms
5
––
All sources
80
185

The pipeline

Shaped like a boat sale, from first question to delivery.

Generic CRMs track “deals”. Boat sales run through sea trials, trade-ins, surveys, financing and delivery, and the pipeline follows them.

  • Stages that match a boat sale: inquiry, qualified, sea trial, deal, delivered
  • The trade-in, deposit, survey and financing tracked on the deal
  • Reminders so nothing waits on someone remembering
Deal · Daniel R.2016 42′ Flybridge
  • Pre-qualified (soft pull)Up to $250,000 · from the AI’s text link
  • Buyer’s order signed$379,500 less the $165,000 trade · $25,000 deposit
  • Survey and haul-outBuyer’s surveyor · oil samples sent
  • Lender approval and insuranceFull application with the lender · binder
  • AcceptanceSurvey and financing accepted
  • ClosingFunds wired · USCG documents filed
  • Delivery and orientationDock C to his slip, with Marco

Questions

What dealers ask us.

Can we bring our existing contacts and deals?

Yes. We import from spreadsheets or an export from your current CRM, and map owners, boats, open deals and history for you.

Which lead sources work?

Your website’s chat, forms and bookings; email inquiries; XML lead feeds from the listing portals and marketplaces you use; calls; and social lead forms.

Does it work on a phone?

Yes. It’s built for the dock and the showroom floor as much as the office.

Do salespeople have to change how they work?

Less than you’d think. They get buyers who have already been answered and qualified, each with a summary, a timeline and the next step.

Who owns the data?

You do. Your buyers, owners and conversations are yours, and you can export all of it at any time.

What does it cost?

With your new website, $200 a month per location; on the website you have, $100 a month on its own, month to month. Unlimited users either way. See pricing.

One system

Every part knows every buyer.

The website, the CRM, the AI and your ads share the same buyers, the same inventory and the same record of every conversation.

WebsiteA website that sells the boat

Listings buyers fall for, an assistant that knows your lot, sea trials booked once buyers qualify.

Explore Website → AI for salesAnswers, recommends, remembers

Every buyer answered and qualified, the right boat suggested, owners kept close for years.

Explore AI for sales → AI for adsBe found first

Ads built from your inventory, tuned daily, measured in sea trials and boats sold.

Explore AI for ads →

Keep the light on.

We're onboarding a small founding fleet of dealerships to shape the platform with us. Tell us where your leads leak today and we'll start there.

We reply personally.