Customer Relationship Management
Marine CRM Software That Turns First-Time Visitors Into Lifelong Customers
Your customers deserve more than a name in a spreadsheet. Shop Track's built-in marine CRM gives boatyards, marinas, and marine service centers a complete view of every customer relationship -- from their contact details and vessel records to their full service history and communication timeline. Know your customers better, serve them faster, and build the kind of loyalty that keeps them coming back season after season.
- Complete Customer Records
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Maintain detailed customer profiles with contact information, vessel ownership, communication history, and a full log of every work order. Service advisors can pull up any customer in seconds and have everything they need to provide informed, personalized service.
- Customer Portal & Sharable Links
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Share work order updates, quotes, and service summaries with customers through secure, unique sharable links. Customers can review the status of their boat repair without needing to call your shop, and your team looks more professional and responsive.
- Full Service History
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Every work order, service note, photo, and communication is linked to the customer record. View a complete timeline of every interaction -- from their first estimate to their most recent haul-out -- so your team always has the full context.
Built for Boatyard Customer Management
Every Customer Interaction in One Place
Generic CRM tools were not built for the marine service industry. Shop Track's marine CRM understands the unique relationship between customers, their vessels, and ongoing service needs -- giving your team the context they need to deliver exceptional service every time.
- Multi-Vessel Customer Profiles. Many marina customers own multiple boats. Shop Track links every vessel to its owner, so when a customer calls about their 32-foot center console, your team can instantly pull up the right vessel, its service history, and any open work orders -- without confusion.
- Secure Sharable Work Order Links. Generate unique, secure links that let customers view their work order status, service details, photos, and cost breakdowns from any device. No logins required for customers -- just a professional, transparent experience that builds trust and reduces phone calls.
- Customer Insights & History. View the total number of work orders, lifetime service value, and complete job history for every customer. Identify your most valuable clients, spot seasonal trends, and use data-driven insights to plan targeted outreach that brings customers back for winterization, spring commissioning, and routine maintenance.
- Integrated Quoting & Invoicing. Create and send professional quotes directly from the customer record. Once approved, quotes convert seamlessly into active work orders. When the job is done, generate invoices and payment links through Square or Stripe -- all connected to the customer profile for easy reference.
- Powerful Search & Filtering. Quickly find any customer by name, email, phone number, or vessel details. Advanced filtering lets you segment customers by status, work order count, or last service date -- making it simple to manage outreach lists, follow up on pending estimates, or re-engage dormant accounts.
Shop Track's marine CRM is not a bolt-on afterthought -- it is woven into every part of the platform. When you open a work order, you see the customer. When you view a vessel, you see the owner. When you send an update, it is logged automatically. This interconnected approach means your team spends less time searching for information and more time delivering the kind of service that earns five-star reviews and repeat business.
Ready to Build Better Customer Relationships?
Give Your Customers the Professional Experience They Expect
Stop losing customer details in sticky notes and inbox threads. Shop Track's marine CRM software centralizes every customer interaction, vessel record, and service history in one searchable platform. Start your free trial today and experience what purpose-built boatyard customer management looks like.