Much to discover

The Proposal Tool will certainly make you love Boatsby CRM.


Quote any type of boat whether it's used, new in stock, or new to set up if you're a brand dealer and have the official fares. No matter which shipyard or model, proposing with the Boatsby proposal tool will no longer be tough.


Fast and easy

Propose in minutes in your office, while travelling or as you meet your client. Your salespeople will save hours of administrative work and above all, minimize errors in proposal making. It will improve the productivity of your sales team..


Add your extras as a dealer.

Include in the proposal any extra that you offer to your customers. Don't leave any details not included. With the Boatsby Ratekeeper, you can add to your budgets any good or service you offer as a company (transport, assemblies, reviews, maintenance, etc...)


Meets the conditions of the Shipyard

When quoting give your team peace of mind. Boatsby allows you to set up the conditions of compatibility/incompatibility and the mandatory nature among the different extras. In this way, you will avoid errors and meet the requirements established by the brands when it comes to building a boat.


Make a complete proposal

Includes more than just the selling price.

Taxes: V.A.T., registration, fees, etc.

Trade-in Boat: brand, model, year and rating.

Terms and conditions: Offer validity, payment terms, extra charges, guarantees, etc...


Customize your proposal document

Create a proposal document as detailed as you estimate necessary. It is designed so you can select among different blocks and the contents contained in them. This allows you to generate a customized proposal for each customer.


As easy as following these 6 steps.

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  1. 1
    Select customer and boat type (used, new in stock, or to be configured).
  2. 2
    Choose the ship for sale or model you want to include in the proposal
  3. 3
    Select the shipyard options, if new, and/or the dealer add-ons
  4. 4
    Includes items such as discounts, taxes, trade-in, etc...
  5. 5
    Add any service or item that your company offers as a broker.
  6. 6
    Save and email the pdf document with a simple click.