CRM for Marinas

• The problem

  Renewal time comes and half the seasonal slip contracts are still unsigned.

  In Kompot.ai

  Send each slip agreement from a document template with the owner, boat and slip merged in. Owners sign by link, the audit trail shows who has signed, and the renewal date on the contact lets a scheduled workflow raise a task for every owner the office still has to chase.

• The problem

  Monthly dockage is invoiced by hand, slip by slip.

  In Kompot.ai

  Bill slip fees as subscription invoices, monthly or yearly, each with a link for card payment. One-off charges such as a pump-out or a haul go out as a separate invoice from your price list, and late dockage is flagged as overdue so the office knows whom to call.

• The problem

  A slip opens up mid-season and nobody knows which waiting owner's boat would fit it.

  In Kompot.ai

  Keep each owner asking for a slip as an opportunity in a stage of its own, with the boat's length, beam and draft as fields on the contact. When a slip frees up, go through that stage, call the first owner whose boat fits and move the deal on to the contract stage.

• The problem

  A transient boat ties up for one night and the dock office has no record of who it is.

  In Kompot.ai

  Add the visiting boat as a contact from a phone on the dock: boat name, length, home port, the captain's number. The overnight invoice goes out with a payment link, and next summer the same boat is already on file when it hails you again.

• The problem

  A storm warning is issued and the office phones slip holders one at a time.

  In Kompot.ai

  Send an email campaign to the segment of current slip holders: double the lines, take the canvas down. Replies come back into each owner's conversation history, so you see who has answered and who still needs a call.

What you keep on record

Boat and slip

Boat name, length, beam, draft, registration and the slip assigned, as custom fields on the slip holder.

Seasonal contracts

The signed slip agreement with its start and end dates, stored as an e-signed document on the owner.

Owners waiting for a slip

An opportunity per owner, with the boat's dimensions on the contact and the date they first asked.

Dockage rates

Seasonal, monthly and transient rates, winter storage, pump-outs and launch fees in the price list.

Questions owners ask

Does it show a map of the docks and which slips are free?

No. There is no dock map, and Kompot.ai does not assign slips for you. The slip number is a field on the owner's record, so a table of slip holders sorted by slip shows who is where, and the dockmaster keeps deciding the layout.

Can I bill slip fees every month without creating each invoice?

Yes. Subscription invoices are issued monthly or yearly on their own, and every one has a link for paying by card through Stripe or PayPal. Part payments are recorded against the invoice, and dockage left unpaid is flagged as overdue.

How do owners sign the seasonal slip agreement?

You prepare the agreement once as a template with merge fields. Each owner receives it by email, by link or as a QR code at the dock office, signs on their own device, and the signed PDF with its audit trail is kept on their record.

How do I keep track of owners who want a slip but cannot get one yet?

Keep each as an opportunity in a pipeline stage of its own, with the boat's dimensions on the contact. It is a list you work through by hand — the system does not rank owners or offer slips for you — but nobody is left forgotten in a notebook.