Features
Customer management
Stantia makes it easy to manage every aspect of your customer relationships. From initial enquiry to final sale, track interactions, match leads to boats, assign team members, and stay organised with everything in one place. It’s customer management designed specifically for boat brokers and dealers.
- Keep all your customer details in one central place, including contact info, preferences, enquiry history, and communication records.
- Add internal notes and tags to help your team stay aligned on each customer’s status and needs.
- Upload and store documents related to each customer – such as ID checks, letters and contracts – securely and accessibly.
- Quickly match customers to suitable boats based on their interests.
- Easily convert website/portal enquiries to contacts.
- Assign customers to team members and offices to keep responsibilities clear and leads well-managed.
- Detect potential duplicate contacts and merge records.
Stantia Features
Frequently Asked Questions
Yes. Stantia keeps a full communication history, including emails and enquiries, so you and your team can always see where things stand with each customer.
Absolutely. Based on a customer’s interests or previous enquiries, Stantia will automatically match boats from your inventory to help you respond faster and more accurately.
Yes. You can assign customers to users and offices to help manage workloads, control access, and ensure enquiries are followed up by the right people.
Yes. Stantia is built with data security in mind including assigning user access to only the contacts they need, a history of user interactions, and TLS encryption for in-transit data.
Yes. If you can provide your customer data in our standard format, we’ll import it for you at no charge. If your data requires custom formatting or processing, we’re happy to help – a one-time setup fee may apply in those cases.