CRM & CLIENT PORTALS / HAMPSHIRE
WHAT IS INCLUDED
WHY FAREHAM
Boatyards and marinas have customers who come back year after year, often with the same boat. Yet the history of each vessel, including past work, storage periods, preferences and outstanding quotes, is frequently held in paper files or scattered emails. A CRM designed around boats as well as owners keeps that history in one place. Staff can see everything done to a vessel before quoting for new work, and owners can be reminded in good time about storage and servicing.
CRM & CLIENT PORTALS / FAREHAM
Engineering subcontractors serving aerospace and defence customers need portals of a different kind. Customers want to see job status, inspection results and certificates of conformity without chasing. Service firms on the business parks, supplying facilities or IT support to larger organisations, benefit from giving clients access to service requests and reports. We design each portal around the information customers actually ask for, connected to the systems where that information already lives.
IN PRACTICE / FAREHAM
A marina could let boat owners log in to see storage dates, work history, quotes and invoices for their vessel, and request new jobs or lift-outs online.
An engineering subcontractor might give customers a portal showing each order's progress, inspection status and certificates, reducing calls from buyers chasing delivery dates.
A facilities maintenance firm based at Segensworth could let clients raise and track service requests, view completed work and download compliance certificates for their buildings.
CRM & CLIENT PORTALS ACROSS FAREHAM
DELIVERY / FAREHAM
Agree the opportunity and evidence of success.
Make direction tangible before delivery expands.
Build in visible, testable releases.
Use real performance to shape what follows.
QUESTION / FAREHAM
Yes. We'd typically model the boat as its own record, linked to one or more owners, so the history stays with the vessel even if it changes hands. Storage, berths, work orders and quotes all attach to the boat. That structure fits how yards actually think about their customers.
NEARBY SERVICE COVERAGE