EliteBrokers Release

Feature Description

EliteBrokers is a bespoke boat dealership management software built on the Microsoft Power Platform, designed specifically for brokers in the marina industry. It streamlines customer service, sales, and aftersales processes, offering automation for leads, activities, and reporting. The software integrates with Microsoft Dynamics 365 Business Central, enabling efficient quoting, ordering, and invoicing. It also supports engineer and service team management, transport coordination, and document handling. With features like customer portal updates, lead scoring, and Power BI integration, EliteBrokers enhances operational efficiency and business growth. Its extensibility allows seamless integration with third-party platforms.

Feature Screenshots

Business Uses

• Reduce Manual Effort - EliteBrokers automates lead tracking, quoting, ordering, and invoicing through its integration with Microsoft Dynamics 365 Business Central. This ensures faster turnaround times, fewer errors, and improved customer satisfaction across the sales lifecycle.

• Efficient Working & Logistics - EliteBrokers provides tools for engineer scheduling, transport coordination, and document handling, enabling seamless collaboration and real-time visibility into service operations.

• Leads & Marketing Optimisation - With built-in lead scoring, customer portal updates, and Power BI integration, EliteBrokers empowers managers to make informed decisions, prioritise opportunities, and monitor performance metrics that drive growth.

System/User Requirements