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Keel CRM· Early access

It isn’t open yet.
Here’s where
it stands.

Keel CRM holds your customers, their boats and your deals. It’s being built alongside a working marine group, and opens to a few firms first. We’d rather show you where it really is than sell you a slide.

Hold my place

Shown with our demo company’s data.

The Keel CRM vessel record for Nordvik Aurora: who owns and manages her, her past owners, and the visit log
  • 7parts working today
  • 2being finished
  • 3next, not built yet

Every part, and whether it works.

No roadmap slides. This list changes when the product does.

Working today

Built and working on our demo companyLive
  • Vessel records

    Who owns her now, who owned her before, and what’s fitted.

    Live
  • Accounts and contacts

    Owners, managers and the people you actually call.

    Live
  • Visits, calls and Talk it in

    Say the visit out loud, read it back, log it on the boat.

    Live
  • The deal board and forecast

    Every deal by stage. Each currency kept apart.

    Live
  • Estimates, quotes and accept by link

    Rate cards, options and your terms. The customer says yes from a link.

    Live
  • Documents and technical reviews

    Files and reviews kept on the account and the vessel.

    Live
  • Won work handed to Keel Planner

    Customer, vessel, port, scope and value go across with it.

    Live

Being finished

Part builtFinishing
  • Forward an enquiry, it lands on the record

    Built. Not switched on yet.

    Finishing
  • Dashboards for the people who run the firm

    The first screen, account growth, is in. More to come.

    Finishing

Next

Planned, not builtNext
  • Trade-show leads from Keel Events

    Scanned at your stand, then into the CRM as a prospect.

    Next
  • A licensed vessel data feed

    Ship details filled in for you. You check them before they’re saved.

    Next
  • Voice notes that file themselves

    Talk it in fills in the visit and the next step for you.

    Next

The record, as it really looks.

The Keel CRM vessel record for Nordvik Aurora: who owns and manages her, her past owners, and the visit log

Our demo company’s data. Everything on this screen works today.

Where it sits in KeelSync.

The CRM holds the customer and the boat. The other products pick them up from there, so nobody types them in twice.

  1. Keel Events

    A lead at your stand

    Scan their card at the show.

    Live
  2. Keel CRM

    Customer, boat and deal

    Quoted, chased and accepted.

    Early access
  3. Keel Planner

    The job, planned

    Engineers, dates and the port.

    Live
  4. Keel Project

    The big jobs

    Refits and yard work in man-days.

    Live
Joined up todayEvents to CRM comes next

What early access means.

Same as every KeelSync product: we set it up with you, on your own data.

  1. We set it up with you

    On a call, with your own customers and a few of your boats. Nothing to install.

  2. You use it on real work

    Log visits, send quotes and move deals with the parts marked Live.

  3. You shape what’s next

    What you find missing helps decide the order we build the rest in.

Opening to a few firms first

First in line when it opens.

Leave your work email. We’ll email you a time for a call, show you your own fleet in it, and hold you a place.