Boat dealership software, from lead to delivery.

The boat sales pipeline, made visible

Boat sales don't fit a generic CRM. A boat deal has trade-ins, deposits, financing applications, diagnostic surveys, sea trials, registration paperwork, and weeks-to-months of back-and-forth before the boat leaves the lot. Most boat dealerships run this pipeline on a whiteboard or in someone's head.

HelmDMS gives you a real deal pipeline — visual, status-driven, and tied to the rest of your operation:

• Lead capture: incoming inquiries from your website, walk-ins, or phone calls — all on one record with full history.
• Quotes and proposals: draft, edit, send. Generate PDFs that look like you're a serious dealership.
• Trade-in management: capture trade-in details, attach photos, set valuations, track residual through the deal.
• Deposit collection: Stripe-powered deposit links so customers can pay from their phone.
• Financing tracking: mark applications submitted, approved, declined. Track the lender, the rate, the terms.
• Document generation: bill of sale, purchase agreements, retail installment contracts.
• Delivery checklist: walk-through, registration handoff, customer training scheduled.
• Website inventory sync: when a unit sells, it comes off your website automatically.

Connected to the rest of the dealership

The reason most boat dealerships fail at deal management isn't the deal management — it's that the deal management is disconnected from everything else. The customer who bought a $40,000 boat last fall walks in for $80 worth of fishing line, and your parts counter has no idea who they are.

HelmDMS is built so that the customer record at the parts counter is the same record as the customer who bought the boat, the same record where service history lives, the same record that pops up when they call. Your sales team, parts counter, service writers, and back office all see the same customer.

That's the difference between selling a boat and building a relationship.

What's included

Boat dealership software is one piece of HelmDMS. The full platform also includes:

• Marine POS with Stripe Terminal integration
• Service work order management
• Parts and inventory with multi-vendor sourcing
• Service scheduling with SMS reminders
• Live supplier search — search every distributor at once
• Built-in SMS, email, and natural-voice automated calls
• Caller ID popup on inbound calls
• QuickBooks Online sync
• Time clock and job clocking

See every feature →

What we don't do (yet)

Honest limits: HelmDMS handles boat deals end-to-end for typical workflows, but we don't have a full F&I module like Lightspeed EVO. If you finance heavily in-house with multiple lenders and need traditional F&I (with deal jacket, menu selling, etc.), Lightspeed has more depth there. We're focused on getting the operational core right first.

If your shop is more service-and-parts than new-boat-finance, HelmDMS will outperform Lightspeed on the workflows that actually run your day, at one-third the price.

Founding pricing locks in for life

$499/mo flat for the first 25 dealers. Includes everything above plus migration from your current system. Book a demo or talk to a real human.