By the Cliont product teamUpdated September 9, 2026

boat sales and brokerage lead intake software for shops

Qualify more boat sales and brokerage leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their job, collects photos, and hands you a scored, qualified lead.

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●Video greeting●Guided intake●Photo upload●Instant lead scoring

Live previewQuestion 1 of 7

Do you currently own the boat you want to trade in?

Yes

6 boat sales and brokerage intakes

A custom intake for every boat sales and brokerage job

Each one is a ready-to-embed smart survey tuned to the job — open any to try the exact experience your leads would complete.

7-question intake

Boat Trade-In

Assistance evaluating and applying a customer's current boat as partial payment toward the purchase of another vessel.

Preview intake →

7-question intake

Buy a Boat

Assistance finding, evaluating, and purchasing a boat through a licensed broker who matches buyers with suitable vessels for sale.

Preview intake →

8-question intake

Sell a Boat

Assistance for owners seeking to list, market, and sell their boat through a broker or direct sale process.

Preview intake →

7-question intake

Pre-Purchase Marine Survey

An inspection service that evaluates a boat's condition, safety, and value before a buyer completes a purchase.

Preview intake →

7-question intake

Yacht Brokerage

Brokerage assistance for individuals looking to buy or sell a yacht, including listing, valuation, and negotiation support.

Preview intake →

6-question intake

Boat Financing Referral

A service connecting boat buyers with financing options and lender referrals to help fund a vessel purchase.

Preview intake →

Qualification

Information you need before every boat sales and brokerage job

Own Boat Want Trade
Boat Trade In
Boat Want Trade In
General Condition Boat Want
Also Purchase Another Boat
Soon Complete Trade-In
Have Maintenance Or Ownership
Boat Buy
Have Financing Or Funds
General Budget Range This

Lead scoring

How boat sales and brokerage lead scoring works

Value signals

Own Boat Want Trade: yes
Boat Want Trade In: yes
Excellent
Good
Fair
Not sure

Urgency signals

Immediately
In the water

The difference

Your visitor has a real job. A contact form can’t hear it.

Vehicle owners arrive ready to explain the job. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

No job details or scope
No photos or context
No way to tell a real lead from a tire-kicker
You chase; most never reply

Cliont intake

A guided conversation that converts

Full job scope in their own words
Photos of the vehicle attached automatically
Every lead scored by value
High-intent leads flagged for you

The customer journey

From first click to qualified lead

Follow vehicle owners through one smooth, guided flow.

They land & meet you

Your video greeting plays instantly — a real face instead of a blank form.

They explain the job

Smart questions adapt to their job and capture the full scope.

They add photos

Photos of the vehicle and damage come attached, so you quote before it rolls in.

You get a ready lead

Scored and qualified — waiting for you to win it.

Implementation

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and job template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

FAQ

Boat Sales and Brokerage lead-intake FAQs

What does a boat sales and brokerage intake collect?

Each boat sales and brokerage template asks job-specific questions drawn from the selected service, then captures contact details and relevant photos. The resulting submission gives the team more context than a name-and-email contact form.

How are boat sales and brokerage leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger boat sales and brokerage opportunities without manually reviewing every raw submission first.

Can visitors try a boat sales and brokerage intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified boat sales and brokerage leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

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