Turn your platform into a growth engine.
Add a full CRM, marketing and automation suite — powered by an integrated CRM — right inside OceanOpsOS. Reach owners and guests on WhatsApp, SMS and email, capture and nurture leads, and automate everything important.
What's next
Winter haul-out dates confirmed
Published all owners just now
i — automatically sent to owners i
The gap
Great platform. Great messages get missed.
Everything happens in the app — but some owners and guests don't live there. Without a comms layer, the important things slip.
In-app only
News and alerts sit in the app but never reach owners who aren't logged in or checking.
Manual chasing
Duos, enquiries and bookings get chased by hand — across phone, email and spreadsheets.
Cold enquiries
Website interest goes nowhere unless someone is watching and responding in real time.
Scattered chat
Conversations drift back to WhatsApp and messages are lost outside the platform.
Built for how you grow
One package. Two ways to win.
For syndicates & operators
Reach every owner, run less admin.
- Reach every owner, run less admin
- Automated reminders for dues, renewals, safety certificates and bookings — no stepping away
- Capture website enquiries and nurture prospective owners to fill vacant shares faster
- A fuller, more professional owner community that lifts satisfaction and retention
- Bookings & consultation calendar and click-to-book sequences
For charter operators
A guest CRM that fills the calendar.
- A guest CRM that fills the calendar
- Capture every enquiry, send the quote, and follow up automatically — no more spreadsheet guesswork
- The whole guest journey on autopilot: deposit reminders, pre-trip info, reviews to re-book
- Mix guests to WhatsApp — the channel charter guests expect and answer on
- Fill the low season with marketing, repeat-guest and referral campaigns
- Post-charter review requests that build the reputation which wins the next booking
How it works
Live in three steps.
Connect your CRM
Your Illustrious Systems-powered CRM is provisioned and connected to your OceanOpsOS workspace — contacts, pipelines and automations ready to go.
Wire your app events
The platform feeds the CRM: owners' actions, inquiries, bookings and triggers — then flows communications, reminders and nudges back out.
It runs itself
Owners and guests get the right message on the right channel automatically — with less manual chasing from the right person in your operation.
What's included
A complete CRM, marketing & automation suite.
Every tool you need to manage contacts, communicate across channels, automate workflows and grow your operation — all connected to your OceanOpsOS workspace.
CRM & Sales
- Contact management — unlimited contacts, 360° profiles, smart lists, custom fields
- Sales pipelines — visual drag-and-drop opportunity tracking, stage automations
- Opportunities & deal management with custom stages and team permissions
Communication
- Unified inbox — SMS, email, WhatsApp, Instagram DM, Facebook Messenger, Google Business chat
- Email marketing — drag-and-drop builder, broadcast campaigns, drip sequences
- Two-way SMS, WhatsApp business messaging, voice drops, missed-call text-back
- Phone system — call tracking, recording, outbound calls
Automation
- Workflow automation — visual trigger-based builder with conditions, delays, multi-channel actions
- Automated reminders — dues, renewals, safety checks, trip prep
- Triggered nurture sequences that respond while you don't
Marketing & Lead Gen
- Funnel & website builder — drag-and-drop landing pages, multi-step funnels, order forms
- Forms, surveys & quizzes — branded capture forms with survey logic
- Social planner — schedule posts to Facebook, Instagram, Google Business, LinkedIn, TikTok, Twitter/X
- Reputation management — automated review requests, Google & Facebook review monitoring
Booking & Content
- Calendar & booking — round-robin, team, class, service calendars with self-booking pages
- Membership sites & courses — host gated content, online courses, drip lessons
- Blog & website builder
Analytics & Reporting
- Reporting dashboards — pipeline health, conversion, engagement metrics
- Call tracking & recording — unique numbers per campaign, call logging
- Ad reporting — Meta & Google ad insights inside CRM dashboard
Work smarter with AI assistance.
AI-powered tools that help you respond faster, create content, manage conversations and qualify leads — all charged transparently based on what you use.
Conversation AI
Chat + SMS automation, auto-response drafting
Voice AI
Outbound AI voice calls, lead qualification, appointment booking
Reviews AI
Automated review responses across platforms
Content AI
AI-powered content and image generation
Email AI
Subject line optimisation, auto-response drafting
Workflow AI
AI in workflow automation for smarter triggers
Ask AI
Intelligent assistant for platform tasks
Agent Studio
Custom AI agents tailored to your operation
Business Card Scanner
Scan cards directly into CRM contacts
AI-assisted outputs are decision-support tools only. They must be reviewed by an appropriately competent person and do not replace professional judgement, official communications or safety obligations.
Usage-based costs, clearly stated.
All usage-based costs are charged directly to your account and are additional to the monthly add-on fee. You only pay for what you use.
All usage-based costs are charged directly to your account and are additional to the monthly add-on fee.
See it in action
Owner pipeline & automation workflows.
Every enquiry, owner interaction and guest conversation flows into one connected pipeline — with automated responses, follow-ups and task creation.
Owner pipeline
Active conversations
Sarah Chen
Enquiry → Qualifying
James Wilson
Proposal sent
Marina Bay Club
New lead
Kara Mills
Follow-up scheduled
"Thanks for your interest in Windward Star. I have some availability coming up — would you like me to send through some options?"
Active workflow
New enquiry → Auto-response
Trigger
New enquiry received
Check
Vessel available?
Send WhatsApp
Auto-message template
Create task
Follow-up reminder
Notify owner
Push + email alert
Add it to your plan
Ready to reach every owner and guest?
From $99 / month add-on
Enable the CRM Package on your current account. Choose once, integrate and go live. Ongoing support included. Usage-based charges apply for SMS, email, phone, AI and custom services.
Questions
Good to know.
Do I need my own CRM account?
No — a fully-powered CRM is provided and connected as part of the package, under your own branding.
Is it WhatsApp compliant?
Yes. Owners and guests opt in, and messaging follows Meta's rules and the Australian Spam Act. Everyone still gets in-app and email regardless.
Can I use my own branding?
Yes — logos, colours and sender identity across all channels.
Is it available on both OceanOpsOS and Charter?
Yes — the CRM Package is an add-on for both syndicate/operator accounts and charter operator accounts.
What does it cost?
It's a monthly add-on to your subscription — price starts from $99.
Are AI features included in the monthly fee?
AI-powered tools are usage-based and charged directly to your account. This includes Conversation AI, Voice AI, Reviews AI, Content AI and Agent Studio. Costs vary by usage and are billed transparently — you only pay for what you use.
How are SMS, email and phone calls billed?
All communication channels are usage-based. SMS, email sending, phone calls and phone numbers are charged directly to your account at the provider's rate. These costs are additional to the monthly add-on fee.
Can I control which features are enabled?
Yes. You can enable or disable individual channels, automations and AI tools to suit your operation and budget. Feature controls let you keep the workspace focused on what your group uses.