Custom CRM & Automation
Built for Outdoor Businesses
Stop juggling spreadsheets, missed messages, and manual follow-ups. We build custom CRM and automation systems designed specifically for guides, outfitters, charters, lodges, and adventure brands—so you can book more trips, deliver better customer experiences, and run your business on autopilot.
Maximize efficiency, enhance customer relationships, and boost sales with our tailored CRM and marketing automation services. Let us design and implement powerful systems that automate your processes, so you can focus on growing your business.
Custom CRM Setup
Your business isn’t generic—your CRM shouldn’t be either. We create a fully tailored system that fits the way youoperate, from inquiries and bookings to trip reminders and returning-client follow-ups.
Data Integration & Syncing
We sync your CRM with your booking tools, email platforms, payment processors, calendars, and website forms so everything works together and updates automatically.
Automated Lead Nurturing
Never lose another hot lead. Automated text and email sequences keep prospects engaged, answer common questions, and move customers from “interested” to “booked” without you lifting a finger.
Smart Sales Pipeline Automation
See every inquiry, where it stands, and what needs attention. Automations keep leads moving forward, schedule follow-ups, and ensure no opportunity slips through the cracks.
Custom Experience Automation
Send automated confirmations, packing lists, reminders, waivers, receipts, review requests, and post-trip follow-up messages—giving clients the professional experience they expect.
Email, SMS & Marketing Automation
Deliver the right message at the right time. From welcome sequences to trip prep reminders and post-trip reviews, we automate your entire communication strategy to increase engagement and repeat bookings.
Reporting & Performance Insights
Know what’s working and what’s not with automated reporting on leads, bookings, revenue, show-up rates, and marketing performance.
Custom CRM Training & Support
We don’t just build your system—we make sure you and your team know how to use it. Ongoing support included.
Trip & Guide Coordination Automation
Keep your guides, trips and schedules perfectly organized. Automated scheduling, notifications and task assignments make every adventure run smoothly.
Built Specifically for Outdoor & Adventure Companies
Every build includes featured tailored to your industry:
- Lead tracking & scoring
- Automated trip recommendations
- Availability & booking management
- Custom customer profiles
- Email/SMS trip reminders
- Dynamic segmentations
- Social Media integration
- Analytics & reporting
- Payment gateway integrations
- Review & feedback automation
- Referral and rebooking workflows
- Upsell & cross-sell automations
- Mobile-friends interface
- Trip leader/guide coordination
You get a system that handles admin work for you—so you can focus on running trips, not running software.
Why Outdoor Companies Choose Our CRM Systems
A custom CRM + Automation system helps you:
- Increase bookings
- Reduce no-shows
- Improve customer communication
- Capture more leads
- Follow up automatically
- Save hours of manual admin work
- Deliver a professional guest experience
- Grow revenue with less effort
A custom-built CRM with these features can enhance customer relationships, boost marketing ROI, and streamline operations, all of which contribute to higher customer satisfaction and retention.
Automate Your Outdoor Business: CRM Systems Built for Guides, Outfitters & Adventure Brands.
Save time, increase bookings, and deliver a world-class customer experience.
Custom CRM & Marketing Automation F.A.Q.'s
What is a custom CRM, and how can it help my outdoor business?
A custom CRM (Customer Relationship Management system) is built to organize client data, track leads, and automate communication. For outdoor businesses like lodges or guide services, it streamlines bookings, follow-ups, and customer management — helping you save time and increase repeat business.
Can automation really make a difference in day-to-day operations?
Yes. Automation eliminates repetitive tasks like sending booking reminders, collecting waivers, or following up after a trip. That means you and your team spend less time on admin work and more time focusing on your clients and growing your business.
How is a custom CRM different from software like HubSpot or Salesforce?
Unlike generic platforms, a custom CRM is built specifically around how your outdoor business operates. We tailor every feature — from booking forms to customer tracking — so it fits your workflow, not the other way around.
What kind of automations can be set up for my business?
We can automate everything from client communications and payment reminders to marketing emails and data reports. Whether you run a lodge, charter, or outfitting service, automation keeps your business running smoothly — even when you’re out in the field.
How soon can I start seeing results from a CRM and automation setup?
Most outdoor companies notice improvements within the first few weeks. Once your system is live, you’ll see faster responses, fewer missed leads, and smoother customer management — all leading to better efficiency and stronger client relationships.
