CRM

Know your customers before they walk in

EquipDash keeps a complete profile for every customer — booking history, waiver status, preferences, notes, and communication log. Your team has the context they need before a guest even arrives.

GENERAL
Dashboard
AI Assistant
OPERATIONS
POS
Calendar
Bookings
SERVICES
Rentals
Experiences
Store
MANAGEMENT
Customers
Customers + Add Customer
Search customers...
Export ↧
NAME EMAIL PHONE BOOKINGS
MA
Megan Allen megan@email.com +61 412 ... 12 ⋮
JC
James Chen j.chen@mail.com +64 21 ... 8 ⋮
LW
Lauren Walker lauren.w@email.com +1 555 ... 5 ⋮
TB
Tom Bradley t.bradley@mail.com +44 7700 ... 3 ⋮
SK
Sarah Kim sarah.k@email.com +82 10 ... 7 ⋮
DP
David Patel d.patel@work.com +61 403 ... 15 ⋮
RL
Rachel Lin rachel.l@email.com +64 22 ... 4 ⋮
MK
Mike Kowalski mike.k@email.com +1 312 ... 6 ⋮
MA
Megan Allen
megan@email.com
12
Bookings
$1,840
Total Spent
$153
Avg. Value
Bookings Notes Waivers
#187 — Tandem Kayak
Feb 20, 2026
Confirmed
#172 — SUP Rental
Feb 8, 2026
Completed
#158 — Whale Tour
Jan 22, 2026
Completed
Customer Overview
247
Total
18
This Week

Free 21-day trial of all features, no credit card required.

Complete platform with online rental store and mobile app.

Easy setup with access to support and onboarding specialists.

MA
Megan Allen
megan@email.com · +61 412 345 678
Edit
12
Total Bookings
$1,840
Total Spent
$153
Avg. Value
5
Rentals
Bookings 12 Notes Waivers Surveys
BOOKING PRODUCT DATE AMOUNT
#187 Tandem Kayak Feb 20 $120.00
#172 SUP Rental Feb 8 $85.00
#158 Whale Tour Jan 22 $210.00
#143 Snorkel Set Jan 10 $45.00
Waiver Status
Liability Waiver
Signed Feb 19
Photo Release
Signed Feb 19
Medical Declaration
Not signed

Profiles that build themselves

Every booking, payment, waiver, and form response is automatically added to the customer's profile. No manual data entry — just a complete record of every interaction.

Search, filter, and segment your customers

Find any customer in seconds. Filter by booking type, date range, location, or custom tags. Build segments for targeted campaigns — like all customers who booked last winter but have not returned.

Reviewing customer data on laptop
How would you rate your experience?
Your feedback helps us improve
Tell us more about your experience...
Customer Notes
VIP Repeat Customer Allergic — Shellfish
Sarah — Guide Feb 19, 2:45pm

Megan mentioned she's interested in the sunset kayak experience next month. Prefers morning pickup times.

Admin Feb 8, 10:15am

Upgraded to VIP after 10th booking. Applied 15% loyalty discount.

James — Manager Jan 22, 4:30pm

Whale tour went well. Left positive feedback — ask for Google review.

Customer Segment
Export to Mailchimp or use for campaigns
Tag is VIP
Last booking within 90 days
Total spent over $500
42 customers match Export

Connect CRM data to your marketing and booking tools

Customer data flows into Mailchimp for email campaigns, into your booking system for personalised upsells, and into reports for customer lifetime value analysis.

EXPLORE MORE FEATURES

All-in-one solution that runs your entire business

The ultimate all-in-one solution that runs your entire business from one dashboard.

  • Bookings
  • Customer Experience
  • Resource Management
  • Operations
  • Dash AI
  • Scheduling & Logistics
  • Integrations

Bookings made easy

Online booking, POS, and automated workflows keep customers booking and you stress-free.

  • Online Booking
  • Booking Management
  • POS Management
  • Refund & Cancellation
  • Waitlist Management
  • Workflow Automation
  • Secure Payment
Bookings
All 234 Rentals 188 Experiences 46
Booking # Date Customer Status
#132 Mar 5 David Green Confirmed
#131 Mar 4 Sarah Chen Picked Up
#130 Mar 3 James Walker Cancelled
#129 Mar 2 Megan Allen Confirmed
#132 David Green Confirmed
Mar 5 — Mar 7, 2026
Items
Snorkel Set Adult · x2
$48.00
Beach Umbrella Large · x1
$25.00
Total $73.00

Delight your customers, drive loyalty

Build lasting relationships with CRM, digital waivers, loyalty programs, gift cards, and automated campaigns — all from one dashboard.

  • Reviews & Surveys
  • Promotions and Campaigns
  • Gift Cards & Vouchers
  • Digital Waivers
  • Custom Forms
Customers Search
ID Name Email Last Booking
165 Rachel Torres rachel@mail.com Feb 28
164 Kevin Park kevin.p@mail.com Feb 25
163 Lisa Chang lisa.c@mail.com Feb 22
162 Mark Johnson mark.j@mail.com Feb 18
RT
Rachel Torres rachel@mail.com
12 Bookings
$1,840 Spent
3 Waivers
Waivers Signed
Liability Waiver Feb 28
Equipment Release Jan 15
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Full control over every resource

Track inventory across locations, coordinate guides, manage product and experience catalogues, and plan for seasonal demand — all in real time.

  • Inventory Management
  • Guide Management
  • Product Catalogue
  • Experience Catalogue
  • Season & Schedule
  • Store Catalogue
Products
Product Name SKU Category Status Price
Stand Up Paddleboard SUP-01 Water Active $89
Snorkel Set SNK-04 Water Active $24
Beach Cruiser Bike BK-12 Land Low $35
Kayak Single KY-08 Water Active $65
Stand Up Paddleboard
SKU: SUP-01 Active
Availability by Location
Main Beach 8 available
Harbor Point 2 available
Variants
10ft All-Around 12ft Touring

Run your business smarter, operate flawlessly

Manage your team, maintain equipment, track performance with real-time reports, and connect your favourite tools through integrations.

  • Staff Management
  • Asset Equipment & Maintenance
  • Reports & Insights
  • API & Integrations
Dashboard This Month ▾
Revenue $12,480 +18%
Bookings 156 +12%
Active Customers 89 +8%
Revenue by Week
W1
W2
W3
W4
Today's Roster
JM
Jake Miller Guide · 8am–4pm
AL
Amy Lee Front Desk · 9am–5pm
TC
Tom Carter Maintenance · 7am–3pm

Work smart, not hard with intelligent features

EquipDash's Dash AI uses intelligent technology to streamline operations, reduce manual work, and help you make smarter business decisions.

Explore All Features
Dash AI Your intelligent assistant
Good morning! I noticed 3 bookings need attention today. I've also prepared your daily summary.
Show daily summary Revenue insights Check inventory
Quick Actions
Create Booking
Today's Bookings
Check Inventory
Usage this month
325 / 500 queries

Plan smarter, operate seamlessly

Build guest lists, generate trip manifests, and roster staff across locations — so you are always prepared, even during your busiest weeks.

  • Guestlist & Manifest
  • Staff Rostering
  • Calendar
Calendar This Week ▾
Mon
SUP x4
Snorkel
Tue
Kayak
Wed
Bikes x6
Dive
SUP x2
Thu
Kayak x3
Fri
Snorkel
SUP x5
Sat
Bikes x8
Dive
Sun
Kayak
Guest Manifest
Sunset Snorkel Trip Wed, Mar 5 · Guide: Jake M.
David Green +1 guest
Sarah Chen
Megan Allen Pending

Connect the dots with the tools you love

Stop wrestling with disconnected systems—EquipDash brings it all together.

Viator

Viator

Tripadvisor

Tripadvisor

Stripe

Stripe

HubSpot

HubSpot

QuickBooks

QuickBooks

Xero

Xero

Expedia

Expedia

Shopify

Shopify

Zapier

Zapier

WordPress

WordPress

Explore All Integrations

FREQUENTLY ASKED QUESTION

What would you like to know about EquipDash?

Find answers to your questions below. Contact us if you couldn't find what you're looking for.

Contact Us

What data does the CRM track?

Booking history, payment records, waiver status, form responses, communication log, notes, and custom tags.

Can I segment customers for campaigns?

Is customer data imported automatically?

Can I add notes to customer profiles?

Does the CRM connect to email marketing?

Can I see a customer's full history?

Know your customers better than anyone

Start your free 21-day trial and build customer profiles automatically.

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