Case Study

How Marine Concepts Turned Coastline’s Manual Chaos into a Scalable Sales Engine

The Vision

Marine Concepts recently expanded its portfolio by acquiring Coastline Boat Lift Covers, a Florida-based company specializing in the design, production, and installation of custom canopy covers for boat lifts.

From the start, the team saw big potential. They wanted to serve more boat owners, grow faster, and build a stronger business.

But right behind that dream, they discovered a monster.

The Challenge

It showed up in small ways at first. A missed lead. A misplaced quote. A spreadsheet that didn’t match the email. But every day, Coastline’s team was battling the same beast: The Paperwork Monster.

This monster had many heads:

Lost customer info

Scribbled quotes on notepads

Spreadsheets flying between inboxes

Measurements copied and pasted by hand

Hours wasted tracking down the right version

No matter how hard the team worked, the Paperwork Monster always came back stronger. And it was slowing down everything: sales, installs, communication, and growth.

The Turning Point

Marine Concepts saw it clearly: their people were fighting too many small fires to focus on big growth. They made a choice, not to patch the system, but to fix it for good.

To win, they needed more than just tools. They needed a guide who had fought this monster before. That’s when they called us.

At DataCose, we’ve helped many companies fight the same chaos. We don’t just drop software and run, we walk side by side with your team, building a system that works for how you already work.

Together with Marine Concepts, we created a plan to help the Coastline team work smarter, move faster, and finally take down the Paperwork Monster. Here’s how we did it:

A Real CRM (HubSpot)

We built a central hub (HubSpot CRM) where every single lead lands safely from the website, phone calls, or dock visits. No more dropped leads. No more scattered notes. Follow-ups are faster, and deals move forward smoothly.

The Instant Quote Maker

We swapped out handwritten quotes for clean, professional digital ones, built right inside the CRM. Now, the team can send accurate quotes in minutes, not hours. Customers get faster responses, and the sales cycle speeds up naturally.

Smart Forms + Airtable Integration

Instead of juggling spreadsheets and emails, we built a smart bridge between sales and production using Airtable. When a deal is created, dock and boat measurements now flow directly into the production system, no extra steps, no errors.

Training and Buy-In

We didn’t just hand off the tools. We worked closely with the team, showing them how each piece fits together and why it matters. From hands-on onboarding to real support during rollout, we helped turn the team into confident champions of their new system.

The Transformation

Coastline Boat Lift Covers didn’t just digitize, they leveled up. Here’s what changed:

More Leads, Less Work

The team now handles more inquiries than ever without adding headcount. They can quote, measure, and close deals remotely, no more bouncing between tools or waiting to “get back to the office.”

Paperwork Monster Gone

Previously, information had to be manually transferred between paper notes, spreadsheets, and emails, introducing delays and frequent errors. By automating these steps, we eliminated critical bottlenecks. Data now flows seamlessly from one stage of the process to the next, dramatically reducing turnaround times and enhancing internal collaboration.

Smarter Decisions, Happier Customers

From the shop floor to the office, everyone knows what’s happening. Leaders get real-time visibility. The team feels in control. And customers feel it, too.

Check out our video testimonial with
Michael Jade, Founder of Renaissance Club

Is Your Business Still Running on Spreadsheets?

Coastline Boat Lift Covers didn’t just fix a system.

- They equipped their team for growth.
- They chose clarity over chaos.
- They slayed the Paperwork Monster and came out stronger.And we were proud to be their guide.

If your team is stuck fighting the same monster, if your workflows feel more like workarounds, we’re ready to help.

Let’s map your path to victory.

Contact Us
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Michael Cray, CEO at Coastline Boat Lift Covers

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