AI CRM

Know your customers before they walk in

Every customer gets a complete profile — bookings, waivers, preferences, and communication history. Ask Dash AI to pull up any profile by name or email instantly.

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

AI-native platform — ask Dash AI to look up any customer instantly.

Easy setup with access to support and onboarding specialists.

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. Ask Dash AI to find any customer by name or email, check their booking history, or view waiver status. Or browse profiles from your CRM dashboard.

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.

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.

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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 & Agents
  • Scheduling & Logistics
  • Integrations

AI-powered bookings, made easy

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

AI-powered customer experience

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

AI-powered control over every resource

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

Run every operation with AI

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

AI that runs your operations

Dash AI is your always-on operator — ask it to handle bookings, pull reports, or check inventory. Dash Agents work autonomously, running follow-ups, alerts, and daily summaries 24/7.

AI-powered planning and logistics

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

Connect the dots with the tools you love

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

GetYourGuide

GetYourGuide

Stripe

Stripe

HubSpot

HubSpot

QuickBooks

QuickBooks

Xero

Xero

Expedia

Expedia

Shopify

Shopify

Zapier

Zapier

WordPress

WordPress

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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.

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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?

Can Dash AI help with customer lookups?

Know your customers better than anyone

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

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