clients
Every client, remembered
One record per person, with every trip, payment, note, and message on it — and a portal that handles the paperwork so your first conversation on the water is not about forms.
A repeat client who has to re-introduce themselves is a repeat client you are losing
They came three years running. They fish dry flies, they hate early starts, and their wife does not fish but comes for the lodge. If none of that is written down, the fourth year feels like the first, and it should not.
The relationship is the asset. It has to live somewhere better than one person’s memory.
Books every August, always as a group of three. Prefers a mid-morning start over an early one. Last trip’s guide noted the shellfish allergy twice.
what it does
The whole of it
One record, whole history
Every trip, guide, payment, and note against one person, whether they book online, call the shop, or come through an agent.
The portal does the paperwork
Waivers, questionnaires, licences, and dietary needs collected before arrival, by them, at a time that suits them.
Itineraries they can actually use
Where to be, when, what to bring, who they are meeting. On their phone, updated when the plan changes.
Communications history
What was said and promised, on the record. Text messages available today through Twilio.
AI client summaries
Ten years of trips and notes summarised into the few things worth knowing before you pick up the phone. You still see the underlying record.
Your list, exportable, always
It is your business. Export it whenever you like, including on the way out. That is a commitment, not a setting we might change.
proof
Operations running on Brindlechute today
next
The rest of the platform
Booking
Online booking that works while you are on the water, and a shop front where anyone on your team can take a booking without asking you first.
Permits and waivers
Use reporting that accumulates with the trips all season, waivers signed before arrival, and the documents your compliance depends on read for you instead of retyped.
Analytics
Revenue, utilisation, repeat rates, and the trips that actually make money — from the operation itself, not from a spreadsheet you rebuild every winter.
Bring your client list
Whatever shape it is in — a spreadsheet, an old system, a shoebox. We will show you what it looks like as records you can actually use.