Know Your Clients.
Grow Your Business.
Every outfitter has those “regulars” — the groups who come back year after year, or the ones who bring new folks each season. Keeping track of who’s who (and what they like) used to mean digging through emails or trying to remember it all.
Mallard Bay’s Client CRM puts everything in one place. Past trips, contact info, notes, and more — all organized so you can run tighter, more personal trips and turn one-time clients into lifetime customers.
What You Can Do
View Your Full Client List
All your customers, in one easy-to-navigate dashboard — no more scattered spreadsheets.
Access Detailed Client Profiles
See contact info, trip history, waiver status, and payment records at a glance.
Add Custom Notes
Track preferences, personalities, or reminders — like who always brings their dog or who prefers an early launch.
See Past Trips & Booking History
Deliver a more dialed-in experience by knowing exactly when and how each client has booked with you before.
Export Data for Advertising
Want to retarget your best clients with a Facebook ad or email campaign? Export their info and put it to work.
A Sharper Way to Stay Connected
Mallard Bay’s Client CRM doesn’t just help you stay organized — it helps you serve better, book smarter, and build a business that keeps growing. Because the more you know about your clients, the more likely they are to come back (and bring a buddy).
Start building relationships that last longer than just one trip.
Schedule a Demo →Start building relationships that last longer than just one trip.
