A yacht broker CRM built for every step of the charter

Move from partner inventory and availability to customer follow-up, quotes, holds, deposits, and booked charters in one operating flow.

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Boats and Partners yacht broker sales pipeline showing charter leads progressing from inquiry to booking

Keep the commercial thread intact

Each stage gives the broker the next decision without losing the customer, vessel, partner, or payment context.

01

Find the right inventory

Work from your own fleet and permitted partner inventory, with availability close to the inquiry that needs it.

02

Keep every customer and quote in view

Track the customer, charter request, quote, follow-up, and deal stage in one pipeline instead of reconstructing it from messages.

03

Move the booking forward

Carry the accepted quote into deposit status, holds, booking details, and the operational handoff that follows conversion.

Built for the work between “interested” and “booked”

Boats & Partners brings together the pieces a yacht broker needs to move a real charter forward: customer context, vessel options, partner access, quote status, deposits, holds, documents, and the final booking handoff.

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Bring your current broker workflow

Use the demo to walk through the handoff that creates the most friction today.

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