One operating platform for yacht charter teams

Connect inventory, availability, customers, partners, deposits, holds, bookings, and accounting without losing the handoff between them.

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One charter context, six connected stages

The operating context stays intact while the work moves from sales to operations and accounting.

  1. 01Inquiry
  2. 02Inventory
  3. 03Quote
  4. 04Deposit
  5. 05Booking
  6. 06Accounting
Current Boats and Partners broker dashboard connecting revenue, deposits, holds, leads, charter workflow, and accounting activity

The same charter, one connected operating context.

Linked customer, vessel, partner, financial, and booking records keep the operating context together instead of rebuilding it across spreadsheets and inboxes.

Explore the broker workflow

Built around the handoffs that make a charter work

Each part of the platform has a clear job, but it remains connected to the same operating record.

01

Inventory stays operational

Fleet details, live availability, partner access, holds, and maintenance windows live close to the booking decision.

02

Sales stays connected to delivery

Customer records, quotes, deposits, and deal status follow the same charter into booking instead of stopping at conversion.

03

Owners and brokers keep their roles

Brokers work the customer and booking flow while owners control fleet, policies, partner access, and owner accounting.

See Boats & Partners in your workflow

Focus the demo on the broker or owner handoffs your team manages today.

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