CRM for Fishing Charters

• The problem

  The phone rings while you are offshore, and by evening the party has booked another boat.

  In Kompot.ai

  A missed call or a text from an unknown number becomes a new contact with the message in its history. On the Full Service plan the voice agent answers instead of voicemail, takes the date, party size and trip type, and leaves you a summary to confirm back at the dock.

• The problem

  A small-craft advisory is posted for the weekend, and every booked party has to be told and moved.

  In Kompot.ai

  Trips are jobs on the calendar, so you see who is booked on the day. Each party gets a saved reply by SMS or WhatsApp offering new dates, you move the job when they answer, and the deposit they paid stays on their record.

• The problem

  Deposits arrive by bank transfer, check and cash, and nobody is sure who has paid.

  In Kompot.ai

  Send every booking a deposit invoice with a payment link, and bill the balance as a second invoice. A deposit handed over in cash you record on the invoice yourself, and on the morning of the trip the mate sees on a phone who still owes what.

• The problem

  At the dock it turns out half the party has no fishing license.

  In Kompot.ai

  Keep a field on the client for whether licenses are covered by the boat or needed by each angler, and send a saved reply with the instructions when the trip is confirmed. A scheduled workflow can repeat the reminder shortly before the trip.

• The problem

  Last summer's parties never hear from you when the season opens again.

  In Kompot.ai

  Every past party is a contact with its trips on the record. Mark what they fished for — inshore, offshore, a particular run — and send an email campaign to that segment when the bite starts, with a link to your booking page.

What you keep on record

The party

Lead angler, party size, kids aboard, experience and what they like to fish for, as fields on the client.

Trips and deposits

Each trip as a job with its date, boat and captain, and the deposit and balance invoices showing what is paid.

Licenses and permits

Expiry dates of the captain's license and the boat's permits as date fields on the captain's contact, with a scheduled reminder before renewal.

Trip price list

Half-day, full-day, offshore and night trips, the extra angler fee, fish cleaning and bait.

Questions owners ask

Can clients book a trip online by themselves?

Yes, with limits you should know. On the online booking page a client picks a free time slot, which suits half-day and full-day trips on one boat. The booking lands as a meeting on the captain's calendar with an email confirmation. The page takes no deposit and does not hand out seats, so shared trips are better confirmed by you.

What happens to the deposit when I cancel a trip for weather?

The deposit invoice the party paid stays on their record. When they pick a new date you move the job, and the deposit still counts toward the trip. If the money goes back instead, you return it in Stripe or PayPal and note it on the record.

Will it answer the phone while I am on the water?

On the Full Service plan, yes. The voice agent answers at any hour following your instructions, takes the trip details and can transfer an urgent call to a person ashore. Each call is recorded and transcribed, and a summary waits for you at the dock.

I run one boat with a mate. Is this too much system for me?

You can start small: the Free plan holds your client list and your deals, and the rest comes with the paid plans. Everything opens in a phone's browser right at the dock, with nothing to install.