CRM for Yacht Charter Companies

• The problem

  Inquiries for the same summer week arrive by email, WhatsApp and broker calls and get answered late.

  In Kompot.ai

  Every channel lands in one conversation history per client, and each inquiry becomes an opportunity with the yacht, the dates and the party size noted on it. The pipeline board shows which inquiries have an offer out and which nobody has answered yet.

• The problem

  The deposit is paid, but the balance before the charter is forgotten until check-in.

  In Kompot.ai

  Bill the deposit and the balance as two invoices, each with its own due date and payment link. The deposit is paid by card when the charter is confirmed, a late balance is flagged as overdue, and a workflow can message the client and raise a task for your booking manager.

• The problem

  The charter agreement comes back as a phone photo of a signed printout.

  In Kompot.ai

  Send the charter agreement from a template with the yacht, dates and price merged in. The charterer and a co-signer sign by link on their own devices, the audit trail records who signed and when, and the PDF is stored on the client's record.

• The problem

  The crew list with passport details arrives in pieces across three different chats.

  In Kompot.ai

  Ask for the list once and attach it to the client's record as a file, with the number of guests, arrival time and provisioning requests in fields. At check-in the base manager opens the record on a phone and has it all in front of them.

• The problem

  A bareboat client turns out to need a skipper, and nobody has booked one.

  In Kompot.ai

  Keep the skipper's license details on the client together with a field for whether a skipper is requested. Each charter is a job with its dates, the yacht and the skipper named in it, visible on the shared calendar, and freelance skippers are contacts, so the request and their yes sit in one conversation.

What you keep on record

Charterer and sailing experience

License type, sailing experience and past charters with you, as custom fields on the client.

Charter agreements

The e-signed agreement for each charter, with the yacht, the dates and the signers in the audit trail.

Guest and crew lists

The list of everyone aboard with their document details, attached as a file to the client's record.

Charter rates and extras

Weekly rates by yacht and season, skipper and hostess fees, end cleaning, outboard, linen and transfers in the price list.

Questions owners ask

Does it block a yacht's dates so two charters cannot overlap?

No. Kompot.ai is not a fleet booking calendar and does not check whether a yacht is free. Charters appear on the shared calendar as jobs or events, so your team sees what is booked, but confirming that a week is open stays with your booking manager.

Can I take a deposit online now and the balance later?

Yes, as two invoices. The deposit invoice has its own payment link and the client pays it by card; the balance is a second invoice with its own due date, flagged as overdue if it is late. A bank transfer you record yourself, and the invoice shows what is still open.

Can the charter agreement be signed by more than one person?

Yes. A document can have several signers, so the charterer, a co-skipper or your own representative each sign by link. You get an audit trail and a PDF, and the template fills in the yacht and the dates from the record.

How do brokers and agencies fit in?

Keep each broker as a partner contact and note on the opportunity who sent the inquiry. Their emails and calls are in one history, so you can see which charters came through which agency. Commission is something you record yourself — it is not calculated for you.