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    US: +1 (321) 578 1700

    Head Office:
    34 Threadneedle St, London, EC2R 8AY United Kingdom
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CRM

Looking for a yacht broker CRM?

YachtSpec has inherent CRM capabilities as providing a quote to customer is the perfect opportunity to get some contact information from the customer. YachtSpec ensures no quote is created without capturing the minimum customer contact information and, naturally, this is available for further analysis and marketing activities.

This basic functionality has been extended based on dealers’ feedback needing more advanced services and tired of working with CRMs that aren’t designed with the yacht broker in mind.  Our CRM contains the automated marketing and lead generation functionality you would expect to see from any CRM except YachtSpec is written specifically for the yacht broker. It does not have the overhead and confusing structure of off-the-shelf systems and does not require costly customization and user training to be useable in your business.

The CRM application is included in the standard monthly fee for all versions of YachtSpec Lite.

 

Customer Details

The customer details area is where contact information is stored together with the type of customer they are, lead status and the types of boats they are interested in.

History

YachtSpec automatically records all customer activity within the system.  This history can also be updated manually to record activity outside YachtSpec.

Boat Match

Use the boat match function to get a list of brokerage and new boats that meet the customer’s requirements to purchase their next boat.   Click here for more info.

Mailshots

Individual or mass emails can be sent from YachtSpec with full html support. In either case, the full email is added to the history of each customer receiving the email.

Reports

Analyse the customers added, contacted and dropped by a broker or sales office in a period.  Click here for more info.

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