Give each lead a next step
Keep opportunities and their stage visible so the team can follow up with the right context.
Purpose-built workspaces / CRM & Brokerage
Keep the opportunity, vessel and deal together.
Give your commercial team a shared view of leads, yacht listings, quotes and deals, with the next conversation and financial handover in context.
01 / CRM & Brokerage
The detail behind the operation.
A commercial picture with context.
Follow the pipeline alongside listings, quote activity and commission visibility in one CRM workspace.
Bring the yacht into the conversation
Maintain listings and vessel information beside the commercial records that depend on them.
Follow the value through
Track quotes, deal progression and expected or received commissions as work moves forward.
02 / Explore the workflow
One handover. Then the next.
Capture the opportunity
Bring the enquiry, commercial relationship and relevant yacht into a shared workspace.
- Lead records and pipeline stages
- Active yacht listings
- Commercial activity overview
Shape the agreement
Work through quotes and deal progression with the opportunity still in view.
- Quotes and their current status
- Deal records and stage visibility
- Expected commercial value
Keep the handover connected
Make the commercial outcome visible to the teams following the charter or financial work.
- Commission visibility
- Connected charter operations
- Finance and owner accounting context
03 / NAVIS
See the working screens.
Explore actual demonstration workspaces. Every capture follows your light or dark theme.
01 / 04
CRM overview
Yacht listings
Deal pipeline
Quotes
Before we get into the detail.
Is the CRM only for charter enquiries?
No. Its listings, leads, quotes, deals and commission views support a broader commercial workflow. Charter operations remain a separate connected area for the work that follows a booking.
Can I see expected and received commissions?
The CRM dashboard includes commission visibility alongside the pipeline and quote activity. We can show the underlying records and the commercial setup during your demonstration.
Will it replace every external sales tool automatically?
The workspace brings these commercial records together. Imports, integrations, team access and financial handovers should be scoped against the tools and process you already use.
NAVIS / CRM & Brokerage
Bring your operation into view.
Walk through your workflow with our team, from the first record to the final handover.
Concept imagery created with Higgsfield. Product screens show actual demonstration workspaces.