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Built for Private & charter teams

From the first enquiry. To the final detail.

Connect client relationships, charter opportunities, bookings, operational requirements and APA activity in a shared workflow.

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Private & charter teams
Private & charter teams in the Demo Fleet Test demonstration workspace — actual application screenshot
Actual app · Demo Fleet Test · demonstration records · Standard interface
Private & charter teams

App capture · demonstration records

Every charter starts
with a connection.

Keep the client relationship, enquiry and confirmed booking connected as the details develop.

01 / CHARTER OPERATIONS

Client & Charter CRM

Maintain a complete view of clients, guests, brokers, partners and charter preferences — with every conversation, document and private interaction connected in one record.

Explore Client & Charter CRM
02 / CHARTER OPERATIONS

Leads, Enquiries & Follow-Ups

Capture charter enquiries, qualify opportunities, assign ownership and manage every next step with structured pipelines, reminders and timely follow-ups.

Explore Leads, Enquiries & Follow-Ups
03 / CHARTER OPERATIONS

Charter Management & Booking Control

Manage charter availability, bookings, agreements, key dates and operational requirements from confirmation through completion in one connected workflow.

Explore Charter Management & Booking Control

The booking is
only the beginning.

Follow the connected work across finance, vessel planning and purchasing.

( 01 )

Charter & APA Financial Management

Track charter-related income, expenses and APA activity in one connected financial workflow, with clear visibility from advance funding through reconciliation and settlement.

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( 02 )

Voyage Planning

Plan trips, itineraries and vessel movements with a shared operational view of routes, ports, schedules, activities and required actions.

Explore Voyage Planning
( 03 )

Purchase Requisitions & Approvals

Create purchase requests from onboard, shore-based or technical teams, route them through defined approval workflows and keep every purchasing need visible before spend is committed.

Explore Purchase Requisitions & Approvals
( 04 )

Delivery, Receipt & Supply Tracking

Coordinate deliveries by vessel, location and schedule, record received goods and services, and track partial deliveries, shortages or outstanding order items.

Explore Delivery, Receipt & Supply Tracking
01 / 04
Guests arriving aboard a yachtGalley preparationYacht deck overlooking an anchorage
Client relationships

Client & Charter CRM

Maintain a complete view of clients, guests, brokers, partners and charter preferences — with every conversation, document and private interaction connected in one record.

Enquiries

Leads, Enquiries & Follow-Ups

Capture charter enquiries, qualify opportunities, assign ownership and manage every next step with structured pipelines, reminders and timely follow-ups.

Bookings

Charter Management & Booking Control

Manage charter availability, bookings, agreements, key dates and operational requirements from confirmation through completion in one connected workflow.

Private & Charter Management

Explore the working screens.

Actual application screens from demonstration workspaces, in light and dark mode. Select a workflow to look closer.

CRM & brokerage
CRM & brokerage in the Kyklades Yachting demonstration workspace — actual application screenshot
Actual app · Kyklades Yachting · demonstration records · Standard interface
CRM & brokerage

App capture · demonstration records