Use NautifyCRM's out-of-the box features built specifically for Yacht Brokers or we'll customise to your business at
no extra cost. You decide!
Customised contact records designed to suit your team (e.g. budget, brand & model of interest, boat type) all seamlessly interlinked with Boat Profiles. Single source of truth for all client data.
Create and manage Yacht Sales, Charters, Spare Parts or After Sale support all in simple to use, customisable deal boards. All with Drag and Drop for ease of use.
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Gain insights into recent sales, vendor, buyer and charter pipeline, marketing, broker efficiency and client engagement with custom dashboards purpose built for yacht brokers.
Comprehensive Vessel records to store all Boat details, images, files, owner details and service history. Create tasks, connect to deals and leads. Generate boat profiles automatically from your website.
Create, design and send beautiful, hyper personalised email campaigns. Track performance metrics in real-time with best in class reporting and see analytics directly on contact profiles to see what they click or open.
Quickly find contacts interested in specific vessel types (e.g. Power, Sail, Multihull), budget ranges, specific brands or models and more with powerful search tools. Quickly add to a campaign list for personalised SMS, Whatsapp and Email campaigns.
Generate on-brand brochures with one click. Pull boat data and images into a unique design our team builds for your brokerage. Quickly send PDFs, add to shop window or print for boat shows.
Call contacts and log notes directly from within our mobile app.
Always on the road or ocean? Share contacts from your phone to NautifyCRM easily with our "Share Contact" workflow.
Easily capture and automate contact details in Nautify from prospective clients at Boat Shows, Events or Walk-ins using digital forms. Add QR codes for clients to scan and sign up from their phone.
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Reach clients instantly with tailored SMS campaigns delivered from your Brokerage name into their inbox. Automate inspection, service and event reminders with a few clicks.
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Integrate your calendar. Share your booking links and enjoy automated calendar invites, reminders and more. Calendar view to show all tasks on Boats, Listings, or contacts in one simple view.
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Automations and Workflows built specifically for your brokerage to reduce manual tasks and improve customer experiences. Taskflows generates tasks automatically when a certain trigger event happens.
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Integrate NautifyCRM with other key business tools you use, to create a single source of truth that pushes and pulls data in and out of NautifyCRM.
Automatically pull in leads from MLS such as Yachtworld, Boats Group and more.
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NautifyCRM customers get a fully customised CRM setup by our internal experts during onboarding to ensure it's bespoke to your business.
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Don't worry, we know that not all Yacht Brokers are the same, and some have different needs to others.
We can fully customise NautifyCRM
We can usually build a new feature for you
We can integrate with tools you already use
Have other questions about Nautify features, onboarding, migrations, training, consulting or support?
Our all-in-one CRM platform empowers you to automate tedious tasks,
streamline workflows, engage with your customers at the right time
and elevate your email campaigns.
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