IN THE FIELD GUIDE
charterflowcrm
charterflowcrm.com
CharterFlow CRM is a customer relationship management software designed specifically for yacht charter brokerages, managing leads, quotations, bookings, contracts, and client communication in one workspace. It automates pricing accuracy with seasonal rates and offers AI-powered inquiry extraction to streamline the sales process.
THE PRODUCT, BEYOND THE PITCH
Automatically researched · Not editorially reviewed · Sources checked Sep 10, 2026
A good fit for
- Yacht charter brokers and solo operators managing charter sales and client communications.
Know the limitations
Not confirmed yet.
What you can do
- Managing yacht charter sales from initial inquiry through to booking confirmation and client communication.
Features
- AI inquiry extraction that captures client details from inquiry emails automatically.
- Secure client links for quotations that clients can review and accept online, converting directly to bookings.
- Booking management including payment tracking, readiness checklists, contracts, guest manifests, and audit trails.
Integrations
Not confirmed yet.
Platforms & data export
Not confirmed yet.
THE COST FOR YOUR TEAM
Go beyond the starting price.
Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.
Known monthly subtotal
$0.00/month
1 of 1 tools could not be priced with these inputs, so this is not the full cost.
| Tool / plan | Monthly | Per year | What this assumes |
|---|---|---|---|
| No plans published in USD. Switch currency to see this tool's prices. | |||
A practical workflow
- Step 1: Capture the lead from inquiry emails, typed or AI-extracted, and see matching yachts instantly.
- Step 2: Send a priced quotation as a secure link for client online review and acceptance.
- Step 3: Accepting the quotation converts it to a booking with payments, checklists, contracts, and client confirmation email.
Based on the sources below. Editorial review does not imply hands-on product testing.
Alternatives to explore
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