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Yachtbase Support

Yachtbase Support

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Yachtbase

Hi! Welcome to Yachtbase. 👋

Yachtbase

Are you looking to manage a charter fleet, or are you an independent broker? Let me know how I can help!

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Yachtbase

The operating graph

Every yacht, conversation and commercial decision in one calm workspace.

Yachtbase brings the asset record and the client journey together—so teams can move from enquiry to booking, sale, payment and owner evidence without rebuilding context in every tool.

A connected chain

The useful part is the continuity.

The product is broad because yacht businesses are broad. The experience stays coherent because each workspace builds on the same yacht, client, conversation and commercial records.

01 / Live operations

See what needs attention before it becomes a problem.

A tenant-specific overview connects daily activity, readiness, new enquiries, follow-up and the signals that deserve a human decision.

  • Operational overview with readiness messaging
  • Universal search across the workspace
  • Notifications, tasks and next actions
  • Role-aware workspaces for different teams
Designed for rhythmUseful density for office, marina and mobile work.
Built for teamsRoles and permissions keep delegation intentional.
Made for yachtsTechnical depth without generic CRM compromises.

02 / Fleet management

Treat every yacht as a complete commercial asset.

The fleet record goes beyond a name and a photo. It holds the technical, media, listing, readiness and ownership context that the rest of the business depends on.

  • Technical specifications, accommodation, propulsion, rig, tanks and equipment
  • Media albums and protected documents
  • Listing contracts with readiness checks
  • NAUTIX exchange where configured

03 / Availability

Make availability a shared fact.

Bookings, charter holds, date buffers and seasonal prices are designed to reduce the quiet operational errors that become expensive later.

  • Multi-yacht calendar and booking records
  • Charter holds with expiry and status
  • Availability context for quotes and enquiries
  • Turnaround and operational buffers

04 / Conversations

Keep the message attached to the business context.

A shared professional inbox brings supported mailbox and social conversations into one team workflow, with assignment, qualification and next actions close at hand.

  • Conversation assignment and team ownership
  • Mailbox and social connections where configured
  • Lead qualification and follow-up tasks
  • Delivery and retry evidence for supported messages

05 / Client lifecycle

Remember the client, not just the enquiry.

Client identity, preferences, source intake, consent and opportunity history stay connected as the relationship develops.

  • Client workspace with preference context
  • Enquiry source and identity resolution
  • Leads, pipeline stages and activities
  • Privacy lifecycle tools including export and anonymisation

06 / Commercial continuity

Move from a good conversation to a controlled decision.

Quotes, commercial documents and signature requests preserve the yacht, client, booking and pricing context through revision and acceptance.

  • Versioned quotes and public acceptance pages
  • Commercial document generation and delivery evidence
  • Electronic signature requests and reminders
  • Explicit boundary around jurisdiction-specific legal effect

07 / Money movement

Make the financial trail easier to follow.

Operational invoices, instalments, manual payments, expenses and payment-provider connections keep the collection story visible without pretending to be statutory accounting.

  • Invoices, instalments and payment milestones
  • Manual payment evidence and reconciliation context
  • Stripe Connect when configured
  • Clear distinction from tax filing or general-ledger software

08 / Owner relationship

Give owners visibility without giving them the staff console.

The owner experience is intentionally quieter: bookings, rentals, finances, documents, approvals and messages are scoped to the relationship.

  • Separate owner portal surface
  • Scoped yachts, documents and financial context
  • Approvals and messages in one place
  • Ownership relationships rather than staff roles

09 / Distribution

Treat publication as an operation, not a checkbox.

Marketplace connections are shaped around mapping, readiness, publication status, sync runs and errors. Availability depends on partner configuration and commercial access.

  • Canonical listing contracts
  • Publication and validation state
  • NAUTIX and partner-channel foundations
  • Provider credentials and contracts remain outside public documentation

10 / Evidence and reporting

Ask what happened, not only what is open.

Analytics, delivery records, view counts, audit events and reconciliation state help teams build a more reliable operational picture—provided the source records are complete.

  • Operational metrics and reporting views
  • Delivery, view and event evidence
  • Yield and seasonality context
  • No claim of automatically authoritative financial reporting

11 / Assisted intelligence

Use AI where it helps the team keep momentum.

Unifunl is presented as an assisted qualification and response layer inside the operating graph—not as a separate visual identity or a replacement for human decisions.

  • Multilingual qualification support where configured
  • Conversation context can feed operational follow-up
  • Human review remains important for commercial commitments
  • Availability depends on partner setup and rollout

Next step

See the operating chain in your own context.

Tell us whether you run charter, brokerage, fleet operations or an owner relationship—and we will shape the walkthrough around the work that matters.