01
Built for yachting contacts
Fifteen contact types, including buyer, seller, owner, broker, shipyard, surveyor, bank and charter client, so a record says who someone is in your world.
§01Clients, leads and deals
One person. One history.
A client record that follows someone across email, WhatsApp and Instagram, with the enquiries, charters, offers and viewings that belong to them. Charter and brokerage each get a pipeline that fits how they actually sell.
By application · 2027 season
§02The spreadsheet
Who was that buyer from last autumn?
Today
- Contacts live in phones, show lists and a spreadsheet that only one person understands.
- A returning charter guest is treated as a stranger.
- A lead goes cold because nobody owned the follow-up.
- Consent and deletion requests are handled by memory.
With Yachtbase
- Every person has one record with their messages, enquiries, bookings and notes in a timeline.
- Segments mark VIP, repeat, new and cold clients, so a returning guest is recognised.
- Leads and tasks have owners, due dates and reminders. Overdue leads escalate.
- Consent is tracked, and records can be archived or anonymised.
§03Why it matters
Three things that change.
02
Pipelines that match the work
Charter leads move from new to qualified to negotiating. Yacht sales deals run through viewing, offer, negotiating and closing.
03
Privacy you can show
Consent is recorded, and a client can be archived or anonymised. Restricted staff see only the clients they are permitted to see.
§04How it fits your day
Three steps, no manual.
Step 1
Capture
Enquiries arrive from the inbox, forms, marketplaces and manual entry, each tagged with its source.
Step 2
Qualify
Turn an enquiry into a lead, assign it and set the next task with a due date.
Step 3
Progress
For sales, convert the lead into a deal and track offers, viewings and the closing checklist.
§05Capabilities
What it does for you.
One identity across channels
The same person on email, WhatsApp, Instagram and Facebook is merged onto one client.
Enquiries with a source
Charter, sale, services or general, with eleven sources from website and partner to marketplace and phone.
Tasks and reminders
Calls, follow-ups, viewings, payment chasers and check-ins, with recurrence, SLA dates and bulk actions.
Offers and viewings
Record offers as proposed, accepted, rejected or withdrawn, schedule viewings, and work through a closing checklist.
AI contact import
Upload a boat-show list or a legacy spreadsheet in almost any shape. the assistant drafts clean contacts for you to review before anything is imported.
Commercial audit trail
Quotes, contracts, invoices and deals leave a history, so you can see who did what and when.
§06Who it's for
Every role, its own gain.
- Charter operatorsWelcome a returning guest by name, with last season's preferences in front of you.
- Brokers and dealersRun buyer pipelines from first viewing to closing, with offers and documents on the same deal.
- Fleet and yacht managersAssign, escalate and measure follow-up across the team without chasing anyone.
§07Works with
Connected to the rest of the deck.
- Product
One inbox, every channel
Email, WhatsApp, Instagram and Messenger in one shared inbox.
Explore - Product
Forms and lead capture
Branded forms for boat shows, partners and your website.
Explore - Product
Quotes accepted online
Versioned quotes your client accepts from a secure link.
Explore - Product
Analytics
Revenue, occupancy and pipeline, per currency.
Explore - Integration
Mailchimp
Audiences, tags and form answers kept in sync.
Explore - Integration
Email
Gmail and Google Workspace, Microsoft 365, any IMAP mailbox.
Explore - Integration
API and webhooks
Scoped API keys, signed webhooks and exports.
Explore
§08Questions
Asked and answered.
Can we bring our existing contacts?
Yes. The AI contact import accepts Excel, CSV, TSV, text, Markdown or JSON of any shape, and proposes tidy contacts for your review before they are added. Mailchimp audiences can also be imported.
Who sees which clients?
Permissions are granular. Managers can share client visibility across the team, while restricted staff see only the clients they are allowed to see. Search also respects those permissions.
Does it help with GDPR?
It supports it. Consent is tracked as granted, refused or unknown, and records move from active to archived to anonymised. You remain responsible for your own compliance decisions.
Are leads, deals and tasks switched on by default?
They are enabled per workspace. New modules stay off until they are turned on, so your team adopts them at its own pace.
Can we use it in our own language?
The dashboard is available in English, French, German, Croatian, Italian, Spanish and Arabic, including right-to-left layout.
§09From the Journal
Further reading.
The 2026–2027 boat show calendar for yacht professionals
Twelve shows from Genoa this month to Monaco in September 2027, with dates checked against organiser information, and a short note on which suits which business.
Monaco Yacht Show 2026: notes from the quay
The 35th Monaco Yacht Show at Port Hercule, attended with MC Zero and Explomar. A short account of the quay, the partner forms and what comes next.
Cannes Yachting Festival 2026: a week with MC Zero and Explomar
Six days in Cannes alongside MC Zero and Explomar, with their lead-capture forms running on Yachtbase Forms. What the week taught us.
§10Applications open · 2027 season
Bring the whole business aboard.
Fleet, clients, every channel, every signature and every payment, finally in one place.