§01One inbox

Wherever they write from, it lands in one place.

Email, WhatsApp, Instagram, your Facebook Page and forwarded marketplace enquiries arrive in a single team inbox. Each conversation is matched to a client, sorted by type and handed to the right colleague.

Meet the AI email assistant

By application · 2027 season

Provider dependent. Email works with your own Gmail, Microsoft 365 or IMAP accounts. WhatsApp, Instagram and Messenger run through Meta and depend on Meta's approval and your business accounts.

§02The patchwork

The same client, in three places at once.

Today

  • A charter client emails on Monday, messages on WhatsApp on Tuesday and nobody connects the two.
  • Enquiries sit in one broker's personal mailbox, and go quiet when they are on a boat show stand.
  • Nobody can say who answered, who is waiting, or whether the quote was ever sent.
  • Attachments and decisions live in threads you have to remember to search for.

With Yachtbase

  • Email and messages from the same person land on one client, in one conversation history.
  • Every thread has an owner. Colleagues can see it, pick it up and assign it.
  • Conversations link to the yacht, the booking, the deal and the quote they belong to.
  • Labels, archive and search keep the inbox calm, and the team updates in real time.

§03Why it matters

Three things that change.

01

Every channel, one client

The same person writing by email, WhatsApp and Instagram is merged onto a single client record, so you answer the person, not the platform.

02

Nothing waits unowned

Assign a conversation to a teammate, label it, and qualify it into a lead or an enquiry without leaving the thread.

03

Context stays attached

Conversations are classified as charter, sale or services, and link to the booking, deal or quote they relate to.

§04How it fits your day

Three steps, no manual.

  1. Step 1

    A message arrives

    From a connected mailbox, a social channel or a forwarded marketplace enquiry, it appears in the team inbox as it happens.

  2. Step 2

    It finds its client

    Yachtbase matches the sender to an existing client, or you create one from the conversation in a click.

  3. Step 3

    Someone takes it

    Assign it, qualify it into a lead, reply from your own mailbox or schedule the reply for the morning.

§05Capabilities

What it does for you.

  • Gmail, Microsoft 365 and IMAP

    Connect shared or private mailboxes, with filters to leave out spam, promotions and anything else you do not want synced.

  • Social messages included

    WhatsApp, Instagram and Messenger conversations arrive beside email, with the sender matched to the same client.

  • A composer built for sales

    Drafts save themselves. Attach files, forward, schedule a send for later, and retry anything that failed to deliver.

  • Yacht cards and quotes in the thread

    Send a yacht card or a quote as part of the conversation, rather than a link pasted from somewhere else.

  • Labels, archive and trash

    Organise with your own labels, act on many conversations at once, and restore what you archived by mistake.

  • Real-time for the whole team

    When a colleague replies or assigns a thread, you see it straight away, which prevents two people answering the same client.

§06Who it's for

Every role, its own gain.

§07Works with

Connected to the rest of the deck.

§08Questions

Asked and answered.

Which mailboxes can we connect?

Google Workspace and Gmail through OAuth, Microsoft 365, and any IMAP/SMTP account. Mailboxes can be shared with the team or kept private to one person, and you choose which mailbox sends your quotes, invoices and signature requests.

Do WhatsApp, Instagram and Messenger work today?

They are built and run through Meta. Yachtbase is an official Meta Technology Partner, but these channels depend on Meta's approval and your own business accounts, so we set them up with you during onboarding.

Will it pull in our old email?

You decide. Sync filters let you limit by sender, folder, age (for example, only the last few weeks) or message type, and you can purge synced data from a mailbox if you change your mind.

Who can see which conversations?

Mailboxes can be private to one person or shared. Beyond that, access follows the role and permissions set in your workspace, including restricted staff who see only the clients they are allowed to see.

Is it usable on a phone?

The dashboard is responsive, so the inbox works in a mobile browser. The interface is available in English, French, German, Croatian, Italian, Spanish and Arabic.

How are our mailbox credentials protected?

Access tokens and app passwords are encrypted at rest, sign-in supports passkeys and multi-factor authentication, and every email sent through a mailbox leaves a delivery record you can inspect.

§09From the Journal

Further reading.

§10Applications open · 2027 season

Bring the whole business aboard.

Fleet, clients, every channel, every signature and every payment, finally in one place.