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The No.1 CRM Platform for
Yacht Brokers

Turn leads into loyal clients, streamline operations, reduce manual admin tasks, create personalised marketing at scale, and impress clients at every interaction, with the all-in-one CRM yacht brokers trust worldwide.

CRM features built for the needs of today's Yacht Broker

Contact Profiles

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.

Sales Management

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.

Analytics

Gain insights into recent sales, vendor, buyer and charter pipeline, marketing, broker efficiency and client engagement with custom dashboards purpose built for yacht brokers.

Boat Profiles

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.

Email Marketing

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.

Advanced Searching

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.

PDF Boat Brochures

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.

Click to Call

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.

Digital Forms

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.

SMS Marketing

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.

Appointment Scheduling

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.

Custom Automated Workflows

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.

Integrations

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.

Customised Setup

All NautifyCRM customers get a fully customised CRM setup by our internal experts as part of onboarding to ensure it's bespoke for your business requirements.
We even design unique email templates, so on day one you're brand gets a glow up.

We become your trusted partner

Focused on your business

We're trusted worldwide for our high standards:

  • Dedicated Account Manager with yachting and marine industry expertise

  • No chat bots, or support tickets. Humans only, who you can call, SMS, meet or email anytime

  • CRM Migration, customisation, setup, training and consulting all included with no extra costs

  • Usage based pricing. Only pay for what you use with full transparency around overages

  • Innovation at our core with regular software updates and new feature launches

18 Hrs

Saved
p/m per user

23%

Avg. Annual
Revenue Increase

848%

Avg. ROI
per year

"Specialising with Yacht Brokers has enabled us to tailor NautifyCRM around the needs of the not just today's yacht brokerage, but their clients needs and want too.

Our obsessive focus on delivering value to each stakeholder in the business, whether its the individual sales person, manager, finance team marketing department or owner of the brokerage has created some incredible results for our cherished clients.

We partner with you and focus on delivering software, and guidance on how to increase revenue, save time and deliver exceptional experiences for your clients.

Your success is our internal KPI"

Frequently asked questions

What is a CRM?

CRM stands for Customer Relationship Management. NautifyCRM Platform is one software tool that your internal staff members can access online, or via our mobile app to view all customer and vessel data (including any customer communications, recent invoices, forms submissions, notes etc), create and send email or SMS campaigns, manage and action all sales processes, view data pulled into the CRM from all your other business tools, provide personalised customer service and automate tasks such as appointments, bookings, asking for customer reviews and much more.

We're a small Yacht Broker. Will we still get an Account Manager and customised setup?

Absolutely! No matter how big or small your yacht brokerage is, you will have a dedicated Account Manager. Along with our internal experts, they help customise the CRM specifically for your business needs, and will also run strategy sessions, technical sessions and training sessions with you and your team in order to help you leverage NautifyCRM to its full potential.

We are committed to being the most customer friendly software company in the world. If you'd like to learn more about our vision to achieve that, check out this page to see how we structure our internal teams and KPIs around your business success.

How do salespeople use NautifyCRM?

Sales leaders and sales representatives login to NautifyCRM everyday as their single source of truth to manage all their day-day sales responsibilities as well as track their team's performance, activities and sales forecasts.

With all the tools a salesperson can need such as:
- Lead, Contact and Company Management
- Boat Profiles synced with boat owner details
- Calendar sync and appointment Scheduling
- Sales Pipeline Management
- Task Manager
- Sales Reporting & Analytics
- Sales Automation
- Yacht Sales Dealflow
- Integrations into other necessary tools e.g Docusign, Xero
- Mobile app, for on field sales reps
- Activity Manager
- Funnel Manager

How much does NautifyCRM cost?

On our mission to be the most customer friendly software company in the world, we have created a simple, transparent pricing structure where you only pay for what you use, and there's no hidden fees.
This allows you to use all the features of NautifyCRM and only pay based on usage.

Transparent, customer friendly pricing with setup, migrations, strategy sessions and training all done for free. Simple!

What data security policies does NautifyCRM have?

Nautify is proud to be an Australian company that puts security at the forefront of our decision making. We have stringent controls over security, availability, processing integrity, employee and contractor confidentiality, and privacy.
Regular third-party audits are conducted to verify that our systems and processes consistently meet these rigorous standards. You own your data, and we have a strict processes in place for deleting CRM data if you decide to cancel your NautifyCRM subscription.

Since we also have users globally and from the European Union, we have built NautifyCRM to ensure that all users receive the protection established under GDPR, as we are bound to do.

We are also SOC 2 compliant. This means we adhere to strict guidelines to ensure your personal and business information is protected with the highest level of security.
Please visit our Privacy Policy for further information.