Yacht & boat tour CRM: from the first price question to the deposit receipt every booking in one panel
Yacht & boat tour software, program and CRM on one platform: Yacht & boat tour job tracking software, customer management software and sales automation with WhatsApp.
A guest asking about a daily bay tour and a group wanting to charter the whole boat land in the same inbox; their quotes, deposits and dates get mixed up. Gather WhatsApp, Instagram and web inquiries in one inbox; track daily tour and private charter quotes separately, log the deposit receipt, and notify the guest of a weather-related change from a template in one click.
Which CRM software should be used for Yacht & boat tour? ÖzgürKod is a CRM for Yacht & boat tour businesses: Manage daily tour and private charter quotes separately; the season calendar, deposits and weather change notices in one panel. Setup takes minutes; try it free for 7 days.
Guests lost before they step on deck
Your boat is ready; the problem is mixed-up quotes, lost deposits and last-minute weather surprises.
Daily tours and private charters get mixed up
The guest asking about a per-person bay tour and the group wanting to charter the whole boat are in the same conversation. Two different pricing logics, two different capacities; which dates the boat is shared and which are closed to a single group — keep it all in your head and you make the wrong promise.
Deposit receipts get lost in conversations
Who deposited how much for which date, and how much balance remains — with receipts buried among hundreds of messages. When the “I already paid my deposit” argument moves onto the deck on tour morning, your reputation takes the hit.
Messaging everyone one by one when the weather changes
The south wind picked up, the tour moved to the afternoon or was canceled. You have to reach six separate guests booked for that day one by one from your phone book; skip one and a guest waits at the dock for nothing.
The captain is at sea, and the messages pile up
Often only one person knows the price and the available dates; while they are out on the water there is no phone signal, and questions pile up. By the time they come ashore in the evening, the guest who asked about the price has already booked with another boat.
The season calendar lives in your head — and it's a mess
Which days are fully booked, which dates are promised to a private charter, how many seats are still open — all in different notebooks. When capacity isn't visible at a glance, you either double-book or set sail with empty seats.
Communicating with international guests
Charter inquiries in English, Russian and German bounce between translation apps; sentences get cut off and prices arrive late. Foreign guests booking a yacht choose the company that can write to them clearly in their own language.
What does ÖzgürKod do for yacht & boat tours?
Workflows built on top of general CRM tools that fit the day-to-day business of daily tours and private charters.
7 steps from the first price question to after the tour
- Collect WhatsApp, Instagram and website questions in one inbox; reply to daily tour and per-person price questions in seconds with quick reply templates
- Track daily tour and private charter requests in separate pipeline stages: Inquiry→Quote→Deposit→Tour day; see date conflicts on the board
- Send a PDF quote for private charters based on guest count and date; manage the deposit and balance in TL/USD/EUR/GBP with installment payment tracking
- Let AI detect the deposit receipt; see on the guest card which date is confirmed and which still has an open balance
- If weather forces a postponement or cancellation, notify the guests booked for that day in bulk with one click via WhatsApp by selecting the segment and using a template — so nobody waits at the pier
- Read foreign guests' messages with automatic translation; share prices and meeting point details in the guest's own language with ready-made templates in 8 languages
A tour or charter question comes in from WhatsApp, Instagram or your website; it becomes a guest card with a source tag.
Daily tour times and per-person prices go out with a quick reply template; outside business hours, the chatbot collects the date and guest count.
For private charters, a PDF quote is sent based on guest count and date; the request is split in the pipeline into the daily tour or charter stage.
AI detects the deposit receipt; the date is marked as confirmed on the card and that day shows as reserved on the season calendar.
The meeting point, departure time and what to bring are sent with one click using a template; if the weather changes, the postponement notice goes out through the same channel.
The balance payment is recorded on the card; special requests like birthday decorations are visible in the notes on the guest card.
A thank-you message goes out with a template; the guest is tagged and reached again with season and sunset tour campaigns.
Not from a personal phone, but from the business line
Don't let Guest messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.
In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).
The chatbot answers common questions and collects guest information; a member of your team takes over the conversation whenever you want.
Send an announcement or reminder to the guest group you choose with a Meta-approved template; see how many people it reached and how many read it.
Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.
Don't track everything yourself; let it tell you what matters
It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.
Know who to get back to first
- Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
- Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
- Today's tasks: a short morning summary showing who you need to follow up with that day.
- Ask a question: type questions like “How many new guest came in this month?” and get answers from your data.
AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.
Messages, quote, payment collection and your team — in one account
When a guest writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.
Guest cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.
Team and permissionsAssign records to team members; if you want, each person sees only their own guests.
Track it from ad to customerLeads from Meta ad forms land in the record together with their source.
Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.
The tools you need in one place
Click any one to explore it in detail.
Unified inbox
WhatsApp, Instagram DMs and comments, Messenger, Telegram, TikTok and web chat on one screen.
Appointments and reminders
An online booking page, WhatsApp reminders, and a calendar that updates with “Coming / Cancel / Another time” replies.
Lead Pool and sales process
Track leads by temperature and stage, so you never miss a record whose follow-up date has passed.
Quotes and deals
Prepare an itemized quote in minutes, send it as a PDF, and track its status.
Payments and payment collection
Deposit, partial payment and balance; see who owes how much on their card.
Team task tracking
Assign work to a person, slot it into their free time, and catch overdue work with a notification.
Chatbot
24/7 answers to common questions, information collection and handover to your team.
WhatsApp campaigns
Bulk messages to the group you choose with an approved template; delivered and read tracking.
Metrics and reports
New leads, response times, won and lost records on a single dashboard.
Product and service catalog
Enter your services and prices once; use them in quotes and in chat.
Wherever your Guest write from
Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the guest card.
- WhatsAppCloud API or QR
- InstagramDMs and comments
- MessengerYour Facebook page
- TelegramYour Telegram bot
- TikTokDM
- Web chatThe widget on your site
- Meta ad formsWith the ad source
Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →
What should you look for when choosing a CRM for Yacht & boat tour?
Before you decide, evaluate your candidates against these 5 criteria.
5 criteria
- A module ready for your industry. Instead of adapting a generic CRM for months Yacht & boat tour choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
- WhatsApp and Instagram integration. In Turkey guest most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
- Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
- Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
- Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.
Yacht & boat tour program, software or CRM?
Most business owners search for the solution they need as “Yacht & boat tour program,” “Yacht & boat tour software,” “Yacht & boat tour job tracking software” or “Yacht & boat tour customer management software.” “CRM” is the international name for this solution, and the need is the same: keep guest information in one place, never miss a request, and bring order to your work.
As a Yacht & boat tour automation, ÖzgürKod gathers guest messages from WhatsApp, Instagram and the web in one panel and handles quote and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.
Method comparison for Yacht & boat tour
Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.
| Criteria | Notebook / Excel | General (foreign) CRM | ÖzgürKod |
|---|---|---|---|
| Mesajlar | Scattered across phones | Mostly an extra module or extra fee | WhatsApp, Instagram and web in one inbox |
| Reminders and follow-up | Left to memory | Needs setup and integration | Follow-up date, notification and tasks ready |
| Guest history | Between notebook, phone and email | Yes, with generic fields | On one card: messages, quote, payments, notes |
| Teamwork | It’s unclear who is handling what | Extra cost per user | Assignment, tasks and record-based permissions |
| Language and pricing | — | Usually $ pricing, English support | TL pricing, local support in Turkish |
| Starter | Invisible cost in time | Long setup, exchange rate risk | 7-day free trial |
Starts at 2.500 ₺ / month
7-day free trial · No setup fee · Upgrade your plan any time
Every message answered late is an opportunity handed to a competitor.
If your average sale is ₺4,000: the monthly cost of your subscription is not even a single sale.
Frequently asked questions
Have another question? Write to us and we’ll look at your workflow together.
What is a CRM for yacht and boat tours used for?
A yacht and boat tour CRM collects tour and charter questions from WhatsApp, Instagram and your website in a single inbox. You track the daily bay tour and the private charter that takes the whole boat in separate pipelines; each guest's conversation, quote, deposit and balance stay on their own card. Deposit receipts don't get lost in chats, and the season calendar shows which day looks full. Weather-related postponements are sent to the guests booked for that day with one click using a template.
How do I manage daily tours and private charters separately?
The two request types move through their own pipeline stages; a daily tour sold per person doesn't get mixed up with a private charter closed to a single group. Each guest card is tagged with the source and tour type, and the quote is prepared accordingly. For private charters, you send a PDF quote based on guest count and date; for daily tours, you share the time and price with a quick reply template. The risk of promising two large groups the same date becomes visible on the board when records are kept consistently.
Does it send tour cancellation or postponement notices automatically based on the weather?
No. The system does not monitor the weather and send messages on its own. Here's how it works: you make the decision, select the guests booked for that day with a date segment, and send the postponement or cancellation notice in bulk with one click using a Meta-approved template. No need to call people one by one from a phone book; you start the send, and duplicate prevention is in place. Replies land in the inbox, and you discuss the new date suggestion on the same screen. That way nobody waits at the pier for nothing.
How do I track the deposit and the balance?
Every reservation records the deposit and remaining balance in payment tracking; amounts can be held in TRY, USD, EUR and GBP. AI detects the receipt your guest sends via WhatsApp and helps you match it to the card. The card shows which date is fully paid and which still has an open balance. This is not an online payment or POS system; you collect the money your own way, and ÖzgürKod simply keeps the deposit and balance records and tracking in one place.
Does it manage the season calendar and availability?
ÖzgürKod is not a booking engine; your team, not the system, confirms seat inventory. What the system does provide: you record every confirmed tour and charter with its date, and the pipeline view shows at a glance which day is full and which request is still at quote stage. You can sync appointments two-way with Google Calendar to keep the daily schedule in one planner. This reduces the risk of double-booking the same day; communication and follow-up run entirely in the panel.
How do I communicate with foreign guests?
Incoming messages are translated automatically; you reply with ready-made templates in 8 languages: Turkish, English, Arabic, German, French, Russian, Spanish and Italian. A guest asking about a boat charter in English gets pricing and meeting-point details in their own language within seconds; the pre-tour information template is picked in the same language too. All correspondence is logged on the guest card in a single inbox, so the language barrier does not leave you behind in the charter race.
Yacht & boat tour software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Yacht & boat tour software", "Yacht & boat tour software", "Yacht & boat tour job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: guest communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.
Solutions for similar businesses
Set sail for your next tour with a full deck
7 days free, no card details required. Connect WhatsApp and Instagram on day one; by the weekend, see how many quotes and deposit records you have collected.