Charter operations platform
YachtPilot
YachtPilot brings together client history, current and past charters, departure preparation and an operational overview so Hermes Yachting can organise each trip with continuity.
It was developed for Hermes Yachting around the company’s own operation. It connects client information to each specific charter so the team works from a shared and current picture.
How the flow connects
Client profiles, departure preparation, calendar and each charter’s full picture are connected in one environment.
Core capabilities
Designed around real use.
- 01
Client profiles and history
Past charters, trip details and notes stay connected to each client.
- 02
A record for every charter
Guests, preparation, finances and notes are organised in distinct tabs.
- 03
Pre-departure checklist
Reusable preparation steps show progress before the journey begins.
- 04
Calendar and search
The team can find upcoming and past charters and the details it needs.
- 05
Unified overview
The dashboard brings clients, charters, activity and financial information together.
- 06
Structured assessment
Multiple criteria help the team document its experience of a client relationship consistently.
Inside the environment
A closer look at the product.
Screens show demo data for illustration.
The need
Great service starts before departure.
The quality of a charter depends on information often spread across notes, messages and files. YachtPilot brings client history and trip details into one shared environment.
Every new conversation can use the context of the previous relationship, not only the details of one booking.
The charter
Every trip has its own organised record.
The charter screen separates guests, the Pre-Charter List, finances and notes into clear tabs. Yacht, dates, base and crew stay connected to the same trip.
The pre-departure list includes reusable steps and visible progress, so preparation does not depend on scattered reminders.
Continuity
From the calendar to the full history.
The dashboard and search provide access to upcoming and previous charters. Client profiles retain the context of earlier trips, allowing the next collaboration to start with better information.
Structured assessments add shared criteria to the team’s internal knowledge.
The business
Operations and financial context together.
Dashboard cards and the client overview connect people, charters and financial details for authorised users.
YachtPilot is not a generic CRM with nautical labels. It is a custom platform designed around the operation of Hermes Yachting.
More work
The same philosophy, applied to different needs.
Have a specific need?
Let’s turn it into a project.
Tell us how your business operates today and what you want to strengthen. We will explore the right direction together.
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