The AI-native CRM for
crewed yacht charter.
One live record for every client, enquiry, yacht option, proposal and booking. James keeps the work moving between decisions — your team stays in control.
Traditional CRMs record the work after it happens. James helps get it done.
30 minutes. Your workflow. No slides.
James moves the work. Your team owns the commitment.
Müller family: 12 guests, West Med, late July. Chef on board, please.
Received 08:12
Available matches
Final step
Review & send proposal
Approve & sendJames moves the work — your team approves every step.
See exactly what your team works in
The morning briefing
Every overnight enquiry triaged, scored and summarised before the office opens.
Every enquiry understood before the team opens it.
Email, WhatsApp and voice notes become one clear client brief on the record.
Availability confirmed without endless phone calls.
Requests tracked per agent, follow-ups sent on time.
A proposal ready while the client is still waiting.
Written in your format. Nothing is sent before your team approves it.
From first message to ready for review.
Follow one real enquiry from the first message to the signed booking.
It arrives where the client already is.
The brief is structured before anyone opens it.
- Dates
- 19–26 Jul
- Guests
- 12
- Area
- West Med
- Budget
- €240–290k
- Prefers
- Beach club, chef
- History
- 2 charters
Requests out, replies tracked, follow-ups chased.
Three options in your format, rates checked.
Contract, deposit and APA on one timeline.
- Contract issueddone
- Deposit 50 %due 6 d
- APA transferscheduled
- Pre-charter review18 Jul
James moves the work.
Your team owns the commitment.
James reads messages, prepares drafts, chases replies and keeps every record current. Your people approve every client message, contract, payment and exception.
Every enquiry arrives with context.
- Email and WhatsApp in one stream
- Client history and preferences attached
- Nothing sits unanswered overnight
- Dates
- 19–26 Jul 2027
- Guests
- 12 (4 cabins)
- Area
- West Med
- Budget
- €240–290k
- Prefers
- Beach club
- Repeat
- 2 charters
Every option has an owner and a next step.
- Requests sent in one click, replies tracked
- Options and expiry dates visible to the whole team
- Follow-ups sent without endless phone calls
A proposal your clients open like a book.
- Palma → Ibiza → Formentera
- Crew of 7 · Private chef
- Beach club & full toy set
Every booking stays under control.
- Payment schedule and VAT tracked per booking
- APA checked line by line, extra costs flagged early
- Owner and client statements, audit-ready
- Contract signed12 Apr
- Deposit 50 %due in 6 d
- Balancedue 19 Jun
- APA €38,000checked to 94 %
- Extra fuel €2,140exception flagged
Built for charter firms that cannot afford a shared client book.
Your firm operates inside its own data boundary — never mixed with others.
James learns your templates, approvals and ways of working — not another firm's.
EU / Swiss hosting and private-cloud options for firms that need them.
A data processing agreement as standard. No ad trackers.
Give James your real desk before the 2027 season.
We are working with a small number of established charter firms. We configure James around your enquiry formats, proposal templates, rate sources and approval rules — then you use it on real work before Easter.
Discuss a founding-firm rollout- 01
Map your desk
- 02
Configure James
- 03
Go live on real work
Questions we get asked
No. charterJames is the shared record and working layer for your desk — enquiries, proposals, availability requests, contracts, APA. Your memberships stay exactly as they are.
Show us one real enquiry.
30 minutes. Your workflow. No slides.
"We get your team live before the season starts — usually in under two weeks."
Isabela Garcia · Customer Success Manager, charterJames.AI