Broker CRM
The CRM built for yacht brokers
Win the instruction, then run the entire sale in one place — pipeline, inventory, contracts, payments and the tools you already use.
Works with the tools you already use
…and any connector built on the public API.
Pipeline
One pipeline, the whole sale
Every enquiry from the comparison service and the marketplace lands in a single pipeline — from first contact to Closed-Won, with deal, contact and vessel records in one place.
- ✓Drag deals through your stages
- ✓Auto-advance on viewings, contracts and deposits
- ✓Sold-event capture feeds your ranking
Inventory
List once — market everywhere
Add a boat to your CRM and it flows to your public BoatCloser profile and the marketplace, and out to the portals you use through listing connectors.
- ✓Rich listings with photos, specs and video
- ✓Syncs to YachtWorld, TheYachtMarket and more
- ✓Draft → published in a click
Contracts
Contracts & e-signature, built in
Generate the sale agreement, bill of sale or listing agreement from neutral starter templates (or USCG/IRS/state forms), pre-filled with the deal, and send for legally-binding e-signature.
- ✓Merge fields from the deal, vessel and buyer
- ✓Multi-party signer routing
- ✓Send via DocuSign, Dropbox Sign and more
Payments
Get paid — deposits & escrow
Request the buyer's deposit and hold it in escrow, then track it through to completion — without leaving the deal.
- ✓Stripe and escrow.com connectors
- ✓Live status: requested → held → released
- ✓Tied to the deposit / escrow addendum
Connectors marketplace
Plug in the tools you already use
Six categories of connectors — listing sync, e-signature, messaging, scheduling, accounting and payments — built by third-party developers and installed from your CRM in a click.
- ✓OAuth install, manage from one place
- ✓Built on a documented public API
- ✓New connectors added all the time
Messaging
Win and keep clients on WhatsApp
Message buyers and sellers on WhatsApp and SMS straight from the deal — every message logged to the timeline so nothing slips.
- ✓WhatsApp Business & Twilio connectors
- ✓Inbound replies land on the contact
- ✓Book viewings & sea trials into your calendar
Built for members of
Run your brokerage on BoatCloser
Win instructions through the comparison service, then close them end to end in the CRM.