Charter Management
• Creates and tracks the details of every charter
• Manages the entire charter lifecycle
• Tracks customer payments, commission payments, clearing house payments and referral fees
• Automated checks
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Action Items
• System generated at first deposit paid and final payment
• Ability for user to add additional action items
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Accounting
• Accurate – no Excel formula errors
• View by company or agents
• Built-in accounting reports
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Daily Dashboard
• Charters in Progress, Unquoted Charters, Next Steps, Action Items, Payments Due
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Charter management can be a daunting task for any yacht charter broker, with a plethora of details to keep track of and coordinate. However, with the advent of new technology, the process can be made much more efficient and streamlined. Introducing CMS - Charter Management System - a cutting-edge tool designed to streamline the booking process and improve the overall experience for both the brokers and their customers. With its user-friendly interface and advanced features, this system allows for quick and easy booking, real-time updates, and detailed reporting. Whether you're a solo yacht charter broker or part of a large brokerage, this system is a game changer that will help you save time and increase productivity.
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CMS supports all charter scenarios:
1) Your charter bookings on yachts not owned/managed by you
2) Your charter bookings on yachts which are owned/managed by you
3) Other yacht charter brokers bookings on yachts which are owned/managed by you
Performance Dashboard
• Bookings and Sales
• Commissions received and projected future commissions
• Quote activity and close rate
• Charter Status – completed, future, and Sales/ASP per charter
Business Expense Tracking
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Tax Dashboard
• Generate reports for tax preparation
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File attachments – attach to any record
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Import and export Excel and CSV files