Deal desk
Every step to signed
Counteroffers, agreed terms and the contract, MYBA, DocuSign or plain, ticked as they happen.
Your agents do the desk work.
You close the charter
Seven agents read every email, find the yachts, draft the proposal and keep the money in order, while you check their work and press send.
Your agents are one step ahead of you. All day
They never send anything. Their work waits on the deal for you to read and press send.
09:00
Your morning, ready
Every email read, each enquiry opened as a deal, the availability emails and the proposal drafted. What needs you is at the top.
Waiting on you
- Read and send the proposal for Hannah Lindqvist: three yachts, €182,000WriterToday
- Answer Marco: hold Silver Tide until Friday noon?InboundToday 12:00
- Availability emails to three central agents for 14 to 21 February, drafted and ready to sendResearcherToday
- Fee, VAT and APA worked out for the Grenadines charterFinanceDone 09:12
Inbound
Every email read. Every enquiry opened
The moment an enquiry lands it becomes a deal, with the client, dates, guests, area and budget filled in. A reply is drafted for you to change and send. Outlook, Gmail and WhatsApp, read only.
Researcher
The right yachts for your dates
A shortlist from your book that fits the dates, the guests and the budget, each priced all in. The availability email to each central agent drafted for you to send, and every answer kept up to date.
Writer
Pages your clients open on their phone
Your logo, your colours, the yachts, the photos and the real all-in price. They tap the one they like, and you see it.
And the rest of the week
Finance
Fee, VAT and APA, worked out as you type
Deposit, balance and APA set from the contract, and each payment matched when the bank says it arrived.
Chief of staff
The week planned
The route port by port, with the miles by sea, and the captain’s notes kept apart from the client’s.
Correspondence
Last year’s clients, kept close
A newsletter in your voice, with your yachts, for you to send only to people who said yes.
Staff, not features. Paid for the work, not the seat
One job each
Each agent has one job and does it every day, the way a good assistant would.
Nothing sent for you
Every draft, proposal and payment email waits on the deal until you press send.
Your office, yours
One broker, one office, its own database. No other broker sees your clients.
One broker. The whole team
Priced for your office. Tell us how many brokers you are and we’ll come back with a price the same day.
Every agent, every tool, your own office.
- Every agent working for you
- Your Outlook or Gmail, and WhatsApp
- Proposal pages, forms, itineraries and newsletters
- AI help included, up to a monthly allowance set in Settings
- Your own office: no one else sees your clients
AI help is included. Your office has a monthly allowance of AI use, set in Settings, and the assistant only runs when you click. The allowance is the cap: once it is used, CharterDesk carries on without AI, on its plain rules, until the next month.
See it on your own enquiries
Fifteen minutes with Jordon, on a call, with your questions.