- What you learn over dinner never makes it into the CRM.
- “What is my boat worth?” Research until midnight.
- An off-market boat. But who might buy it?
- Every night, matching search requests by hand.
Johannes doesn’t do that anymore.
Yacht broker Johannes Haller sends a voice message to Claude. His CRM BoatMatch does the rest.
Johannes’ video
Just ask.
Johannes talks to Claude like an assistant in the office. On the road, in the car, after dinner. These are his own words from the video.
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“Add Florian Müller as a lead. I’ll give you his number and email.”
Lead with contact details in the CRM, status New
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“Just spoke to Florian: Lake Garda, berth three metres wide at most, something sporty, used.”
All of it in the notes. Claude warns: the 1414 is too wide.
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“Make him a client and set up two search requests.”
Client created, 34 and 106 matching boats from the market
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“How is it going with Florian Müller? Has he looked at anything?”
Status from the client portal, plus a ready-to-send WhatsApp
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“Here’s a boat I was just offered. Do we have clients for it?”
Boat created as a draft, matching search request found
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“Florian wants to sell his Frauscher 1212 Ghost. What is it worth today?”
Market comparison with comparable boats as a PDF
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“Which client should I definitely call today?”
Claude checks follow-ups, tasks and who was active in the portal
He asks.
Claude does it in the CRM.
Claude is connected directly to BoatMatch. Clients, search requests, boats and the client portal live in one place. Johannes types one sentence instead of clicking through forms.
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Find the right clients
A new boat comes in. Claude checks it against every active search request and names the clients who fit.
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Share it to the portal
Instead of twelve PDFs, the client gets one link. Likes and comments land right on the client record in the CRM.
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Call the right person
Claude sees who was active in the portal and drafts the follow-up. Johannes only has to approve it.
The new Aurelia 50 just came in. Which of my clients fit?
BoatMatch · search requests matched
Three active search requests match:
- Max Miller96 %
- Emma Clarke88 %
- Jonas Berg84 %
Shall I share the Aurelia to all three portals and draft a short note?
Yes, go ahead.
BoatMatch · portal links and email drafts created
Done. Three drafts are ready for your approval. I’ll let you know as soon as someone reacts in the portal.
You sell.
BoatMatch handles the rest.
Discover BoatMatchThe CRM for yacht brokers, dealers and charter companies.