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Cascade Surf Club

CRM · AUTOMATION · PRACTICAL AI

CRM, Automation & AI for Yacht Businesses

We connect your website, CRM, email and approved yacht data into practical workflows. From inquiry routing and follow-up to reporting and AI-assisted content, we build around how your team works, with clear controls over access, approvals and client communication.

Talk through your workflowSee relevant experience

CRM Setup, Lead Routing & Client Follow-Up

CRM setup and organisation

Give contacts, yacht interests, enquiry sources and next actions a clear structure. We shape fields, pipeline stages and ownership around the people using them.

Enquiry capture and routing

Bring website enquiries and other approved lead sources into your CRM. Define broker assignment, notifications and follow-up tasks so the right person knows what happens next.

Email and follow-up

Build useful segments, reminders and nurture workflows. Prepare relevant responses from approved information, with consent rules and human review where needed.

Reporting and visibility

Understand where enquiries come from, how the pipeline is moving and what needs attention. We agree the measures and connect them to reliable source data.

MLS and API integrations

Assess connections between websites, CRMs and authorised listing or business systems. Provider permissions, licensing, available data and sync requirements determine what we can build. Listing feeds and live charter availability may use different sources.

AI-assisted knowledge and work

Help your team find approved yacht and company information, summarise context and prepare drafts. We define access, source checks and the decisions requiring human approval.

Website servicesMarketing leadership

Start with one useful workflow.

  1. Map the task

    Review the people, tools and information involved, then agree a focused scope, access requirements and a useful measure of progress.

  2. Build and test

    Check real examples and exceptions with the people using the system, including data quality, permissions and failure handling.

  3. Support the team

    Document responsibilities, explain how to use the workflow and agree how to monitor errors, update information and improve it over time.

Experience connecting marketing and systems.

Northrop & Johnson

We connected responsive website development and complex yacht MLS/API integration with acquisition, Dynamics 365 automation, lead scoring, nurture workflows and analytics.

Northrop & Johnson web and automation work
Explore our work and project details

What is slowing your team down?

Tell us which tools you use, where work gets stuck and what you want to improve. We will help identify a sensible place to start.

Talk through your workflow

We’ll review your enquiry and follow up by email.

Based in Fort Lauderdale. Available worldwide.