CRM & Sales Pipeline
Leads, charter prospects & client relationships
Total Leads
9
Active Pipeline
6
Won This Month
2
Pipeline Value
$238,916
New1
$35kRaj Mehta
Sandals Resorts
$35,00020%
Schedule discovery call
16 Sep 2026
Contacted1
$15kElena Vasquez
Caribbean Luxury Travel
$15,00030%
Send partner commission structure
14 Sep 2026
Qualified1
$24kIsabelle Moreau
Paradise Productions Ltd
$24,00045%
Confirm permit status and send final quote
14 Sep 2026
Quoted2
$47kSophie Laurent
Curtain Bluff Resort
$28,00065%
Follow up on Q3 package proposal
15 Sep 2026
David Okonkwo
Roper Consulting Group
$18,50055%
Confirm passenger count
13 Sep 2026
Negotiation1
$42kCapt. James Whitfield
M/Y Serenity
$42,00080%
Send revised charter package
14 Sep 2026
Won2
Marcus Chen
Jumby Bay Island
$24,416
Thomas Harrington
Harrington Family Office
$52,000
Lost1
Yachts International
Yachts International Charter
$9,200