With smart automation, No1 Yacht turned complex operations into a easy luxury experience

Client Background
Challenges
Overwhelming Inquiry Volume
Handling daily messages from WhatsApp, Instagram, TikTok, and the website became difficult to manage manually.
Time-Consuming Manual Work
Quoting, invoicing, and follow-ups were all done by hand, leading to delays and errors.
Scattered Communication Flow
Clients, vendors, and internal staff all needed different information shared separately every time.
No Smart Lead Guidance
There was no system to direct leads toward the right options like private charters or shared tours.
Unstructured Follow-Ups
Without reminders or automation, follow-ups were often missed or delayed.
Lack of Systemized Operations
The existing process didn’t match the premium experience No1 Yacht promised its customers.
Solution
Bots by Category


Auto Quotations & Invoices
- Auto-generated documents based on selected yacht and service details
- Shared instantly via WhatsApp and email for client convenience
- Created using Zoho Books for professionalism and consistency
- Saves time and reduces manual effort for the team
- Ensures fast, clear, and reliable client communication
More Benefits
Structured Messages
After booking, the client received full details. Vendors and team members received versions with the right info for them.
Scheduled Reminder
Follow-ups were scheduled in advance when a booking was made no more forgetting.
Booking Calendar
Once confirmed, each booking was added to Zoho Calendar to ensure the team never missed one.
All-in-One Visibility
Follow-ups were scheduled in advance when a booking was made no more forgetting.
Implementation
ihakimi CRM used to track leads, manage follow-ups, & organize conversations.
Results
Quick Reply Time
Clients got responses instantly, leading to more conversations.
Lead Conversion
A large number of leads turned into actual bookings.
Easy Yacht Selection
Clients found the right yachts fast, without extra back-and-forth.
No Missed Bookings
Zoho Calendar kept every booking on track with live updates.
Smooth Coordination
Each person (vendor, staff, client) got what they needed.
Faster Billing
Quotations and invoices were sent within minutes of inquiry.
Reliable Follow-Ups
All follow-ups and booking reminders went out automatically.
Reduced Manual Work
The team could focus more on service instead of admin tasks.
Key Data Analysis
- Everything in One Place: All messages from WhatsApp, Instagram, TikTok, and the website now go into one system, making it easy to manage.
- Faster Replies: Customers get instant responses, which keeps them engaged and more likely to book.
- Smarter Lead Handling: The system knows who’s a new client, who’s returning, and what they’re looking for so every person gets the right information.
- Booking Process is Clear and Quick: Each step from inquiry to confirmation is smooth, with no delays or confusion.
- Better Team Coordination: The system automatically shares the right details with the team, vendors, and clients—no need to copy-paste or double-check.
- Follow-Ups Happen on Time: Messages and reminders go out automatically, so nothing gets missed.
- Full Visibility at Every Step: The team can see exactly where each booking stands at any moment.
- Ready to Handle More: Whether it’s 10 leads or 100, the system keeps running smoothly without slowing down.





Lesson Learned
Fast replies build trust
Instant responses helped No1 Yacht stand out and win more bookings.
Bots simplify choices
Clients could explore yachts easily, without long chats or confusion.
One system, smooth flow
Everyone – team, vendors, clients worked together without overlap.
Calendar sync prevents misses
Every booking stayed on track with automated updates.
Smarter follow-ups convert better
Pre-set reminders kept leads engaged and informed.
Automation saves time
Tasks that took hours now happen quickly and without errors.