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Case Study

No.1 Luxury Yachts

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With Zoho and ihakimi integration, No.1 Yacht turned complex operations into an effortless luxury experience.

By integrating Zoho and ihakimi, No.1 Yacht connected its booking, communication, and customer management into one smooth system. Manual follow-ups, scattered data, and slow responses became a thing of the past, allowing the team to focus entirely on delivering premium, personalized experiences to every guest. This smart setup ensures every inquiry is tracked, every booking is updated in real time, and no detail is overlooked. Guests enjoy faster confirmations and a hassle-free process, while the crew benefits from a more organized and efficient workflow.

Client Background

No1 Yacht is a premium brand offering over 60 yachts across 6 categories for private events, romantic cruises, corporate functions, and special celebrations in Dubai. Each booking is customized, requiring clear communication between the company, its customers, and yacht vendors.
Aside from direct services, No1 Yacht also acts as a coordinator between vendors and clients handling details like catering, entertainment, yacht schedules, and extra services. They manage everything from pricing to post-trip feedback, which means handling multiple conversations across platforms like WhatsApp, Instagram, TikTok, and their website daily.
As the business grew, manually managing inquiries, follow-ups, quotations, and scheduling became time-consuming and inconsistent.

Challenges

No1 Yacht wanted a system that felt fast, organized, and aligned with the luxury they promise their clients.

High inquiry volume

Daily messages from various platforms made it hard to track and reply promptly.

Slow quotation & invoicing process

Manual document creation caused delays and increased the risk of errors.

Missed follow-ups

Lack of automation meant important reminders & updates were sometimes skipped.

Scattered communication flow

Different parties needed unique details, leading to repeated manual updates.

No centralised operations

The workflow fell short of the fast, premium service a luxury brand demands.

Limited performance insights

Without proper tracking, it was difficult to measure response times and team efficiency.

Solution

ihakimi implemented an integration connecting ihakimi CRM, Zoho Books, and Make to automate the entire booking journey.

When a lead in ihakimi is moved to the Quotation stage, Make triggers a webhook that sends the yacht inquiry details to Zoho Books. Zoho Books generates a professional quotation with yacht type, timings, pricing, and any extras. The quotation link is automatically sent to the customer via WhatsApp and email.

When the lead moves to Close Won, Zoho Books instantly generates an invoice, and the payment link is sent through both text and email. Booking details are added to Zoho Calendar, and internal alerts are sent to staff with the relevant client and booking information.
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Auto Quotations & Invoices

  • Quotations and invoices generated automatically within minutes.
  • Links sent instantly via WhatsApp and email.
  • All documents branded to match No.1 Yacht’s premium image.
  • Booking events synced to Zoho Calendar.
  • Internal alerts keep vendors and staff aligned without extra communication.

More Benefits

ihakimi helped No1 Yacht set up an automated system to manage chats, bookings, and follow-ups so everything runs faster, smoother, and with less manual work.

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 set up an integrated tech stack with tools that worked together smoothly:

ihakimi CRM used to track leads, manage follow-ups, & organize conversations.

Make handled automated messages, reminders, calendar sync, and document workflows.

Zoho Books to send professional invoices and quotations within minutes of inquiry.
Zoho Calendar kept schedules updated to avoid missed bookings and overlapping appointments.
Custom Yacht Bots helped users explore boats by category for faster and easier decision-making.
Internal Alerts send to staff with detailed client and booking info, making coordination faster and reducing miscommunication.

Results

After the integration, quotation delivery time dropped from hours to under five minutes. Invoices are now sent immediately once a deal is closed, eliminating delays in payment collection. Automated follow-ups increased client engagement, leading to a significant rise in confirmed bookings. The team reports saving over 25 hours a week on administrative work, allowing more focus on delivering high-quality service.
Client satisfaction improved as customers now receive professional documents instantly and can confirm bookings without waiting. Missed bookings dropped to zero thanks to calendar sync and automated reminders.

Key Data Analysis

The performance metrics highlight the transformation across communications and operations

  • 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.
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Challenges

No1 Yacht wanted a system that felt fast, organized, and aligned with the luxury they promise their clients.

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.

Client Testimonial

“Everything used to be manual. It took hours. Clients would wait. We would forget follow-ups. Now everything is instant messages, invoices, bookings, team updates. It feels like we have tripled our staff without hiring anyone. ihakimi gave us freedom and control.”
- No. 1 Luxury Yacht

Conclusion

By connecting Zoho Books with ihakimi CRM through Make, No.1 Yacht created a faster, more accurate, and more professional booking process. Automation has streamlined operations from inquiry to payment, ensuring every client experiences the efficiency and luxury the brand promises.

Next Steps

To explore the potential of CRM automation for your enterprise, reach out to ihakimi at the following contact information:
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