Lead Inbox & Pipeline
Capture web, phone, referral, and social inquiries in one pipeline with a clear owner and next action.
For Charter, Tour & Experience OperatorsTurn inquiries into booked experiences.
Turn inquiries into booked experiences.
Without running the season from a spreadsheet.
Connect the booking site, lead pipeline, quotes, follow-up, crew calendar, and reporting in one system built around how your operation actually runs.
The booking form is only one piece of the operation
disconnected booking tools · Fees + multiple subscriptions
- Website inquiries, calls, social messages, and referrals land in different places
- Custom trips need a quote and follow-up process that generic booking widgets cannot handle
- Seasonal staff cannot see the full customer conversation or next action
- Deposits, waivers, reminders, schedules, and customer details are re-entered across tools
- Marketplace fees and disconnected reporting make it hard to see which channels produce profitable bookings
Built from a real charter operator's booking workflow
For Sand Bar Joe's, iOLab built the public booking experience and Helm, a captain's CRM for leads, pipeline, AI-assisted quotes, follow-up, reporting, and content. That working system—not a generic industry template—is the starting point for your workflow review.
Read the Sand Bar Joe's case studyA lead-to-launch system for your season
Start with the bottleneck that costs the most bookings, then connect the rest around your team, vessels, routes, and customer experience.
Custom Quotes
Build trip-specific proposals, deposits, and add-ons without forcing every request into a fixed booking package.
Follow-Up Automation
Send timely, contextual reminders while keeping the operator in control of high-value conversations.
Crew & Capacity Calendar
Coordinate availability, crew, vessels, blackout dates, and confirmed trips from one source of truth.
Guest Journey
Connect confirmation, waiver, arrival details, weather updates, and post-trip review requests.
Booking Intelligence
See channel, close rate, lead time, trip value, and season performance without rebuilding a spreadsheet.
Short seasons and weather holds, planned for
Your year is decided in a few months, and the weather decides some of those days for you. In the workflow review we map how a weather hold works today, then scope the system to handle it the same way every time. We confirm what your booking platform and payment processor allow before we commit to any of it.
What we would scope the system to do
- A reschedule flow that offers the guest open dates on the same trip
- A waitlist that offers a released slot to the next guest
- Deposit rules you set (hold, move to the new date or refund) applied consistently
- Guest and crew notified from one place when you call a trip
Find the booking leak before replacing everything
The right first build may be lead follow-up, custom quoting, a capacity calendar, or a connected customer journey. We map the workflow and recommend the smallest useful module first—then expand only when the business case is clear.
Current tools
Fees + multiple subscriptions
Use your own invoices: seats, add-ons, integrations and manual re-keying
A system you own
- Scale build
- From $15K
- A focused CRM or business app, integrations included, with 6 months of support.
- Growth plan
- $2,500–$5,000 setup + $1,800–$2,500/mo
- We build the website and inquiry system you own, then run your marketing on it (6–12 month agreement).
CRM and business apps take 3–5 months; websites take 4–6 weeks. Both are delivered in phases with weekly demos.
Starting budgets, confirmed in a written scope. Pricing · Monthly plans
FAQ
Frequently Asked Questions
Do we have to replace our booking platform?
No. If the current booking engine handles standard reservations well, we can keep it and build the missing workflow around it. The goal is to remove costly gaps, not replace software for its own sake.
Can it handle custom trips and private events?
Yes. A custom quote and pipeline flow can handle variable dates, duration, capacity, packages, add-ons, deposits, and approvals without turning every request into manual email chains.
What happens when a trip is weathered out?
We map how you handle weather holds today and scope the system to match: a reschedule flow that offers the guest open dates, a waitlist for released slots, and the deposit rule you choose (hold, move or refund) applied the same way every time. What can be automated depends on your booking platform and payment processor, which we confirm during scoping.
Can we start before the next season?
We first check your deadline, integrations, and scope. A focused first phase can be easier to fit around the season; we confirm the delivery plan before work starts.
What does it cost to get started?
You can start with a monthly plan or a fixed-scope build. Our Growth monthly plan builds the booking and inquiry system you own and then runs your marketing on it, from $1,800 a month plus a fixed setup. A fixed-scope build is quoted after the workflow review so the price reflects the modules and integrations you actually need. Both are explained on our monthly plans and pricing pages.
See where bookings are leaking from your workflow
Bring your current booking and follow-up process. We'll map the bottleneck, identify the first module worth building, and give you a realistic implementation range.
Request a Workflow Review