CRM & HubSpot

CRM & HubSpot

CRM and HubSpot for yacht brokers, shipyards, estate agents and aviation operators: set-up, lead capture, sales and charter pipelines, email automation and reporting.

2,649
Private jet leads logged in HubSpot for The Jet Collection in 12 months
Each with its source, routed to the right person and followed up: about 220 a month.
The Jet Collection · HubSpot, Nov 2025 to Oct 2026

Introduction

Every lead in one place, and in the right hands.

An enquiry is only worth what happens next. A CRM makes sure every lead, from the website, WhatsApp, an Instagram message, a portal or a boat show, lands in one place with its source, reaches the right broker or agent, and is followed up. We set up HubSpot around the way your team actually sells: sales and charter pipelines, routing rules, reminders, and the emails that should go out on their own.

We also move you over from spreadsheets or another CRM, and train your team until it is the first thing they open in the morning.

2,649 leads in a year, each with its source.

For The Jet Collection, HubSpot logs every private jet enquiry with where it came from: 2,649 in the last 12 months, about 220 a month. For TWW Yachts, the same set-up tracks leads from AI assistants alongside search, social and direct, which is how we know they have grown fourfold this year.

HubSpot
Pipelines
Lead routing
WhatsApp
Email automation
Reporting
01

Set-up & Lead Capture

Every channel, one inbox.

We configure HubSpot around the way your team sells, migrate your contacts from spreadsheets or another CRM, and train your team. Leads arrive from every channel, website forms, WhatsApp, email, social messages, Meta lead forms, portals and boat shows, each logged with its source so nothing is entered twice and nothing is lost.
02

Pipelines, Automation & Reporting

From first message to closed deal.

Sales and charter pipelines follow each deal, with routing to the right broker or agent and reminders for every follow-up. Newsletters, listing alerts and automated sequences, for a new enquiry, a price change or the opening of the season, go out on their own to the right segment. Live dashboards show where leads come from and what they become, down to the revenue.

Capabilities & Services

Five parts of one system: from first message to closed deal.

01

Set-up

Built around how your team sells.

  • HubSpot set-up and configuration
  • Migration from spreadsheets or another CRM
  • Team onboarding and training
02

Lead capture

Every channel, one inbox.

  • Website forms
  • WhatsApp and email
  • Social DMs and Meta lead forms
  • Boat show and event leads
  • Portal lead back-feeds
03

Pipelines

Sales and charters, deal by deal.

  • Sales and charter pipelines
  • Lead routing to the right broker or agent
  • Follow-up reminders and tasks
04

Email & automation

Emails that go out on their own.

  • Newsletters and listing alerts
  • Automated sequences: new enquiry, price change, season opening
  • Contact segmentation and A/B testing
05

Reporting

Where leads come from, and what they become.

  • Lead source attribution
  • Deal and revenue tracking
  • Live dashboards

Where did last season’s best clients first come from?

Enquire

Tell us how leads reach you today.

A spreadsheet, a shared inbox, a CRM nobody opens. Tell us how your team works, and we will come back with how we would set HubSpot up for it.

Seven days a week, we aim to reply within 24 hours.

The Agency
+33 6 40 37 00 33
nicolas@t-agency.fr
South of France & Monaco

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