How CharterMate works

CharterMate is an Enquiry-to-Booking CRM for Tour Operators

It captures your enquiries in real time, sends an immediate email response, and runs follow-up sequences until the lead is booked or closed out.

No lock-in contracts. Cancel anytime.

Step One:
Choose Your Tour type

Pick the pack that matches what you sell.

CharterMate loads a ready-to-run starting point with the right pipeline stages, enquiry form fields, and email templates.

Packs available at launch:

  • Day Tours
  • Private Charters
  • Adventure
  • Multi Day
  • Premium Experiences
Choose Your Tour type

Step two:
Connect Your email

Connect your email so CharterMate can send:

  • Instant enquiry replies (including after hours)
  • Follow-up emails
  • Booking confirmations and reminders
  • Post-tour review requests

This is how you protect response time without adding admin.

Step three: Publish Your Enquiry Form

Add the CharterMate enquiry form to your website so every enquiry lands in one place.

Each Snapshot Pack includes a form template with fields that match the tour type, so you collect the details you actually need to convert the booking.

step Four:
Turn on the workflows

CharterMate ships with pre-built workflows you can switch on and off.
Core workflows include:

  • After-hours enquiry response
  • New enquiry follow-up
  • No-reply follow-up
  • Booking confirmations and reminders (email)
  • Post-tour review request (email)
    Lost-lead win-back

You can edit the wording to match your brand. The structure is already done.

Step five:
track every enquiry to an outcome

Every enquiry moves through a simple pipeline so you can see what’s happening at a glance:

  • New enquiry
  • Contacted
  • Qualified
  • Booking link sent
  • Booked
  • Completed
  • Lost

No more guessing. No more missed follow-ups.

Add packs as your offers grow

If you run more than one tour type, you don’t need to rebuild.

Start with one Pack, then add additional packs as upgrades when you’re ready.

What CharterMate is (and isn’t)

CharterMate is

  • A self-serve system with ready-to-run templates
  • Built to improve response time and follow-up
  • Designed to work without deep booking engine integrations

CharterMate Isn’t

  • A done-for-you service
  • A custom build project
  • A replacement for your booking engine (if you already have one)

Get Setup in 60 Minutes

Choose your tour pack, connect your email, and get your first automated replies running today.

No lock-in contracts. Cancel anytime.