Case Study
No.1 Luxury Yachts
Case Study
No.1 Luxury Yacht
With Zoho and Kommo integration, No.1 Yacht turned complex operations into an effortless luxury experience.
By integrating Zoho and Kommo, 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
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
High inquiry
volume
Daily messages from various platforms made it hard to track and reply promptly.
Slow quotation and 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
Twister Automation implemented an integration connecting Kommo CRM, Zoho Books, and Make to automate the entire booking journey.
When a lead in Kommo 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.
Book Demo
Solution
Twister Automation analyzed their complete customer journey and delivered a custom-built automation system, combining the power of AI (ChatGPT) and CRM structuring.
Built and trained a chatbot to handle FAQs and common customer questions.
Live Demo
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
Twister Automation 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
Booking Calendar
Scheduled Reminder
All-in-One Visibility
Implementation
Kommo 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
- 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
Lesson Learned
Client Testimonial
— Operations Manager, Simba Sea Trips
Conclusion
Smarter follow-ups convert better: Pre-set reminders kept leads engaged and informed.
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. Twister Automation gave us freedom and control.”
-No. 1 Luxury Yacht
Conclusion
By connecting Zoho Books with Kommo 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
Next Steps
