Maritime CRM
In maritime, the work intensifies in the hours as the ship approaches port, and most of it runs on messaging. Because where that messaging stands stays in a personal inbox, at shift handover the person taking over asks the same question again.
A port call's preparation steps — provisions, paperwork, survey — are dated tasks on the shipowner account; open ones show in one list at handover, messaging in a shared inbox.
- Keep the shipowner and the agency on an account record, and the voyage and the port call on records tied to that account
- Split the port call preparation steps into dated tasks and see from the list at shift handover who still has one open
- Follow freight and service quotes through their stages, and accumulate notes from past port calls under the same account
- Gather the messaging in a shared inbox and set up the watch rota with shift and working hour definitions
| Voyage and Port Call | The port call is a record with ship, port and date fields, tied to the shipowner account, and earlier port calls are listed under that same account. |
|---|---|
| Preparation Tasks | Provisions, paperwork and survey steps are dated tasks tied to the port call; the ones left open are visible in a single list at shift handover. |
| Shared Inbox | The messaging sits not in a personal mailbox but in the shared inbox under the account; the assignment rule defined during setup drops it to the team on watch. |
| Quote Stages | A freight or service quote is a record that moves through its own stages; its validity date is a field, and quotes whose term has run out fall into a list. |
During a port call the agency, the supplier, the surveyor and the ship's side all write to one another at the same time; the pilot slot shifts, the provisions delivery is brought forward, a missing document turns up. Because all of this traffic flows through personal inboxes and the operation turns over with the shift, the person taking over the watch only learns what has been completed by asking. And when the next voyage is discussed with the same shipowner, what went wrong at the last port call is in nobody's hands.
In Rapitek CRM the shipowner and the agency are account records; the voyage and the port call are records tied to that account, and the port call's preparation steps are dated tasks, so who still has one open is seen from the list. Because the messaging is taken into a shared inbox, the handover does not depend on a personal mailbox, and the assignment rule defined during setup drops it to the team on watch. Freight and service quotes move through their own stages; the problems experienced at past port calls also accumulate under the same account.
The scope of the plans and the separately priced items are written on the pricing page.
