Question 1

Do I need to replace HubSpot?

Accepted Answer

No. Charter Route syncs contacts and deals to HubSpot, so your sales pipeline stays where it is while trips, quotes and payments live in Charter Route.

Question 2

What does a customer record contain?

Accepted Answer

Companies, contacts and notes, searchable by name or email, with the customer's trips, quotes and payments.

Question 3

Can my sales team and dispatchers have different access?

Accepted Answer

Yes. Invite team members with the roles they need, so sales staff and dispatchers each see their part.

Question 4

Can I see which quotes are still open?

Accepted Answer

The dashboard shows open quotes, upcoming departures and unpaid balances at a glance.

Question 5

Is a CRM for charter different from a general CRM?

Accepted Answer

A general CRM tracks contacts and deals. A charter CRM also knows each customer's trips, what they paid and which quote is open, which is what you need to call them back with a good offer.

CRM for charter companies