Case Study · Yachting & Marine
Every Lead to the Right Broker, Automatically
FGI Yacht Group is a superyacht brokerage handling sales, charter, new construction and management for some of the most sought-after yachts on the water. DSNMRK built an API bridge between BoatWizard and the HubSpot CRM so every inquiry lands in the CRM and reaches the right broker automatically, then streamlined and automated the firm’s follow-up so brokers respond faster and management can see, at a glance, everything happening across the business.
— The Client
A brokerage where every minute matters
FGI Yacht Group, founded by Frank Grzeszczak, is a challenger brand in superyacht sales and charter, with a team of brokers, listings across the world’s major yacht marketplaces and a reputation for moving fast. In this market a serious buyer or charter client expects an answer in minutes, not days, and the broker who responds first usually wins the relationship.
Inquiries reach FGI from many directions: listing portals, the website, charter requests, referrals and events. Getting each one to the right broker quickly, and knowing what happened next, was the operational problem DSNMRK was brought in to solve.
— The Challenge
Leads in one system, brokers in another
- 1Listing inquiries arrived in BoatWizard, the platform that manages FGI’s yacht listings and portal leads, while the brokers and the marketing team worked in HubSpot. Moving leads between them was manual, slow and easy to get wrong.
- 2Every lead had to be matched to the broker who owns that listing or territory. Mis-routed or unclaimed inquiries meant delayed replies and missed opportunities on multi-million-dollar yachts.
- 3Management had no single view of the pipeline. Understanding which leads were live, who was working them and how quickly brokers were responding meant chasing people rather than checking a dashboard.
— The Site
A look at fgiyachtgroup.com
Homepage: sales, charter, new construction and management
Yachts for sale: listings that feed the BoatWizard to HubSpot bridge
Built mobile-first
— What We Built
One connected lead pipeline, from listing to broker to close
01
A BoatWizard to HubSpot API bridge
DSNMRK built a custom integration that captures every inquiry from BoatWizard the moment it arrives and creates or updates the contact, the deal and the yacht it relates to inside HubSpot, with no re-keying.
02
Automatic broker assignment
Each lead is associated with the proper broker based on the listing and FGI’s own rules, so the right person is notified immediately and the inquiry is never left unclaimed.
03
Automated broker communications
Workflows trigger prompt, consistent first responses and follow-up tasks, so a prospect hears back quickly while the broker prepares the personal reply.
04
Streamlined internal processes
We mapped how leads, listings and follow-ups actually moved through the firm and automated the hand-offs, removing the manual steps that slowed brokers down and caused things to slip.
05
A bird’s-eye view for management
Pipeline dashboards and reporting give leadership a high-level, real-time picture of what is happening across the firm: lead volume, response times, broker activity and deals in motion.
06
Built to keep evolving
The integration and workflows are documented and maintainable, so new listing sources, brokers and rules can be added without starting over.
— The Outcome
Faster replies, cleaner data, full visibility
Instant
Leads flow from BoatWizard into HubSpot and reach the assigned broker the moment they arrive
Zero
Manual re-entry between the listing platform and the CRM
One view
Of the whole pipeline for management, instead of chasing updates broker by broker
Prompt broker response
Prospects hear back quickly and consistently, which in yacht sales is often the difference between winning and losing the client.
Right broker, every time
Automatic association means no unclaimed leads and no confusion over who owns a conversation.
Management sees everything
A real-time, high-level picture of the firm’s pipeline and broker activity, without a single status meeting.
Clean, trustworthy CRM data
Contacts, deals and yachts stay linked and up to date, so reporting and marketing run on facts, not guesswork.
Two decades of building systems for sales teams, applied to a brokerage that moves at the speed of the sea.
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