Everything your brokerage needs
From first contact to post-sale services — LegaSea covers the complete vessel brokerage workflow with purpose-built tools.
Every relationship, organized
Manage buyers, sellers, captains, and management companies with detailed profiles, vessel interest tracking, and complete activity timelines.
Buyer & Seller Roles
Tag contacts as Buyer, Seller, Captain, or Management Company with dedicated relationship tracking.
Vessel Interest Profiles
Define preferred vessel types, LOA/beam/draft ranges, budget, preferred flags and manufacturers per contact.
Activity Timeline
Full history of interactions, deals linked, calls made, documents sent, and notes added.
CSV Import & Export
Bulk import contacts with intelligent field mapping and progress tracking. Export anytime.
Contact Photos
Upload profile photos for easy visual identification across the platform.
Search & Filter
Find contacts instantly by name, role, status, or any custom criteria.
James Murray
Buyer
Elena Petrov
Seller
Capt. Tom Walsh
Captain
Sarah Chen
Buyer
Maritime-grade vessel records
Not generic "product" fields adapted for boats. Every field is purpose-built for the maritime industry — from IMO numbers to dual-unit dimensions.
Maritime-Specific Fields
LOA, beam, draft (min/max), air draft, IMO number, hull number, flag state, call sign, tonnage, displacement.
Dual-Unit Dimensions
Enter and view measurements in both meters and feet — automatic conversion built in.
Pricing & Appraisals
Track broker appraisal, current listing price, and last sale price with full price history over time.
Vessel Status
Active, laid-up, in-transit, drydock — always know the current state of every vessel.
Classification & Details
Manufacturer, model, year built, home port, current location, classification, and website URL.
Images & Notes
Upload vessel photos and maintain detailed notes with full activity logging.
Separate buyer & seller workflows
Build pipelines that match exactly how your brokerage operates. Drag-and-drop Kanban boards with stage gates ensure deals progress correctly.
Kanban & List Views
Drag-and-drop Kanban board plus a sortable list view — switch between them instantly.
Stage Gate System
Require tasks completed, documents uploaded, or vessels linked before deals can advance stages.
Auto-Tasks
Automatically create tasks when deals enter a stage — never miss a follow-up step.
Multi-Currency
USD, AUD, GBP, EUR with live FX conversion between listing currency and preferred currency.
Custom Fields
Add text, number, date, select, multiselect, and textarea fields per pipeline.
Lead Source Attribution
Track where every deal comes from with tenant-defined lead sources and color coding.
Your CRM data, instantly answered
Ask natural language questions grounded in your actual CRM data. Match buyers to vessels, surface pipeline gaps, and get intelligent recommendations.
Natural Language Queries
Ask questions in plain English — the AI searches your contacts, vessels, and deals to find answers.
Buyer-Vessel Matching
"Which buyers might be interested in this new listing?" — instant, data-driven results.
Pipeline Analysis
"Summarize dormant deals to re-engage" or "What's our coverage on 60ft+ sailing yachts?"
Context-Aware
The AI automatically selects relevant records and shows you exactly what data it referenced.
Suggested Prompts
Pre-built questions to get you started — buyer matching, deal coverage, lead gap analysis.
Secure & Private
Your data never leaves your tenant. AI processing uses your own API key — full control.
Template to signed, seamlessly
Build rich document templates, generate PDFs with auto-filled data, and send for e-signature — all within LegaSea. Two major e-sign providers supported.
Template Builder
Drag-and-drop editor (Unlayer) for rich HTML templates with a JSON code editor for advanced users.
Merge Fields
Auto-fill contact names, vessel details, deal values, and more into generated documents.
PDF Generation
Print-quality PDF rendering from your templates — professional documents every time.
Zoho Sign Integration
OAuth-based integration with multi-region support (AU, US, EU, IN, JP) and webhook callbacks.
PandaDoc Integration
API key-based PandaDoc support — send for signature directly from any deal.
Status Tracking
Track every document: Not Sent → Pending → Sent → Signed. Automatic signed copy download.
Revenue beyond the transaction
Track and manage 10 categories of post-sale services — from maintenance and crew placement to charter setup and owner concierge.
10 Service Categories
Maintenance, Refit, Crew Placement, Vessel Management, Compliance, Insurance, Training, Delivery, Charter Setup, Concierge.
Revenue Pipeline
Lead → Proposal → Quoted → Negotiation → Won → Active → Completed — full lifecycle tracking.
Financial Tracking
Estimated revenue, cost, and margin per service. Multi-currency billing support.
Recurring Services
Set recurrence months and track next service and renewal dates automatically.
Deal & Vessel Linking
Link services to the original deal and vessel for complete relationship visibility.
Team Assignment
Assign services to specific team members with priority levels and status tracking.
Every tool your brokerage needs
Dashboard & Analytics
KPI cards, pipeline funnels, lead source charts, recent activity, and task overviews.
Task Management
Centralized task board with priorities, due dates, assignees, and stage-blocking logic.
Team Messaging
Real-time internal chat with DMs, group threads, file attachments, and read receipts.
Calendar
Month, week, and day views with tasks, calls, and meetings color-coded by type.
Call Tracking
Google Voice integration — log calls, track duration, link to contacts and deals.
Multi-Tenancy & Teams
Isolated tenant workspaces with Owner, Admin, Broker, and Staff roles.
Multi-Currency
USD, AUD, GBP, EUR with live FX conversion between listing and preferred currencies.
Lead Source Tracking
Tenant-defined lead sources with color coding, analytics, and deal attribution.
CSV Import & Export
Import contacts, vessels, deals, and pipelines with field mapping. Export your data anytime.
Progressive Web App
Install on desktop and mobile. Push notifications keep your team in the loop.
Enterprise Security
Row-level tenant isolation, security hardening, and verified data segregation.
Custom Fields & Pipelines
Build pipelines for any deal type with custom fields: text, number, date, and more.
See LegaSea in action
Book a personalized demo and discover how LegaSea can streamline your brokerage operations.