From Quote Requests to a Fully Connected Charter Booking Flow
Global Charter
A web and back-office solution for a private jet charter company that improves inquiry handling, connects sales tools, and adds online payments with multi-currency support.
Book a Case WalkthroughA private jet charter company needed a smoother way to collect flight requests online, process them internally, and keep sales and operations in sync across tools.
The Challenge
Manual handling of inquiries and scattered tools slowed response time, made tracking harder, and created extra work for the team.
- Flight requests were handled manually, slowing response time
- Sales and operations data was spread across tools with weak visibility
- Payments required manual follow-ups and extra coordination
- Team needed a simple admin space to manage requests and owners
- Communication and handoffs between team members were inconsistent
Our Solution
Softblues built an integrated inquiry and operations workflow for Global Charter. Customers can submit charter requests online (including multi-leg trips), while the internal team manages all requests in one admin panel. The system connects to Zoho for lead ownership and tracking, posts updates to Slack, and supports online card payments with multi-currency options.
- Improved inquiry management with structured request flow
- Admin panel to view, filter, and manage all charter requests
- Zoho integration to sync request details and owners
- Slack notifications for fast internal coordination
- Online payment flow with multi-currency support
Built with Enterprise-Grade Technology
Goals and Objectives
The client came to us with clear objectives to transform their operations.
Speed Up Inquiry Handling
Capture complete charter requests online and reduce manual back-and-forth with customers
Connect Sales and Ops Tools
Sync request data with Zoho and keep ownership and status clear for the whole team
Add Online Payments
Enable customers to pay online with clear amounts and multi-currency options
Improve Internal Coordination
Send key updates to Slack and give the team a single admin space to manage requests
See the Platform in Action
From intake to completion, explore how the solution transforms operations.
Charter Request Form (Multi-leg)
Customers can enter route details, date/time, and passenger count, and add extra legs or round trips. This reduces back-and-forth and makes the request complete from the start.
Multi-currency Payment Page
A clean payment screen where users choose currency and submit card payment details together with contact and billing information. This helps confirm bookings and reduces manual payment chasing.
Admin Requests Dashboard
Internal team can see all requests in one list with lead source, client details, "flown before" flag, Zoho owner, and quick actions like opening in Zoho or viewing itinerary info. This keeps operations and sales aligned.
Website Booking Hero (Quick Quote)
A fast quote widget on the website that encourages users to submit requests quickly. It supports key fields needed to start the sales process right away.
How It All Works Together
Inquiry Intake Layer
Website request form that collects flight details (including multi-leg trips), passenger count, and contact information in a structured way.
Operations Admin Panel
Central dashboard for the team to view, filter, and manage requests, with quick actions and request context for faster processing.
Integrations and Automation Layer
Integrations with Zoho for CRM syncing and ownership, Slack notifications for internal updates, and payment flow connected to the booking process.
Value and Impact Delivered
Measurable improvements across every dimension of operations.
Faster Response
Structured requests and an admin dashboard helped the team react quicker and reduce manual steps.
Cleaner Operations
Centralized request management reduced confusion and improved tracking across the full request lifecycle.
Better Team Handoffs
Slack updates and clear Zoho ownership improved coordination between sales and operations.
Payment Control
Enabled online payments with multi-currency options (GBP, EUR, USD, CAD) to reduce manual payment follow-ups.
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