Travel agency CRM
The CRM that understands how travel agencies sell.
Every enquiry, proposal and conversation with your traveller in one place. Your pipeline updates itself when you send a proposal and when the client opens or accepts it.
Fewer spreadsheets. More trips closed.
No enquiry goes unanswered
Leads from your forms and landing pages come in automatically, with their source, and go to the right advisor.
You know what's happening
The pipeline moves with your proposals: sent, viewed, accepted. You see total value and this month's close forecast.
Your team, in sync
Tasks, reminders, notes and internal mentions. Each advisor sees their own work and you see everything.
Pipeline
A pipeline that moves on its own.
Seven stages, from “New” to “Won”, on a drag-and-drop board. Publishing a proposal creates the contact and the opportunity, which moves forward when the traveller opens or accepts it.
- Drag-and-drop board
- Pipeline value and monthly forecast
- Automatic progress with every proposal
- Duplicate contact warnings
Follow-up
The traveller's whole history, on their record.
Proposals, opportunities, tasks, notes, sent emails and their traveller profile. Connect your mailbox to see emails on the record, and use WhatsApp through Meta's official API.
- Email inbox for each advisor
- WhatsApp Business through the official API
- Notes and team mentions
- Traveller DNA: tastes and preferences
Automations
Follow-up that never forgets.
When a lead comes in, a proposal is accepted or a contact goes quiet for days, tasks are created, emails go out or the right advisor is assigned, without anyone having to remember.
- Assignment by rotation, percentage or rules
- Automatic tasks and emails
- Reminders on the dashboard and in the bell
- A log of every automation run
Frequently asked questions
How is it different from a generic CRM?
It's connected to your travel proposals: publishing a proposal creates the contact and the opportunity, and the opportunity moves forward when the traveller opens or accepts it. Nothing to update by hand.
Can I split leads across my team?
Yes. With an automation you can assign each lead to one person, in rotation, by percentage or with your own rules.
Does it work with WhatsApp?
Yes, through Meta's official WhatsApp Business API: team inbox, templates, conversation assignment and AI reply suggestions. It's a module enabled per agency.
Can I see my emails inside the CRM?
Yes. Each advisor connects their mailbox and emails appear on the contact's record, with templates, scheduled sending and AI help to write.
What permissions are there for the team?
Owner, advisor and read-only. You decide what each advisor sees, and read-only users don't count as paid users.
Your next sale starts with a tidy CRM.
We'll show you the CRM with examples from an agency like yours and help you get started with your team.