Tour and Travel CRM
Organize all your Travel enquiries in a single place and increase your conversion rates. Helps in managing the system from booking till the travel and maintain all related documents of customers with excellent document management system. Connect with your customers quickly.
Followup Reminder Custom Status & Source Web Lead Form Integration Notes & File Uploads Log & History of Communication Easy Allocation & Tracking Integrate with any Source
Top Reasons to Choose Us
All in One CRM
Manage your complete business process flow end to end from collecting an enquiry till its closure with post booking service & support functions.
Collect all your enquiries from various channels into our CRM directly. Send them an automated welcome email or sms to get the prospect active.
Never miss a followup from now on. Get daily & hourly followup updates on a seperate page with the option to filter and contact them based on various criterias.
Collect all related documents regarding the service and manage all the documents under every enquiry or customer. No need to search for it everytime.
Send Proposal & Invoice
You can directly send proposal as well as invoice directly from the CRM instead of using multiple systems. You can also monitor payments from here.
Click to Covert
Convert an enquiry to a customer in one click by capturing all the data entered during the enquiry stage to a client stage. Never redo the same work again and again.
Generate custom reports based on various criterias and between a particular timeline. Various types of reports are available to improve your business growth.
As this is an all in one solution, you can also be able to create and manage the vendors as well as their purchase orders & payments using our system.
You can monitor the income and expense with the help of our system which will help you to easily calculate your profit as everything is documented over here.
Generate enquiries from multiple channels and collect all the enquiries in the CRM directly. You can segregate and filter the enquires with the help of various filters. All incoming enquiries based on predefined rules like locations, packages or requirements gives you a well categorized view within the enquiry management. You can allocate enquiries to specific team member based on various criterias either automatically or manually. Get automatic reminders on when to contact them again with previous history of communication happened with the enquiry.
Customers can be created directly from the enquiry with all the information available for all the travel services. Customers visas and documents can be uploaded in the particular customers profile and you can manage the documents related to a client seamlessly. Multiple contact person for a customer can also be recorded for the reference on the same. You can create and send proposal & invoice directly from the CRM or you can also download in PDF format.
Never miss a enquiry and stop losing an enquiry due to missed followup. Our system provides you with multiple follow-up reminders on a daily basis which you need to follow for the day, it will also provide you with popup notification in the system before 15 minutes of the followup time. Even if you miss a followup, it will always show the reminder on the followup enquiries page. Our system provides not just enquiry reminder but also provides you with timely reminder for customers whom you need to contact for any service, document or payment related queries.
You can now send professional as well as perdefined proposal to your enquiries in PDF format. Can create proposal directly from the enquiries or customers. Can save the record of each proposal sent in particular customer profile. You can create a default proposal with different templates as per your requirements, so that you need not have to enter all the details again and again. You can also create multiple proposal templates based on your various tour and travel packages. Everything is made simple and easy with us.
Convert a proposal to an invoice in one click and send it directly to the customer. Can create Invoices for the customers and track the status of the payment effectively. You can also add default bank details in invoice, so that you need not have to enter the details again and again for each customer individually. All the invoices will be recorded in the customers profile for future references. You can also send proforma invoice before receiving the payment and convert the proforma invoice to invoice after the payment is received. Tax function can be modified based on your Country Standards.
All the packages of your company can be kept on one place and you can monitor the activity happending on every package on an easy way. You can also manage the maximum booking for every package. You can fetch the packages directly from the packages page while creating. aproposal, proforma invoice or invoice. You can also add custom fields in packages, so that you can add fields according to your business or package requirements.
Your vendors such as cabs, flights or hotels can be managed and linked from CRM for a particular customers easily. You can also create vendor category and easily categorize the vendors for quick access. You can also create PO for your vendors from the CRM and manage their payments easily from here. Purchase order status can also be tracked from here.
Purchase order for the vendors can be created from our CRM and can be kept as a record for your company expense. You can set various layouts and formats by default so that you can use it while creating purchase order. You can also download PDF files in properly formatted format and send it to your vendors.
And Many More...
Easy to Customize
You can change the fields based on your business requirement in the lead field settings. You are free to add a new field or disable an existing field and reorder everything easily.
You can manage the unique data by enabling the contact number or email id as unique in the lead field settings page. You can also disable this function as per your business need.
Whenever you add a dropdown custom field, you can add the same field as a filter as well. You can do this by enabling the field in the list view and filter will be enabled automatically.
You can create your custom lead status based on your business requirement with the option to show the status in the order as per your need. This will be shown in the same order in grid view of the leads.
For every lead you are adding, you can add related files with the lead in an easy way. You can upload an image, document, pdf or any other acceptable formats for easy data access with the option to upload multiple files in one click.
You can select multiple items from the same segment for a individual search and all the data which matches the filter criteria will be displayed in the result. This will be useful in various instances.
Try It For Free
Try out the risk free trial with all the features for unlimited users and make a decision accordingly. There is no credit card or commitment required. We are sure that you will like our product.