Capture the enquiry
Keep the customer, travel preferences and enquiry together so the next conversation starts with context.
Customer records · Trip requirements
A travel CRM for agency sales and operations teams. Keep the customer record close to the enquiry, quote, booking and follow-up that move the trip forward.
Keep the customer, travel preferences and enquiry together so the next conversation starts with context.
Customer records · Trip requirements
Review quote stages and follow-up tasks around your sales process, with a clear next action for the team.
Quotes · Tasks & follow-ups
Scope how accepted quotes link to booking details, travellers and trip documents without losing the customer record.
Bookings · Traveller documents
Plan how your team handles support requests, changes and trip history after the sale.
Service requests · Customer history
Review trip preferences, ownership, linked information and the next action in one proposed record. The example uses illustrative data.
Plan your CRM setupA shared activity view
Enquiry and requirements recorded
Quote prepared for review
Follow-up assigned to the team
Enquiry sources, quote stages, follow-ups and the people responsible at each step.
Current systems, export formats and which historical records need to be migrated.
The channels you use, provider accounts and the conversations you want linked.
Supplier systems, traveller records, permissions and the handover to operations.


Review common questions about products, services and project scope before your next conversation.
Share your current systems, export formats and the history you want to keep. Migration requirements, data mapping and access permissions are assessed as part of the project scope.
Communication is part of the proposed customer workflow. Discuss the provider accounts, access and integration requirements before assuming a channel is connected.
The offering is available for evaluation. Review the workflow and agree the features, integrations, operating requirements and launch readiness for your project.