CRM for travel agencies — leads, quotes and every client's history
Collect travel requests in a single list, track the stage of each lead, build quotes with costs and margin and convert them into bookings. For each client you see their bookings and quotes, whether they are an individual or a company.
What the client CRM module does
Leads in one list
Requests received by phone, email or the website are entered as leads, with the source, destination, responsible agent and estimated value — no more losing them in separate inboxes.
Stage of every lead
Each lead has a stage: new, contacted, quoted, won or lost. You see at a glance which requests are waiting for a reply from the team.
Quotes with lines and margin
Build the quote from lines with cost and price, linked to a package and a departure, with a validity date. Total and margin are calculated from the lines.
From quote to booking
Mark the quote as sent and accepted, then convert it into a booking with the lines carried over automatically — no re-entry.
Client history
From the client record you see their bookings and quotes, so you know what they bought before when they come back with a new request.
Individual and company clients
Keep individuals and companies apart, with tax ID and address; for Romanian companies you fill in the details starting from the tax ID (CUI).
You enter the request as a lead and track its stage, turn it into a client, build the quote with its lines and margin, and when the client accepts you convert it into a booking. The whole path stays in the client's history, ready for the next request. You send messages to the client yourself, through your own channel.
Frequently asked questions about the client CRM
Never lose a travel request again
Leads, quotes and client history in one place — or let's look at how a request travels through your agency today.