Travel CRM
For tour operators, DMCs and safari specialists. From the first call to the last voucher, with your supplier rates and your margins built in.
Leads and calling
Built for teams that work leads by phone. Every call has an outcome, and the system acts on it.
- Leads from ads, website forms, agents and referrals, each labelled by source
- Call outcome codes that move leads forward or close them automatically
- Calling team can work from a shared sheet that stays in step with the CRM
- Guest email addresses kept out of downloads to protect privacy
- Ad platforms told which leads became proposals and bookings, so your ads improve
Costing
Load your supplier contracts once. Every costing after that is a few clicks.
- Hotel contract rates imported in bulk, stored net of commission
- Vehicles, park fees, flights and extras on the same costing
- Spot offers from hotels can be used, with the change noted
- Agent commission counted inside the selling price, not added on top
- Margin shown on cost, so you see what each file really earns
Proposals
Show guests three options side by side, at equal footing. Most guests choose faster when they can compare.
- Three-tier proposals, with rooms allocated for each tier
- Group sizes split automatically when a hotel cannot sell the occupancy asked for
- Impossible combinations stopped before they reach the guest
- Several costing versions per file; lock the one the guest chose
- See when a guest opens the proposal and when they reply
After the booking
Operations start the moment money arrives, and nothing goes out until it is ready.
- No costing or payments open until a manager has checked the file
- Booking form with passport uploads for every traveller
- Vouchers show only hotels your team has confirmed
- Rooming lists sent to hotels when ready, and again 7 days before travel
- Vehicle movement chart across all your trips
- Agent portal: agents see their bookings, documents and commission, never your costs
Payments and families
Receipts can be filed by sales or operations, and finance approves each one.
- A file is confirmed only when its first payment is approved
- Split revenue and payments by family on group bookings
- Card, bank and gateway payments recorded with fees separated
- Receipts, proforma invoices and travel documents emailed automatically
See it running on real bookings.
A 30-minute call. We show you the system as it is used every day, then set it up with your rooms or your suppliers.