Just Some of the Features of My Travel Agency CRM
Contact Manager
Easily manage and organize all of your customer and vendor information in one place. You can add new contacts, edit existing ones, and categorize and tag them for quick searching. Additionally, you can link contacts together to see their relationships such as couples or group travellers.Read More »
Calendar Manager
Manage and schedule events, such as Zoom meetings and important dates like client birthdays and or trip wedding dates. Create new events, view your upcoming schedule, and invite others to events. You can also synchronize with other calendars, such as Google Calendar, so you always have your schedule up-to-date.Read More »
Booking Manager
With our Bookings feature, you’ll be able to easily keep track of all your reservations and group bookings in one place. Quickly access important details like traveller information and payment status. Plus, with the ability to link bookings to contacts, you’ll have all the information you need at your fingertips.Read More »
Proposal Manager
Create custom itineraries for your clients, including options for hotels, flights, and additional products. You can also offer multiple itineraries for your clients to choose from, and once they make a selection, the system will automatically generate a draft invoice for your review and approval. Plus, you can even give your clients the option to pay directly online, making the booking process seamless and efficient for everyone involved.Read More »
Destinations
Create feature rich itineraries with destination information using our drag and drop editor. You can also create templates, so you can easily save and reuse frequently requested destinations for your proposals. When creating a proposal, you can easily select the template and add it to the itinerary without having to enter all the details again. Saving you time and getting deals closed faster!Read More »
Accommodation Search
With the accommodation search feature, you can easily find the perfect place to stay for your clients. Whether they’re looking for a luxury hotel, a budget-friendly hostel, or something in between, you can search through a wide range of options and filter by location, price, amenities, and more. Not only can you search through thousands of pre-existing options, but you can also create custom accommodations to fit specific needs. All the information can be easily added to proposals, creating great looking proposals.Read More »
Flight Search
With our cutting-edge Flight Search feature, you’ll have access to thousands of flights from top airlines at your fingertips. Plus, our custom flight creation option allows you to tailor the perfect itinerary for your clients. Say goodbye to the tedious task of scouring the internet for flights, and hello to streamlined and efficient proposal building. Impress your clients with the best flight options and close more deals.Read More »
Custom Products
With the Custom Products feature, you have the ability to create and offer unique packages, such as Wedding packages or Insurance packages, to your clients. You create your own custom products, and to your proposals. This feature allows you to truly tailor your clients’ travel experience and offer them a wider range of options to choose from, increasing the chances of closing a sale.Read More »
Finance Management
With our Financial Management feature, you can easily keep track of all your agency’s financials in one place. From invoicing and payments to commissions and expenses, you can manage it all in our platform. Plus, you can even set up automatic and split payments with auto billing and online payments for added convenience. No more scattered spreadsheets or digging through piles of paperwork. Keep your finances organized and on track!Read More »
Chat & Discuss
Seamless communication between team members. No more back and forth through email or getting lost in long threads. With this feature, you can easily communicate and collaborate with your team members in real-time, making sure everyone is on the same page and nothing falls through the cracks. Plus, it keeps all the conversations organized and easily accessible for future reference. Say goodbye to disorganized and scattered communication, and hello to a more efficient and productive workflow.Read More »
Agent Management
You have complete control over who has access to your agency’s system. You can easily add, edit, and delete users, assign roles and permissions, and view detailed information about your agents’ activity. With this feature, you can ensure that only authorized personnel have access to sensitive information and that your agency is running smoothly. Plus, you can view detailed reports of the activity of all the agents and make sure that everyone is on the same page and working towards the same goals. This feature will give you the ability to manage your agency and its users, no matter where you are.Read More »
Powerful Reporting
With the reporting feature, you can easily track your agency’s performance and identify areas for improvement. You can generate various reports such as sales reports, commission reports, and booking reports, all customizable to your specific needs. You can also schedule these reports to be automatically generated and sent to you, saving you time and keeping you informed. With this feature, you have all the data you need to make informed decisions and grow your agency.Read More »
File Manager
With our file management feature, you have the ability to easily upload and store all important documents related to your agency’s bookings and clients. Instead of using traditional folders, you can utilize tags to search and filter through your files quickly and efficiently. Plus, with the option to share files with your team members, collaborating on important projects has never been easier.Read More »
Manage Tasks
With our Task Management feature, managing and delegating tasks to your team has never been easier. You can create custom task templates, assign tasks to specific team members, set deadlines, and track progress all in one place. Plus, with the ability to add notes and attachments, team members have all the information they need to complete their tasks efficiently. Stay organized and on top of your tasks with our easy to use, intuitive platform.Read More »
Email Marketing
The email marketing feature in this application allows you to easily create and send professional, targeted email campaigns to your clients. With the ability to segment your contact list and track engagement, you can ensure that your messages are reaching the right people at the right time. Plus, with the ability to tag and filter your contacts, finding the right group to target is a breeze. With this feature, you can increase conversions and build stronger relationships with your clients.Read More »
Social Media Management
Coming Soon!
With our social media management feature, you have the ability to easily schedule and publish content across all of your agency’s social media platforms. Keep track of your social media performance with analytics, and monitor mentions and messages in one convenient location. Plus, with the ability to create custom post templates and collaborate with team members, managing your agency’s social media presence has never been easier.

