Hey, Are you looking for Free Travel CRM software for all your travel business activities? Here is the answer to your question.
Travel CEO is providing one-week free trial version, you can play with the demo for one week.
What are the Features of Travel CEO?
Travel CEO has different kind of features, which are suitable for all your requirements.
- Lead Management
- Itinerary and Invoice creation
- Booking management
- Account Management
- Report Management
- Contact Management
Travel Lead Management:
In lead management, you can manage all your travel business leads. Create unlimited leads and update the follow-up status along with date and time. It has an automated follow-up trigger so that it helps you to not miss any leads. Schedule the meeting with customers and send meeting confirmation details to customer mail id and also import the bulk leads from the system.
It has automated lead import, whenever customer enquired about your company through website enquiry form then lead will get automatically created into your Travel CRM software and also you can assign those leads to your employees.
Travel Itinerary Management:
Travel CEO knows that itinerary creation is one of the core requirements for travel agencies. In this itinerary section, you can create unlimited itineraries along with customer basic details and day-wise tour details. itinerary. Provide up to 3 hotel options for each city along with price details and also specify all inclusions and exclusions in your tour package so that customer will get complete idea about your tour package.
You can save your tour package into your favourite folder, there is no limit for folders because it will be easy for you to download and send itinerary to your customer mail id with a single click.
Travel Invoice Management:
Invoice management is one of the best features in Travel CEO. You can create unlimited invoices along with customer basic details, tour details, price, and tax details and also update the first payment details. Mention all your tour itinerary details or import the data directly from the itinerary section. After creating an invoice you will find the send invoice option so that you can send the invoice to the customer mail id with a single click.
Travel Booking Management:
Travel CEO is known for having the best booking management. After updating the first payment voucher will move to booking section. In this booking management, you can manage all your bookings and create a booking voucher along with hotel confirmation details. Mention arrival, departure details, and local point of contact details.
Mention supplier details for each booking and also update supplier payment details. View all past and upcoming, past and cancelled trips. Generate and download the booking report for a specific period so that you can track all your bookings. After creating a booking voucher you can send a report directly to customer mail id.
Travel Account Management:
In account management, you can view all your account related details. View total payables and receivables data and all your supplier payment details. Track all upcoming and past payments details. Profit is the main motive of any business. Here you can find out the profit for each booking so that it helps you to know the profit for each booking.
Profit is calculated as ”Profit= (Total Invoice payment-supplier payment)”
Enter all your travel business expenses in several categories like business travel, marketing and advertisement, payroll, operations, etc. You can generate a report for all expenses in a day, in a week and in a month because it helps you to control all your expenses so that it helps you cut-down ur expenses.
Travel Report Management:
Travel CEO has a well-designed report management section to manage all your travel management reports. It helps you to generate all kind of reports. Generate lead statistics report, lead flow report and user-wise report. View destination wise leads and bookings report, tour-type leads and bookings reports, lead source-wise leads and bookings reports, etc. Generate reports for a specific period of time so that you can track all your employee’s and customer’s data.
Travel Contact Management:
In Contact Management you can create unlimited contacts along with contact type and basic contact details like Company name, person name, email, contact number, website name, Skype id, etc. data will be segregated based on contact type so that you can view no of contact details based on contact type. Import all previous contact details into your TravelCRM.
Provide limited access to your employees so that you can restrict them from your confidential information like Profits, total payments, etc and also create your own website-enquiry widget form with your preference columns so that it helps you for automated lead import.
From the day Travel CEO entered into the market, it is updating day by day based on customer requirements. Travel CEO never strict to one feature because it will get updated continuously.
Are you looking for practical experience?