Are you looking for Travel CRM software which helps you to manage all your travel-related business activities? Here is a solution to your problem.
Travel CEO is the Best Travel agency CRM software. Manage all your travel-related business activities by sitting anywhere in the world. It has lead management, booking management, Itinerary and Invoice creation, Account Management, Report Management, and Contact Management
Travel Lead Management:
- It helps us to manage all your leads. You can create unlimited leads and follow up those leads. Schedule the meeting with a customer and send the meeting confirmation details to customer mail id. and also import bulk leads into your Travel CRM.
- You will get an automated lead follow-up trigger so that you won’t miss any leads. It also has automated lead import means if anyone enquired about your company on different platforms such as social media, website, etc, the lead will be automatically created into your Travel CRM
Travel Itinerary Management:
- In Itinerary creation, you can create your own folder with the name of one particular place and save all tour packages related to that particular place in that created folder. Create unlimited itineraries along with day-wise tour details, hotel details, and pricing details. And also mention all inclusions and exclusions in your tour packages. There will be an option called send quotation so that it helps you to send a tour quotation to our customer’s mail with a single click.
Travel Invoice Management:
- Invoice creation is one of the good features offered by Travel CEO. In the invoice section, you can create a well-formatted invoice along with customer basic details and price details and mention tour itinerary details along with inclusion and exclusion. or import the itinerary details from the itinerary section. There is an option called send Invoice so that you can send the invoice directly to customer mail. And also update the first payments details by clicking the update payment option.
Travel Booking management:
- Booking management is a core feature in Travel CEO where you can manage all your bookings. After updating the payment in the invoice section voucher will move to booking section. In the booking section, you can create the booking voucher with hotel confirmation details, arrival, departure details and local point of contact details.
- Mention supplier details for each booking so that you can update supplier payment details for each booking and attach the different files like Flight tickets, visas, etc. View all upcoming and past bookings. and also send the voucher to the customer mail id with a single click.
Travel Accounts Management:
- In accounts, you can manage all account-related activities. View all your payables and receivables. Track all your past and upcoming payments and receivables. and also view the profit for each and every booking so that it helps you track all your profits for bookings.
- One more feature in accounts is expenses. Mention all your expenses related to business travel, marketing & advertising, Payroll, technology, etc. You can also create your own expense format. You can generate the total expenses report so that it helps you to control all your expenses.
Travel Reports Management:
- Report management is one of the good features in Travel CEO. In Reports management, you can view a different kind of reports like lead statistics report, lead flow report, user wise report. you can generate User wise leads and bookings reports, destination-wise leads and bookings reports, tour-type leads and bookings reports, lead source-wise leads and bookings reports, etc. Because it helps you to track all your employees and customers data.
Travel Contacts management:
- In contact management, you can save customer contact details. Create unlimited contacts with customer basic details and company details and also segregate the data based on different types of contact like B2C customers, travel agents, hotels, airlines, etc.
- Manage all your users in user management settings. You can give limited access to all your employees so that it helps you to restrict your employees from confidential information likes profits and payments etc. And also you can create your own website inquiry form it helps for automated lead import.