All travel modules
Travel CRM
Every client, remembered properly.
Client and household records with the details that matter in travel — preferences, dietary and accessibility requirements, passports and travel documents, loyalty programmes, birthdays and anniversaries. A lead pipeline and follow-up reminders keep prospects moving, and a card or list view lets each consultant browse the book the way they like.
What's inside
- Client & household records
- Passport & document tracking with expiry alerts
- Travel preferences, dietary & accessibility needs
- Loyalty programmes
- Communication history & notes
- VIP & prospect management
- Lead pipeline with drag-and-drop stages
- Birthdays, anniversaries & occasion reminders
Because the difference between a good agent and a great one is remembering the anniversary before the client mentions it.