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Travel Agency CRM

Travel CRM that Every Travel Agency Loves

A Travel Agent needs to manage myriads of data and coordinate amongst hundreds of leads, clients, and vendors. Running a Travel Agency without a reliable, comprehensive Travel CRM software can be a nightmare. Hence we decided to create the Travel Agency CRM, crafted specifically for the travel agencies on award-winning Zoho CRM.

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Hear From Our Amazing Customers

Don’t just take our word for it, read what our customers have to say about their experience of working with us.

Manage Every Aspect of Your

Travel Agency

Finally!

A Lead Capturing Machine

Capturing leads from multiple channels was never this easy! Whether it’s webforms or social media, live chat or spreadsheet, you can now capture every single lead centrally and nurture them effortlessly. Let’s see how!

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Leads from Website

Leads from Website

With the Travel CRM you get your enquiries via website or landing pages straight inside your CRM. You can even set rules for the distribution of these leads amongst your team members.

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Leads from Live Chat

Leads from Live Chat

With Zoho SalesIQ integrated with the Travel CRM software, you can track website visitors in real-time, know which all pages they are browsing, chat with them and convert them as leads.

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Leads from Social Media

Leads from Social Media

With the best Travel  Agency CRM you can not only monitor and participate in social media activities from one place but create a lead (or contact) in just one click from Facebook or Twitter account.

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Leads from Spreadsheet

Leads from Spreadsheet

With Travel CRM you can now import all your leads via xls, xlsx, csv, or vcf format. So if you are still using spreadsheets to manage your leads – import them all in just a few clicks.

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The science of

Lead Follow-up

Lead nurturing is an art every salesperson needs to master. While you have to hone that skill yourself, Travel CRM software can ensure that you don’t miss even a single follow-up! Here’s how the CRM helps make follow-ups super-easy!

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One-Click Follow-up

One-Click Follow-up

With the Travel Agency CRM you can send predefined email templates (Itinerary, Thank You Email, etc), create follow-up tasks, and update fields (“Lead Status” to be updated to “Contacted”): all in one click.

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Manage Your Tasks

Manage Your Tasks

Using Travel CRM software you can create tasks for yourself, allocate to team members, and set reminders. The contextual view helps you prioritize tasks and be on top of your To-Do list.

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Never Miss a Meeting

Never Miss a Meeting

With Travel CRM you can create all your meetings, have them on an intuitive calendar, invite customers and internal team members to these meetings.

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Log Your Calls

Log Your Calls

Using Travel CRM software you can keep track of all your scheduled calls, record the details of inbound and outbound calls and create follow-up tasks.

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Super Easy

Invoice Generation

Guessing games can be fun a lot of times! But, not when it comes to measuring the profitability of your trips. Well, with the best Travel CRM, you can take the guesswork out! Here’s how the CRM calculates trip profitability automatically, every time.

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Create Awesome Quote

Create Awesome Quote

You can create a variety of awesome quote templates using the Travel CRM. These quotes can then be instantly sent to your customers via email from within the CRM itself.

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Convert Quote to Invoice

Convert Quote to Invoice

Once the quote is approved by your customer, you can convert them into an invoice in just one click using Travel CRM software. You can then start recording the payments made by your customer.

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Make Reservations

Make Reservations

Using Travel CRM you can manage all your vendors and their contacts, send reservation requests via Email, track them till they confirm, and record all payments.

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Generate Vouchers

Generate Vouchers

Reservation vouchers can be created in a jiffy and sent to the customers in a single click using Travel CRM software. The issued vouchers can be used to avail the services from the vendors.

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Manage Products

Manage Products

Using Travel CRM you can create all the products that you sell to your customers or buy from your vendors. These products are used in quotes, invoices, and vendor reservations.

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Fully Centralized

Contact Management

What turns your customers into raving fans? A meticulously organized trip, of course! And doing this becomes super-easy when you can manage every minute detail about your passengers in one single place. No missed details, no goof-ups!

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Record Passengers

Record Passengers

Using Travel CRM you can record all the passengers traveling on a trip and classify them as “Primary Contact”, “Guest” or “Primary Contact and Guest”.

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Update Contact Details

Update Contact Details

Using Travel CRM software you can send your contacts the option to update their details (Passport details, date of birth, etc.) instead of you doing it. This improves the accuracy of data and saves time.

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Supercharge Your

Repeat Business

Want your customers to buy more and often? Well, who does not! The best Travel CRM lets you do just that. Market your upcoming trips via meticulously crafted email campaigns and inspire wanderlust. Let’s see how!

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Awesome Campaigns

Awesome Campaigns

With Zoho Campaigns integrated with Travel CRM, you can create awesome email and social media campaigns to market your popular destinations, monitor results, and take action.

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Earn Testimonials

Earn Testimonials

With the Travel CRM software you can send testimonial requests to your customers in one click. Once submitted by the customer, the details get stored instantly inside CRM.

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Organize

Fixed Departure

The Travel CRM is tailored to map fixed departure trips perfectly. You can now define your fixed departures with start date, end date, maximum booking capacity for passengers and accommodations, and more. Here’s how!

Fixed Departure

Fixed Departure

Besides custom tour (FIT) you can also handle fixed departure using the Travel CRM software that includes the creation of a fixed departure, capturing of leads, trips, passengers, invoices, and vendor reservations.

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Automate Booking Form

Automate Booking Form

With the best Travel CRM in place you can embed the booking forms for your fixed departure on the website. Once the booking form is submitted: it instantly creates contact, trip, and passengers. The booking form is additionally priced.

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Built For

Every Size

No matter how large or small your travel agency is, it deserves a beautiful system that manages all data centrally, can be accessed from anywhere and everywhere, and makes your life easy with automation. What are you waiting for?

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Meaningful Dashboards

Meaningful Dashboards

The Travel CRM software comes with 40+ standard reports and 30+ standard dashboards which are distributed across different modules like leads, trips, quotes, invoices, vendors, products, activities, etc.

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Emails Inside CRM

Emails Inside CRM

With the Travel CRM you can send and receive all your emails without leaving CRM, share customer emails with colleagues, and get quick email notifications of the emails from prospects and customers.

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Awesome Workflows

Awesome Workflows

The Travel CRM comes with 25+ standard workflow rules across fixed departures, leads, contacts, trips, quotes, invoices, and vendor reservations. You can of course create your own rules.

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User Access Rights

User Access Rights

The Travel CRM software provides you with a wide variety of options for user rights and data sharing via users, roles, profiles, groups, data sharing rules, fields, and links permissions.

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Customization

Customization

You get all customization options in the Travel CRM. You can create/hide modules, create/remove fields, modify field values, create/modify views, related lists, create new workflows, reports and dashboards.

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Integration Framework

Integration Framework

The Travel CRM integrates with Zoho Campaigns, Zoho Survey, Zoho SalesIQ, Zoho Creator, Zoho Reports, G Suite, PandaDoc, Twilio, RingCentral, Ringio, and a lot more.

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Here’s What Our Customers Have to Say

Working with awesome people is a reward in itself! Especially when they have such lovely words for us.

Simple Pricing

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One Time Implementation Fee: INR 1,20,000 + Tax USD 1997
  • Travel Agency CRM
  • Up to 15 hours of onboarding service.
  • Additional services @ INR 1920/hour
  • Up to 15 hours of onboarding service.
  • Additional services @ USD 32/hour
Zoho Subscription Fee
  • Zoho CRM Enterprise Edition:
    INR 2400/User/Month USD 40/User/Month
    INR 3000/User/Month USD 50/User/Month
  • OR
  • Zoho One:
    INR 3500/User/Month USD 90/User/Month
    INR 4000/User/Month USD 105/User/Month

You're in good company

Join 700+ Businesses

Within the first two communications with GoldenLion, I knew this was ‘the’ company to work with. They have understood the specialty of our travel business and delivered a fantastic product. Their knowledge, commitment, and feedback are outstanding; and I really look forward to future projects.

Claire Vial-img

Claire Vial

Director, African Safaris Ltd
 

Frequently Asked Questions

Answers to the most common questions on Travel Agency CRM

Why your travel agency needs a CRM?

CRM is crucial for streamlining your lead capture, lead nurturing, trip, and vendor management. If you want to manage your processes better and scale your travel business, you need the best travel CRM! The travel CRM lets you centralize your data and run your business from one place. You can use the Travel Agency CRM on desktop and mobile devices. All you need is an internet connection and a browser!

How to choose the Best Travel CRM?

While choosing the right Travel CRM Software, you need to first and foremost see whether the system works for your business process. No matter how feature-rich a solution is, it’ll fail if it does not follow your business’s process and terminology. The Travel Agency CRM, built on top of Zoho CRM, ensures that the solution mimics the standard business process of a travel agency and comes with all the flexibility of customizing it further for unique business needs.

What set our Travel CRM System apart?

The Travel Agency CRM comes with industry-standard workflows and automation for you. What’s more, you can easily customize the system further to meet any unique need that you might have. And the best thing is we can transfer this solution to you within 5-7 business days. So, you can go live as soon as possible and start leveraging it for your business.

How to use the Travel CRM Software?

Using Travel Agency CRM is super easy. Moreover, once we’ve set up the solution for you, we offer complete user training that includes process training, building reports, templates, adding fields, etc. We also share tutorial videos for your reference.

What are the benefits of a Travel CRM?

Here are the primary benefits you can derive from the Travel CRM:

  • Centralized data management
  • Effective lead management
  • Streamlined trip management
  • Efficient vendor management
  • Comprehensive reports and dashboards
  • Timesaving automation

Which edition of Zoho CRM is required for the Travel Agency CRM?

The Travel Agency CRM works on Zoho CRM Enterprise Edition. You may purchase the Zoho CRM Enterprise Edition or Zoho One Suite of Applications (Zoho CRM Enterprise Edition is a part of Zoho One).

More questions? We’re here to help. You can reach our friendly team and we’ll get back to you as soon as possible!

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