Travel CRM

Travel CRM – Overview



Overview

Travel CRM software works on maintaining and improving upon customer's’ perception of the agency. Today’s sales environment involves fierce competition, and customers choose services based on the quality of experience they offer, especially in the travel industry. Without doubt, technology has changed the way people view travel, travel agents, and the ways in which they go about booking travel, raising expectations. Too many choices mean most customers will keep returning to the same agency if they offer quality service. Implementing a good travel agent CRM allows travel agents to keep existing customers and gain new ones based on those relationships.



Goals

In order to ensure the success of travel sector services it is necessary to identify customers with the following characteristics. Access to discretionary income and access to free time. Additionally it is important to have access to destinations and activities with acceptable infrastructures in the form of good accommodations, facilities, and transportation systems. CRM software delivers integrated and synchronized performance across all travel network channels from call center, administration, sales and marketing, pricing, distribution and dealer networks, financial administration and to name a few.

  • • Data Management

  • • Customer Management Solutions

  • • Technical Operations Solutions

  • • Operations Solutions



Specifications

CRM software delivers integrated and synchronized performance across all travel network channels from call center, administration, sales and marketing, pricing, distribution and dealer networks, financial administration and to name a few.

Travel CRM – Modules



1. Company Module
  • Add and administer your company and branch details, store and access basic contact details.

  • Add, alter and trash contact details & designations of employees according to departments.


2. Contacts Module
  • Store, modify and delete contact details of clients

  • Save important dates regarding products and services purchased.

  • Set reminders for payments, etc.

  • You can create multiple Group, assign Contact in multiple group.

  • You can add multiple clients' contact details.

  • You can feed-in birth dates, anniversaries, remarks and other information about respective contacts.

  • You can add & view all the contacts with their necessary details.

  • You can categorize contacts and send sms & emails.


3. Packages / Service module.
  • You can feed-in several products / services and their details as per the current form fields.

  • You can give product / service code numbers, start dates, end dates, etc.

  • You can punch-in the finest details & tags for your product / service.

  • You can specify the Cost price, Minimum & Maximum booking prices of the product / service.

  • You can give specific taxes and extra charges to the products / services.

  • You can view & modify product / service details.


4. Lead and Pipeline module.
  • You can fill-in the basic data of the lead as per current form fields given.

  • You can specify the origin of the lead and the type of booking / product / service the lead has enquired for.

  • You can allot lead enquiries manually or automatically.

  • You can categorize leads and add tags.

  • You can make leads high priority in the system and also add remarks.

  • You can straight away insert leads from your website into the CRM and auto allot lead enquiries to respective sales people in a systematic manner.

  • You can have custom made tags according to leads.

  • You can have customize the stages and priorities in the CRM.

  • You can hand lead enquiries to sales people product / service wise.

  • You can see leads assigned to sales people product / service wise.

  • You can get a visual of lead data.

  • Penalty clause will be implemented on unattended the assign lead


5. Follow-up Module
  • Make follow-up calls, emails, sms and meetings with leads.

  • Automate sales follow-ups via calls, emails, sms & meetings.

  • Set alerts for follow-ups, calls and meetings.


6. Calendar and Task Module
  • A task is a specific piece of work required to be done within a given time frame. They are listed in the CRM's Home page of the user, Activities home page and in other related records.

  • You can view critical tasks and important dates relevant to your business, employees, leads and clients.

  • You can know all the tasks, calls, SMS, emails scheduled in your calendar.

  • You can update tasks, calls, SMS, emails scheduled in your calendar.


7. Attendance Module
  • An intuitive tool to track employee clock-in and clock-out and enable easy attendance tracking.With People, you can monitor your employees' in-time, out-time and total number of hours worked, including break intervals with ease! Managers can track their employees' time and attendance from anywhere and at any time. This includes online web check-in and check-out that lets managers control where an employee can clock-in/clock-out from.


8. Passport and Visa Module
  • Processing the international passport and visa for the contacts and update the to the contact via email and sms. Department can process visa by journey date wise.


9. Follow-up Module
  • Make follow-up calls, emails, sms and meetings with leads.