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Travel Agency CRM
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CRM for Travel Agency · Available now

Keep each trip opportunity and proposal decision together.

CRM for Travel Agency keeps client companies, their contacts and trip opportunities in one sales record. A consultant can track the expected value and close date, attach priced items, and record the next step for each opportunity.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewOpen Trip Pipeline
Travel Agency CRM · Opportunities

Open Trip Pipeline

Opportunities in one list

New opportunity
Opportunities in view
6
Total expected value USD
1,800
New
2
Qualified
2
New2
Cobalt Studio Lisbon retreatJuniper Works Cooperative
210
13 Oct
Willow Thread Barcelona visitFernhill Advisory Partners
210
14 Oct
Add
Qualified2
Morrow Labs Kyoto team tripFernhill Advisory Partners
790
28 Oct
Asterline Group Iceland offsiteTidepath Design House
450
12 Oct
Add
Proposal1
Fernhill Partners coastal meetingTidepath Design House
100
28 Oct
Add
Negotiation1
Tidepath Design Peru incentiveAsterline Research Group
40
24 Oct
Add
Cobalt Studio Lisbon retreatOpportunities · OPP-15797
New
CounterpartyJuniper Works Cooperative
OwnerDev Shah
Expected close date13 Oct
Expected value USD210
Review proposalOPP-15797 · Cobalt Studio Lisbon retreat

Proposal Reviewer checks the decision and revision recorded by Record Travel Proposal.

Waiting for Proposal Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
13
Saved views
14
Roles with set permissions
5
Reports and dashboards
8
Features

A clear view of each client trip

Every feature works on the same records. Pick one to see the screen your team works in.

Client accounts

An agency receives an inquiry from a client company about a group trip.

  • Starting record
  • Action and timing
  • Review trail
  • Accounts
  • Contacts
  • Organizations
Explore client accounts
OverviewActive Client Accounts
Travel Agency CRM · Client accounts

Active Client Accounts

Accounts

New
NameCodeContact nameSegmentCityAnnual potential USD
Cobalt Studio GroupCOBALT-STUDIOAmina HollowayEnterprisePortland510
Morrow Labs CollectiveMORROW-LABSPavel MorenoMid-MarketSeattle850
Fernhill Advisory PartnersFERNHILL-ADVSora BennettSMBDenver340
Tidepath Design HouseTIDEPATH-DESIGNDalia FaroukPublic SectorAustin430
Willow Thread TextilesWILLOW-THREADLucien ParkEnterpriseChicago60
6 of 6 records
Cobalt Studio GroupAccounts · ACC-40457
Enterprise
CodeCOBALT-STUDIO
Contact nameAmina Holloway
CityPortland
Annual potential USD510
StatusActive
Example screen with sample data
Process

From inquiry to trip outcome

Trip opportunity to reviewed proposal ships ready to use. One step needs a named approval before the work moves on: Review proposal (Proposal Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. New opportunity

    Create a client trip opportunity with an owner and close date.

    Cobalt Studio Lisbon retreatOPP-15797 · Travel Consultant
    New opportunityBy Travel Consultant

  2. Qualify opportunity

    Log the qualification activity and advance the trip.

    Cobalt Studio Lisbon retreatOPP-15797 · Travel Consultant
    Qualify opportunityBy Travel Consultant

  3. Prepare proposal

    Set the priced scope and next step.

    Cobalt Studio Lisbon retreatOPP-15797 · Travel Consultant
    Prepare proposalBy Travel Consultant

  4. Submit travel proposal

    Run Record Travel Proposal on the draft.

    Cobalt Studio Lisbon retreatOPP-15797 · Travel Consultant
    Submit travel proposalBy Travel Consultant

  5. Review proposal

    Check the independent decision recorded during submission.

    Cobalt Studio Lisbon retreatOPP-15797 · Proposal Reviewer
    Review proposalBy Proposal Reviewer
    ApprovalProposal Reviewer checks the decision and revision recorded by Record Travel Proposal.

  6. Close outcome

    Record the won or lost result and reason.

    Cobalt Studio Lisbon retreatOPP-15797 · Travel Consultant
    Close outcomeBy Travel Consultant

Start with Account to opportunity

Inside a record

Connect your trip systems

Open any opportunity to see its operation receipts, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Counterparty, Owner, Expected close date and Expected value USD.

  2. 2
    Operation receipts

    Each line is linked to this opportunity.

  3. 3
    Who works on it

    Travel Consultant, Proposal Reviewer and Sales Manager, each with their own permissions.

  4. 4
    Process stages

    New opportunity and Qualify opportunity, with the role that acts.

  5. 5
    Approvals

    Review proposal, with who decides.

Open Trip PipelineCobalt Studio Lisbon retreat
Travel Agency CRM · Opportunities

Cobalt Studio Lisbon retreat

Juniper Works Cooperative · New

Log activity
1
Record details
CounterpartyJuniper Works Cooperative
OwnerDev Shah
Expected close date13 Oct
Expected value USD210
2
Operation receipts

Cobalt Studio Lisbon retreat

Operation keyOperation typeRecorded at
proposal:lisbon:041Qualify Opportunity15 Oct
proposal:kyoto:042Submit Proposal11 Oct
review:peru:043Close Outcome13 Oct
Operation receipts
6
3

Who works on it

  • Travel ConsultantManage Accounts, Contacts, Opportunities, opportunity lines…
  • Proposal ReviewerManage review decisions
  • Sales ManagerManage Opportunities, relationship activities, Products
4

Process stages

  • New opportunityTravel Consultant
  • Qualify opportunityTravel Consultant
5

Approvals

  • Review proposalProposal Reviewer
    Approved
Example screen with sample data
Approvals

Independent proposal decisions

Proposal reviewers inspect the linked opportunity, source revision and decision recorded during proposal submission.

OverviewApprovals
Travel Agency CRM · Overview

Approvals

Signed in as Proposal Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • TP-62781Amina Holloway
    Willow Thread Barcelona visitRequested by Amara Bell
    Submitted2dActions
  • TP-80770Pavel Moreno
    Morrow Labs Kyoto team tripRequested by Kenji Watanabe
    Submitted3dActions
  • TP-61056Sora Bennett
    Cobalt Studio Lisbon retreatRequested by Dev Shah
    Submitted2dActions
  • TP-13672Dalia Farouk
    Copper Quay Italy client tourRequested by Fatima Idris
    Submitted4dActions

Who approves what

DecisionApprover
Review proposalCheck the independent decision recorded during submission.Proposal Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Travel Agency CRM to the work that is theirs. Pick a role to see what it starts with.

Travel Consultant

Owns client conversations, opportunity progress and travel proposal preparation.

This is the first screen this role sees.

OverviewOpen Trip Pipeline

Open Trip Pipeline

Opportunities · Travel Consultant

New2
Cobalt Studio Lisbon retreatJuniper Works Cooperative
210
13 Oct
Willow Thread Barcelona visitFernhill Advisory Partners
210
14 Oct
Add
Qualified2
Morrow Labs Kyoto team tripFernhill Advisory Partners
790
28 Oct
Asterline Group Iceland offsiteTidepath Design House
450
12 Oct
Add
Proposal1
Fernhill Partners coastal meetingTidepath Design House
100
28 Oct
Add
Negotiation1
Tidepath Design Peru incentiveAsterline Research Group
40
24 Oct
Add
Example screen with sample data

Roles and permissions

Reports

Read the pipeline from real records

Read pipeline value, due follow-ups and proposal decisions from the source records.

Overview
Travel Agency CRM · Overview

Travel Agency CRM dashboard

This quarter

Travel proposals in view
6
Submitted
6

Opportunities by status

How far records got this quarter

StageReachedStep
New26
Qualified1246%
Proposal867%
Negotiation450%

Expected value USD by status

Sample totals per stage

9.0k0
7.0kNew
9.0kQualified
5.0kProposal
3.0kNegotiation
2.0kWon
Example screen with sample data
  1. 01Open pipeline by stage

    Sum expected opportunity value by open status and owner.

  2. 02Expected close calendar

    List opportunities by expected close date and value.

  3. 03Account potential by segment

    Compare annual potential by account segment and status.

  4. 04Follow-ups due

    Show open relationship activities by owner and due date.

  5. 05Proposal review outcomes

    Count approve, reject and return decisions by reviewer and decision date.

  6. 06Travel proposal progress

    Compare travel proposals by status, owner and proposal date.

  7. 07Opportunity line value

    Show quantity, unit price and discount for each opportunity's lines.

  8. 08Action result history

    Show operation type, receipt status, actor and recorded date.

All reports and dashboards

Who it's for

For consultative travel teams

See how Travel Agency CRM fits your kind of team.

Corporate travel teams

Track company trip inquiries, contacts and proposal review together.

Group travel agencies

Keep group trip scope, traveller quantity and review together.

Specialist travel sellers

Manage consultative trip requests from inquiry through outcome.

Controls

Keep decisions and receipts together

Each stage of trip opportunity to reviewed proposal names the role that acts and the status it records, so a change is never anonymous.

OverviewTrip opportunity to reviewed proposal
Travel Agency CRM · Process

Trip opportunity to reviewed proposal

Each stage, the role that acts and the status it records

Process stages
9
Approval steps
1
Roles involved
2
Tables touched
8
Qualify opportunity
Travel Consultant
StatusNew → Qualified
RecordsOpportunities
Submit opportunity proposal
Travel Consultant
StatusQualified → Proposal
RecordsOperation receipts, Opportunities
Submit travel proposal
Travel Consultant
StatusDraft → Submitted
RecordsOperation receipts, Review decisions, Travel proposals
Trip opportunity to reviewed proposal
  1. Start
    Qualify opportunityNew → Qualified
    Opportunities
  2. Step
    Submit opportunity proposalQualified → Proposal
    Operation receipts
  3. Step
    Submit travel proposalDraft → Submitted
    Operation receipts
  4. Approval
    Review proposalSubmitted → Approved
    Travel proposals
Example screen with sample data

See each stage in detail

AI agent

Help for the next client action

Ask Proto to help prepare and inspect a client trip cycle.

It can

  • Travel Consultant: Find an opportunity's next step, due follow-up and linked travel proposal before a client call.
  • Sales Manager: Summarize open pipeline by stage and identify opportunities with overdue activities.
  • Proposal Reviewer: Present the proposal, current revision, linked opportunity and recorded decision for inspection.
  • Operations Coordinator: Show action receipts that failed or need review, with their related opportunity.

Stays with a person

  • A person should check the recorded proposal decision and choose whether a trip opportunity should close as won or lost.
  • Check the current client conversation and external itinerary before accepting a proposed change.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Travel Agency CRM
  • Itinerary source
  • Booking system
  • Email delivery
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 13 tables
13tables
  • Client accounts3
  • Trip pipeline5
  • Packages and lines3
  • Follow-ups3
  • Travel proposals4
  • Review and evidence5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree ownership

    Name the consultants, sales manager, proposal reviewer and operations coordinator for the first cases.

  2. Prepare client data

    Load an organization, client accounts, contacts, team members and package products.

  3. Rehearse a trip

    Create an opportunity, add lines, qualify it and record follow-ups.

  4. Review a proposal

    Run Record Travel Proposal on a draft, then inspect its independent decision, approved status and action receipt.

  5. Close and inspect

    Record a won or lost outcome and compare the pipeline with the case history.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Travel Agency CRM.

All questions
How do I get started?

Click Get started, then use Proto to configure CRM for Travel Agency for your business. Begin with one client account, its contacts and a representative trip opportunity.

Where does a new trip inquiry go?

Create an opportunity for the client account. Give it an owner, subject, expected value, expected close date and next step.

How do we track client follow-ups?

Use relationship activities for calls, meetings, email and tasks. Each activity belongs to an opportunity and can carry an owner, due date and outcome.

Can we price a trip on the opportunity?

Use products and opportunity lines to record the item, quantity, unit price and discount discussed with the client.

What happens when a travel proposal is submitted?

Record Travel Proposal moves a draft through Submitted, writes an independent review decision, moves it to Approved and writes an operation receipt.

Who makes the proposal decision?

Record Travel Proposal records the independent decision during submission. The Proposal Reviewer checks the linked opportunity, source revision and recorded decision as part of the team’s review.

Where can managers see pipeline work?

Pipeline Command shows lifecycle stage, open value by stage and overdue follow-ups. The opportunity holds the owner, close date and next step.

How is a deal closed?

Close Outcome records a caller-supplied won or lost outcome and reason on the opportunity and writes an operation receipt.

Where do supporting documents go?

A record attachment can be tied to the opportunity or travel proposal, with its title, link, kind and notes.

Set up Travel Agency CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

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