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- Travel Agency CRM
- Data model
The tables behind Travel Agency CRM
Travel Agency CRM ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 13
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Client context
Organizations, Accounts, Contacts and team members establish the operating entity, client and people.
Commercial work
Opportunities, Products and opportunity lines hold the trip discussion and priced scope.
Travel work
Travel proposals and relationship activities hold the proposal details and follow-up activity.
Evidence
Review decisions, operation receipts and record attachments keep decisions and supporting material. Users holds account access records.
Every table, by feature
- Client accounts3
- Trip pipeline5
- Packages and lines3
- Follow-ups3
- Travel proposals4
- Review and evidence5
- Shared and settings1
- Accounts
Each record is one client company, used to track their potential, status, and where they're based.
Linked to Organizations - Contacts
Each record is one person at a client, used to know who to call and how influential they are.
Linked to Accounts, Organizations - Organizations
Each record is one company or business unit using the app, used to keep everyone's data separate.
- Opportunities
Each record is one potential trip or deal with a client, used to track its progress and value.
Linked to Organizations, Team members, Accounts, Contacts - Accounts
Each record is one client company, used to track their potential, status, and where they're based.
Linked to Organizations - Contacts
Each record is one person at a client, used to know who to call and how influential they are.
Linked to Accounts, Organizations - Team members
Each record is one staff member, used to track who's active, their role, and how to reach them.
Linked to Organizations - Operation receipts
Each record is proof that a step in a deal happened, used to confirm and audit what was done.
Linked to Organizations, Opportunities, Team members
- Products
Each record is a travel package or service you sell, used to keep pricing and details consistent.
Linked to Organizations - Opportunity lines
Each record is one product or item on a deal, used to track quantities, pricing, and discounts.
Linked to Opportunities, Products - Opportunities
Each record is one potential trip or deal with a client, used to track its progress and value.
Linked to Organizations, Team members, Accounts, Contacts
- Relationship activities
Each record is a task or touchpoint with a client, used to plan and track follow-ups and outcomes.
Linked to Opportunities, Team members, Organizations - Opportunities
Each record is one potential trip or deal with a client, used to track its progress and value.
Linked to Organizations, Team members, Accounts, Contacts - Team members
Each record is one staff member, used to track who's active, their role, and how to reach them.
Linked to Organizations
- Travel proposals
Travel proposal records: consultant, proposal date, quantity, reference number and review lifecycle.
Linked to Opportunities, Organizations, Accounts, Team members - Opportunities
Each record is one potential trip or deal with a client, used to track its progress and value.
Linked to Organizations, Team members, Accounts, Contacts - Accounts
Each record is one client company, used to track their potential, status, and where they're based.
Linked to Organizations - Team members
Each record is one staff member, used to track who's active, their role, and how to reach them.
Linked to Organizations
- Review decisions
Each record is an approval or rejection on a deal, used to track who decided what and why.
Linked to Opportunities, Team members, Travel proposals, Organizations - Operation receipts
Each record is proof that a step in a deal happened, used to confirm and audit what was done.
Linked to Organizations, Opportunities, Team members - Record attachments
Each record is a file or link tied to a deal, used to keep supporting documents and notes together.
Linked to Opportunities, Organizations, Travel proposals - Travel proposals
Travel proposal records: consultant, proposal date, quantity, reference number and review lifecycle.
Linked to Opportunities, Organizations, Accounts, Team members - Opportunities
Each record is one potential trip or deal with a client, used to track its progress and value.
Linked to Organizations, Team members, Accounts, Contacts
Keys and references
An opportunity references its organization, owner and counterparty account, with an optional primary contact. Lines and activities point to the opportunity. A travel proposal points to its parent opportunity, organization and owner. Review decisions can point to the proposal and always point to the opportunity. Receipts and attachments retain the related opportunity or proposal context.
Migration order
- Operating context. Load Organizations, team members and Users, then Accounts and Contacts.
- Commercial catalog. Load Products before importing priced opportunity lines.
- Open work. Load Opportunities, their lines, relationship activities and travel proposals.
- Evidence. Bring linked review decisions, operation receipts and record attachments with their source references.
Set up Travel Agency CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.