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- Travel Agency CRM
- Who it's for
- Corporate travel teams
Corporate travel teams
A corporate travel team often has several people involved in one proposed trip. The agency can keep the client company, its contacts and the trip opportunity connected while a consultant prepares the travel proposal.
How Travel Agency CRM is set up for you
Client context
The account holds the company status, segment, location and main contact. Individual contacts show who makes or influences the decision.
Trip pipeline
The opportunity carries the owner, expected value, close date, stage and next step. Pipeline Command helps the sales manager inspect work by stage and overdue follow-ups.
Proposal handoff
The consultant links the travel proposal to the opportunity, records the itinerary reference and runs the action that records an independent review decision.
A corporate travel team often has several people involved in one proposed trip. The agency can keep the client company, its contacts and the trip opportunity connected while a consultant prepares the travel proposal.
Start with one client company and one group trip. Add the relevant contacts, create an opportunity and price the proposed items on its lines. Ask the consultant to qualify it and run Submit Proposal to log the email activity, then run Record Travel Proposal on the draft. The manager should be able to open the opportunity and see the activity and receipt behind each change. Check that the reviewer can compare the recorded decision with the traveller details and current revision.
For a later client change, add a new follow-up activity and update the next step. Keep the client conversation close to the trip record so another consultant can pick it up.
Before expanding to another client, compare the contact named on the opportunity with the person who actually received the proposal. Keep the next action with the consultant who owns that relationship.
Features to start with
Trip pipeline
Each opportunity is a potential trip or client deal.
Travel proposals
A travel proposal records its parent opportunity, owner, traveller, proposal date, booked traveller quantity, itinerary reference and purpose.
Review and evidence
Review decisions record the proposal or opportunity under review, the reviewer, decision date, decision, reason and independence flag.
Roles on the team
- Travel Consultant
- Owns client conversations, opportunity progress and travel proposal preparation.
- Proposal Reviewer
- Makes the independent decision on a submitted travel proposal.
- Sales Manager
- Reviews pipeline, follow-ups, package value and final outcomes.
Set up Travel Agency CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.