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- Travel Agency CRM
- Who it's for
- Group travel agencies
Group travel agencies
Group travel brings a client conversation, package scope and traveller quantity into one proposed deal. The opportunity tracks the commercial discussion, while the travel proposal records the itinerary reference and booked traveller quantity.
How Travel Agency CRM is set up for you
Package scope
Products provide names, SK us and list prices. Opportunity lines show the proposed item, quantity, unit price and discount.
Client follow-up
Calls, meetings, email and tasks stay linked to the opportunity with owner, due date and outcome.
Decision evidence
A reviewer decision and operation receipt make the proposal approval traceable.
Group travel brings a client conversation, package scope and traveller quantity into one proposed deal. The opportunity tracks the commercial discussion, while the travel proposal records the itinerary reference and booked traveller quantity.
Pilot with one company group request. Record the primary contact and opportunity owner, then add the priced lines that the consultant expects to discuss. Create a draft travel proposal with the traveller and itinerary reference. Run Record Travel Proposal, then ask the reviewer to check the decision it records against the linked opportunity and revision. Compare the decision with the receipt and the supporting attachment.
If the client changes the group size, the consultant updates the relevant proposal information and records the next conversation. The sales manager can compare the open opportunity with the follow-up queue to see who must act next. This gives the team a concrete routine for proposal preparation and review.
During the pilot, check the proposal date and booked traveller quantity with the person who prepared the itinerary. This catches a handoff error before the team relies on a decision for the wrong group size.
Features to start with
Trip pipeline
Each opportunity is a potential trip or client deal.
Packages and lines
Products hold the package or service name, SKU, list price, description, category and active state.
Travel proposals
A travel proposal records its parent opportunity, owner, traveller, proposal date, booked traveller quantity, itinerary reference and purpose.
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.
- Operations Coordinator
- Maintains the package catalog and checks action receipts and attached evidence.
Set up Travel Agency CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.