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- Travel Agency CRM
- Who it's for
- Specialist travel sellers
Specialist travel sellers
A specialist travel seller may discuss several options with a client before an itinerary is ready. The agency can keep the client contact, proposed items and next action on the same opportunity as the travel proposal.
How Travel Agency CRM is set up for you
Account history
Accounts and contacts identify the company and the people involved in the decision.
Opportunity scope
A subject, expected value, close date and priced lines help the consultant explain the current offer.
Review and outcome
The travel proposal goes through independent review, while Close Outcome records whether the opportunity was won or lost.
A specialist travel seller may discuss several options with a client before an itinerary is ready. The agency can keep the client contact, proposed items and next action on the same opportunity as the travel proposal.
Choose a representative client request that needs a follow-up conversation and a proposal decision. Assign a consultant, record the expected value and close date, and add the proposed services as lines. The consultant logs the qualification activity and later the proposal email activity. After Record Travel Proposal, the reviewer checks its recorded decision against the linked opportunity. The consultant then records the next client touchpoint and the final outcome.
Review the case with the sales manager. The manager should see the sequence of opportunity stages, the reviewer decision, due activities and action receipts. If a client asks for an adjustment, keep the updated next step and contact result on the record before another colleague takes over.
For each proposed option, make the product and opportunity line names understandable to the next colleague. Keep the client’s preferred next step in the opportunity so a later conversation starts with the right context.
Features to start with
Travel proposals
A travel proposal records its parent opportunity, owner, traveller, proposal date, booked traveller quantity, itinerary reference and purpose.
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.
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.