Frequently asked questions

Travel agencies, tour operators, destination management companies, B2B travel businesses and travel sales teams — any team that handles enquiries, sends quotations and manages bookings.

Phase 1 covers lead management, follow-ups and reminders, customer profiles, quotations and package templates, bookings with payments and vouchers, the operations board, vendor management, travel inventory masters, team roles and permissions, and reports.

Phase 1 is the first public release of Travel CRM. The core modules are available now; further modules — such as the communication center, marketing and accounting — are in development. Early-access customers start on the core and see new modules as they are released.

A shared WhatsApp and email inbox is in development, and WhatsApp messaging through it needs a WhatsApp Business API account. Until it is available, your team can keep using WhatsApp as usual and log each conversation on the lead.

It's a web application — there is nothing to install. Travel CRM runs in the browser, and its screens adapt to phones and tablets as well as desktops.

Yes. A quotation can be downloaded as a PDF, sent by email, or shared as a web link — and the CRM shows you when the link has been viewed.

Book a demo and tell us a little about your business. Our team will get in touch to schedule a walkthrough built around how you handle enquiries, quotations and bookings.

After your demo we help you set up your workspace — your company profile, your team's accounts and roles, and the destinations, hotels and sightseeing your quotations draw on. How long it takes depends on your team and the records you bring, so we agree a realistic plan with you.

Yes. Leads can be imported from an Excel or CSV file, using a template you can download from the CRM. For customers, suppliers and other records, tell us how they're stored today and we'll review the best way to bring them in.

Yes. Roles are built from a catalogue of permissions, individual users can have their access adjusted, and each person's record visibility can be limited to their own records, their team's or all records.

Yes. You add each team member as a user, assign them a role, and activate or deactivate accounts as people join or leave.

Yes. Each organization works in its own workspace, and every record is scoped to that company.

Deleted records go to Trash first and can be restored from there for 30 days before they are permanently removed.

How business data is stored, processed and returned will be set out in our Terms and Privacy Policy, which are being finalised for launch. If you need the details now, ask us during your demo.

Plans for Phase 1 are being finalised. Request pricing and we'll share the options that fit your team size and requirements.

Signed-in users can read help articles and raise a support ticket from Help & Support inside the CRM. You can also reach our team by email or phone, and we help you during setup.

New releases are listed on our Product Updates page, and early-access customers hear about modules in development first. We don't announce release dates until they're confirmed.