Travel CRMby Agatti One

Customer Management

Available now

Customer Management for Travel Businesses

Stop searching chat threads and spreadsheets for a returning traveller's details. Each customer has a profile with contact information, documents and their full history, so anyone on the team can pick up the conversation.

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Capabilities

What you can do with Customer Management

  • Central customer database

    Every traveller and client in one searchable list instead of scattered sheets.

  • Customer profiles

    Contact details, status and tier on a single profile.

  • Complete history

    Every enquiry, quotation and booking linked to the customer it belongs to.

  • Customer timeline

    A timeline of what has happened with the customer, newest first.

  • Customer documents

    Documents attached to the customer's profile, ready for the next trip.

  • Search, filter and export

    Find customers by name or phone, filter the list and export it to CSV.

Workflow

How it fits into your day

A typical flow for Customer Management in Travel CRM.

  1. 1

    Add a customer, or find an existing one by name or phone number.

  2. 2

    Their enquiries, quotations and bookings collect on the profile over time.

  3. 3

    Documents stay with the customer, ready for the next trip.

  4. 4

    Anyone on the team can pick up the conversation from the timeline.

Who it's for

Customer Management for every kind of travel business

FAQ

Customer Management questions

Can we see everything a customer has booked with us?

Yes. The profile lists the customer's enquiries, quotations and bookings, with a timeline of activity.

Can we export our customer list?

Yes. The customer list can be exported to CSV.

Can we store customer documents?

Yes. Documents can be attached to a customer's profile.

Related

Works hand in hand with

Available

Sales & Lead Management

Lead Management

Capture every travel enquiry and move it from first contact to a confirmed trip.

  • Enquiry form with destinations, travel dates, travellers and budget
  • Eight lead stages, from New Lead through Converted or Lost
  • Assign, reassign and bulk-reassign leads across the team
Learn more about Lead Management
Available

Booking Management

Booking Management

Confirm trips and keep services, payments and documents together.

  • Convert a won lead and its quotation into a booking
  • Booking status updates and a full booking timeline
  • Services with vendor and voucher details
Learn more about Booking Management
Available

Sales & Lead Management

Follow-ups & Reminders

Log every conversation and never lose track of the next call.

  • Call and conversation logs on every lead
  • Follow-up reminders assigned to a team member
  • Due-today and overdue reminder lists
Learn more about Follow-ups & Reminders

Ready to Simplify Your Travel Business Operations?

See how Travel CRM would work with your enquiries, packages and team. The demo is free and built around your workflow.

Book Your Free DemoExplore Travel CRM

Already a customer? Log in to Travel CRM