Travel CRMby Agatti One

Sales & Lead Management

Available now

Follow-ups and Reminders for Travel Teams

Keep a running log of calls and notes on every lead, schedule the next follow-up for the right person, and start each day with a clear list of what is due and what is overdue.

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Capabilities

What you can do with Follow-ups & Reminders

  • Follow-up reminders

    Schedule the next call or task against a lead and assign it to a team member.

  • Due today and overdue

    Separate lists for what's due today and what has slipped, so nothing waits unseen.

  • Booking reminders

    Reminders tied to a confirmed booking, with an upcoming list and sent or completed status.

  • Notification centre

    An in-app notification bell and a notifications page for everyone on the team.

  • Notification settings

    Settings that control what your team is notified about.

  • Follow-up report

    A follow-up report for managers, with bulk completion of finished follow-ups.

Workflow

How it fits into your day

A typical flow for Follow-ups & Reminders in Travel CRM.

  1. 1

    A call is logged on the lead and the next follow-up is set for a team member.

  2. 2

    On the day, the reminder appears in that person's due-today list.

  3. 3

    A missed reminder moves to the overdue list until it is completed.

  4. 4

    Managers review follow-ups across the team in the follow-up report.

Who it's for

Follow-ups & Reminders for every kind of travel business

FAQ

Follow-ups & Reminders questions

Can a reminder be assigned to someone else?

Yes. Each reminder is assigned to a team member, and it appears in that person's lists.

Are booking reminders different from follow-ups?

Yes. Follow-up reminders belong to leads; booking reminders belong to confirmed bookings and have their own upcoming list.

Can a manager see overdue follow-ups for the whole team?

Yes. The follow-up report shows follow-ups across the team, for anyone whose role includes reports.

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

Reports & Analytics

Reports & Analytics

See where enquiries come from, what converts and what earns.

  • Reports dashboard
  • Follow-up report
  • Booking revenue and profit analysis
Learn more about Reports & Analytics

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.

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