Sales & Lead Management
Available nowEvery enquiry gets a record with its destinations, travel dates, travellers and source. Assign it to the right person, track its stage and keep a log of every conversation so no lead goes quiet.
Lead Management
All leads · 6 shown
Ananya Rao
Kerala · 5N/6D · 12 Dec · Priya S.
Vikram Mehta
Bali · 6N/7D · 04 Jan · Rahul K.
Sara Thomas
Dubai · 4N/5D · 22 Dec · Priya S.
Rohan Gupta
Manali · 3N/4D · 18 Dec · Aman V.
Fatima Khan
Singapore · 5N/6D · 09 Jan · Rahul K.
Arjun Nair
Goa · 4N/5D · 14 Dec · Aman V.
Capabilities
New enquiries wait in an incoming queue until a team member claims them and starts working on them.
Move leads through New Lead, Contacted, Follow Up, Qualified, Proposal Sent, Converted, Reopened or Lost.
A lead temperature, worked out from your own scoring rules, shows the team who to call first.
Assign leads to team members and reassign them one by one or in bulk when workloads change.
Record calls and notes against each lead, and review every log across all leads in one list.
Every lead carries its source, and the dashboard shows which channels bring your enquiries.
Find leads by keyword, stage and date range in seconds.
Bring your existing leads in from a spreadsheet, using a template you can download from the CRM.
Workflow
A typical flow for Lead Management in Travel CRM.
An enquiry arrives and is added as a new lead with its trip details.
A team member claims it or is assigned to it, and makes the first contact.
Each call is logged and the next follow-up is scheduled as a reminder.
The lead is quoted, then converted into a booking when the traveller confirms.
Who it's for
Every enquiry gets an owner, a stage and a next follow-up.
See the workflow for Travel AgenciesAn incoming queue, assignment and stages keep high-volume enquiries organised.
See the workflow for B2B Travel BusinessesOwned leads with stages, temperature and activity logs for every salesperson.
See the workflow for Travel Sales TeamsFAQ
Yes. Each lead carries its source, and the dashboard breaks your enquiries down by source.
Yes. Leads can be reassigned one at a time or in bulk, and each lead keeps its assignment history.
Yes. Schedule the next follow-up as a reminder and it appears in the due-today and overdue lists of the person it's assigned to.
Related
Customer Management
One organised profile for every traveller and client.
Quotation Management
Build polished travel quotations from your own inventory, faster.
Sales & Lead Management
Log every conversation and never lose track of the next call.
See how Travel CRM would work with your enquiries, packages and team. The demo is free and built around your workflow.
Already a customer? Log in to Travel CRM