Available
Team Management
Team & User Management
Add your team, manage their accounts and see who is handling what.
- Add and edit team members
- Activate or deactivate user accounts
- Reset a user's password
Workspace & Settings
Available nowOrganization Settings and Company Profile
Set up the workspace the way your business runs: your company profile and branding, the email account the CRM sends from, your lead sources and scoring rules, and the tax rates you use.
Organization Settings in Travel CRM
Organization Settings
AvailableSet up the workspace the way your business runs.
Company Profile
AvailableYour company details and branding on every document.
Trash & Restore
AvailableDeleted records can be restored before they are removed for good.
Capabilities
What you can do with Organization Settings
Company profile
Your company details, kept in one place for the documents you send.
Logo and favicon
Upload your logo and favicon so the workspace carries your brand.
Signature and seal
Add a signature and seal for your documents.
Outgoing email
Configure the email account the CRM sends from, and send a test.
Lead sources and scoring
Maintain your lead sources and the rules that mark leads hot, warm or cold.
Tax rates
Keep the tax rates you use in one list.
Trash and restore
Deleted records go to Trash first, so a mistake can be undone.
Workflow
How it fits into your day
A typical flow for Organization Settings in Travel CRM.
- 1
Fill in your company profile and upload your logo.
- 2
Connect the email account the CRM sends from, and send a test.
- 3
Set up your lead sources and lead-scoring rules.
- 4
Restore anything deleted by mistake from Trash.
Who it's for
Organization Settings for every kind of travel business
Travel Agencies
Your own branding on the documents your customers receive.
See the workflow for Travel AgenciesTour Operators
Email sent from your own address.
See the workflow for Tour OperatorsDestination Management Companies
Lead sources and scoring set up the way your desk works.
See the workflow for DMCs
FAQ
Organization Settings questions
Can our documents carry our own branding?
Yes. Your company details, logo, signature and seal are set up once in the company profile.
Can emails go out from our own address?
Yes. Configure your email account in the settings and send a test before you go live.
Can deleted records be recovered?
Yes. Deleted records go to Trash first and can be restored before they are permanently removed.
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
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
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.
Already a customer? Log in to Travel CRM