Travel CRMby Agatti One

Product overview

Travel agency management software, connected end to end

Travel CRM is a web-based workspace where enquiries, travellers, quotations, bookings and suppliers share one database. Every module is built around how travel is actually sold and operated.

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One platform

Four jobs, one connected system

  1. Sell

    Leads, follow-ups, customer profiles and quotations help the sales team respond quickly and keep every enquiry moving.

  2. Operate

    Bookings, booked services, payments, booking reminders and the operations board keep confirmed trips on track to departure.

  3. Organise

    Vendors, travel masters, users and roles give the business a shared, consistent foundation.

  4. Improve

    Reports on activity, follow-ups, lead geography, revenue and travel dates show what's working.

Modules

Explore the main modules

Previews use sample data.

Available now

Business Dashboard

Start every day with a clear picture of what needs attention: new enquiries, follow-ups due, bookings in progress and how the business is trending.

  • Key numbers at a glance

    Total, hot and converted leads, conversion rate, and the revenue and bookings trend.

  • Priority follow-ups

    See which enquiries need a call today and which are already overdue.

  • Upcoming trips

    Departures in the coming weeks, so pre-travel work is never forgotten.

See it in a demoLearn more about Business Dashboard

How it works

Get Your Travel Operations Organized in Four Steps

Travel CRM follows the path every trip already takes through your business, from the first enquiry to the day the traveller departs.

Step 1

Capture and Organize Enquiries

Every enquiry becomes a lead with its destination, dates, travellers and source, so nothing lives only in a chat thread.

  • New enquiries land in an incoming queue to be claimed
  • Leads carry a stage and a hot, warm or cold temperature
  • Existing leads import from Excel or CSV

Availability

What's included in Phase 1

We list every module's status so you know exactly what you're getting today.

Available now

Available

Part of the Phase 1 release.

  • Business Dashboard
  • Lead Management
  • Customer Management
  • Quotation Management
  • Booking Management
  • Operations Board
  • Vendor Management
  • Reminders & Follow-ups
  • Travel Inventory Masters
  • Team & Role-Based Access
  • Reports & Analytics

In development

In development

Built into the product and being rolled out. Availability is confirmed during your demo.

  • Add-on Services
  • Communication Center
  • Lead Source Integrations
  • Marketing & Campaigns
  • Accounting & GST
  • Traveller Portal
  • B2B Travel Partners
  • Vehicle Diary
  • Supplier Marketplace

Planned enhancements

Planned

On the roadmap. No release dates are promised.

  • Online Payment Collection
  • GST e-Invoicing (IRN)

Security & access

Control who sees what in your business

Customer and supplier information is the heart of a travel business. Each company works in its own workspace, and Travel CRM gives you practical controls over access and ownership. Ask us during the demo for details of our hosting and data-handling practices.

  • Role-based permissions

    Build roles from a catalogue of permissions and fine-tune access for individual users.

  • Record visibility by scope

    Limit each person to their own records, their team's, or every record in the workspace.

  • Clear record ownership

    Leads and bookings are assigned to named users, and accounts can be deactivated when someone leaves.

  • Activity and audit log

    Activity reports and a change log show who did what across the workspace.

  • Recoverable deletions

    Deleted records move to Trash first and can be restored before they are permanently removed.

  • Secure sign-in

    Your team signs in over HTTPS, passwords are stored hashed, and idle sessions sign out automatically.

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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