Travel CRMby Agatti One

For B2B travel businesses

Handle partner enquiries at volume without losing control

When agents and corporate partners send enquiries every day, structure matters. Travel CRM keeps every request assigned, quoted and tracked, with reports that show how the desk is performing.

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The challenge

Where B2B travel businesses lose time today

B2B desks handle many enquiries with tight turnaround expectations. Speed comes from standardised packages and clear ownership; control comes from seeing every lead, booking and follow-up in one system.

  • High enquiry volume

    Requests pile up in shared inboxes and some are answered twice while others aren't answered at all.

  • Inconsistent quotations

    Different staff quote the same package differently.

  • Unclear ownership

    When a partner calls back, nobody is sure who handled their request.

  • Limited performance data

    Managers can't see workload, conversion or revenue by person or source.

The Travel CRM features that matter most

Built around the work B2B travel businesses do every day

Example workflow

A day in Travel CRM for B2B travel businesses

  1. Queue incoming requests

    New enquiries arrive in the incoming queue with their source.

  2. Claim and quote

    Team members claim requests and quote from standard templates.

  3. Track to booking

    Every request has an owner and stage until it converts or closes.

  4. Review performance

    Managers review follow-up and revenue reports for the desk.

Benefits

What changes for your team

  • No request left unansweredThe incoming queue makes unclaimed enquiries visible.
  • Standardised partner experienceTemplates mean partners get consistent packages and pricing structure.
  • AccountabilityAn owner on every lead makes handovers simple.
  • Management visibilityReports cover follow-ups, booking revenue and where enquiries come from.

FAQ

Questions from B2B travel businesses

Can we manage sub-agents in the CRM?

Accounts for sub-agents and travel partners — with a roll-up of their business and a commission view — are in development. Ask us about them during your demo.

Can leads be reassigned when someone is overloaded?

Yes. Leads can be assigned and reassigned between team members, one by one or in bulk.

Can managers see team workload?

Yes. Team management shows how leads are spread across the team, and the follow-up report shows how follow-ups are being handled.

Other solutions

See Travel CRM built for B2B travel businesses

Book a free demo and we'll show you Travel CRM through the eyes of B2B travel businesses.

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