b2b travel crm
Graphical Dashboard management

Our B2C Travel CRM Graphical Dashboard empowers you with key visualizations to streamline your travel business. Witness the daily flow of leads as they come in, track month-wise leads flow with captivating graphics, and analyze the percentage of leads based on their status. Gain insights into lead sources through intuitive charts, allowing you to focus on effective marketing strategies. Stay on top of recent tasks and follow-ups, ensuring no opportunity slips through the cracks. Visualize upcoming scheduled payments for better financial management. Monitor login users' status in real-time to optimize team collaboration. Lastly, keep track of upcoming trips, enabling seamless planning and exceptional customer service. With our Graphical Dashboard, elevate your travel business with powerful visualizations and actionable insights.

Lead & Query

Our B2C Travel CRM offers flexible lead management options to suit your preferences. Easily manage leads through an Excel sheet, allowing you to import and organize data manually. Alternatively, take advantage of our user-friendly interface to manage leads directly within the CRM. Seamlessly integrate with Google Spreadsheet to import and synchronize leads from Facebook and Instagram campaigns. Effortlessly capture leads from your website through our integrated lead capture forms, ensuring a seamless flow of data into our B2C Travel CRM. Experience streamlined lead management, enhanced organization, and simplified processes with our comprehensive solution.

b2b travel crm
b2b travel crm

Effortlessly manage follow-ups for every lead or query within our B2C Travel CRM. Keep track of important actions such as calls, meetings, and tasks, ensuring that no opportunity is missed. Schedule follow-up reminders to stay on top of your communication with customers. With our intuitive interface, easily log and update follow-up details for each lead, allowing you to maintain a comprehensive view of your interactions. Streamline your follow-up process, nurture customer relationships, and drive conversion with our B2C Travel CRM's robust follow-up management capabilities.

Contacts management

Manage client data seamlessly within our B2C Travel CRM. Capture and store vital client information such as contact details, preferences, travel history, and special requests in a centralized database. Easily access and update client profiles, ensuring accurate and up-to-date information. Categorize clients based on segmentation criteria, allowing you to personalize communication and tailor offerings to their specific needs. Effortlessly retrieve client data to provide exceptional customer service and deliver personalized travel experiences. With our B2C Travel CRM, efficiently manage client data to enhance client satisfaction and build long-lasting relationships.

b2b travel crm
b2b travel crm
Itinerary Builder

Experience the ultimate convenience with our B2C Travel CRM's Itinerary Builder. With our powerful tool, you can effortlessly generate stunning travel itineraries in under 2 minutes. Say goodbye to manual calculations because our system automatically calculates the costs of services, ensuring accurate pricing and saving you time.

But it doesn't stop there. Our Itinerary Builder offers multiple options to share your masterpieces. Whether you prefer email, PDF, or direct link, you can easily distribute your itineraries to clients with just a few clicks.

Prepare to wow your clients with the visually captivating design of our itineraries. We understand the importance of making a lasting impression, so we've curated a beautiful and professional layout that showcases your attention to detail and expertise.

Need to add your own pricing or profit margins? No problem. Our markup facility allows you to easily customize the itineraries to reflect your desired pricing structure. Flexibility is key, and we give you the tools to tailor the itineraries to your unique business needs.

Inserting itineraries into any query is a breeze with our user-friendly interface. Seamlessly integrate the itineraries into your communication with clients, providing a comprehensive package that demonstrates your professionalism and dedication.

Save time, streamline your workflow, and elevate your travel business with our Itinerary Builder in our B2C Travel CRM. Impress your clients, drive conversions, and watch your business thrive with our comprehensive solution.

Auto Generated Invoice

The Auto Generate Invoice feature in CRMtravel software automates the invoice creation process for travel agencies. It eliminates the need for manual invoice generation, saving time and reducing errors. With this feature, agencies can set up customizable invoice templates, including branding and relevant details. The system automatically populates booking information, pricing, and payment details, creating accurate and professional invoices with a single click. This streamlines the billing process, enhances efficiency, and ensures timely invoicing for clients. The Auto Generate Invoice feature in CRMtravel software simplifies financial management, improves accuracy, and enhances overall customer satisfaction.

b2b travel crm
b2b travel crm

The travel CRM software offers two powerful features: "Generate Service-wise Voucher" and "Generate Combined Voucher". With the "Generate Service-wise Voucher" feature, travel agencies can create customized vouchers for each individual service, such as flights, hotels, car rentals, and tours. This ensures clear documentation and accurate record-keeping for each specific service provided.

On the other hand, the "Generate Combined Voucher" feature allows agencies to consolidate multiple services into a single voucher. This is particularly useful when clients have booked various services as part of a package or itinerary. By combining all relevant service details, bookings, and client information, agencies can create a comprehensive voucher that encompasses the entire travel experience.

Both features streamline voucher generation, eliminating the need for manual processes and reducing errors. The software automatically populates the necessary details, ensuring accuracy and professionalism. These features enhance efficiency, simplify voucher management, and contribute to a seamless customer experience. Whether generating service-wise vouchers or combined vouchers, travel CRM software empowers agencies to provide organized and detailed documentation to clients.

Tax/Profit & Loss Report

This feature enables agencies to generate detailed tax reports that capture relevant financial information, helping them stay compliant with tax regulations and streamline their accounting processes.

With the Tax Report feature, agencies can automatically calculate taxes based on booking data, including accommodations, flights, and other travel services. The software generates reports that summarize taxable transactions, tax amounts, and relevant tax codes.

These reports facilitate accurate tax filing, providing agencies with a clear overview of their tax liabilities and allowing them to reconcile financial records efficiently. Additionally, the Tax Report feature may offer options to customize reports based on specific tax requirements or jurisdictions.

b2b travel crm
b2b travel crm

The Master Data feature, agencies can input and manage various types of data, including clients, suppliers, hotels, activities, transfers, destinations information etc. The software allows agencies to store and update contact information, contract prices, and historical data, facilitating personalized and efficient interactions.

Moreover, the Master Data feature enables agencies to create and manage comprehensive profiles for their employees, including personal details, roles, permissions and responsibilities. This facilitates streamlined communication and efficient assignment of tasks within the agency.

b2b travel crm
Users/Team Management

Effortlessly manage your teams members in our B2C Travel CRM. Assign roles and permissions to control access to sensitive data. Create teams for seamless collaboration. Customize roles based on responsibilities. Easily add, modify, or remove users. Maintain data security with controlled access. Track user activities with detailed logs. Promote communication and teamwork. Streamline operations with efficient user management in our B2C Travel CRM.

b2b booking portal

B2C Travel CRM Software

More reasons to Choose CRMtravel

Efficient Sales and Marketing Automation: B2C travel CRM software often includes automation features that can streamline sales and marketing processes. It enables you to automate email campaigns, personalized offers, follow-ups, and other repetitive tasks. Automation saves time, improves efficiency, and ensures consistent engagement with your customers.

Integrated Booking Management: A comprehensive B2C travel CRM software often integrates with booking systems, allowing you to manage bookings directly from the CRM. This integration eliminates the need for manual data entry, reduces errors, and provides a seamless experience for both your customers and your staff.

Streamline operations, automate processes.

Improved Sales and Marketing Efforts.

Simplified Itinerary Creation and Design.

Exceptional Customer Support.

Comprehensive Reporting and Data Analytics.

Elevate Your Travel Business.

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