Optimize your business processes with Travel Agency CRM

This is a guest post by GoldenLion Consulting Services Pvt. Ltd.

Travel has long been a large contributor to the world’s GDP. According to a Statista Report, travel and tourism alone have contributed over 10% of world GDP from 2000 to 2019. While 2020 understandably saw a steep decline in travel and tourism, industry leaders are already predicting a huge comeback. According to Allied Market Research, the business travel market alone is expected to reach $2001.1 billion by 2028.

If these figures are correct, and travel and tourism will rebound in the next years, it’s time to ask yourself if your travel agency is set to make your business goals come true. What are the steps you’re taking to streamline and optimize your business so that you can not only survive but thrive during this projected comeback?

Here’s how using a tailored Travel Agency CRM, a tool built for the travel industry on the award-winning Zoho CRM platform, can help you optimize your business process.


Streamline your lead management with Travel Agency CRM

Integrate Travel Agency CRM with your website to automatically capture every inquiry and save it in your CRM. You can also assign these leads to the relevant sales reps based on their interests, locations, and more.

If you are using Zoho SalesIQ as your Live Chat tool, you can capture those leads into your CRM’s Leads module as well.

Travel Agency CRM helps you send an automated welcome email, create automated follow-up tasks, and notify your sales team when there’s a new lead.

The activities module makes it easy to keep track of all your tasks, meetings, and calls so that nothing falls through the cracks.


Manage contacts with fine-grained controls

Travel Agency CRM helps you capture minute details about every contact. The complete profile not only gives you a better understanding of your customers but also allows you to run targeted, interest-based campaigns, send automated wishes on birthdays and anniversaries, and more.


Trip management made easy with Travel Agency CRM

The focal point for any travel agency is smooth trip management. Travel Agency CRM is built to handle both Flexible Independent Travel (FIT) and Fixed Departure Trips (FDT) in a streamlined manner.

Better manage FITs

If your travel agency offers tailored travel experiences, you need a robust trip management system to help capture information like:

  • Destinations leads are interested in

  • Trip start and end dates

  • Number of people on a trip

  • Number and types of rooms needed

  • Itinerary details

  • Guest details

…and more.

Travel Agency CRM not only lets you capture these details but also centrally consolidates all email communication regarding a trip so that you can get all the information you need in one place.

Streamline Fixed Departure Trips

Managing FDTs calls for keeping track of all bookings made for a departure and managing available seats and accommodations. Travel Agency CRM lets you create FDTs with necessary details like total travelers and rooms, cost per head, and more. As you keep taking bookings for a departure, Travel Agency CRM will automatically update total number of guests for the trip, which in turn updates your available capacity.


Easily generate quotes and invoices

Travel Agency CRM comes with professional quote and invoice templates that can take your branding to the next level. The templates can be customized with your logo and brand color. You can further modify and customize these templates to fit your needs and brand identity.


Vendor management with Travel Agency CRM

Managing vendors is as essential for a travel agency as managing customers. The vendor module houses all your vendors and relevant details for them. You can categorize vendors based on their products or services (for example, Hotel, Ticketing Agency, etc.), manage their contact details, products/services, address in one place.


Easily generate vendor reservations and vouchers

As soon as a customer accepts a quote, you can start creating vendor reservations for their trip. Once you’ve confirmed the reservation, you can update the confirmation number and voucher number. Travel Agency CRM helps you generate professionally designed guest vouchers in one click to give to your customers.


Get meaningful reports and dashboards

Travel Agency CRM offers numerous comprehensive reports and dashboards that help you keep an eye on your business health. What’s more, you can turn any report into a dashboard and put it on your CRM home page. The home page can be customized for individual users as well.


Final Words

Interested to learn more? Watch this video to see what Travel Agency CRM can do for your business.

If you’d like to learn more, schedule a no-obligation demo.


 Try Travel Agency CRM

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