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CRM for Travel Agents

InvestGlass is a powerful platform that streamlines sales management for travel agents. It ensures compliance with regulations and protects customer data privacy, making sales and investment opportunities easy to manage.

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Simplify Your Workflow
From Start to End

A CRM can help travel agents with customer retention, lead generation, sales, marketing automation, reporting, and more – all in one place.

InvestGlass Workflow

Flexible CRM

Our travel agency CRM template simplifies data sharing, enhances personalized experiences, and assesses sales performance. Track customers and communicate via their preferred interface with our integrated system.

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Projects pipeline and deals

Boost tour operator efficiency with our Travel CRM software. Generate quotes in minutes, analyze feedback, and automate follow-ups with AI-driven technology. Develop loyalty programs to retain happy customers.

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Digital onboarding

Streamline client onboarding with InvestGlass’s digital feature for travel agents. Collect information and signatures electronically with customizable digital forms. Save time and simplify the process for both new prospects and existing clients.

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InvestGlass Automation

Automated workflows

InvestGlass enables hyper-targeted email campaigns with GDPR-compliant audit trails, while providing detailed reports on campaign performance. Create personalized campaigns that reach customers in their inbox and streamline your workflow with InvestGlass’s automation.

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Client portal & Calendar

InvestGlass provides a client portal and calendar feature for travel agents to streamline their communication and organization. The client portal allows for secure information exchange, while the calendar feature ensures efficient scheduling and booking. With InvestGlass, travel agents can provide a seamless and convenient experience for their clients.

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Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server

  2. Built-in template for travel agencies

  3. Capture more leads

  4. Help you close deals faster
  5. Respect regulatory frameworks
  6. Automate sales tasks
  7. Support your customer communication
  8. Create customized sales reports