CRM for Travel Agents

Is CRM for Travel Agencies right for you? CRM software is a great tool to help your travel agency grow and be successful.

Simplify Your Workflow
From Start to End

It can help with customer retention, lead generation, sales, marketing automation, reporting, and more! CRMs are an excellent way to manage all of these different aspects of your business in one place.

CRM for Travel Agencies and the travel business industry

Customer Relationship Management can be complex without the right tools. Our travel agency CRM template is tailored for travel companies within the travel industry. This travel CRM system targets the sales team simplifying data sharing. The detailed customer records enable the travel agent or tour operator to know clients’ preferred locations, their travel history, and their favorite hotels. This range of data enhances personalized customer experiences and, thus, customer satisfaction. Sales performance can then be assessed via gamified reporting. The sales pipeline tool ensures keeping track of your customers and communicating with them in a timely manner. Multi-channel communication is integrated within the platform, ensuring communication via the client’s favorite interface.

Focus on your customers and fulfill all their holiday needs!

Tour operators generate quotations in minutes The Travel CRM software combines AI-driven technology and a proposal system in order to maximize efficiency. Indeed, your quotations can be done automatically and the machine can create a positive word via sentiment analysis. The option remains to modify the quote and tailor it to your customer in a more conventional manner. Web forms can analyze pre-trip and post-trip feedback to assess potential opportunities for amelioration as well as customers’ happiness. Automate follow-ups and develop comprehensive loyalty programs.

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

Campaign and Email/SMS Marketing

InvestGlass email and campaign system enables you to connect your email credentials and send hyper-targeted message to your customers. Respect GDPR regulation via the audit trail system capturing customers consent and preferences. InvestGlass also provides detailed reports on your email campaign performance, including opens, clicks, unsubscribes, and more. With InvestGlass, you can be confident that your email campaigns are compliant with GDPR regulations. InvestGlass is the perfect tool for any business that wants to send targeted, personalised email campaigns to their customers. Thanks to the powerful InvestGlass platform, you can create sophisticated marketing campaigns that reach your customers where they are most active – their inbox.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

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  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

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