A Travel Agent needs to manage myriads of data and coordinate amongst hundreds of leads, clients, and vendors. Running a Travel Agency without a reliable, comprehensive Travel CRM software can be a nightmare. Hence we decided to create the Travel Agency CRM, crafted specifically for the travel agencies on award-winning Zoho CRM.
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I can’t say how much I’m happy and thankful for the service provided to my company. Arnab and his team are always there and ready to help. They made this transaction very enjoyable and I am so excited to start working with the software. I already know that it will bring my company to a new dimension.
Great service from start to finish!
What looked like a daunting task initially was made easy by the GoldenLion team walking me through it. This system will be of huge benefit going forward.
The Team has been incredibly patient with me and my requests. They have also been extremely accommodating – every request I have made has either been completed as desired or a workable solution has been presented. I will definitely recommend GoldenLion to anyone who asks about Zoho!
We found GoldenLion extremely efficient with in-depth knowledge of not only of multiple aspects of Zoho CRM but equally good in other apps as well and most importantly were proficient with the requirements of the Travel Industry and helped us put our system up and running with minimal costs and time.
I have been working with GoldenLion Consulting to customize Zoho CRM Plus for the past 2 months. It has been an absolute pleasure to work with Arnab and his team. The project was delivered on time and as per specifications. GoldenLion has exceeded my expectations in every way. I will be working with them again in the future also.
I wanted to thank you for the time, effort, patience, and understanding given in developing our system and tailoring it. You did a fantastic job and we are more than happy with the system which has not only made our lives so much easier but our processes are much more efficient now too.
Purchasing the new back office system for Travel Agents via GoldenLion Consulting was a welcome relief. Their system has set my business on the right track by keeping all my bookings organized, communication second to none with my clients and the cost of investment was a fraction of other services.
I was very pleased with the Travel Agency CRM developed by GoldenLion. I worked with Debraj closely during the development. He was very helpful and knowledgeable about the product.
We initially contacted several cloud CRM. However, all these CRMs are too general and complicated to use. Fortunately, we found the Travel CRM developed by GoldenLion. We have been using the Travel CRM for the past six months and would highly recommend them to other travel agencies.
From hearing about GoldenLion’s industry-focused product to reviewing it & rolling it out, I have been very impressed with the whole GoldenLion team. Zoho for Travel Agency is the base which we have used to build so much more over the last 2 years. I would definitely recommend them.
Great Service and Prompt response. Will consider it for future service too.
GoldenLion helped us set up our CRM system very quickly and efficiently. Communication and follow-up speed on questions were excellent.
We are a small travel agency operating since 2011 with three employees, and it was long overdue to get better organized in our sales and customer service. We decided to buy a ZOHO One license and use the service from GoldenLion to implement the system. We are pleased to say that we are delighted with these decisions and happy with the service from the team. This will help us to grow and organize our operation.
Thank you, GoldenLion team, for your excellent work and kindness. You made everything so easy! I started using the Travel Agency CRM a few weeks ago and love it!
Capturing leads from multiple channels was never this easy! Whether it’s webforms or social media, live chat or spreadsheet, you can now capture every single lead centrally and nurture them effortlessly. Let’s see how!
With the Travel CRM you get your enquiries via website or landing pages straight inside your CRM. You can even set rules for the distribution of these leads amongst your team members.
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With Zoho SalesIQ integrated with the Travel CRM software, you can track website visitors in real-time, know which all pages they are browsing, chat with them and convert them as leads.
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With the best Travel Agency CRM you can not only monitor and participate in social media activities from one place but create a lead (or contact) in just one click from Facebook or Twitter account.
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With Travel CRM you can now import all your leads via xls, xlsx, csv, or vcf format. So if you are still using spreadsheets to manage your leads – import them all in just a few clicks.
Free Test DriveLead nurturing is an art every salesperson needs to master. While you have to hone that skill yourself, Travel CRM software can ensure that you don’t miss even a single follow-up! Here’s how the CRM helps make follow-ups super-easy!
With the Travel Agency CRM you can send predefined email templates (Itinerary, Thank You Email, etc), create follow-up tasks, and update fields (“Lead Status” to be updated to “Contacted”): all in one click.
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Using Travel CRM software you can create tasks for yourself, allocate to team members, and set reminders. The contextual view helps you prioritize tasks and be on top of your To-Do list.
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With Travel CRM you can create all your meetings, have them on an intuitive calendar, invite customers and internal team members to these meetings.
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Using Travel CRM software you can keep track of all your scheduled calls, record the details of inbound and outbound calls and create follow-up tasks.
Free Test DriveGuessing games can be fun a lot of times! But, not when it comes to measuring the profitability of your trips. Well, with the best Travel CRM, you can take the guesswork out! Here’s how the CRM calculates trip profitability automatically, every time.
You can create a variety of awesome quote templates using the Travel CRM. These quotes can then be instantly sent to your customers via email from within the CRM itself.
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Once the quote is approved by your customer, you can convert them into an invoice in just one click using Travel CRM software. You can then start recording the payments made by your customer.
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Using Travel CRM you can manage all your vendors and their contacts, send reservation requests via Email, track them till they confirm, and record all payments.
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Reservation vouchers can be created in a jiffy and sent to the customers in a single click using Travel CRM software. The issued vouchers can be used to avail the services from the vendors.
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Using Travel CRM you can create all the products that you sell to your customers or buy from your vendors. These products are used in quotes, invoices, and vendor reservations.
Free Test DriveWhat turns your customers into raving fans? A meticulously organized trip, of course! And doing this becomes super-easy when you can manage every minute detail about your passengers in one single place. No missed details, no goof-ups!
Using Travel CRM you can record all the passengers traveling on a trip and classify them as “Primary Contact”, “Guest” or “Primary Contact and Guest”.
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Using Travel CRM software you can send your contacts the option to update their details (Passport details, date of birth, etc.) instead of you doing it. This improves the accuracy of data and saves time.
Free Test DriveWant your customers to buy more and often? Well, who does not! The best Travel CRM lets you do just that. Market your upcoming trips via meticulously crafted email campaigns and inspire wanderlust. Let’s see how!
With Zoho Campaigns integrated with Travel CRM, you can create awesome email and social media campaigns to market your popular destinations, monitor results, and take action.
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With the Travel CRM software you can send testimonial requests to your customers in one click. Once submitted by the customer, the details get stored instantly inside CRM.
Free Test DriveThe Travel CRM is tailored to map fixed departure trips perfectly. You can now define your fixed departures with start date, end date, maximum booking capacity for passengers and accommodations, and more. Here’s how!
Besides custom tour (FIT) you can also handle fixed departure using the Travel CRM software that includes the creation of a fixed departure, capturing of leads, trips, passengers, invoices, and vendor reservations.
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With the best Travel CRM in place you can embed the booking forms for your fixed departure on the website. Once the booking form is submitted: it instantly creates contact, trip, and passengers. The booking form is additionally priced.
Free Test DriveNo matter how large or small your travel agency is, it deserves a beautiful system that manages all data centrally, can be accessed from anywhere and everywhere, and makes your life easy with automation. What are you waiting for?
The Travel CRM software comes with 40+ standard reports and 30+ standard dashboards which are distributed across different modules like leads, trips, quotes, invoices, vendors, products, activities, etc.
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With the Travel CRM you can send and receive all your emails without leaving CRM, share customer emails with colleagues, and get quick email notifications of the emails from prospects and customers.
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The Travel CRM comes with 25+ standard workflow rules across fixed departures, leads, contacts, trips, quotes, invoices, and vendor reservations. You can of course create your own rules.
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The Travel CRM software provides you with a wide variety of options for user rights and data sharing via users, roles, profiles, groups, data sharing rules, fields, and links permissions.
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You get all customization options in the Travel CRM. You can create/hide modules, create/remove fields, modify field values, create/modify views, related lists, create new workflows, reports and dashboards.
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The Travel CRM integrates with Zoho Campaigns, Zoho Survey, Zoho SalesIQ, Zoho Creator, Zoho Reports, G Suite, PandaDoc, Twilio, RingCentral, Ringio, and a lot more.
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I have been pleasantly surprised by your courteous manners and professionalism coupled with your prompt attention to my countless requests, for which I am most grateful. You patiently ‘listened’ to all my questions and queries and have relentlessly found practical solutions. Thank you for all your efforts.
Your service has been great so far! Our company had some complicated requests and you have done your best to tweak the program according to our needs. Keep up your great work!
I am pleased with how the engagement has gone so far. With minimal intervention from my side, you guys have been able to roll out the features that were required by us. And that was key for me. Going ahead we will discuss more value add in our processes enabling your team to play a bigger role.
It has been a true pleasure working with the team at GoldenLion – not only for the professionalism but even more so for their caring and openness to new ideas. They feel like part of our team – which makes them a special partner!
The team at GoldenLion has been very good to work with. They have been very attentive to my needs and have been available at pretty much anytime to assist me. I am really not sure when they sleep.
Honest consulting is an oxymoron today. But, wait until you meet the Zoho experts at GoldenLion! They implemented a customized CRM solution not only within the promised time frame but also went the extra mile to provide additional demo sessions. Working with GoldenLion was a refreshing experience! Highly recommended!
The experience has been extraordinarily positive. They are smart, patient, and really important is they understand the needs of the travel industry. We didn’t have to bring them up to speed – they designed the Travel Agency version with the background of an informed travel company.
GoldenLion has created one of the best systems for Travel Agencies. It could be a fantastic tool for you as well provided you learn how to use it. We thank the Core Team and Support Team of GoldenLion for extending all their support and creating such a Great Solution.
Building CRM is not an easy process as there are always chances of communication gaps between expectations and delivery. However, the team at GoldenLion did not let that happen. We can now send quotes, invoices, do vendor reservations sitting at our home on our cozy beds.
Our company asked for a lot of customization and some more complicated features – and the GoldenLion team delivered. Not only that, but they were easy to work with.
I have just started using our new CRM and I am already loving it! I am extremely happy with the quality of service provided as well as the timeliness of the customization process. The team is very professional, knowledgeable, and proactive in answering my questions and taking my requests into action.
The product is well thought out, incredibly useful, and the team at GoldenLion is a pleasure to work with as they are accommodating, knowledgeable, professional, respectful, and polite. I highly recommend Travel Agency CRM, as a small tour operator, it is just what I need to run and automate my business.
I am writing on behalf of the BPE team to express our sincere gratitude for your full support, especially for conducting Zoho training sessions and creating video guides for our team. We are so grateful for your patience and willingness to answer all of our questions, no matter how small or insignificant they may seem. Your expertise and knowledge of the Zoho platform have been invaluable to us, and we have learned so much from your training sessions.
With GoldenLion, we could design Zoho CRM into a unique travel CRM. Great teamwork!
Within the first two communications with GoldenLion, I knew this was ‘the’ company to work with. They have understood the specialty of our travel business and delivered a fantastic product. Their knowledge, commitment, and feedback are outstanding; and I really look forward to future projects.
Answers to the most common questions on Travel Agency CRM
CRM is crucial for streamlining your lead capture, lead nurturing, trip, and vendor management. If you want to manage your processes better and scale your travel business, you need the best travel CRM! The travel CRM lets you centralize your data and run your business from one place. You can use the Travel Agency CRM on desktop and mobile devices. All you need is an internet connection and a browser!
While choosing the right Travel CRM Software, you need to first and foremost see whether the system works for your business process. No matter how feature-rich a solution is, it’ll fail if it does not follow your business’s process and terminology. The Travel Agency CRM, built on top of Zoho CRM, ensures that the solution mimics the standard business process of a travel agency and comes with all the flexibility of customizing it further for unique business needs.
The Travel Agency CRM comes with industry-standard workflows and automation for you. What’s more, you can easily customize the system further to meet any unique need that you might have. And the best thing is we can transfer this solution to you within 5-7 business days. So, you can go live as soon as possible and start leveraging it for your business.
Using Travel Agency CRM is super easy. Moreover, once we’ve set up the solution for you, we offer complete user training that includes process training, building reports, templates, adding fields, etc. We also share tutorial videos for your reference.
Here are the primary benefits you can derive from the Travel CRM:
The Travel Agency CRM works on Zoho CRM Enterprise Edition. You may purchase the Zoho CRM Enterprise Edition or Zoho One Suite of Applications (Zoho CRM Enterprise Edition is a part of Zoho One).
More questions? We’re here to help. You can reach our friendly team and we’ll get back to you as soon as possible!
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