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Travel Agency CRM

CRM that Every Travel Agency Loves

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 system 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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Hear From Our Amazing Customers

Don’t just take our word for it, read what our customers have to say about their experience of working with us.

Manage Every Aspect of Your

Travel Agency

Finally!

A Lead Capturing Machine

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!

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Leads from Website

Leads from Website

With Travel Agency 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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Leads from Live Chat

Leads from Live Chat

With Zoho SalesIQ integrated with Travel Agency CRM, you can track Website Visitors in real-time, know which all pages they are Browsing, chat with them and convert them as Leads.

Free Test Drive
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Leads from Social Media

Leads from Social Media

With 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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Leads from Spreadsheet

Leads from Spreadsheet

With Travel Agency 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.

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The science of

Lead Follow-up

Lead nurturing is an art every salesperson needs to master. While you have to hone that skill yourself, Travel Agency CRM can ensure that you don’t miss even a single follow-up! Here’s how the CRM helps make follow-ups super-easy!

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One-Click Follow-up

One-Click Follow-up

With 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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Manage Your Tasks

Manage Your Tasks

Using Travel Agency CRM 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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Never Miss a Meeting

Never Miss a Meeting

With Travel Agency 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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Log Your Calls

Log Your Calls

Using Travel Agency CRM you can keep track of all your scheduled calls, record the details of inbound and outbound calls and create follow-up tasks.

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Super Easy

Invoice Generation

Guessing games can be fun a lot of times! But, not when it comes to measuring the profitability of your trips. Well, with Travel Agency CRM, you can take the guesswork out! Here’s how the CRM calculates trip profitability automatically, every time.

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Create Awesome Quote

Create Awesome Quote

You can create a variety of awesome Quote Templates using Travel Agency CRM. These quotes can then be instantly sent to your customers via email from within the CRM itself.

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Convert Quote to Invoice

Convert Quote to Invoice

Once the quote is approved by your customer, you can convert them into an Invoice in just one click using Travel Agency CRM. You can then start recording the payments made by your customer.

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Make Reservations

Make Reservations

Using Travel Agency 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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Generate Vouchers

Generate Vouchers

Reservation Vouchers can be created in a jiffy and sent to the customers in a single click using Travel Agency CRM. The issued vouchers can be used to avail the services from the vendors.

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Manage Products

Manage Products

Using Travel Agency 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.

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Fully Centralized

Contact Management

What 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!

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Record Passengers

Record Passengers

Using Travel Agency CRM you can record all the passengers traveling on a Trip and classify them as “Primary Contact”, “Guest” or “Primary Contact and Guest”.

Free Test Drive
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Update Contact Details

Update Contact Details

Using Travel Agency CRM 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.

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Supercharge Your

Repeat Business

Want your customers to buy more and often? Well, who does not! Travel Agency CRM lets you do just that. Market your upcoming trips via meticulously crafted email campaigns and inspire wanderlust. Let’s see how!

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Awesome Campaigns

Awesome Campaigns

With Zoho Campaigns integrated with Travel Agency CRM, you can create awesome email and social media campaigns to market your popular destinations, monitor results, and take action.

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Earn Testimonials

Earn Testimonials

With Travel Agency CRM you can send Testimonial requests to your customers in one click. Once submitted by the customer, the details get stored instantly inside CRM.

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Organize

Fixed Departure

Travel Agency 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!

Fixed Departure

Fixed Departure

Besides Custom Tour (FIT) you can also handle Fixed Departure using Travel Agency CRM that includes the creation of a Fixed Departure, capturing of leads, trips, passengers, invoices, and vendor reservations.

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Automate Booking Form

Automate Booking Form

With Travel Agency CRM 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.

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Built For

Every Size

No 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?

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Meaningful Dashboards

Meaningful Dashboards

Travel Agency CRM 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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Emails Inside CRM

Emails Inside CRM

With Travel Agency 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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Awesome Workflows

Awesome Workflows

Travel Agency 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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User Access Rights

User Access Rights

Travel Agency CRM 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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Customization

Customization

You get all customization options in Travel Agency CRM. You can create/hide modules, create/remove fields, modify field values, create/modify views, related lists, create new workflows, reports and dashboards.

Free Test Drive
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Integration Framework

Integration Framework

Travel Agency 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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Here’s What Our Customers Have to Say

Working with awesome people is a reward in itself! Especially when they have such lovely words for us.

Simple Pricing

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One Time Implementation Fee: INR 1,20,000 + Tax USD 1997
  • Travel Agency CRM
  • Up to 15 hours of onboarding service.
  • Additional services @ INR 1920/hour
  • Up to 15 hours of onboarding service.
  • Additional services @ USD 32/hour
Zoho Subscription Fee
  • Zoho CRM Enterprise Edition:
    INR 2400/User/Month USD 40/User/Month
    INR 3000/User/Month USD 50/User/Month
  • OR
  • Zoho One:
    INR 3500/User/Month USD 90/User/Month
    INR 4000/User/Month USD 105/User/Month

You're in good company

Join 700+ Businesses

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.

Claire Vial-img

Claire Vial

Director, African Safaris Ltd
 
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