Travel Agency CRM
When the season opens, requests come in from four separate channels at once; while the agency that sent its quote first is the one being talked about, where last year's guest travelled and what budget they set aside stays information nobody remembers.
WhatsApp, email, phone notes and web forms drop into the same request pool; the source is a field, and because a tour package is a product record the quote line feeds from it.
- Combine requests from WhatsApp, email, phone notes and web forms in a single inbox
- Template your tour packages as product records; write the date and headcount onto the quote line and have the total calculated from the price list
- Keep the guest's past tours, preferences and budget on the record and build the next recommendation on that
- Send early booking and last-minute campaigns to targeted lists
- Answer as a team from a single business number, let conversations be assigned by the rule you define, and let the history stay even when staff change
| Multi-Channel Request Centre | WhatsApp, email, phone notes and web forms are set up so that they drop into the same pool as records; because the source is written in a field, channel performance is visible in the report. |
|---|---|
| Fast Quotation | A tour package is a product record; the quote line feeds from it, and the total is calculated on the quote card according to the date and headcount fields. |
| Customer Travel History | Past tours build up under the customer card; because the budget and the preferences sit in fields, the next recommendation is built from that same card. |
| Season and Campaign Management | The target list is filtered on customer fields; because bookings are tied to the campaign, what each campaign brought in is measured. |
| Visa File Document List | A visa application is a file linked to the traveller record; the appointment date, the documents submitted and the outcome sit in fields, and a reminder task is opened for the traveller for a missing document. |
In tourism the business is won or lost in the first hours after a request arrives: the same family writes to three agencies, and the quote of whoever sends a price first is the one that lands on the table. Yet if the request came in over WhatsApp it is on a rep's phone, if it came by email it is in a shared inbox, and if it came from a trade fair it went into a notebook. The season swings; a team that cannot keep up at peak finds no combined list when it asks in the low season who it should be writing to.
Rapitek CRM ties all these channels to the same request record; thanks to template pricing the quote comes out without being calculated by hand, and when you update the price list, new quotes open with the current value. Because the routes a guest has travelled build up on their own card, a campaign is sent not to everyone but to the people who have shown interest in that region before.
