Travel Agent CRM (Lead + Quote Management)

If you’re in travel, you’ll know the real challenge isn’t (just) getting enquiries – it’s keeping track of them, following up properly, and turning more of them into bookings without spending your whole day chasing messages.

This CRM is built to do exactly that.

Made my marketing so much easier!

Emma T

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What this CRM is (and what it isn’t)

|Unfortunately it may not replace the CRM you're already tied in to using, through your consortia (if you are part of one).

This is designed to sit alongside those systems, focusing on the bit that most agents struggle with:

• lead handling

• quote management

• follow-ups

• client communication

• automated workflows

• marketing emails

In short – it helps you manage the front end of your sales process, so fewer leads slip through the cracks.

What you can do with it

Keep every enquiry organised

• Capture enquiries from forms, social media, email, or manual entry

• Store client details, travel preferences, and notes

• See exactly where each enquiry is up to

Manage quotes properly (without the chaos)

• Track who’s waiting for a quote

• Track who you’re waiting on (client replies, deposits, documents, etc.)

• Set reminders so you don’t lose warm leads

One shared number for the whole team (messages included)

You can handle SMS and WhatsApp from the same number, with messages accessible by the whole team.

That means:

• no more “who replied to this one?”

• no more missed messages when someone is off

• better continuity for clients

• faster response times
  

Email and Facebook Messenger, too – all in one place

You can send and track emails inside the system, so client communication stays linked to the enquiry record. You can also link all your Facebook Messenger messages.

Pipelines that show you what’s happening

Your enquiries move through a simple visual pipeline (for example):

• New enquiry

• Quote in progress

• Quote sent

• Follow-up needed

• Booking confirmed

• Not proceeding / Lost
  

So at any point you can see:

• what needs action today

• what’s overdue

• where your bottlenecks are
  

Automate the follow-up (without sounding robotic)

Workflows can be automated to support your process, such as:

• instant reply to confirm you’ve received the enquiry

• reminders if someone hasn’t responded

• follow-ups after a quote is sent

• “are you still looking?” nudges

• prompts for reviews or referrals after travel
  

You stay totally in control – the automation just keeps things moving.

Benefits for travel agents

This system helps you:

• respond faster (and win more bookings)

• stop leads going cold through lack of follow-up

• stay organised during busy periods

• reduce admin and repetitive tasks

• keep all messages in one place (not spread across phones and inboxes)

• work better as a team with shared visibility

• create a more professional customer experience
  

Who it’s best for

This CRM is ideal for:

• independent travel agents

• small travel agencies

• homeworkers working with a team

• agents who get leads from Facebook/Instagram, Google, or referrals

• anyone who wants a clearer, more reliable follow-up process
  

Want to see if it fits your business?

The CRM is currently in trial, and I’m offering limited access while I fine-tune it for travel agents.

If you’d like to take a look, I can show you how it works and talk through whether it would improve your enquiry-to-booking process.