CRM for Travel Agency

CRM software for a travel agency allows you to manage leads and customers in one place. The communication that travel agents have with their customers are managed in the CRM to achieve a complete registration and follow-up of sales opportunities without losing any important details

With the CRM for travel agency, you will be able to manage all sales opportunities, follow up on phone calls, and emails, answer incoming inquiries from channels such as WhatsApp, and Facebook Messenger, or create integrated web forms and a chatbot for your website to capture new prospects with attention 24/7.

What is CRM Software for sales in travel agency?

A CRM for a travel agency is software that manages the relationship with customers and prospects to better respond to their needs.

It allows you to record booking inquiries, track conversations with potential customers, automate repetitive sales cycle tasks, and create multiple marketing campaigns based on customer segmentation.

Improve the management of all your leads.
Lead management is an essential activity for a successful sales organization. The leads need to receive an adequate and timely response to their needs. With a CRM for travel agency, you will be able to organize all the leads to improve follow-up and communication with them. Put aside the use of spreadsheets for your prospecting and sales process.

Centralize multi-channel communication.
A CRM for travel agency routes incoming/outgoing inquiries and the historical record of communication from several apps in one place.
Integrate in the CRM for Travel Agency the different ways in which the client communicates.
Get to know your customers on the apps they like the most, all from the CRM for travel agency. Get it integrated with instant messaging apps such as Facebook Messenger, WhatsApp, or others.

Segment your leads and customers according to their tastes or preferences.
With the CRM for Travel Agency, you will be able to segment clients and prospects so that you can design personalized marketing campaigns and carry out the appropriate promotions. Segmenting your leads and customers according to preferences will be very useful.

Use the tools such as email marketing too and make an effective follow-up of your leads.

Sales funnel in the CRM for travel Agency

A CRM for travel agency should have a visual and intuitive interface to manage deals in the sales funnel. There are several CRMs for travel agency, however, with the Pipedrive CRM you can create and customize as many sales funnels as you need to represent your sales process in your travel agency.

To improve sales drive and increase deal-win rates, a travel agency CRM should help the sales agent focus on the immediate and important actions to be taken.

It is important to identify where each contact is in the sales funnel, what stage of the process they are in now, how long they have been in this state and what is the next step for the travel agent to take.

Travel agency around the world use CRM to grow their businesses!

We invite you to Pipedrive free trial up to 45 days and discover how it can give your business an edge over your competitors.

A free trial will help you learn about the CRM for travel agency within your work environment. In addition, you can invite other members of your team (sales agents, business analysts, marketers, etc.) to evaluate without limitations.

Try free the CRM Pipedrive for travel agency

*Full access! You do not need to enter your credit card*
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Why use a CRM for a travel agency?

Without a CRM system, a travel agent may find it difficult to manage a high volume of clients. And if the administration of your sales is based on spreadsheets, the difficulty in monitoring them is greater.

Using a CRM for a travel agency can center its process flow in the CRM: integrating the entire sales and marketing process in a single system is no longer a major difficulty. If your website attracts people's attention, you'll have an attractive web form integrated with the CRM. Incoming WhatsApp conversations will also be kept within the CRM, so you don't lose any details of the communication with your customers. All these features can improve customer satisfaction.

In the sales funnel of a CRM for a travel agency, you will have a clear vision of the different stages through which the client traveled, from prospecting to booking and purchasing a vacation package.

Generally, a CRM for a travel agency includes helpful automation for your workflow: Automating welcome information and an email wishing them well on their journey will save you a lot of time. Customers will ask fewer questions because they are confident that they have received all the required information.

An ideal CRM for travel agency

Thought of the needs of the travel industry, CRM is ideal for sales in Travel Agency when:

It helps companies capture more leads by improving the efficiency of their sales team.
Designed to help travel agents serve their customers efficiently.
It offers exceptional value with an amazing array of features for a fraction of the cost of any comparable system in the industry.

Main features of a CRM for a travel agency

CRM software for travel agency, in addition to managing and optimizing commercial management, has other important characteristics that we will mention below:

Automatically capture more leads from a variety of sources including websites (webform, chatbot) email, phones, and instant messengers like WhatsApp, and Facebook Messenger.
Track leads through the sales funnel pipeline and assigns tasks to create a better booking experience for vacationers.
Useful automation for your workflow that will save time: Automate welcome information, an email wishing them well during their trip, follow-up activities, etc.
Create custom fields to record critical customer information for communications.
Segment customers and prospects so you can design personalized marketing campaigns and run the right promotions.
Available with beautiful reports and dashboards.
Document management and storage.
Allows integration with most of the systems you currently use.

Looking for a CRM for travel agency?

Below we will show you Pipedrive CRM software that will help manage a travel agency and facilitate the follow-up to sales and the execution of your marketing strategy.

Pipedrive CRM for a travel agency

With Pipedrive you can manage incoming inquiries from your leads and customers, increase booking engagement, and create travel itineraries tailored to your customers' demand. Pipedrive CRM software also helps deliver an improved customer experience for travel agency customers.

Pipedrive Pricing

Pipedrive allows you to choose from 4 available plans. In addition, you can enrich the chosen plan with more features as an Add-on. These Add-ons are: LeadBooster, Web Visitors, Campaigns, Smart Docs and Projects

Essential Plan.- This plan starts at $12.50 and offers to get organized and set up simple sales processes. The features available in this plan are: Lead, deal, calendar and pipeline management, Simple data import and easy customization and 24/7 support and 300+ integrations.
Advanced Plan.- This plan starts at $24.90 and offers to Scale quickly using easy-to-use email and automation. The features available in this plan are: Essential Plan more, Full email sync with templates and scheduling, Group emailing plus open and click tracking, Customizable automations with in-depth automation builder.
Professional Plan.- This plan starts at $49.90 and offers to everything you need to boost performance and revenue. The features available in this plan are: Advanced Plan more, Create, manage and eSign documents and contracts, Revenue projections, forecasts and enhanced custom reporting.
Enterprise Plan.- This plan starts at $74.90 and offers to customize without limits and access unrivaled support. The features available in this plan are: Professional Plan more, Unlimited user permission and visibility settings, Additional and heightened security preferences, Implementation program and phone support, No feature usage limits.