Why travel agencies and agents need a CRM?
Travel agents and agencies deal with a lot of prospects daily. It’s practically impossible to juggle between
multiple tools. That’s why you need a CRM for travel to simplify your day.
Capture inquiries from multiple sources
Opportunities come from multiple sources like website, PPC, booking portals, partners, etc. You need a travel CRM to collect all the data and act on it.
Distribute inquiries among reps
When leads come in from multiple sources, you’d want inquiries to automatically distribute across team. You need a CRM with automation engine for this.
Communicate effortlessly
An ideal CRM for travel should empower you to communicate via built-in multiple channels. You wouldn’t want to use different tools for communications.
Create itineraries and share with leads
Your CRM should be able to create itineraries and be able to associate with deals easily. The CRM should also enable you to send the attachments easily.
Manage leads and track progress
Pipeline management is among the top needs for travel industry and you should not compromise with this features when you’re looking for a CRM.
Use automation for sales and marketing
Deals, discounts, and promotions are absolute essential for travel agencies and independent agents. CRM should empower you to execute campaigns automatically.
Manage partners & relationships
Travel agencies and agents have close relationships with hotels, vendors, rentals, etc. Obviously your CRM should manage partners efficiently.
Track business & team performance
Insights on business & team perfromance enables you to take better decisions. Your Travel CRM should automatically create reports and dashboards.
Why should you explore Salesmate?
Salesmate is the perfect CRM and automation platform for your travel business. You can simplify and
automate sales, marketing, and CX processes in minutes.
LEAD GENERATION
Bring inquiries into CRM from multiple sources
- Plug customizable Web Forms on your website
- Chatbots to capture leads even when you’re not around
- Book more meetings with Meeting Scheduler
- Connect Salesmate with external lead sources
COMMUNICATION CHANNELS
Get instant alert for IMP events
- Bring your email inbox into Salesmate
- Click-to-call from Built-in Phone System
- Leverage the magic of SMS in sales and marketing
- Book Zoom, Google Meet, or Microsoft Teams meetings
from Salesmate
LEAD MANAGEMENT
Manage and distribute inquiries effortlessly
- Manage unlimited deals and unlimited pipelines
- Drag & drop leads on Kanban pipeline management
- Distribute leads to your teammates automatically
- Create contacts with profile enrichment
- Deal win probability based on your desired criteria
CUSTOMIZATION
Look at Salesmate the way you want to!
- Customize pipeline stages and deal cards
- Create custom dashboards for your favorite insights
- Take control on Contacts, Companies, Deals, Activities,
or Products modules - Create custom tour packages using Product module
- Add custom fields that compliment your travel agency
Turn Salesmate the way your Travel agency wants!
Experience customization capabilities from Salesmate CRM. Take a 15 day free trial. No credit card required!
AUTOMATION CAPABILITIES
Relax! Automation will take care of it.
- Take automatic email and text follow-ups using Sequences
- Build conversion-driven newsletters and send in bulk
- Create journeys of ANY campaign you desire and execute
with Marketing Automation - Automate mundane tasks with Workflow Automation
- 2X your calling efficiency with Power Dialer
- Design your entire day with Smart Queues
INSIGHTS
See what drives growth for your travel agency
- Interactive Dashboard with 45+ widgets
- Create custom reports for teams and sales performance
- 25+ Pre-made report templates for quick insights
- Goals, Insights, Live View, Logs for every campaign you create
- Email template performance, open rate, click rate, bounce rate
for every email you send.- A/B test campaigns and discover the most efficient journey
Travel CRM that’ll offer you more time to build your agency!
Explore the automation capabilities from Salesmate. Take 15 days completely free trial. No credit card required.
SALESMATE PRICING
Perfect CRM for your travel agency,
starting at just $23!
Simple pricing plans, no confusion.
Basic
Build & organize your sales function
$23
per user/month$276, billed annually Or $29 per user if billed monthly
Pro
Automate sales and close more deals
$39
per user/month$468, billed annually Or $49 per user if billed monthly
Business
Most PopularBecome a revenue machine
$63
per user/month$756, billed annually Or $79 per user if billed monthly
Enterprise
Perfect fit for enterprise sales teams
Custom
Connect with our sales team for enterprise pricing.
Frequently Asked Questions
Got questions? Find answers!
What is CRM for travel agency?
A CRM system for travel agencies is software that helps the agency keep track of customer relationships. It can automate and streamline multiple tasks that are associated with running a travel business, such as marketing, sales, customer service, and booking trips.
A CRM system can also help a travel agency better understand its customers and target specific marketing campaigns to certain customer segmentations. Additionally, a CRM system can help an agency optimize its website for conversions and track important data points such as website visitors, leads, and customers.
CRM systems can be used to manage individual customer relationships and group or corporate accounts. Travel agencies that work with large groups or corporations can use a CRM system to keep track of all prospects and customers.
What are the benefits of using a CRM for travel agency?
Using CRM software for a travel agency can benefit you in multiple ways; If you are considering implementing a CRM system for your travel agency, these are some of the benefits you can expect:
All your customer data in one place:
A CRM will store your customer’s data in one centralized database, including contact information, preferences, purchase history, and interactions with your brand.
Having all this information stored in one place makes it easy for you to have a 360-degree view of each customer, which can be very helpful when trying to provide good customer service.
Increased sales and revenue:
With a CRM system, you can automate repetitive tasks such as lead nurturing and email marketing, which frees up your time to focus more on selling.
Additionally, a CRM can help you better understand your customers and target your marketing campaigns more effectively, leading to increased sales and revenue.
Improved customer service:
A CRM system can help you keep track of your customer’s interactions with your brand and their purchase history. This information can be very helpful when trying to deliver better customer service, as you can quickly see a customer’s needs and preferences.
Additionally, a CRM can help you automate tasks such as customer support requests and appointment reminders, which can lead to improved customer satisfaction.
Greater efficiency and productivity:
A CRM system can automate many of the tasks associated with running a travel business, such as marketing, sales, customer service, and booking trips. This can lead to greater efficiency and productivity, as you will not have to waste time on manual tasks.
Additionally, a CRM can help you better manage your time by providing you with features such as task management and calendar integration.
Better decision making:
A CRM system can help you track important data points such as website visitors, leads, and customers. This data can be very helpful when trying to make decisions about where to allocate your resources.
Additionally, a CRM can help you generate reports to understand your business better and make informed decisions.
What are the features of a CRM for travel agency?
A CRM system for travel agencies should have the following features:
Lead management:
A CRM system should have lead management capabilities to help you track and manage your leads. This includes features such as lead capture forms, lead scoring, and lead nurturing.
Contact management:
A CRM system should have contact management capabilities to help you store and manage your customer’s contact information. This includes features such as contact profiles, contact lists, and contact segmentation.
Customer service:
A CRM system should have customer service capabilities to help you manage your customer’s support requests. This includes features such as team inbox, live chat, and knowledge base.
Reporting and analytics:
A CRM system should have reporting and analytics capabilities to help you understand your business better. This includes features such as dashboards, reports, and data export.
Integrations:
A CRM system should have integrations with other business systems to help you automate your workflows. This includes features such as Zapier integration, API integration, and webhooks.
Marketing automation:
A CRM system should have marketing automation capabilities to help you automate your marketing tasks. This includes features such as email marketing, and campaign management.
Sales automation:
A CRM system should have sales automation capabilities to help you automate your sales tasks. This includes features such as email sequences, text sequences, workflow automation etc.
Sales pipeline:
A CRM system should have a sales pipeline to help you manage your sales process. This includes features such as lead management, contact management, and opportunity management.
Why is CRM important for travel agency?
CRM is important for travel agencies because it helps them manage their customer relationships and business processes. It can also help a travel agency automate marketing, sales, and customer service activities.
This can lead to greater efficiency and productivity and improved customer satisfaction. Furthermore, a CRM system can help a travel agency better understand its business and make informed decisions.
How to choose the best travel CRM?
There are a few things to consider when choosing the best travel CRM for your business:
Ease of use:
The CRM system should be easy to use and allow you to get started quickly. It should have a user-friendly interface and be intuitive to use.
Features:
The CRM system should have the features you need to manage customer relationships and business processes. It should also have integrations with other business systems to help you automate your workflows.
Pricing:
The CRM system should be affordable and offer a pricing plan that fits your budget.
Customer support:
The CRM system should have excellent customer support to help you with any questions or problems you have.
Scalability:
The CRM system should be scalable to grow your business. It should be able to add more users and features as your business grows.
Customizations:
The CRM system should be customizable so that you can tailor it to your specific needs. It should allow you to add custom fields, workflows, and reports.
Why is Salesmate the best travel CRM?
Salesmate is the best travel CRM because it offers all the features you need to manage customer relationships and business processes. It also has integrations with other business systems to help you automate your workflows.
Furthermore, Salesmate is affordable and offers a pricing plan that fits your budget. Additionally, Salesmate has excellent customer support to help you with any questions or problems. Lastly, Salesmate is scalable and can grow with your business. It can add more users and features as your business grows.
Salesmate does it all - email, texting, phone calls, recording. All can be done from the CRM. It's the backbone of my agency!
I've used Salesforce and a plethora of other CRMs and this blows them all away for everything!