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Module 9 of 17

CRM

Keep companies, contacts and deals in one place.

All modules

What it looks like

Contacts with their company, details and the bookings they made
Contacts with their company, details and the bookings they made
Opportunities by stage, with amount, probability and close date
Opportunities by stage, with amount, probability and close date

What it solves

The whole commercial relationship with agencies, companies and direct travelers, tied to the real operation: not an address book, but a clear view of how much each account has bought from you and what is still open.

  • Company and contact records
  • Sales opportunity tracking
  • Tasks and reminders per client
  • Booking history by account
3seasons of history in view
0requests lost in an inbox

What you can do

  • Open records for companies, agencies and contacts
  • Track opportunities by stage
  • Create tasks with an owner and a due date
  • See the email history of every account
  • Log calls, meetings and visits
  • Check how much each agency bought and when

A real case

An agency that sends groups all summer

The situation

An inbound operator from Buenos Aires who has worked with you for three seasons and books seats in blocks.

  1. 01

    The agency record shows the 38 departures it has bought from you and what it billed each season.

  2. 02

    In November the summer request lands and is logged as an opportunity with a reply-by date.

  3. 03

    The system reminds you to call three days later; the call is logged on the record, not in your head.

  4. 04

    When the group is confirmed, the opportunity becomes bookings without retyping a single detail.

What you end up with

Anyone on the team can pick up that agency knowing exactly where the conversation left off.

How you get it

Included in the plan.

See pricing

Load one of your own departures and see how it looks.

No video, no guided tour: it is your account, with every module open, so you can try it on data you recognise.

15 days · no card · closes itself if you stop there