Skip to content
CRM workspace

Keep every enquiry, quote and trip in context.

A travel CRM for agency sales and operations teams. Keep the customer record close to the enquiry, quote, booking and follow-up that move the trip forward.

Built forAgency sales & operations
Keep togetherEnquiries, quotes & trips
Start withYour daily workflow
StatusAvailable for evaluation
The CRM workflow

Follow the trip from enquiry to support.

See the record view

Capture the enquiry

Keep the customer, travel preferences and enquiry together so the next conversation starts with context.

Customer records · Trip requirements

Follow the quote

Review quote stages and follow-up tasks around your sales process, with a clear next action for the team.

Quotes · Tasks & follow-ups

Connect the booking

Scope how accepted quotes link to booking details, travellers and trip documents without losing the customer record.

Bookings · Traveller documents

Support the traveller

Plan how your team handles support requests, changes and trip history after the sale.

Service requests · Customer history

Shared customer record

Give the next team member the full picture.

Review trip preferences, ownership, linked information and the next action in one proposed record. The example uses illustrative data.

Plan your CRM setup
TR
Sample traveller recordCustomer context · Illustrative data
Trip preferences
Dubai · Family stay
Next action
Follow up on the quote
Record owner
Agency sales team
Linked information
Enquiry · Quote · Trip documents

A shared activity view

01

Enquiry and requirements recorded

02

Quote prepared for review

03

Follow-up assigned to the team

Project fit

Start with the process your team already runs.

Discuss the requirements

Your sales and service process

Enquiry sources, quote stages, follow-ups and the people responsible at each step.

Your existing customer data

Current systems, export formats and which historical records need to be migrated.

Your communication channels

The channels you use, provider accounts and the conversations you want linked.

Your booking and document needs

Supplier systems, traveller records, permissions and the handover to operations.

Questions

Questions About Travel CRM

Review common questions about products, services and project scope before your next conversation.

Talk to our team

sales@travelcore.tech

Share your current systems, export formats and the history you want to keep. Migration requirements, data mapping and access permissions are assessed as part of the project scope.