9 Best Travel Agency CRM Software in 2021

What is Travel CRM Software? 

Travel CRM software is designed for travel agencies to manage their customers. It works like a regular CRM, but the functions are customized well enough to cater to the specialized needs for tour and travel companies. It allows companies to strategize their outreach program through ads and acquire new customers. Then, pursue them further to manage their trip bookings. Travel CRM streamlines operations through various features such as calling, follow up, accounting, trip scheduling, etc. 

Best CRM for traveling agencies enables price-sensitive modules to create tour packages. It helps travel businesses tap into a wide spectrum of customers. Travel CRM system enhances the workflow of a touring agency and helps establish themselves in a competitive market. 

Travel CRM solution is a complete system that assists travel companies/agents in managing outreach, leads, inquiries, and other essential travel packages. It enhances sales-related activities in a competent and compelling fashion. The solution helps in the growth of customer base, supervision of enquiries/targets, take follow-ups, manage contacts, etc. 

How Travel CRM Works for Tour Operators and Travel Agencies? 

The first thing that Travel CRM does is, it accumulates leads from online advertisements and saves all the information into the system. This includes contact information like phone numbers, email IDs, etc. CRM system for travel agencies utilizes an integrated method to keep the customer informed. The best travel CRM provides features for managing sales, marketing, and service automation in a single platform

.Travelling agents start the operation by contacting leads and place them in a sales funnel to track their progress. They can schedule calls, send automated system generated emails, etc. to initiate and establish a chain of conversation with the lead. Travel CRM solutions automate communication, offer business intelligence, enable travelling agents to make the sales process smoother. A sound CRM system for travel agencies empowers them to stay ahead of the curve with the customer-focused outreach and price management features. 

Travel CRM analysis works on three critical factors - innovative outreach, data analysis, and relationship management. CRM for travel companies also ensures customer retention through post-sales outreach module where customers are sent text messages and emails regarding new offers and discounts. 

Travel Agency CRM Software Features

Lead Management and Tracking

The software accumulates lead information from the online ads. It includes contact information like social media, email addresses, phone numbers, etc. Agents can initiate their outreach by tracking the lead status through sales funnel. 

Travel Invoice

Travel CRM solutions can generate invoices for your customers with details of all their expenses along with taxes. It includes the cost of travelling, staying, food, etc. This is further used for the generation of bills. 

Booking Management and Tracking

Once a customer confirms the booking, the travel CRM solution process the travel request and tracks their plan. CRM for tour operators helps travel agents create a personalized itinerary for their clients.

Reports

Travelling agents can get access to comprehensive reports on leads, bookings, expenses, customer behaviour, etc. A travel CRM offers insights and assists in enhancing customer satisfaction rates. Travelling companies can analyze the data and generate targeted advertising campaigns for planned outreach by Reporting Tool. 

Payment

Travel CRM system empowers travelling agencies to save time and resolve the billing hassles by enabling online payment modes. Travel CRM includes multiple online payment methods like credit cards, debit cards, online banking, mobile wallets, and many others.

Automated Follow up

Travel agents can initiate the conversation and set up automated follow-ups with the customer. The system generates notifications to remind the agents about following up with customers. 

Task Management

Traveling companies can coordinate and streamline the entire operations through a single platform by task management software. Travel CRM allows managers to assign leads to the agents and their work automatically. The travel CRM system also helps in managing inter-departmental work smoothly. E.g., marketers and sales teams can work together and share data with each other effortlessly through a travel CRM solution.

Client Profile Management

Once the sales process is completed, travel agents can take all the necessary information from them and save it in the travel CRM system. It includes personal verification documents such as Aadhar card, bank details, etc. This enables agents to create a detailed profile of the client. It facilitates companies to track their customer efficiently and offer better customer management services. 

Visa Management

Travel CRM solution enables tour operators to manage the immigration system for Visa processing of the customer. It ensures secured visa generation and payment processing. Some travel CRM includes the lead management for Visa immigration as well. 

Multi-Currency Management

Travelling companies that conduct foreign tours can use CRM for travel agencies to calculate the accurate forex rates for managing their expenses smartly. It includes costs for traveling, lodging, food, etc. that will be spent on the trip. 

Expense Management

The software offers an exemplary expense management system that allows users to track their spending efficiently. It also helps in managing the finances of travel businesses. 

Contact Management

A good travel CRM stores all the contact information generated from the leads for retargeting during specialized ad campaigns. The contact information is also used to inform existing clients about new discount offers and travel plans by contact management software.

Email Alert

Travel CRM communicates with customers regarding the new travel programs through emails generated by the software. 

Advantages of using a travel agency accounting software 

Here are a few advantages of a travel agency accounting software:  

Better Management of Leads

Travel agency accounting software offers enhanced lead management and the transactions incurred with the lead. It also uses this data for generating financial documents like balance sheet. 

Effective Marketing Campaigns

It enables marketing teams to generate cost-efficient marketing campaigns to gather leads which could be used as a potential customer.

Efficient Expenditure Tracking

Travel agency accounting software helps companies to track all the expenses involved in the trip conveniently.

Follow-up management

The software generates notifications for follow-ups through SMS and text messages as a reminder for payment collection or other trip-related information.

Customer Satisfaction

Travel agency accounting software ensures customer satisfaction through seamless checkout and customer feedback forms

Mobile CRM to Work on the Go

On-field agents can use the mobile application of Travel CRM solutions to report from the ground about their work. 

Relationship Management

The software allows travelling agents to initiate essential customer relationship management. It can be used for keeping the customer updated with new travel plans and discount offers. 

Automated Reports

It provides a smart assessment of the expenses and costs during different reasons for companies to build cost-effective travel packages.