This is an illustrative example of how a business in this sector typically uses Travel CRM. It does not describe a specific client. Ask us for references from businesses like yours.
The challenge
A destination management company prepares itineraries and quotes manually in Word, leads go cold, and nobody knows which quotes are pending.
The solution
Manage leads in one pipeline, build branded itineraries and quotes in minutes, and automate WhatsApp follow-ups and payment reminders. The setup uses these Travel CRM capabilities:
- Lead Capture & Pipeline: Enquiries from website, WhatsApp, Facebook and travel portals land in one sales pipeline.
- Itinerary Builder: Day-wise itineraries with hotels, sightseeing, transfers and images — shared as branded PDF or link.
- Smart Quotations: Create package quotes with markup, taxes and multiple options; track when clients open them.
- Booking Management: Flights, hotels, transport and activities tracked per trip with vouchers and confirmations.
How it is implemented
- Discovery call: map the current process, channels and goals.
- Setup & approvals: configure Travel CRM, complete required registrations and connect existing tools.
- Pilot: start with one team, branch or campaign and refine messages and workflows.
- Roll-out & training: extend to all users and train the team.
- Review: track the KPIs below weekly and optimise.
Expected outcomes
Businesses in Travel & Hospitality typically adopt this approach to save time, respond faster and make results measurable. Actual outcomes depend on volume, audience and execution — that is why we agree the KPIs up front and review them together.
KPIs to track
- Time to send a quotation
- Quote-to-booking conversion
- Leads without follow-up for 48 hours
- Outstanding payments