Guide
What is a travel CRM?
A travel CRM is customer and sales software shaped around trips: destinations, travellers, quotations and follow-ups. This guide explains the idea first, then how TravNex implements it.
Definition
A travel CRM (customer relationship management system for travel companies) stores enquiries and clients together with trip context, sales stages and communication history so a team can follow up and convert without relying on one person's inbox.
How a travel CRM works
1. An enquiry is captured. 2. Someone owns it. 3. Trip details are recorded. 4. A quote is produced. 5. Follow-ups are scheduled. 6. On win, a booking file starts. Generic CRMs stop being comfortable around step 3.
Benefits agencies actually feel
- Handover when a consultant is away
- Fewer forgotten follow-ups
- A place to attach the quote that was sent
- Reporting on where deals stall
Travel CRM vs generic CRM
See the comparison table. The short version: generic tools need you to invent travel objects; travel CRMs ship them.
How TravNex fits this definition
TravNex is travel CRM software and also quotations, inventory, WhatsApp, ops and accounts. Read the product page if you are evaluating software, not only the category.
How to choose
Continue with how to choose a travel CRM and the sales pipeline guide.
Frequently asked questions
Related TravNex pages
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