Custom CRM for Travel Agencies: Tailored Solutions to Streamline Your Operations
At MilkyCRM, we’ve built a comprehensive CRM system designed specifically for travel agencies, offering a range of features that improve communication, data organization, and reporting. This system simplifies managing clients, trips, and day-to-day agency operations, giving travel agencies everything they need to provide excellent customer service.
1. Communication Tools
Our CRM allows seamless communication across various channels, making sure your travel agency stays connected with clients and partners. The system supports:
- Message sending message between personnel
- Email send and receive email using POP3 or Imap
- Fax Convert documents to PDF and Sending it to Asterisk server to send fax , also receive incoming fax from Asterisk server and notify user
- Phone Calls notify incoming call phone number and name and information of caller on CRM
- Telegram integration send and receive Telegram messages
- Ticket management to keep track of inquiries and issues
- Tour sharing for providing details to customers
- Virtual printing and voice mail options for quick document sharing
You can also set up notifications and follow-ups for each communication, ensuring no message gets lost. With the ability to archive messages and tag them for easy retrieval, managing client communications has never been easier.
2. Party Management
Our CRM organizes all relevant information about clients, referred to as "parties," and helps build a detailed relationship map:
Comprehensive Profile: Each party’s profile includes their first and last name, gender, profile picture, email addresses, phone numbers, and important documents like ID cards, passports, mileage cards, and more.
Relationship Mapping: We allow linking between parties based on family, work, or friendship, creating a family tree or work network of connections, which can be crucial for group travel arrangements.
Recent Conversations: Other users can view what has been sent or received from a specific party, enabling better collaboration among your team.
Correspondence Tags: Set conversation tags on a party and define which users have access to the messages for a controlled flow of communication.
Notes: Team members can leave notes on each party for shared insights and updates.
Groups & Relationships: Parties can be assigned to specific groups, such as tours or departments, and relationships with other parties can be tracked for efficient group travel management.
Housemates and Travel Mates: Keep track of who lives with whom or who has traveled together. This is particularly helpful for joint travel bookings or shared accommodation arrangements.
Ticket and Invoice Management: Store a list of bought tickets and paid invoices for easy reference.
3. Pivot Reports: Simplified Data Analysis
Our CRM includes a powerful Pivot report generator that allows you to analyze data and extract insights based on 4 criteria:
- Filter: Limits the data result to specific parameters.
- Row: Binds a column to the row side of the data table.
- Column: Binds a column to the column side of the data table.
- Value: Aggregates data, applying calculations to each cell.
Once the criteria are set, you can generate Pivot tables against your CRM’s database, and visualize the results in formats like Bar Charts, Stacked Bar Charts, or Pie Charts.
Conclusion
With our Custom CRM for Travel Agencies, you can manage communication, client relationships, and reporting effortlessly. Our advanced features, including relationship mapping, conversation tracking, and flexible reporting, provide you with the tools needed to elevate your agency’s operations and customer service.
