Travel CRM Capabilities
Cheapest Travel CRM for Travel Agency , DigiSurface travel CRM solution is designed for travel agency to manage their inbound operations, our Travel CRM is already integrated with Tally, Our travel CRM can be on-premise and cloud version.
Dashboard
- View Summary for Monthly and Yearly
- View real time status of leads
- Get monthly sales overview
- View Turn Around Time and Follow-ups status
- Assign tasks to team and set priority
Customer/Corporate Management
- Create unlimited Customer /Corporate Clients
- Flexibility to update/edit/delete of existing customers
- Ability to define new columns in masters
- Add multiple contact details, address , bank account information, GST information
- Manage business related documents in single repository
Guest Management
- Add unlimited guest & link them with customer/corporate
- Update/edit/delete existing guest
- Manage guest profile
- Maintain guest documents in single repository
Supplier Management
- Create new supplier profile
- update/edit/delete existing Supplier
- Add multiple type Suppliers like Hotelier, Taxi and Cruise , Visa
- Define Multiple Contact Details and Addresses, Bank Account information
- Maintain all business agreement in single repository
Lead Tracker
- Tracking of all leads
- Auto Lead ID generation
- Auto Email Notification
- Leads can be assigned to destination Expert
- Define priority to Lead High/Medium/Low
- TAT (Turn around time) can be tracked against each lead
- Assign flag to lead
Quote Builder
- Create day-wise itinerary from lead
- Option to add services such a Hotel, Flight, Cab etc
- Making notes of early arrivals
- Define Mark-up and Service Tax plus GST
Package Designer
- Create Multi-Destination Packages
- Create Detailed itinerary
- Enter Hotel, Sightseeing, and Transfer information
- Pricing in multi Currency
- Upload Multiple Images
Reports
- Lead wise Report
- Quotation Reports
- Customer Report
- Pending Payment Report
Master
- Maintain complete hotel information with a rate sheet
- Maintain Transportation Cost
- Maintain complete information of Entrance with ticket cost
- Maintain complete information of Activities with ticket cost
- Maintain complete information guide charge
Finance Module
- Create payment requisition generation request
- Auto payment reminder for supplier and clients
- Choose payment type Full Payment | Partial Payment | On Credit
- Manage cost to client and cost to company
- Send payment receipt
- Send booking vouchers
Invoice Generation
- Generate Performa & Tax Invoice
- Define all types of taxes
- Capturing of Booking Details
- Generate Corporate Invoice Payment Tracking
- Print , Email , Download
Document Management
- Maintain customer document master
- Maintain vendor document master
- Maintain guest document master
- Any information can View/Download and Send
- The document can be attachment with booking
Complaint Management
- Users can be lodge any complaint
- Option to change Complain Status
- Remarks Column is available for further Analysis
- Based on services, Supplier rating can be defined
