The key features of B2B Travel Software are thoughtfully designed to empower businesses within the travel industry to streamline their operations and provide exceptional service to their clients.
Email To Query
Lead Management
Client/agent communication
quotation creation
quotation preview
supplier communication
auto-generated invoice
auto voucher
Daily Duty Sheet
supplier payment
petty cash
salary sheet
tax/profit & loss report
masters
agents
B2B travel companies gather inquiries and leads from multiple channels, including website forms, email inquiries, and social media platforms. With the integration of B2B Travel Software, all incoming leads are automatically captured and funneled directly into the CRM system.
With Travel CRM Solution, B2B Travel software, leads are intelligently categorized based on key factors such as inquiry source, request type, and potential opportunity value. This systematic classification allows for prioritizing leads efficiently, ensuring that resources are allocated where they matter most.
Once categorized, leads are swiftly assigned to the most suitable sales or account management team member for follow-up. This ensures that every lead is promptly handled by the right expert, enhancing response times and delivering a superior customer experience.
Sales teams can follow up on leads using personalized communication channels like email, phone calls, or in-person meetings. By offering tailored information, addressing questions or concerns, and guiding prospects through each stage of the sales journey, they work to effectively convert leads into loyal customers.
B2B Travel Software meticulously tracks the progress of each lead throughout the entire sales journey—from the initial inquiry to final conversion or closure. It provides real-time updates on lead status, enabling teams to monitor performance, identify bottlenecks, and make data-driven decisions to optimize lead management.
Travel CRM Solutionl software provides automatic notifications when a user fails to respond to a particular lead, helping you stay proactive. With built-in Turnaround Time (TAT) tracking, you can monitor response times for every lead, ensuring timely follow-ups and efficient engagement.
Easily manage user profiles with our travel CRM software’s powerful Roles & Permissions feature. Assign tailored roles and permissions to users based on their responsibilities and access needs. Control data access, task assignments, and system functionalities to safeguard sensitive information while ensuring smooth workflows.
Simplify international transactions with Travel CRM Solution software, effortlessly managing multiple currencies, automatic conversions, and displaying prices in your clients’ preferred currency. Streamline financial operations, generate precise reports, and offer a smooth, hassle-free booking experience.
Quotation Creation in a B2B Travel CRM streamlines the process of generating and sending tailored travel quotes to clients. It enables travel agents to quickly create professional, detailed quotations for flights, hotels, tours, and other services, based on client preferences and real-time pricing.
The process starts when a client submits an inquiry, whether through email, phone, website, or any other integrated channel. The CRM automatically captures the client’s details and requirements (e.g., destination, travel dates, budget, preferences).
The system pulls real-time pricing and availability from integrated suppliers (flights, hotels, car rentals, etc.) to ensure that the information in the quote is accurate and up-to-date.
The CRM automatically handles currency conversion and tax calculations based on the client’s location and the business’s financial setup, providing a seamless and transparent pricing structure.
Quotation Preview in a B2B Travel CRM allows travel agents to review and ensure all details in a travel quote are accurate and professionally presented before sending
it to the client. Here's how the Quotation Preview feature works:If the agent has added any attachments (terms and conditions, promotional materials) or custom notes, these can be reviewed in the preview to ensure everything is included and displayed properly.
If the quotation includes multiple travel package options (e.g., different hotels or flight choices), the preview will show how these alternatives are presented to the client for easy comparison.
If any errors or adjustments are needed, the agent can easily go back to modify the quotation before sending it. This ensures the final version is polished and meets the client’s needs.
Supplier Payment in a B2B Travel CRM is a feature that helps travel agencies manage payments to suppliers such as airlines, hotels, car rental companies, and tour operators.
It streamlines the process of tracking, scheduling, and making payments, ensuring timely and accurate financial transactions while maintaining a clear record for future reference. The CRM automatically generates and tracks invoices received from suppliers based on services booked, such as flight reservations, hotel stays, or tour packages.
These invoices are linked to specific bookings, allowing the agency to easily verify charges and ensure that they match the services provided.
The system can schedule payments to suppliers based on agreed terms (e.g., 30-day net, upfront deposits, or installment payments).
Agents refers to the travel agents or agency personnel who play a crucial role in managing customer relationships, facilitating bookings, and ensuring smooth operations
within a travel agency. Here’s a detailed overview of how agents are managed within the CRM system, their roles, and the features that support them. The Agents component of a B2B Travel CRM is essential for managing the personnel who drive customer interactions and bookings. By providing the necessary tools, resources, and data, a CRM system empowers agents to operate efficiently and effectively, ultimately enhancing the overall performance of the travel agency. This strategic management of agents is key to delivering outstanding customer experiences and achieving business growth in the competitive travel industry.
Masters typically refers to a centralized management feature that allows travel agencies to store and manage essential foundational data related to their business operations.
This data is crucial for ensuring smooth workflows, accurate reporting, and effective management of resources. Here’s an overview of how the Masters module works and its key components the Masters module in a B2B Travel CRM is a crucial component for managing foundational data effectively. It empowers travel agencies to operate more efficiently, deliver personalized customer experiences, and make informed business decisions, ultimately enhancing their competitiveness in the travel industry
Suppliers Communication in a B2B Travel CRM allows travel agencies and businesses to efficiently manage and streamline interactions with their suppliers, such as airlines, hotels, car rental companies, and tour operators. This feature centralizes all communication, ensuring smooth collaboration, faster response times, and better service delivery.
All communication with suppliers is consolidated in one platform, allowing for quick and easy access to past conversations, agreements, and updates. No need to switch between multiple tools or platforms—emails, messages, and documents are all stored in the CRM.
A dedicated supplier dashboard provides an overview of all supplier interactions, contracts, and performance metrics. Easily track responses, order statuses, and supplier availability in real-time, helping to manage expectations and delivery timelines.
Automatically generate and send requests for availability, pricing, or special requirements to suppliers based on client inquiries. Set up automated follow-ups if no response is received within a specified timeframe, ensuring no request goes unanswered.
Auto-Generated Invoice in a B2B Travel CRM automates the process of creating professional and accurate invoices for clients based on their bookings and services. This feature reduces manual effort, eliminates errors, and ensures that invoices are consistent and aligned with the business’s billing policies.
Once a booking is confirmed or a service is completed, the system automatically gathers all necessary details, including client information, booked services (flights, hotels, tours), taxes, and fees, to generate the invoice.
The CRM pulls real-time pricing from integrated systems to ensure that the invoice reflects the most up-to-date costs.
Businesses can use pre-designed, customizable invoice templates that include their branding (logos, colors, business name) and necessary financial details (tax IDs, payment terms, etc.).
Fields like client name, services provided, total cost, and payment due date are automatically populated, ensuring consistency and professionalism.
The system can handle multi-currency transactions, automatically converting amounts based on the client's location or the currency used in the booking.
It also factors in relevant taxes, such as VAT or service tax, according to local regulations, ensuring compliance.
Vouchers in a B2B Travel CRM provide a streamlined and automated way to generate, manage, and distribute service vouchers for clients. These vouchers serve as official documentation for services such as flights, hotels, tours, and car rentals, ensuring that clients have all necessary details for their bookings.
After a booking is confirmed, the CRM automatically generates a voucher containing all the essential booking details, such as client name, service details (flight, hotel, tour, etc.), booking reference, and any special instructions. The voucher is automatically linked to the booking, ensuring accuracy and consistency in the information provided.
Vouchers can be customized to reflect your agency’s branding, including logos, colors, and contact details, creating a professional and polished document for your clients. You can add specific information based on the type of service, such as flight numbers, hotel check-in times, or tour itineraries.
If any changes are made to the booking (such as flight rescheduling or hotel changes), the voucher is updated in real-time to reflect these modifications, ensuring that clients always receive the latest information.
For trips that include several services (flights, hotels, transfers, etc.), separate vouchers for each service can be generated automatically, ensuring clarity and organization for the client.
A Salary Sheet in a B2B Travel CRM helps travel agencies manage employee payroll efficiently. It automates the process of calculating and tracking salaries, deductions, and benefits, ensuring that employees are paid accurately and on time. This feature simplifies payroll management, reduces administrative work, and ensures compliance with tax regulations.
The CRM stores essential employee details such as name, designation, salary structure, and bank details. Employees can be categorized based on roles, departments, or teams, making payroll processing more organized.
The CRM automatically calculates each employee’s gross salary based on their agreed pay structure, including basic salary, allowances (e.g., travel, housing), and bonuses. The system accounts for deductions like taxes, provident fund contributions, health insurance, and any other applicable deductions, calculating the net salary accordingly.
A Daily Duty Sheet in a B2B Travel CRM helps manage and organize the day-to-day tasks and responsibilities of team members. It provides a clear, structured view of daily activities, ensuring that all assigned tasks are completed on time and that team members are aware of their roles and responsibilities for the day.
Petty Cash management in a B2B Travel CRM is a feature that helps travel agencies track and control small, everyday expenses that are not handled through regular invoicing or supplier payments. These could include minor office supplies, last-minute customer service needs, or small purchases made by staff during trips. Properly managing petty cash is essential for maintaining accurate financial records and ensuring transparency in expenses.
Petty Cash management in a B2B Travel CRM is a feature that helps travel agencies track and control small, everyday expenses that are not handled through regular invoicing or supplier payments. These could include minor office supplies, last-minute customer service needs, or small purchases made by staff during trips. Properly managing petty cash is essential for maintaining accurate financial records and ensuring transparency in expenses.