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Online Travel CRM Software

Previously, most of the small and mid size travel companies  were using Discrete Methods like Excel sheets and word  files to manage their important data but now a day’s travel industry has changed the way they manage customer data. As a Industry itself has become a fast growing sector worldwide. In today’s scenario companies became more conscious to streamline and optimize their travel process Travel Agents require such tool; which should help them to handle enquiries with several quotations, Accounts Database and other Travel Process related day to day activities for booking, air ticketing, reservations and much more, where companies can Monitor & Analyze the reservations and profile information about passengers, schedule predefined birthday & anniversary reminders.

This helps organizations to handle and capture all the details about customer inquiries, follow-up activities and capture billing details. Travel CRM enables companies to maintain customer loyalty towards their services so that they will have recurring business easily. Travel Industry CRM helps you retain your customers and ensure them that the loyal customers are always traced and get rewarded.

What is Travel CRM?

A travel operator must manage and meet the stress of their customers on the go. Travel CRM software allows you to coordinate and streamline the whole operation through one platform.

A travel CRM must manage different parts of the tour. This includes ticket booking management, travel coordination, accommodation, daily plan management, etc. Instead of individually managing these tasks on a special basis, the travel CRM software allows you to combine these different tasks on one platform.

The travel CRM software can oversee the whole pipeline of various activities and upcoming bookings. Travel CRM allows you to streamline your marketing activities and generate the maximum number of bookings.

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Read More – Online Travel CRM Pros and Cons

Why travel agency needs a CRM

As a travel agency, you want to offer more than just a happy holiday. You want to curate the best experiences at exotic locations for each of your travelers and eventually keep them coming back for much more. But this aspiration comes with many challenges that must be addressed before you can fulfill it.  While it is a fast-growing industry, travel is very seasonal. So, capitalizing on the trend and keeping travelers amazed all year round is crucial to stay ahead of the cut-throat competition. And then there are various other challenges like the rise of travel aggregators and the changing expectations of travelers, mainly the well-informed millennials. Against this backdrop, you must build a credible online presence to keep your business from dwindling.

To overcome all these challenges, you need to stay on top of your customers’ minds by

  • Engaging with them in meaningful conversations
  • Providing tailor-made travel packages 
  • Providing amazing discounts
  • Introducing loyalty programs.

In order to achieve the above, you need to know your customers better than your competition. Adopting the right tools and technology, like a good travel agency CRM, will help you attract leads into your system, and gain complex details about them. An ideal CRM for travel agents will not just help you make a sale, but will also build good relationships that will bring travelers back to you.

5 Key Objectives of Best Travel Agency CRM Software

Today, technological support is the need of the hour for every growing travel agent. Manual work and traditional office software or email becomes ineffective and doesn’t help beyond a certain level. It will limit the growth, create more errors, and waste lots of energy and time. High-quality online Travel CRM like SalesBabu CRM for Travel Industry will not only increase growth but also reduce operating costs. 

But when it comes to choosing the right Online Travel Agent CRM System – one will get confused as there are lots of options available in the market. So just to ease out the choice process here we are listing down key objectives or features that agents should look and analyze while learning the proper Travel Agency Software India.

#Maintain Customer Data at a centralized location

The key role of any CRM system whether it is for Travel or any other industry or business is to maintain customer or lead data. Start to end. It should be capable of recording each and every interaction from the very first point of inquiry to tour package quotations, customer documents, reminders, updates, and notes given by customers to final confirmation and booking with vouchers. Further, it should also enable Travel Agent or Tour operators to collect automated feedback from customers.

Every data point created and managed by CRM in chronological order will help later in evaluating staff performance & customer success process. Customer contact information stored centrally in Travel CRM can be retrieved and used for various marketing activities and new travel product promotions.

#Ease of Use

For any Travel Agency or Tour Operator, it’s always challenging to switch to Online Travel CRM software from manual work processes or traditional office software. Slightest of difficulty in both implementation and training of the best Travel CRM System leads to demotivation of sales and operation staff in using CRM for a travel agency in day to day use. That is the reason it’s very important for a travel agency’s CRM system to be easy to use and a simple onboarding process. Each process and function should follow the most common travel operation and sales process. User Interface has to be user friendly and self-understood. It should cut-down duplicate work of the employee and reduce their stress in the busy season by automating certain processes.

#Boost Growth & Reduce Operation Cost

The main objective of adopting Travel Management CRM is to ease out routine activity of Travel Business. Online Travel Agency CRM should reduce operation costs by automating duplicate or time taking tasks so more productive output can be achieved in an agency with less manpower. Further, it should provide features like customer follow up & best presentable travel package quotation maker which help in converting more leads into sales quickly. Many Travel CRMs also offer features like Travel Promotion Graphics, Newsletters, or Bulk SMS systems to generate new leads.

#Affordable & Value For Money

Best CRM for Travel Agency should be pocket friendly and within reach of the Travel Agent budget. In the travel industry, competition is very tough and the market is full of service providers and online travel portals. Thus any Travel CRM which costs higher would be a big load on the pockets for most travel agents. Free trial should be offered to the Travel Agents to get comfortable and confident before making a purchase. Tour operators should prefer cost-effective priced subscription-based travel CRM over a one-time big amount of investment. This also gives the advantage of stopping expenses at any given point of time and also smaller price puts the agent in less risk. Further, any Travel CRM should not be limited to a certain number of users only and allow the travel agents to opt for even one or multiple users to operate their accounts.

#Access anywhere, anytime

In today’s hi-tech world travel business is connected with the internet. All bookings, reservations, and processes are made available online. Thus, Travel CRM Software should also be online and accessible from anywhere and anytime. 

Employees should be able to work from home even in emergency situations and at the same time, the admin should be able to review their performance and business growth from the comfort of his time and location. These were the key points to check before you opt for any Online Travel CRM Software for the growth of your Travel Business. In short, any Travel Business, Travel Agency CRM Software must give control over his staff,  sales & day to operation and should reduce the stress and boost productivity.

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Read More – Introduce Travel CRM to Your Travel Business

Benefits of Travel CRM in Travel Business Industry

  • Get all Booking History MIS & Real Time Reports
  • Get detailed Information about travel Packages & Deals on single screen
  • Get & Retrieve Customer information
  • Enable to do Follow-ups
  • Enable to Get Reminders of Customer Anniversaries, Birthdays & their special occasions
  • Enable to do Branch Handling
  • Enable  to Set sales target of employees
  • Get Target VS Achievement Reports
  • Enable to Track & Enhance Staff Productivity
  • Get all the Customer Billing and Transaction Reports @ Real Time Visibility
  • Enable to do Forecast on Future Business

How SalesBabu Travel CRM grows your Travel Business?

SalesBabu Travel CRM increases customer satisfaction, which helps organizations to enhance their Customer Retention Process. SalesBabu CRM enables companies to send the latest offers of travel packages through e-mails to the customers. SalesBabu Travel CRM is a cloud based application, where you can access the client’s database via a single click. SalesBabu Travel CRM software can help you to manage better customer relations, which can enhance & fill your Client Bucket in terms of revenue and your company reach per person around the Globe.

Handle Booking Activities

SalesBabu Travel CRM enables companies to manage complex booking processes at single screen and ensure you about the payment visibility & it’s Scheduling along with Booking and service history.

Manage Daily Offers, Deals & Packages

SalesBabu Travel CRM helps you to track and manage daily offers along with your packages. All the information related to Packages & Offers will be on the fingertips of the travel agent via single screen, from here itself he/she can retrieve the data.

Manages Tourist Information & Activities

SalesBabu Travel CRM ensures success of your travel business process. Travel CRM Provides Lucrative information to you and enables companies to provide best services and to retain customers coming back into your client pool.

SalesBabu Travel CRM delivers a Robotic & Flexible solution to the Travel Business holders, which can cover the demanding needs of a travel agency at micro level. This enables you to get consolidated reports to take decisions. Travel industry is very competitive, so you need some tool to track every footprint and can identify the Genuine Customer.


Whether you’ve got one office or you have an office in multiple locations a cloud-based Travel management system will automate many of your key operations like sales, marketing, and customer support. When you can clearly track down the source of your leads – you can effectively divert your resources into the highest lead generators and cut out channels that don’t produce the desired results.

When you can see which packages are getting the best response from the online travel management system – you can create offers and discounts for the packages that are not selling well or focus more on those that are bringing you the foremost revenue. From sales to customer support you can use an Online Travel CRM system to automate these processes and focus on scaling and growth.