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A travel management system is a cloud zbased platform CRM software, that helps tour agents and travel companies redirect all their enquiries into one unified dashboard. What is CRM? A CRM is cloud based SaaS platform where specific business operations can be automated from a single dashboard.


The travel management system lets you integrate all your enquiry sources into a single platform. Let’s say on a daily basis you receive multiple leads and support enquiries via email , over the phone, from your website and through your social media channels – a travel management system allows you to redirect all the enquiries into one dashboard. This means that you don’t have to open multiple emails and spreadsheets to track down your leads and sort out support enquiries – all you need to do is open your CRM Dashboard and you can easily tend to each query quickly and effectively.

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The dashboard also gives you a segregated view of the source of these enquiries. Whenever an existing customer sends you a support enquiry or asks you about some new packages – the CRM Dashboard will automatically attaches this new enquiry to the customer’s account. If the lead is new then the CRM will also auto create a new account – so in essence – it’s like browsing through your contacts list on your smartphone. When you click on one customer name – a window pops up giving you a history of solved tickets as well as tickets that are pending, packages purchased etc.

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With the cloud based travel management system you can also automate key tasks like – responding customer enquiries by creating automated email sequences. The sales process also can be automated to a certain extent – wherein each time a lead is generated – it gets auto allocated to the concerned branch. For example – if an enquiry comes in for a package in Europe – then the lead gets auto allocated to the sales team in charge of packages for Europe.

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Features of a Travel Management System

Icons Website

You can easily integrate all your enquiries from multiple sources directly into your CRM Dashboard. This integration can be used for the following sources;

  • Website forms
  • Pop Ups
  • Live Chats
  • Landing Pages
  • Social Media

Icons Package Management

Another travel management system feature is it gives you a central view of;

  • The most purchased packages
  • The sources from where the most leads have been acquired ( google ads, social media, offline ads etc )
  • Pull calls and emails from your sales ids and toll free numbers into your CRM Dashboard.

Icons Customize your Sales Funnel

With the travel CRM you can create custom sales funnel where;

  • You can view the real time status of all your enquiries whether package details sent or pending.
  • From lead generated to closed sale – you can customize your own stages of sales funnel.
  • You can also graphically visualize your leads move down the different stages.

Icons Online and Offline Enquiry Management

The travel CRM gives you a central view of;

  • Calls generated from billboards & print ads
  • Facebook comments, wall posts or tweets
  • Which billboard generated maximum number of calls or which package got the highest conversion numbers.

Icons Lead scoring And Distribution

Qualified lead acquisition can be fastracked by;

  • Tagging leads as hot/ warm/ cold so that your team can take care of the hottest ones first.
  • Auto assign relevant leads to the concerned sales team.
  • Set rules for auto-assignment – like packages, locations etc.

Icons Centrally view enquiries of all offices

If you’ve got offices in multiple location – one of the travel management system feature is that it let’s you;

  • Give your sub-offices access to enquiries meant for them only,
  • Know which office is selling maximum number of holiday packages
  • Set targets for each sub–office centrally via the cloud based travel management system.

Benefits of Using a Travel Management System


You can auto allocate leads to concerned team members.


You can integrate third party telephony integrations directly into your CRM Dashboard.


You can tag incoming leads as Hot/ Warm cold helping you focus on converting the hottest ones first.


You can pull calls and emails generated from your billboards directly into your inbox.


Each time a lead is generated a customer account gets auto created and if it’s an existing lead then the old account gets updated.


Another travel management system benefit is that you can keep a track of all mentions of your company on social media through easy API integrations.

What are the Benefits

You can centrally view all your lead sources and determine the channels that are generating the most number of leads. You can pull calls and emails generated from your billboards directly into your inbox.


One of the travel management system benefits is that you can avoid using multiple spreadsheets to sort through your leads from websites forms, pop ups, social media and live chats. Watch your leads automatically land into your central inbox.


Whether you’ve got one office or multiple location a cloud based Travel management system will automate a lot 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 cloud based travel management system – you can create offers and discounts for the packages that are not selling well or hyper focus on the ones that are bringing you the most revenue. From sales to customer support – you can be a DIY pioneer or you can use a Travel Management system to automate these processes and focus on scaling and growth.