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The best travel agency CRM software

Manage inbound inquiries, increase booking engagement and create custom itineraries. Pipedrive’s travel agency CRM software helps you deliver an exceptional customer experience and keep customers coming back.

What is travel agency CRM software?

Travel CRM (customer relationship management) software enables you to meet your customers’ needs across the entire sales journey. Analyze marketing metrics, store communication history and share personalized travel insights.

Generate valuable referrals

Collect feedback from clients and optimize your operations. Inject glowing social proof into your marketing channels and convert happy travelers into referral generators.

Use segments to reach out effectively

It’s essential to cater to your clients’ needs. A tour operator CRM segments customers so you can design custom marketing campaigns and make appropriate suggestions.

Centralize multichannel communication

A CRM routes inbound inquiries and communication history from various platforms into one hub. Meet your customers on the platforms they love most, all from your CRM.

Place data at the heart of every decision

Create custom dashboards for different travel sales metrics. Monitor the performance of individual packages and adjust marketing and sales techniques accordingly.

Enhance your workflows

Leave monotonous admin to automated bots. Assign tasks to staff, schedule meetings and progress leads with hospitality CRM software.

Engage clients all the way

Your leads want to be supported with valuable insights throughout the booking journey. Use insights from social media, landing pages and Web Forms to respond to inquiries with a personal touch.

Why is a travel CRM system critical?

Travel businesses handle large volumes of customers with varying interests and preferences. Without a CRM system, your travel agents may struggle to deliver valuable information to your customers.

The best CRM for travel agents will build a reliable customer database and simplify your communication.

Upgrade your lead management

It’s difficult to provide appropriate travel advice when your customer data is scattered across multiple departments.

Create a lead information hub with Pipedrive’s tour operator CRM. Automatically log touchpoints, move leads along the pipeline and assign tasks to create a better booking experience for vacationers.

Delight travelers with Pipedrive

Create custom travel itineraries

If you can successfully enhance every aspect of your clients’ travel experience, your retention rates will benefit significantly.

Pipedrive’s custom fields feature allows you to import critical information about clients from communications. Dietary restrictions, cultural preferences and pricing restrictions, for example, can be stored in your CRM and used to personalize itineraries.

Discover how Pipedrive nurtures customers

Automate workflows and finances

Delegate record updating to your CRM solution and focus your efforts on quality lead generation.

Pipedrive automates tedious busy work, feeds financial data into your accounting software and processes inbound invoices. Track progress in real time with visualized workflows and sales pipelines.

Experience Pipedrive’s automation

How SurfaWhile more than doubled their lead generation with Pipedrive

SurfaWhile relied on spreadsheets to manage their sales. They were also unable to coordinate workflows across departments.

The surfing holiday provider integrated Pipedrive with their entire sales and marketing operation to centralize inbound inquiries and enhance the customer experience.

“We found Pipedrive to be the best option for us and we haven’t had any regrets.”

Read the case study

How does travel CRM software work?

With the right CRM for travel agencies, travel companies can manage contact information, log communications from various channels and automate time-consuming tasks.

  • Attract leads and convert them into recurring travelers
  • Record booking inquiries at every channel and touchpoint
  • Track lead conversations and monitor conversion rates
  • Create traveler personas with custom fields
  • Send personalized messaging based on customer segments
  • Automate accounting and invoicing with seamless workflows
  • Store valuable data safely in the cloud
  • Create sales reports with detailed analytics
  • Make critical decisions based on report data
  • Build pipelines for all your workflows, communications and outreach efforts

How to get started using your travel CRM

  • 1. Create traveler segments with custom fields

    As a travel agency, you must be capable of grouping customers based on buyer behavior, travel history and individual circumstances.

    When you set up Pipedrive, use custom fields to group clients into unique customer segments. Additionally, cater to specific details like religious preferences and health conditions, and create a value-driven travel itinerary for your clients.

  • 2. Route booking inquiries to your CRM software

    Your travel agents have a lot on their plate, and manual data entry robs them of valuable selling opportunities.

    Pipedrive records every touchpoint across your channels. Integrate Live Chat history, Chatbot cases, emails and Web Forms with your CRM to log every customer interaction in one place.

  • 3. Use dashboards to monitor individual offerings

    With our insights and reporting features, you can create custom dashboards for every trip, destination and activity you provide.

    Perhaps you want to separate work trip sales from holidays or wish to keep a watchful eye on your most recent offer. Pipedrive’s dashboards isolate the metrics you care about most.

  • 4. Drive customer retention with follow-ups

    Pipedrive’s workflow automation makes retention efforts a breeze. Follow up post-trip with travel newsletters and actively showcase your latest deals. Boost engagement, build lasting connections and encourage repeat bookings.

Integrate with all your travel and hospitality apps

Supercharge your workflows with our powerful travel agency CRM software. Streamline your internal operations and deliver an enhanced traveler experience with these essential integrations.

Kara.ai

Take control of your time with a visualized daily planner and a synchronized task management system.

Improve your time management with Pipedrive and Kara.ai.

PandaDoc

Manage the entire sales cycle on one platform. Send travel contracts, share day trip brochures and collect e-signatures from eager vacationers.

Digitize the entire booking experience with PandaDoc.

Dryrun

Bolster your accounting department and plan your strategy. Import critical financial data to your tour operator CRM and forecast booking inquiries, sales and cash flow.

Keep your finances in check with Pipedrive and Dryrun.

Zapier

Save your team from balancing several tools and tabs. Pipedrive’s travel CRM integrates with Zapier, connecting you with over 3,000 apps and platforms in one central hub.

Access your tools easily with Zapier and Pipedrive.

Intellibook

Create an online portal for your customers. Generate deals, send quotes and manage booking demand to streamline your travel agency’s operations.

Synchronize Pipedrive and Intellibook today.

CallRoot

Convert first-time callers into satisfied travelers. Log call activity, import contact information into Pipedrive and analyze important metrics to welcome new sales opportunities.

Identify your most successful lead generation campaigns with CallRoot.

Automate your workflows and provide great experiences today!