Tour the TravelContact platform

Welcome to TravelContact, a cloud-based multi-tool platform that simplifies all the daily operations for the travel expert. Where all the information you need is in one place, have your clients and trips in order as well as make beautiful itineraries and closely monitor sales, commissions, and productivity. Also, receive reports and statistics to make the right decisions. Manage your daily operations from anywhere in the world. What are you waiting for, let's humanize technology!

 

 

  1. Top user menu
  2. Users tools menu
  3. Home/Dashboard

  4. Clients Module

  5. Trips Module

  6. Suppliers Module

  7. Commissions Module

  8. Reminders Module

  9. Transactions Module

  10. Reports Module

  11. Administrative Module

  12. Integrations

 

Top user menu

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Here you will find the following options.

 

Users tools menu

Here you will find the following options:

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Home/Dashboard

It is the reflection of your entire month as a travel agent, where you will see the activity, the commissions to receive, and the movements of your trips. You will also see all the clients or prospects that have been created in that month.

With our new integration with Google, you can link your Gmail account, add the details of the day and tasks at any time. The Dashboard will help you to be more efficient and measure your performance. Managing your day-to-day will help you increase expectations and achieve goals without the need to seek other resources.

Trips:

  1. Activity: List all trips that are taking place, will take place, or will end this month.
  2. Commissions: List all services with commissions received by the agency during this month.

Clients: 

  1. Activity: List of all clients that were added to the platform this month and their contact information.
  2. Reminders: List of all clients to whom you can send automated messages in the month, divided by the categories of Birthday, Passport, Visa, and Anniversary.

Tasks: Keep track of your daily tasks, create lists and templates.

 

Clients Module

TravelContact’s Contact Manager. Have all your clients and prospects in one place, easily accessible, with complete individual profiles containing more than 250 travel preferences.

  • Search bar: Perform simple and advanced searches for easier navigation.

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Trips Module

TravelContact’s trip manager and itinerary builder. Manage existing trips, create new proposals, send beautiful itineraries, make quotes and invoices to your clients. All while keeping track of costs, payments, and commissions.

 

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Suppliers Module

Have all the supplier information you need in one place. Have access to a clean supplier database and add additional information to each profile for agency use.

 

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Commissions Module

Manage and reconcile all commission payments received by the agency.

All admin users will have access to the Commissions Module from which they will be able to manage all commission payments received – all transactions - and match them at the service level to reconcile.

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  • Keep track of all commission payments received by the agency.
  • Each commission payment received represents a transaction that must match the services.
  • Possibility of associating a transaction with multiple services at the same time.

All transactions entered will fall into 2 main categories:

  1. For Review: Transactions that have not been matched to a service.
  2. Reconciled: All transactions that have been matched and reconciled.

 

Reminders Module

We will help you to have a better vision of all the reminders sent, this will allow you to do a better follow up to all those reminders that you have sent to your clients, you will be able to see the exact date and time in which you sent them.

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Don't miss your client's important dates! In the reminders module, you can send to your clients predetermined or edited messages.

You will find 4 reminder options to send to your clients, these will help you keep in touch with them and make a difference so that they always continue working with you.

  1. Birthday
  2. Passport expiration
  3. Visa expiration
  4. Anniversary

The reminders module is made up of 2 sections:

  • Reminders: You can select which of our options you want to send to your client. Use the different filters to have a better view of the clients to whom you want to send the reminder.
  • History: Using a different view you can track the reminders you have sent to your clients, see the exact date and time they were sent.

 

Transactions Module

At TravelContact we create a section with all the information you need to track your sales and commission reports. Consult and export the reports of services sold and the corresponding commissions.

 

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  1. This module provides better control of all the transactions of each of the services in the trips created by the agents.
  2. Facilitates you to create your weekly, monthly or annual reports. It's easy to check all aspects of a sale: dates, relevant travel details, cost, and commission information.
  3. You can export an Excel file with the same columns and print your report customizing the columns and choosing only those that are the most relevant for you.
  4. As an administrative user, this is the fastest way to enter the commission’s information once you have received the payment from the suppliers.

 

Reports module

Detailed and comprehensive analytics for better decision making. TravelContact enables you to monitor total sales and commissions for the entire company or individual agents. 

 

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  1. General info: This will show the total amounts for the agency including commissions and services sold.
  2. Agent search: Filter your information by agent, year and date criteria.
  3. Graphics: See the same information in different graphics.
  1. Advanced search: Filter your information by agent, date range and date criteria.
  2. Select a service: Select the service you want to see.
  3. View service info: See more detailed information about one particular service.
  1. Advanced search: Filter your information by agent, date range and date criteria.
  2. Export info: Download all the information you want, regarding the services sold by the agents.
  3. See agents personalized info: See all the services sold by a particular agent.

 

Administrative module

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Have complete control of your agency. Manage preferences, billing, and users. Define the structure of your company and let TravelContact do the rest.

User: Manage your user list.

Add user: Add a new user and deactivate current ones.

Payroll: Manage all user payments and Schedule payments or fines to individual agency users.

Subagency: Group users together as sub-agencies that later the reports go directly to the host agency.  

Branches: Add new branches and assign a user to particular branches.

Customizations: Personalize to your company’s needs. *This option is currently only available for the Client Module, but will soon be added to other sections of the platform.

 

Integrations

We have multiple third party integrations with key players in the travel industry to make your daily operations easier.

 

  • QuickBooks: Manage payments and invoices with this two way integration. For more information: https://quickbooks.intuit.com/

  • Sabre: Import your PNR for a quicker way to manage your trips. 

  • Tableau: Take advantage of our BI and make custom reports in order to obtain an integral analysis of your operation. For more information: https://www.tableau.com/ 

  • Flywire: A dynamic and secure way to manage, review and collect payments using multiple currencies (more than 150 currencies available) through a vast array of payment options. For more information: https://www.flywire.com/

  • Umapped: An excellent itinerary builder that will allow you clients to have a more complete experience. 

  • Auric: PCI & DDS compliant platform that will allow you to store and manage your client’s credit card information. using AuricVault®. For more information: https://auricsystems.com/

  • Google Task: Link your gmail account and create tasks for yourself and other advisors in real time.

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