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. Home/Dashboard

  3. Clients Module

  4. Trips Module

  5. Suppliers Module

  6. Commissions Module

  7. Reminders Module

  8. Transactions Module

  9. Reports Module

  10. Administrative Module

  11. Integrations

 

Top user menu

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Here you will find the following options.

 

Home/Dashboard

In this section, users will be able to monitor their performance, review their recent activity and plan their day. The dashboard presents a snapshot of all data that has been entered in the platform and gives you the tools to keep track of daily tasks and projects.

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: See a list of all the clients that have been added to the platform this month and their contact information.

Calendar: Keep track of your entire schedule. Add new events, edit or delete old ones.

Tasks: Keep track of your to do’s for the day.

 

Clients Module

TravelContact’s Contact Manager. Have all your clients and prospects in one place, easy to access, with complete individual profiles comprising more than 250 travel preferences.

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Trips Module

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

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Suppliers Module

Have all the suppliers 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 needs to be matched with the services.
  • Possibility to match a transaction to multiple services at once.

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 possible reminders to send to your clients, these will help you to keep in touch with them and make a difference so they continue working always 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

In TravelContact we created a section with all the information you need to keep track of your sales reports and commissions reports. Check 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 yearly reports. It is easy to check every aspect of a sale: dates, relevant details of the trip, 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 company. Manage preferences, billing, and users. Define your company structure 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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