Organize all your clients information
The Clients Module is where you’ll find all your clients and prospects. It is easy to access, with complete individual profiles that include more than 250 travel preferences in one place.
TravelContact helps you remember dates, preferences, medical information, passports and so many other details about your clients, that will help to make travel planning a breeze.
- Get to know your clients down to the last detail.
- Keep track of all travel history and preferences.
- Manage your contact list. Add as much or as little information as you want.
- Store sensitive information under the encrypted fields for greater security.
Create your database with as many clients as necessary. Complete each profile with all the information you see fit (the more information you have on your client, the better structured the Database will be). You can also connect your clients to their relatives, friends, and coworkers to help you create group trips with one single click!
Note: As an administrative user you have the possibility to assign clients to different travel agents.
Link with other modules
Enter your client’s profile and check the trips section to find the history of the trips that you have created for your client, regardless of the status. From here you can review the trip’s timeline, confirmed tickets and services, and also the list of clients that are part of the trip.
Lean on your client's list
Manage your client's list information to improve the content on your database.
- Rate your clients.
- Review sharing details.
- Review any medical condition relevant to travel.
- Use filters to find a client faster and save time!