How to choose the best Travel CRM?

With the advancement in technology and the development of various software, every business is shifting towards automation. So, it is a scenario in the travel industry, which is one of the fastest-growing industries. Like every other business, the travel industry also needs software that can help it reduce manual work and feed all the data online.

Travel CRM is one such solution! It is a type of software that helps all the businesses involved in the travel industry to maintain long-term and healthy relationships with their clients. It helps the companies to get sales leads, manage quotations, take follow-up, and plan business strategies.

Travel CRM is of two types:

B2B Travel CRM – It is a business-to-business model that is used to manage interactions and updates. Travel companies that work with partners, affiliates, and other travel planners use this type of software.

B2C Travel CRM – It is a business-to-customer model that makes sure that travelers get notifications and alerts throughout their trip. Travel companies that work with individual travelers and not with agencies and other companies use this type of software.

What to look for when selecting a Travel CRM?

A good travel CRM will help you able to achieve all your business goals. Always look for the following features while selecting a Travel CRM –

Booking Management: To keep all the booking files and client files at one location.

Email Management: To send the quotations in email and get to pay online.

Lead Management: To manage all the query details and change its status i.e. open, in-process, closed, etc.

Voucher Management: To generate a voucher and update the ticket or the voucher number.

Itinerary Management: To create an auto-itinerary and customize it according to the client’s need.

Staff Management: To manage staff, provide access according to the role and responsibility, assign work breaks, etc.

Supplier Management: To manage all the suppliers and their credentials, mark them as active or inactive, check operational area, etc.

Client Management: To manage all the clients and their bookings in one place.

Operational Accounting: To manage all the Payments i.e. Accounts Receivable(AR) and Accounts Payable(AP).

Quotation Building: To change the rates manually and search online API rates.

Except for the features mentioned above, you should also look that the Travel CRM software:

Is simple to use and understandable.

Has no technicality so it is easy for you and your agency.

Is not too expensive to have all the good features.

Features offered to justify the price.

Has no hidden fees involved.

Is relevant to the business requirement i.e. B2B or B2C.

Conclusion –

Travel Companies often get confused between CRM and Lead Management System so they use CRM and remove their Google/Excel sheets. This way they are not able to make full benefits from CRM software and land up taking the wrong product. So, be very careful and look for the above-mentioned points while selecting the Travel CRM for your company.