Best travel CRM software

The tourism industry has boomed, particularly in recent years. Travelers are increasingly relying on online businesses to help them navigate the changing landscape of travel requirements, documentation processes, currency exchanges, and so on. To ensure repeat business, travel agents and tour operators must deliver exceptional customer experiences.

In the vast and ever-evolving travel industry, travel agencies manage requests from potential customers to connect with their desired destinations. Travel agents interact with many potential clients daily, juggling inquiries around destinations, transportation, accommodation, travel packages, visa requirements, and more. They also help with cancellations, plan changes, and emergencies while offering travel tips and budget planning advice. 

Additionally, travel agencies offer itinerary builder services based on budget and preferences to meet customer expectations. However, balancing different tools and platforms to manage these varying requests can be overwhelming and time-consuming. 

Challenges for travel agencies

For a travel agency, demand rises during peak holiday seasons and plateaus outside of them. Travel businesses must be able to handle all volumes of traffic without compromising on efficiency.

• Prospects and customers have preferred channels of communication and keeping track of thousands of leads across each becomes challenging and complex. 

• Some travelers require customized itineraries and travel packages, while others might just want to book tickets. Coordinating these tasks requires robust pipeline management. 

• In the travel industry, agents navigate a complex ecosystem of hotels, airlines, tour operators, transportation vendors, etc. A successful travel agency must have strong relationships with these partners to deliver exceptional travel experiences.

• Prospects could include individuals or businesses. Without different modules and multiple pipelines to handle their unique queries, a travel agency will find it difficult to assign prospects to the right sales owners.

• The travel industry is dynamic with trends, regulations, and customer preferences changing constantly. Travel agencies must be adaptable to meet changing demands and expectations.

Why is travel CRM software critical for travel agents and tour operators?

A travel CRM (Customer Relationship Management) software helps travel agents and tour operators streamline daily operations, centralize customer data, and improve efficiency. From managing bookings and itineraries to tracking customer preferences and feedback, travel agents can manage all queries with context from the travel CRM. 

With a travel CRM, you can personalize customer communications, increase bookings, optimize your sales processes, and set your travel business up for sustainable revenue growth. Additionally, a travel CRM software is also aligned with your business processes. It helps you track complex itineraries, automate communications, and personalize your marketing outreach. 

With a travel CRM, you can nurture year-round customer relationships, improve partner collaboration, and deliver personalized experiences that drive loyalty. By streamlining processes and providing valuable insights, a travel CRM system allows you to make data-driven decisions and capitalize on new opportunities for growth. 

Travel agents often manage queries from multiple channels, including email, phone, chat, and website. With travel CRM, they can efficiently manage queries from these different channels in one place while reducing tab switches. They can engage with prospects with context on their travel history, previous interactions, grievances, and issues to avoid offering conflicting responses. 

Why Freshsales is the best travel agency CRM software for your travel business

Freshsales is an easy-to-use, AI-powered customer relationship management software that can be fully customized to suit your travel business processes. With built-in phone, email, SMS, and live chat in the CRM software, travel agents can manage customer interactions across channels with complete context. 

The easy-to-use CRM system simplifies contact management by providing agents a 360-degree view of their contacts. They can use the travel agency CRM system to keep track of the latest offers and deals for different travel packages to pitch custom packages to their prospects. With AI-powered assistance and insights, Freshsales helps travel agencies manage customer relationships efficiently, ensuring customer satisfaction.  

• Easy-to-use: Freshsales is a modern CRM software with an intuitive design that makes it easier for users to adopt. With its simple UI and user-friendly onboarding, travel agencies can onboard their sales teams in weeks with ease. 

• Powered by AI: Freddy’s powerful AI capabilities help you identify high-intent opportunities and engage with them with personalized messaging to nudge them down the pipeline.

• Customizable: Freshsales is fully customizable, so you can tailor the CRM to your travel agency’s changing business operations and processes. 

6 key features that make Freshsales the best travel agency CRM software

1. Generate leads and engage with context

Freshsales helps travel businesses remain available to website visitors at any time of the day. Visitors can engage with chatbots and receive support in real-time, making lead generation easier. 

• Attract leads on your travel agency website with web forms and chatbots. The leads are directly added to Freshsales with key information highlighted so travel agents can take direct action.

• With Freddy’s AI-powered contact scoring, travel agents can focus on the hottest leads. Identify leads most likely to convert based on their interactions and demonstrated interest, ensuring no promising opportunity falls through the cracks.

• Freddy AI generates personalized, engaging email content in minutes, helping travel agents respond to a higher volume of inquiries in less time. This allows them to effortlessly scale their travel agency’s operations without sacrificing quality or personalization.

2. Reach customers where they are with built-in multichannel capabilities

Freshsales offers multichannel engagement, so travel agents can talk to customers on their preferred channel. All conversations are automatically logged to the contact profile, ensuring sellers have access to communication history to drive their engagement further. 

• Connect with customers through built-in phone, SMS, chat, and email. A travel agency CRM software like Freshsales also helps travel agents interact with customers and provide real-time support across social media channels like WhatsApp and Facebook Messenger.

• Use custom chatbots to answer frequently asked questions about flight schedules, visa requirements, or travel deals, to guide leads through the initial stages of their journey.

• Set up email templates on the travel agency CRM to nurture leads for new business and delight repeat customers with timely offers and discounts.

3. Automate repetitive tasks to boost productivity

With advanced automation in Freshsales, travel businesses can streamline booking workflows and enhance customer engagement, saving time, and boosting productivity.

• Freddy AI scores leads to identify high-intent leads for conversion. This helps save valuable time that would otherwise be spent reaching out to cold leads.

• Set up workflows to automate repetitive tasks, such as updating customer records after a booking, sending emails with itineraries, and creating follow-up tasks. 

• Deliver personalized customer engagement with with sales sequences. Set up a series of automated steps like emails, reminders for calls and daily tasks, and more.

4. Build custom itineraries and track deals efficiently 

Online businesses in the tourism industry struggle with constant tab switching to access relevant customer data, the latest information on their product offerings, and other necessary details to navigate customer queries around documentation, processes, and more. With Freshsales, product and pricing management is made simpler, with all relevant information available on a single screen.

• Set up your product catalog in the travel agency CRM software, detailing destinations, costs, and more for easy access and streamlined booking. This helps travel agents access error-free information and eliminates the need for manual pricing calculations.

• Use CPQ in Freshsales to create custom itineraries and send invoices, including taxes and discounts. Send across signed documents using built-in eSignature and track customer activity in a timeline view.

• Sync products and documents with the related deals to have all information available in one place. Track each customer query as a deal on the pipeline and monitor progress efficiently.

5. Customize the CRM to match the travel agency business process

Travel agencies regularly collaborate with various teams across the travel industry, including airlines, hotels, and documentation partners. Each collaboration has a unique process. With a travel CRM solution like Freshsales, you can customize it to fit your processes easily, saving time and effort.

• Tailor the travel CRM system based on your unique business model. Set up custom fields and modules to capture and organize specific information such as pre-trip checklists, traveler preferences, loyalty program details, post-trip surveys, and more, ensuring a personalized approach to customer relationship management.

• Travel agencies can set up multiple sales pipelines with custom stages to track deals efficiently across different travel packages and itineraries. Each pipeline can be customized to match the unique sales process, track deals with precision, and gain a clear picture of overall business performance.

• With a travel agency CRM like Freshsales, businesses can set up their team for global success. Multi-currency in Freshsales makes it easy for travel agents to capture and track payment information in different currencies. Freshsales offers multiple languages, enabling agents to use the CRM in their preferred language.

6. Continue selling on the go with a mobile travel CRM system

Access real-time notifications, update records, and manage your client base effortlessly from anywhere with the Freshsales mobile app. 

• With the Freshsales iOS and Android mobile app, a travel agent can get real-time notifications on tasks, new leads, and upcoming appointments on their mobile phone. 

• Update records and engage with customers while away from the computer. The information is automatically recorded on the contact profile to ensure no context is lost. 

• Easily record meeting information, add voice notes, and update deal status while offline. Once back online, the travel agency CRM is automatically updated. 

With a travel agency CRM software like Freshsales, travel agencies can manage customer requests across different channels efficiently and provide personalized services. 

Travel agents can access valuable customer data, including past purchases and travel history, to personalize customer experiences. They can manage plans, build custom itineraries, and track the progress of deals on the sales pipeline. 

Freshsales ensures that travel agents stay productive by automating their manual tasks like updating records and sending timely reminders for follow-ups. With AI-powered assistance and insights by Freddy AI, travel agencies can reach out to their customers with confidence. 

Travel businesses can tailor Freshales to their specific operational needs without complicating their processes. From boosting sales to increasing team productivity, Freshsales equips a travel agency with the tools they need to elevate business and exceed customer expectations every step of the way.