Sales CRM

No lead
left behind

Contacts, deals and proposals in one place — plus automations that do the repetitive work for you. Your travel pipeline, always in view.

Pipeline

From New to Won,
without losing track

A kanban board where each opportunity moves through its stages. See at a glance how many trips are in play, for how much value and how long they've been sitting in each stage.

  • Stages: New, Contacted, Proposal, Negotiation, Won, Lost
  • Value, expected close and monthly forecast
  • Time in each stage (flagged if it stalls)
Nuevo2

Familia Velázquez

Particular

Japón18.400 €

Marcos Deán

Deán & Co.

Luna de miel9.200 €
Propuesta1

Laura Prats

Particular

Safari24.100 €
Ganado1

Grupo Amber

Amber Inc.

Incentivo61.000 €

Automations

Let the CRM
work for you

You choose when it triggers (a lead comes in, a proposal is accepted, a deal changes stage…) and what happens next. The system routes, sends emails, creates tasks and waits for you.

  • Triggers with conditions (source, campaign, stage…)
  • Steps in order: send email, create task, tag, assign…
  • Waits of days or hours between steps
  • Tracking of who's at each step

Laura Prats

laura@ejemplo.com · +34 600 123 456

SafariHoneymoonHigh-endAfrica

Prefers charming lodges

Travels in September

Budget ~€24,000

Capabilities

The CRM, in detail

Contacts

A record with phone, company, source and notes. Your whole client at a glance.

Families

A contact with its relatives inside: personalize the proposal and pre-fill the travelers.

Tags

Segment by destination, trip type or budget and filter instantly.

Deals

Opportunities with value, expected close and how long they've sat in each stage; monthly forecast.

Automations

Flows that route leads, send emails and create tasks on their own, with waits and conditions.

Tasks & reminders

Calls, emails and follow-ups with email alerts; on the contact, the proposal or the opportunity.

Visual pipeline

Drag from New to Won. The state of your business, at a glance.

Linked proposals

Every deal and contact with their associated proposals.

Assignment by rep

Assign leads and control what each team member can see.

Start today

Get your client
book in order

Leave the spreadsheets behind. Keep your leads and your trips in one place.