crm for travel agency

11 of the Best CRM Platforms for Travel Agencies

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The editors at Solutions Review have compiled a list collecting some of the best CRM platforms for travel agencies. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.

With the right CRM software, travel and hospitality businesses can improve how they manage customers, access client information, identify needs, develop brand loyalty, develop memorable customer experiences, generate targeted marketing campaigns, and maximize customer satisfaction. However, selecting a CRM software solution can be complicated and time-consuming, especially since travel agencies have to adapt to changing market trends, regulations, and customer expectations.

To help, the Solutions Review editors have compiled the following list of top-rated CRM solutions for travel agencies to consider. Our editors selected these based on each provider’s Authority Score, a meta-analysis of user sentiment through the web’s most trusted business software review sites, and our proprietary five-point inclusion criteria.

The Best CRM Platforms for Travel Agencies

• ActiveCampaign

Description:  ActiveCampaign  provides email marketing, marketing automation, CRM, and Sales Automation solutions to clients across industries.  Its Customer Experience Automation (CXA) platform has email marketing, marketing automation, CRM, and sales automation solutions for businesses across industries. Travel and hospitality companies can use the platform to drive reservations, streamline back-end processes, use tags to segment customers, automate nurture flows, create personalized communications, maintain customer loyalty, and integrate with the other technology tools in their martech stack.

Learn more and compare products with Solutions Review’s Free CRM Buyer’s Guide .

Description:  Zendesk provides customers with a CRM focused on customer service and sales needs. With Zendesk Sell, a sales CRM platform, users can access sales automation software, pipeline visualization and management tools, mobile access, lead management, reporting capabilities, and more. For example, agencies can use Zendesk’s capabilities to automate processes with AI-powered bots, curate personalized customer experiences, empower customers with self-service options, improve employee experiences, and provide omnichannel, hassle-free digital support.

Description:  Pipedrive provides a clean, intuitive, and interactive CRM tool to help sales professionals manage leads, track communications, automate tasks, measure performance with detailed metrics, and improve sales processes. With its travel agency CRM solution, Pipedrive provides clients with lead management, custom fields for personalizing travel experiences, automated workflows, sales pipelines, financial management, personalized messaging across channels, sales reports, automatic follow-ups, and other capabilities for delivering memorable customer experiences.

Description:  Freshworks provides business software solutions designed to be ready to go right “out of the box.” The company’s CRM platform, Freshsales, comes equipped with the tools businesses need to identify loyal customers, improve engagement, personalize the shopping experience, and unify customer data. With Freshsales’ travel CRM software, businesses can improve how they understand customers, engage in meaningful conversations, curate personalized trips, manage loyalty programs, track customer behaviors, organize data, create custom dashboards, and more.

Description:  HubSpot is one of the most well-known and popular CRM software platforms, as most of the companies in the marketing world have partnerships or integrations with the company’s CRM solution suite. Alongside that CRM suite, HubSpot offers a marketing, sales, customer service, operations, and content management system (CMS) solution. The company can help travel agencies improve their operations, nurture relationships, maintain a single source of truth for traveler information, automate processes, deliver targeted content to audiences, and more.

D escription:  Tutterfly is a CRM platform designed specifically for companies in the travel industry. The company’s platform can help travel agents, tour operators, and agencies improve how they manage customers, create itineraries, automate processes, improve customer service, and gain deeper insights into their business. Features include lead management, sales pipelines, workflow automation, account management, Facebook integrations, contact management, sales reports, document management, web forms integrations, supplier management, and a real-time CRM dashboard.

Description:  Inspiretec is an end-to-end travel platform designed to help businesses simplify their operations, centralize customer data, streamline workflows, generate leads, and maximize growth. With its travel CRM solution, built for tour operators and travel agents, can drive more bookings, launch optimized marketing campaigns, and connect all the stages of the customer journey to create a comprehensive customer view. Features include reporting tools, industry-specific data analytics, audience segmentation, personalized marketing campaigns, and more.

Description:  Apptivo’s Customer Relationship Management solution enables its users to attract, engage, and retain more customers. It offers a highly customizable experience, allowing users to manage each aspect of CRM through a network of connected applications. The company can help travel and hospitality businesses streamline operations, improve customer satisfaction, grow their direct client customer base, and optimize the employee experience. Specific capabilities include sales planning, customer management, lead management, competitor analysis, and contract management.

Description:  Bitrix24 is a low-cost CRM software with marketing automation, customer support, and client management features. In addition to being available in the cloud and on-premise, Bitrix24 is accessible on desktop and mobile devices. For travel agencies, Bitrix24’s cloud-based CRM offers employee management, a customer contact center, reporting tools, pipeline management, community calendars, process automation, scheduling tools, project management, built-in telephony capabilities, sales process management, and customer data management.

Description:  Capsule is a CRM solution for small, mid-size, and startup companies looking for a reliable, easy-to-use tool to help them stay organized, build customer relationships, minimize user input, and maximize sales opportunities. The company’s travel CRM offering equips brands with the tools they need to create comprehensive customer views, personalized experiences, lasting customer relationships, top-notch customer service, and more. Features include contact management, automated workflows, data collection, sales process management, visual pipelines, and performance tracking.

Description:  Qualtrics is the “Experience Management (XM)” service category creator and works with organizations to improve and manage their customer, employee, product, and brand experiences. The XM Platform is designed to help users create customer-centric products and develop memorable brand identities that attract, retain, and delight customers and employees. With Qualtrics’ travel and hospitality experience management capabilities, brands can use real-time data, AI-powered tools, and other features to improve their brand, product, employee, and customer experiences.

This article was written by William Jepma on July 18, 2023

• Capsule CRM
• Customer Relationship Management (CRM)
• Travel Agencies
• Travel and Hospitality
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William Jepma

Writer, editor, and analyst.

William Jepma is an editor, writer, and analyst at Solutions Review who aims to keep readers across industries informed and excited about the newest developments in Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Business Process Management (BPM), Marketing Automation, and other WorkTech categories. You can connect with him on LinkedIn or reach him via email at [email protected].

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Sales | Buyer's Guide

6 Best CRM for Travel Agency Software

Published October 20, 2023

Published Oct 20, 2023

WRITTEN BY: Charity May Amancio

This article is part of a larger series on CRM .

• 1 Best CRM for Travel Agency Compared
• 2 EngageBay CRM: All-in-one Travel CRM
• 3 HubSpot CRM: Best for Expanded Marketing
• 4 Freshsales: Best Contact Management CRM
• 5 Pipedrive: Best for Creating Custom Itineraries
• 6 Salesforce Essentials: Best Customizable CRM
• 7 Zoho CRM: Best for Workflow Automation
• 8 Our Evaluation Method
• 9 Frequently Asked Questions (FAQs)
• 10 Bottom Line

Travel agencies handle multiple bookings, itinerary customization, campaign deployment, and client management. For this reason, having customer relationship management (CRM) software becomes imperative for travel agents, as it cuts the work in half while boosting productivity and efficiency. The best CRM for a travel agency has tools for online booking, schedule planning, quote generation, marketing, and data management.

We tested and reviewed a dozen solutions and came up with the six best travel CRMs:

• Best CRM for travel agencies overall: EngageBay CRM
• Solid travel agency CRM with robust marketing tools: HubSpot CRM
• Best option for contact management: Freshsales
• Top choice for building custom itineraries: Pipedrive
• Excellent customizable CRM for travel agencies: Salesforce Essentials
• Best travel agent CRM for workflow automation: Zoho CRM

Best CRM for Travel Agency Compared

Engagebay crm: all-in-one travel crm software.

• With bundled tools for sales, marketing, appointment booking, and customer service
• Free plan has multichannel marketing capabilities with social media monitoring and a drag-and-drop landing page builder
• Predictive lead scoring for enhanced prospecting is available at no cost
• Limited contact and company database under the Free and Basic plans at only 250 to 500
• Telephony features are not accessible for free
• With a slight learning curve due to its comprehensive features

When to Use EngageBay

• You’re looking for a travel agency CRM for a full revenue operation (RevOps): EngageBay’s CRM and Sales Bay offers features not just for sales management but also for marketing and customer service—all of which are crucial for RevOps teams . These include essential tools for managing travel bookings and activities like an appointment scheduler, contact storage, predictive lead scoring, live chat channels, and promotional campaigns.
• You want an omnichannel marketing and support system: One standout feature of EngageBay is its multichannel marketing and customer support tools. Travel agents can engage with clients and send marketing materials through email, social media, live chat, video messaging, and short message service (SMS). It also has a drag-and-drop landing page builder for a dedicated booking page and promotions.

When to Use an Alternative

• Alternative: HubSpot has provision for 1 million contacts and company records under its Free plan for 15 users.
• Alternative: Freshsales offers a free built-in telephone in its CRM system on top of the live chat, email integrations, and artificial intelligence (AI) chatbots—making it our top pick for the best operational CRM systems .

EngageBay Pricing Plan & Overview*

• $0 for 15 users

Key Features:

• Up to 250 contacts and company records with a 360-degree view
• Email management with 1,000 branded emails monthly, tracking, and email templates
• Appointment scheduling and up to five embed forms
• Tags, deals, and tasks management
• One landing page and social media suite that includes Twitter, Facebook, and Instagram
• Reports dashboard
• Live chat integration
• Email and chat support
• Predictive lead scoring
• Integration with Gmail, Outlook, and Office 365
• $11.95 per user
• Everything in Free
• Up to 500 contacts and companies
• 2500 branded emails per month
• Tailored deal milestones for recurring group tours and third-party contracts
• Telephonic capabilities with calling minutes (15 credits)
• $45.99 per user
• Everything in Basic
• Up to 20,000 contacts and companies
• Branded email at 20,000 sends per month
• With email scheduling and sequence activation
• Custom fields
• 10 automations and workflows with up to 15 nodes "> A node is a point in the workflow that represents a specific decision-making stage (e.g., approve or reject, complete or reassign).
• Access to proposal building, leaderboard, and call reports
• Free onboarding sessions
• Dedicated Account Manager
• $73.59 per user
• Everything in Growth
• Up to 30,000 contacts and companies
• Up to 30,000 branded emails monthly
• Conversational inbox
• Custom reports and proposal analytics
• Role and team management
• Call records and cold calling scripts
• Account-based marketing (ABM)
• Phone support

*Pricing is based on annual billing on a monthly breakdown. Monthly billing is also available for a higher cost, and two-year billing for a lower cost. We update pricing information regularly but encourage readers to check current pricing here .

EngageBay’s 360-view of the contact list (Source: EngageBay )

Our Expert Opinion

EngageBay is a one-stop shop CRM for travel agencies in that its complete set of features, with scalable plans to match, allow travel agents and touring businesses to operate their sales processes without breaking the bank. The multichannel engagement tools and the drag-and-drop landing page caught our attention as travel agents can leverage these features for lead generation and marketing efforts.

HubSpot CRM: Best for Expanded Marketing

• Access to free marketing tools, including email campaign management and website optimization
• Expanded data capacity for contact and company records
• Intuitive and simple user interface; ideal for absolute CRM beginners
• Free plan limits email template and document storage to five
• Paid plans get expensive quickly toward the higher tiers
• Telephonic capabilities are not available until the Starter plan for $15 per user, monthly

When to Use HubSpot CRM

• You need robust marketing features for free: HubSpot is a marketing powerhouse on top of being the best CRM for small business for having solid tools like email management, customizable web forms, and design capabilities for web and landing pages. Plus, it has search engine optimization (SEO) suggestions and artificial intelligence (AI) assistance that enhance web visibility and traffic. All of these and more are accessible starting from the Free plan.
• You’re aiming for a CRM with solid data management: Contact storage is crucial for travel agencies, especially when nurturing clients and building loyalty programs. HubSpot sticks out from the competition in that it provides capabilities for storing up to a whopping 1 million contacts and company records in a single system. This feature also includes task tracking and a prospecting workspace to manage sales activities.
• Alternative: Zoho has the most cost-effective plans available for small travel businesses as the pricing gap between plans is narrower, yet the feature upgrades are robust.
• Alternative: Pipedrive includes Smart Docs under the Professional plan for only $49.90 per user. Smart Docs provide e-signature for quotes, automated data fill for proposals, and status tracking.

HubSpot CRM Pricing Plan & Overview*

• Sales Hub Starter
• Professional Customer Platform
• $0 for 5 users
• Email integrations for direct and mass email marketing, email templates, and automated message deployment
• 1 million contact and company records with activity tracking
• Appointment scheduling page
• Custom quote generation
• Third-party integrations via app marketplace
• Mobile CRM app
• Deal tracking and service ticketing on one sales pipeline
• Documents storage and sharing
• Dashboard and reporting tools
• Live chat and custom web forms
• Website and landing page design tools
• Prospecting tools
• One blog with access to search engine optimization (SEO) and artificial intelligence (AI) tools for blog post structuring

Cost: Pricing is based on CRM Suite plans for individuals and small teams. The CRM Suite includes sales, marketing, customer service, content management system (CMS), and operations software in one product. Individual modules can be purchased for lower prices.

• $15 per user, monthly
• Everything in the Free CRM Suite
• Additional data capacity, including more storage for email templates (e.g., sales follow-up and business introduction emails ), and canned responses to booking inquiries
• Automated clearing house (ACH) and Stripe integration for payment processing
• Built-in telephone with 500 calling minutes per account, per month
• Two ticket pipelines
• Multiple deal pipelines with goal and quota tracking
• Custom call-to-action (CTA) features
• $1,080 per month for 5 users ($45 per additional user, monthly)
• Everything in Starter CRM Suite
• Social media management for up to 50 social accounts (including LinkedIn, Twitter, Facebook, and Instagram) and 10,000 posts per month
• A/B testing on landing pages and emails
• Lead outreach and sales follow-ups via automated email and LinkedIn messages
• Sales forecasting and goal tracking on reports
• Data duplicate detection
• E-signatures for quotes
• Multi-blog management with web page SEO analytics
• Video library hosting

*Pricing is based on annual billing on a per-month breakdown of the plans for individuals and small teams. Monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing here .

Free email marketing tools on HubSpot CRM (Source: HubSpot )

HubSpot CRM’s native marketing tools make lead generation and client nurturing easier for travel agencies. Even in the Free plan, you can access features commonly found under its competitors’ pricing plans, like automated email deployment, appointment management, and website design tools. In addition, HubSpot is an ideal gateway for CRM novices since its user interface provides smooth and straightforward navigation.

Freshsales: Best Contact Management CRM

• With contact and account management features in the Free plan for data storage and activity tracking
• Built-in telephone system available at no cost
• Its mobile CRM app has Google Maps integration and direct Uber booking options
• Free plan is limited to three users
• Quote generation not accessible until the Growth plan for $15 per user, monthly
• Costly profile enrichment at $69 per seat under the Enterprise plan

When to Use Freshsales

• You want contact management features with a telephone system: An efficient data management system sets the footing for lead outreach and targeted marketing campaigns in the hospitality industry. Freshsales bags the top spot for the best management software thanks to its seamless recordkeeping capabilities and omnichannel communication options, including a free built-in telephone system.
• You need mobile CRM software with Google Maps and Uber integrations: One impressive feat of Freshsales is its connection with essential apps that are highly valuable in CRM for tour operators, such as arranging transportation. Freshsales has Google Maps and the option to book Uber services directly from the mobile CRM, which helps facilitate tours and arrange additional vehicles if necessary.
• Alternative: HubSpot’s free plan already includes quote generation you can customize based on your services or other defining metrics for your pricing.
• Alternative: Pipedrive has relatively lower-priced profile enrichment under the Advanced plan for only $27.90 per seat.

Freshsales Pricing Plan & Overview*

• $0 per user
• Contact and account management with activity timelines and lifecycle tracking
• Appointment scheduling
• Built-in telephone system
• Custom data fields
• Email template storage
• Google Maps and Uber integration for direct booking
• Mobile app available with voice notes
• Artificial intelligence (AI) chatbots with canned responses
• Live chat embedded on the website for customer engagement
• $15 per user
• Quote and invoice generation
• CRM workflow automation
• Third-party CRM integrations
• Data sync with an external messaging system to send emails directly from the CRM
• Expanded communication channels, including access to integrations like WhatsApp, Facebook Messenger, Google Business Messages, and Apple Business Chat
• Mass text messaging and bulk email send with automated sequences in the CRM
• Freddy artificial intelligence (AI) chatbot interaction and lead scoring
• $39 per user
• Appointment booking directly from the live chat widget
• Freddy AI recommendations and deal insights
• Sales forecasting and territory management
• Support for multi-currency option
• Multiple sales pipelines
• $69 per seat
• Everything in Pro
• In-house applications and customized modules
• Automated profile enrichment
• Enhanced AI insights for forecasting that predict deal commitment likelihood

*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Freshsales offers a 21-day free trial and optional paid add-ons for additional workflow automations and phone credits starting at $5. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here .

Freshsales’ contact management with a 360-degree view (Source: Freshsales )

Freshsales is the best CRM for travel agency when managing contact and company records from clients and partner companies. The multichannel communication tools help maximize marketing efforts and keep track of conversations and other engagement activities. We also like that its mobile CRM has direct access to Uber booking and Google Maps, plus the additional app integrations in the paid plans.

Pipedrive: Best for Creating Custom Itineraries

• Personalized itineraries can be built and stored as templates using custom fields
• Excellent lead management, deal tracking, and proposal generation tools
• Automated task updates, reminders, sales forecasting, and reports insights through the artificial intelligence (AI) sales assistant
• No free plan available
• Lacks tools for ticketing and automated case management
• Revenue forecasting requires the Professional plan at $49 per user, per month

When to Use Pipedrive

• You want a tour operator CRM with itinerary template storage: Being able to build and store templated itineraries that you can customize for a particular place or client streamlines the work process for travel agents. You can use Pipedrive’s custom fields to personalize itineraries based on their tour goals, culture preferences, and pricing range.
• You need robust lead management tools: Pipedrive offers multiple features for lead generation and management, including tools for pipeline stage visualization, proposal generation, activity monitoring, task updates, and dashboard reporting. If you aim for a higher customer retention rate, leverage the profile auto-enrichment to update your contacts and the AI sales assistant for sales forecasting and insights.
• Alternative: HubSpot is a solid free CRM for travel agents and a great choice if you prioritize robust marketing tools. If you want an all-in-one solution to house your sales operations , consider EngageBay’s free plan.
• Alternative: Salesforce offers automation for case resolution with tools for assignment routing, auto-response, escalation rules, and queues.

Pipedrive Pricing Plan & Overview*

• Professional
• $14 per user
• Custom data fields and sales pipeline stages
• Lead and contact management with document storage, proposal generation, and activity reporting
• Deal management with rotting indicator and progress reporting
• Service and product catalog
• Third-party integrations through the app marketplace
• Sales goals tracking
• AI sales assistant for sales forecast, performance-enhancement tips, and automated task updates
• $34 per seat
• Everything in Essential
• Automated workflow
• Two-way email sync with Gmail and Outlook email systems with access to custom email templates and signatures
• Meeting scheduler with built-in video conferencing options
• Profile enrichment automation through smart contact data
• Advanced sales reports with revenue tracking
• $49 per user
• Everything in Advanced
• Revenue forecasting and expanded reporting for monitoring custom fields and subscription-based revenue
• Smart Docs tool for auto-populating data on proposals to send, track, and get e-signatures
• Visual activity tracking through contacts timeline
• Sales team management
• Automated deal and lead assignment
• $64 per seat
• Everything in Professional
• Project management tools with custom project data fields, activity tracking, and Kanban boards
• CRM implementation assistance
• $99 per user
• Everything in Power
• Up to 100 active workflow automations
• Unlimited reports and sales dashboards
• Unlimited team management
• Security rules and permission settings

*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. Paid plans include a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here .

Pipedrive’s data fields that you can customize for specific templates (Source: Pipedrive Developers )

Pipedrive is undoubtedly at the forefront when it comes to CRMs with an excellent lead management system. While this feat applies to multiple industries, the adaptable features Pipedrive offers make it a solid industry-specific CRM for travel agencies. For example, the custom itinerary templates, in particular, stand out as a great approach to personalizing customer experience.

Salesforce Essentials: Best Customizable CRM for Travel Agents

• Highly customizable with an app builder for niche-specific tools and dashboard
• With case management capabilities, and multichannel customer support
• Ample knowledge base resources, including guides and tutorials
• Doesn’t offer a free plan; only has one paid plan
• Lacks workflow automation tools
• No quote and invoice management tools

When to Use Salesforce Essentials

• You’re looking for a customizable travel CRM: Salesforce Essentials is a CRM built particularly for small business. However, its inherent design didn’t get in the way of offering customization options—from its reporting capabilities, sales dashboards, and sales pipelines. In addition, it has the Lightning App Builder for creating custom pages for mobile apps, forecast pages, and point apps valuable to travel agencies.
• You want to streamline your customer service support: Case management in Salesforce Essentials includes multichannel support. Customers can send their concerns or cases through email, web form, self-service website, and social media page. Plus, you can apply rules for automated assignments and easy status tracking.
• Alternative: In terms of pricing scalability and multichannel engagement, Freshsales is the best option from the list for its cost-friendly plans that come with feature upgrades and expansion along with robust customer service features.
• Alternative: Zoho is a solid pick for its built-in automation for workflow and marketing campaigns.

Salesforce Essentials Pricing Plan & Overview*

Only a single plan for up to 10 users is available under Salesforce Essentials. You can sign up for its 14-day free trial to test the CRM features and decide if you wish to subscribe completely.

Salesforce Essentials Feature Inclusions

• $25 per user
• Lightning App Builder
• Account, contact, lead, and opportunity management
• Mobile app with full offline functionality
• Lead assignment and sales agent routing
• Task management and activity tracking
• Mass email, campaign management, and email template storage
• Customizable sales process
• Web-to-lead capture
• Gmail and Outlook integrations
• Google apps integration
• Customizable reports and dashboards
• Case management
• Read-only knowledge base
• Third-party integration through AppExchange
• Automatic touchpoint logging using Premium Activity Capture

Salesforce Essentials Add-ons:

• Sales Dialer for Essentials (inbound and outbound calls from Salesforce phone channel): $2 per 100 minutes, per month
• Sales Dialer (click-to-dial and automatic logging): Starts at $5 per user, per month
• Social Intelligence: $25 per user, monthly
• Inbox: $25 per user, per month

*Pricing is based on annual billing on a per-user, monthly breakdown. Monthly billing is also available at a higher cost. We update pricing information regularly but encourage readers to check current pricing here .

Salesforce’s service console for case management (Source: Salesforce )

Salesforce Essentials provides another layer of customization through its Lightning App Builder that allows you to tailor tools and pages to your sales and marketing activities. On top of that, you have access to its pool of helpful guides and tutorials regarding how to leverage its features. Plus, there are also third-party integrations that enhance your sales process and productivity.

Zoho CRM: Best for Workflow Automation

• Custom workflow includes automation for routine activities, tasks scheduling, and email notifications
• Free and scalable paid plans available
• Custom reporting tools and Zia artificial intelligence (AI) sales assistant
• With steep learning curve, especially when setting up the CRM
• Appointment booking, email management, and social media integrations require the paid plans
• Free access is limited to three users

When to Use Zoho CRM

• You need a CRM with automated workflow options: Zoho’s Free plan already includes a custom workflow you can place on auto-pilot with triggers based on your sales process and operation activities. The system can send automated notifications and user reminders, task updates, and create subtasks and other activities based on event data.
• You want cost-friendly paid plans: Travel agencies that need an affordable CRM can look no further as Zoho offers highly scalable plans. You can use the CRM system for free and unlock advanced features from the paid plan starting at $14 per user, monthly. This is highly recommended for fast-growing travel agencies and touring businesses.
• Alternative: Freshsales is our top-rated simple CRM . It has a clean, easy-to-use interface and intuitive navigation features.
• Alternative: EngageBay offers robust travel booking capabilities in its free plan, including the social media suite and branded email management.

Zoho CRM Pricing Plan & Overview*

• $0 for three users
• Automated workflow with basic rule setting plus tasks and email notifications
• 10 custom email templates
• Three organization emails with attachments of 3MB max
• 10MB data storage for 5,000 records
• 1GB total file storage per organization with document library
• Lead, account, contact, deal, and activity management with web forms
• Marketing campaign automation
• Standard CRM reporting
• Appointment booking
• Contact and lead scoring
• Email management with communication monitoring
• 200MB data storage for 100,000 records
• 1GB file storage per organization plus 512MB per user license
• 100 custom reports and 10 custom dashboards
• 10 organization emails with 10MB attachments, plus 100 custom sales email templates and 250 daily mass emails per organization
• Social media integrations (Facebook and Twitter)
• Additional CRM integration with Zoho CRM Marketplace and Google Workspace
• Sales forecasting capabilities
• Scheduled actions and automated workflow task reminders
• Advanced customization for group tabs, email address duplication check, unique fields, and user layout
• $23 per user
• Everything in Standard
• 500 daily mass emails per organization with automated scheduling
• 10GB data storage for approximately 5 million records
• Unlimited custom email templates
• Unlimited custom reports and CRM dashboards
• Real-time activity notifications from interactions made through SalesSignals
• Inventory management with product tracking and quote, order, and invoice generation
• Native sales gamification
• $40 per user
• 1,000 daily mass emails per organization with scheduling
• 1GB file storage per organization plus 1GB per user license
• A/B testing and web form analytics
• Data and record sharing among team members
• Three auto-responders
• Lead scoring with custom rules
• ZIA artificial intelligence (AI) sales assistant for data enrichment
• Territory-based sales forecasting
• Marketing attribution and automated contact list segmentation
• Anomaly detector, cohort analysis, and workflow reports
• $52 per user
• Everything in Enterprise
• 2,000 daily mass emails per organization
• 1GB file storage per organization plus 5GB per user license
• Five auto-responders
• Custom modules with 50 links per module
• Up to 50 sales pipelines
• Unlimited application programming interfaces (APIs)

An example of an automated workflow in Zoho (Source: Zoho )

Workflow automation is Zoho CRM’s turf due to its free yet robust task, contact, and deal management features that reduce manual input. These can help travel agencies establish a smooth CRM process, which in turn drives more revenue. We also can’t miss its free marketing campaign automation and highly scalable plans, making it a great CRM for work and sales activity tracking.

How We Evaluated the Best CRM for Travel Agency

When identifying the best CRM software for the travel industry, we assessed the general and specific features that are most valuable for travel agencies and tour operators. For example, we evaluated capabilities, including social media integration, booking system, and client management, based on type, accessibility, and comprehensiveness. We also looked closely at the pricing plans, ease of use, customer support, and our overall experience when using the software.

The tabs below offer insight into our screening process for the best CRM for travel agencies:

• General Features
• Niche/Advanced Features
• Expert Score

25% of Overall Score

We compared the features expected from a robust CRM, such as contact data storage and management, sales pipeline, reporting and analytics, mobile app, and integrations with native and/or third-party tools. We also checked for marketing capabilities, like email scheduling, landing page building, and SMS notifications, which are useful for confirming travel bookings.

15% of Overall Score

Each provider in our list has undergone screening in terms of whether it offers affordable plans within the typical budget range of a small travel and tour business. We evaluated the overall value of the paid plans and their flexibility in terms of payment options, considering greatly the presence of monthly and annual billing. We also checked for freemium plans and free trial periods.

We considered features specific to travel agencies and how the providers have considered them. For example, we looked for tools essential to itinerary and booking customization, workflow automation, and client management with targeting features.

As travel agents stay closely connected with their customers throughout the sales process, reliable support from the CRM solution provided is non-negotiable. In this criterion, we evaluated the type and number of support channels available, such as email, live chat, phone, and knowledge base resources. We also checked the customer service hours and availability for cases and inquiries.

20% of Overall Score

We tested each platform firsthand to evaluate the strengths of the features. Aside from that, we also checked what other users think of each product, particularly those working in travel agencies and the hospitality industry in general. We looked closely at what they say about the platforms’ value, ease of use, and interface navigability.

Frequently Asked Questions (FAQs)

What is crm for travel agents.

CRM software for travel agents helps manage customer relations by streamlining sales and marketing activities, such as email campaigns, lead generation, client nurturing, and travel customization. This tool also gathers, organizes, and stores business data in one system, automating analytics and sales reports.

Why do travel agencies need CRM?

Travel agencies and businesses in the hospitality industry benefit from customer relationship management (CRM) in that it simplifies data management and helps in providing tailored customer experience. For example, travel agents can form personalized itineraries, arrange destination bookings based on preferences, and review travel histories from a single database.

What is the best CRM for a travel agency?

EngageBay is our top-ranking CRM for travel agencies for its comprehensive CRM features and multichannel marketing tools. However, other options may be best suited for your business needs. HubSpot, for example, offers free marketing capabilities and an intuitive interface. On the other hand, Pipedrive is a solid choice if you want to impress your clients with automated, customizable itineraries.

Bottom Line

The best travel CRM software provides features to centralize contact data, create prospecting and marketing strategies, add online booking, and facilitate workflow automation. While EngageBay snatched the top rank in our list for its all-in-one CRM design, other options stand tall in specific use cases. That said, assess your needs, budget, and priorities when choosing a travel agency CRM .

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About the Author

Find Charity May On LinkedIn

Charity May Amancio

Charity Amancio has worked closely with various small businesses offering B2B products and services in the US, UK, Australia, and Hong Kong. She managed several lead-generation strategies and website building projects. With more than a decade of writing and editing experience, she has produced valuable content that generated traffic exponentially for her clients, ultimately increasing conversion.

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7 Best Travel Agency CRM Software 2024 (Top 50 Ranked)

by Chris Von Wilpert, BBusMan • Last updated August 25, 2024

Expert Verified by Leandro Langeani, BBA

Editorial Disclosure:   We buy, test and review products featured on our website using a 3-step rating methodology.  If you buy through our links, we will get a commission.  Read our rating methodology and how we make money .

Today there are 73 different travel agency CRMs . We spent 85 hours comparing the top 50 to find the seven best you can use to manage your travel agency.

What is the Best Travel Agency CRM?

• Tutterfly — best of the best
• Pipedrive — best for sales
• moonstride — best for enterprises
• Zoho CRM — best for small agencies
• Tourwriter — best for itinerary creation
• Freshsales — best for automation
• Salesforce — best for customization

1. Tutterfly

Our verdict — best of the best.

Tutterfly is the world’s best CRM for travel pros. We think it’s the best CRM for travel agencies because of its built-in itinerary builder.

The Best Part:

• It allows you to customize the smallest details for your tours. Tutterfly lets you add flight details, accommodation info, inclusion/exclusion lists, and more to your tour plans.

The Worst Part:

• No Facebook and WhatsApp integrations on the basic plans. Tutterfly only allows you to integrate these two platforms on the First Class plan ($336/year).

Get it if you want the best dedicated CRM for travel agencies.

I recommend you start with the free 14-day trial, then sign up for the yearly First Class plan at $336/year for full CRM access.

(14-day free trial)

Tutterfly is best for travel agencies that want the most comprehensive CRM in the market.

Top Features

• WhatsApp and Facebook integrations. Manage and reply to incoming messages on these social media channels without leaving your CRM.
• Stay in the loop. Generate custom reports for your performance with the information that matters to your travel agency, such as the number of trips booked every month, revenue, and canceled bookings.
• Itinerary builder. Create detailed itineraries to plan and promote flawless trip itineraries, within a few minutes. 
• Unlimited cloud storage. Organize documentation, client photographs, trip information, and more with unlimited space.
• Key deals tagging. Highlight the most significant sales opportunities in your CRM and never miss a deal.

Tutterfly offers three pricing plans:

• Economy Class: $48/quarter for travel agencies looking for essential email, itinerary building, and lead management tools.
• Business Class: $72/quarter for travel agencies that want their CRM to take care of invoicing, accounting, sales, and lead management tools.
• First Class: $96/quarter for travel agencies looking for a comprehensive solution with all features available on other plans plus messaging integrations and sales objection management.

Annual plans provide up to a 16.6% discount.

Try Tutterfly today with a free 14-day trial.

2. Pipedrive

Our verdict — best for sales.

Pipedrive is the #1 user rated CRM in the world right now. We think it’s the best for sales because of its sales pipeline management tools, and how easy it is to integrate it with your entire tech stack.

• Powerful integrations with other tools. Pipedrive allows you to bring your favorite tools into your CRM via native integrations with PandaDoc, Zapier, Pipechat, and more.
• Customization might take some time. Since Pipedrive isn’t a CRM focused on the travel industry, you’ll need a bit of time to set up the right workflow for your business..

Get it if you want a powerful sales centric CRM that will close more clients  in less time.

I recommend you start with the free 14-day trial, then sign up for an annual Professional subscription at $598.80/year to get the full Pipedrive experience.

Pipedrive is best for travel agencies who want the best CRM to bring and retain customers.

• Outstanding interface. Pipedrive comes with a super intuitive interface — I think my mom would get it the first time!
• Ultra advanced workflow automation. Let the machines do the work for you and skip repetitive, menial tasks.
• API access. Connect your favorite tools and create internal apps to take your workflow automation to the next level.
• The best sales pipeline manager. Save your reps’ time by enabling them to manage and reach out to more leads.
• Travel follow-ups. Keep customers coming back with automated post-trip email newsletters and promotions.

Pipedrive offers four pricing plans:

• Essential: $19.90/month per user for travel agencies looking for a basic CRM to manage and drive sales.
• Advanced: $34.90/month per user for travel agencies that want a CRM with advanced sales, automation, and email management features.
• Professional: $59.90/month per user for travel agencies that want a complete CRM to manage, attract and automate sales, as well as generate revenue projections, manage contracts, and manage email marketing.
• Enterprise: $119.90/month per user for travel agencies that want all Professional plan tools without limits plus enterprise security and login.

Annual plans provide up to a 25% discount.

Try Pipedrive today with a free 14-day trial.

3. moonstride

Our verdict — best for enterprises.

moonstride is like the bulldozer of the travel CRM and booking engine world. We think it’s the best for enterprises because of its powerful booking engine.

• Booking engine. moonstride allows you to create a website where your customers can book trips, car rentals, hotels, and more.
• No entry plans. moonstride’s cheapest plan will set you back at least $297/month plus a one-time setup fee of $260.

Get it if you want an enterprise solution for your travel agency to manage and organize trips and customers.

I recommend you book a demo with moonstride to see how you can use the CRM for your travel agency, then sign up for the yearly moonstride Enterprise plan.

(free demo)

moonstride is best for enterprise-level travel agencies that want to streamline their processes and boost customer satisfaction.

• Your travel site on steroids.  Allow customers to buy from you sitting on their couch, on their underwear… Without ever getting on the phone.
• Group bookings made easy. Import, manage, and allocate passengers in bulk for private group tours.
• Swift agent commission management. Calculate and manage agent commissions and performance with a few clicks.
• Service contracting. Store  all kinds of contracts like vehicle rental, tours, insurance, accommodation, and more.
• Make payment processing a breeze. Connect your suppliers’ APIs to your moonstride account to manage payments to your suppliers.

moonstride offers five pricing plans:

• moonstride Core: $297/month for travel agencies looking for a well-built CRM to create itineraries and manage quotes, reports, bookings, etc.
• moonstride Pro: $585/month for travel agencies that want all Core CRM features plus contract loading modules and supplier payment recording.
• moonstride DMC: $780/month for travel agencies and destination management companies looking for all Core features in their CRM plus agent and commission management tools.
• moonstride Group: $975/month for travel agencies looking for group booking tools plus all Pro features in one package.
• moonstride Enterprise: Custom pricing, for travel agencies looking to get a full-fledged CRM with group booking, DMC, B2B, B2C, and API integration tools.

Annual plans provide a 15% discount.

Try moonstride today with a free demo.

Our Top Three Picks

Here’s a quick summary of our top three picks:

• moonstride — best for large travel agencies

Here’s a quick comparison of our top seven picks:

Here are the top 50 travel agency CRMs we considered in this review:

• Travefy Agent
• Dolphin Dynamics
• Travel Booster
• Technoheaven Travel CRM
• ClientBase Online
• monday sales CRM
• Travelomatix
• TravelWorks
• TravelCarma
• Axus Travel App
• Tactile CRM
• Kapture CRM
• Less Annoying CRM
• Travel Ibex
• Juniper Booking Engine
• TourSys Cloud
• SabreRed360
• Capsule CRM
• Creatio CRM
• DeBox Global Travel CRM

What to look for when buying CRM for travel agencies?

• Seamless integration capabilities with your existing business processes
• Reporting features with insights into sales performance and customer loyalty
• Automatic email campaigns and other types of automated marketing campaigns
• The ability to track customer satisfaction throughout the entire customer journey
• Booking management features to handle online bookings and to create custom itineraries
• Custom fields to capture travel history, purchases, and more, so you can offer personalized experiences
• The ability to act as a centralized platform to streamline business operations and sales processes
• A good travel CRM software should offer a comprehensive suite of tools that help your travel business operate
• Tools to streamline the administrative tasks of your sales team
• Capabilities to integrate customer queries, support tickets, and other customer service related tasks
• The ability to offer a personalized customer experience to all existing and potential customers

The Bottom Line

To recap, here are the best travel agency CRMs to try this year:

• Salesforce— best for customization

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10 Best CRM Tools for Travel Agencies in 2024

In the world of travel, where every moment counts and customer satisfaction is paramount, having the right tools at your disposal is crucial. 

That’s why we’ve curated this list of CRM solutions designed to boost your agency’s efficiency, streamline operations, and ensure unforgettable experiences for your clients. 

Welcome to Travel Booster’s guide to the best CRM tools for travel agencies in 2024! 

Why Do Travel Agents Need CRM Tools?

Being a travel agent is like being a magician who transforms dreams into reality. But behind the scenes, there’s a lot of hard work, organization, and coordination required to create those magical experiences. This is where CRM tools come in, acting as your trusty assistant to keep track of everything and simplify your daily tasks.

A CRM tool for travel agents is like having a personal concierge, travel assistant, and data organizer all in one. It empowers you to manage customer relationships, bookings, itineraries, and so much more, all while maintaining a professional edge. 

Here are some reasons why CRM tools are a game-changer for travel agents:

• Seamless Customer Relationship Management: The heart of any successful travel agency lies in building strong relationships with clients. CRM tools enable you to capture and store vital customer information, preferences, and communication history, creating a comprehensive profile that helps you deliver tailored services and personalized attention. By truly understanding your clients, you can exceed their expectations and cultivate long-lasting loyalty.
• Centralized Data and Streamlined Workflows: Gone are the days of sifting through piles of paperwork or searching multiple platforms for the information you need. A travel agency CRM tool acts as a centralized hub, gathering all essential data and organizing it in an intuitive manner. From client details to vendor contacts, everything is at your fingertips, enabling you to work smarter, not harder.

List of Best CRM for Travel Agencies in 2024

Now that we’ve established the importance of CRM tools for travel agencies, let’s dive into the crème de la crème of 2024. 

We have handpicked the best CRM solutions that combine functionality, user-friendliness, and a touch of magic to elevate your agency’s operations. From small boutique agencies to large-scale travel companies, there’s something for everyone on this list.

Stay tuned as we explore each CRM tool’s unique features, benefits, and how they can transform your travel agency software into a well-oiled machine. Whether you’re a seasoned travel expert or just starting your journey, these tools are designed to give you the competitive edge you need in the dynamic world of travel.

So pack your bags, grab your virtual passport, and let’s embark on this exciting journey to discover the best CRM for travel agents in 2024!

1. HubSpot CRM

Get ready to unleash the power of HubSpot CRM , the mighty warrior of customer relationship management. With its user-friendly interface and arsenal of features, HubSpot CRM becomes your trusty companion on the battlefield of customer interactions. Seamlessly integrating HubSpot with your accounting and travel agency software is like a match made in heaven. 

2. Zoho CRM

Zoho CRM is designed specifically for the travel industry, this powerful tool equips you with the tools you need to conquer the hearts of your customers. Picture this: you seamlessly integrate Zoho CRM with your other software, creating a dynamic team that rivals the greatest partnerships in history. With unified customer data and financial transactions, you’ll have the power to personalize experiences, track leads, and navigate the twists and turns of the travel industry with finesse. 

3. Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is here to guide you through customer relationship management. With its arsenal of features, you’ll feel equipped with everything you need to slay the competition and seize the opportunities that lie ahead. Integrate this mighty CRM with your accounting software, and witness the fusion of customer interactions and financial management, like a magical potion that brings clarity and control to your business. 

4. Pipedrive

Pipedrive CRM is your trusty compass, guiding you through the treacherous waters of sales pipelines. With its visual interface and intuitive features, you’ll feel like a master navigator, charting your course toward success. Pipedrive, combined with accounting and travel agent software will turn the tides turn in your favor. Your sales data and financial records align, creating a harmonious symphony of revenue tracking and financial forecasting. 

5. Freshworks CRM

Freshworks CRM offers a variety of features and an intuitive interface making customer relationship management as relaxing as a beach vacay. Seamlessly integrating it with your accounting and travel agent software is like unlocking a secret passageway to financial success. Personalized experiences, automated invoice generation, and valuable insights into customer spending habits are all at your fingertips.

6. Insightly

Insightly CRM will get you on the path to customer relationship greatness. Combine Insightly with your existing software, and watch as the realms of sales, project management, and finance merge into a harmonious kingdom. Accurate financial tracking, timely billing, and efficient project cost management, all working together like a well-oiled machine. 

7. Agile CRM

Agile CRM offers a comprehensive suite of tools to help you navigate your way through sales processes and marketing campaigns with agility and finesse. Seamlessly integrate it with your other existing software to synchronize customer data with financial records, creating a powerful alliance that can conquer any challenge.

8. Copper (formerly ProsperWorks)

Prepare to be amazed by Copper , the mighty CRM that was once known as ProsperWorks. With its streamlined interface and powerful features, Copper is like a trusted treasure chest, storing all your customer relationship secrets. Seamlessly integrating it with your accounting software is like discovering a hidden gem, where customer data and financial transactions come together in perfect harmony. Imagine the possibilities: personalized customer experiences, efficient financial management, and a voyage toward unparalleled success.

Apptivo is here to revolutionize your customer relationship game. With its arsenal of features, this CRM powerhouse becomes your sidekick in conquering the realms of customer interactions. Seamlessly integrate Apptivo with your accounting and travel agent software to create a seamless flow of customer data and financial records. Experience the joy of simplified financial management, accurate revenue tracking, and personalized services.

10. Salesforce

Brace yourselves for the mighty Salesforce . With its unparalleled capabilities, Salesforce can transform your travel agency into a force to be reckoned with. Salesforce seamlessly integrates it with your other existing software to unlock a world of possibilities, where customer data and financial transactions merge into a symphony of success. 

CRM Magic: Casting Spells of Success for Travel Agencies in 2024

Choosing the right CRM tool for your travel agency can truly make a world of difference in how you manage your operations, nurture customer relationships, and ultimately achieve success in the travel industry. By leveraging the power of a CRM, travel agents can streamline their workflows, deliver personalized experiences, and stay ahead of the competition. 

Let’s recap why finding the perfect CRM is crucial for travel agencies.

First and foremost, a CRM tool empowers travel agents to excel in customer relationship management. By centralizing and organizing customer data, preferences, and communication history, travel agents can provide personalized services, anticipate needs, and deliver exceptional experiences. The ability to understand clients on a deeper level helps foster loyalty and sets travel agencies apart from their competitors.

Additionally, a CRM tool enables efficient booking management. By consolidating all reservations, payment details, and itineraries in one place, travel agents can eliminate double bookings, reduce errors, and ensure seamless travel experiences for their clients. With automated reminders and alerts, agents can stay on top of important dates and provide proactive support throughout the travel journey.

An effective CRM tool also simplifies data management and streamlines workflows. By centralizing all essential information, from client details to vendor contacts, travel agents can access data quickly and efficiently. This eliminates the need for manual paperwork, reduces administrative tasks, and allows agents to focus more on delivering exceptional service and growing their businesses.

It’s important to note that the right travel ERP (Enterprise Resource Planning) solution should seamlessly integrate with any CRM that a travel agency chooses. Integration between a travel ERP and CRM ensures a smooth flow of information across different systems, enhancing operational efficiency and providing a holistic view of the agency’s operations. This integration enables travel agencies to leverage the strengths of both tools and maximize their business potential.

Selecting the right CRM tool for your travel agency can transform the way you operate, elevate customer experiences, and drive growth. With features like customer relationship management, booking management, and streamlined workflows, CRM tools empower travel agents to excel in a highly competitive industry. When coupled with a travel ERP solution that seamlessly integrates with the chosen CRM, travel agencies can unlock new levels of efficiency and success. So, embrace the power of CRM and ERP, and embark on a journey to take your travel agency to new heights.

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10 best accounting software for travel agencies, why choose saas travel erp software, 5 ways to improve your bottom line with travel erp solutions.

The travel CRM you've been looking for

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Delight your clients by remembering every detail

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Meticulously designed forms.

Say goodbye to data loss., forms that have your back., start your free trial, calendar wrangling made easy, real time availability management, customizable to your needs.

A place for all your client information

Supercharge your workflow with automation & ai, your inbox, integrated, ai data entry, tasks automated, messaging automated, ai assisted contact import.

Grow your travel business with Freshsales CRM

Engage prospects across channels, automate follow-ups, and grow sales with the power of an all-in-one CRM

Introduction

• Key Features
• Best Travel CRM

The travel industry is an ecosystem of diverse partners—aggregators, booking platforms, tour operators, ticketing agents, and hotels. This complex network, coupled with the seasonal nature of travel marked by holiday packages and targeted campaigns, creates a unique and ever-evolving business landscape. To thrive in this market and provide exceptional customer experiences, travel companies need to be agile and adaptable.

Challenges with travel sales

Travel sales grapple with the inherent seasonality of the industry, with distinct peak periods and slower seasons. Here are the challenges faced by the travel industry:

It’s not enough if you engage prospects just ahead of the peak season. It's crucial to engage customers throughout the year to stay top-of-mind or risk being forgotten. 

A related challenge is that prospects prefer different channels of communication like phone, email, chat, and social media.

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

Travel agents navigate a complex ecosystem of hotels, airlines, tour operators, transportation vendors, etc. A successful travel agency needs to cultivate strong relationships with these partners to deliver an exceptional travel experience. Using hotel CRM solutions , travel agents can efficiently manage these partnerships and ensure seamless coordination to enhance their service offerings.

Prospects could include individuals or businesses. Without different modules and multiple pipelines to handle them, it will be difficult for agencies to assign prospects to the right sales owners.

Without clear visibility of leads and their interactions with promos or discounts, it’s difficult to track and measure the effectiveness of channels and campaigns.

Benefits of a travel CRM

A Customer Relationship Management solution like Freshsales helps you streamline communication with partners, helps manage seasonal surges in travel inquiries, and nurtures customer relationships throughout the year. With a travel CRM, you can personalize customer communications, increase bookings, optimize your sales processes, and ultimately propel your travel business toward sustainable revenue growth.

A travel CRM software is aligned to your business processes. You can track complex itineraries, automate communications, and personalize your marketing outreach. It empowers you to cultivate year-round customer relationships, streamline collaboration with partners, and create personalized experiences that drive loyalty and growth.

By streamlining processes and providing valuable insights, a CRM system allows you to make data-driven decisions and capitalize on new opportunities for growth.

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What are the key features of a travel CRM?

All-in-one solution : Look for a CRM that centralizes all your day-to-day operations. From managing customer data and tracking deals to automating tasks and engaging with clients across channels, a comprehensive solution eliminates the need for juggling multiple tools.

Easy-to-use : CRMs shouldn’t be complicated for end users. An intuitive interface with simple navigation boosts adoption and minimizes the need for extensive training. As your company grows, seek out a CRM that can effortlessly scale alongside your operations.

Workflow automation : Your CRM should help sales teams decrease their time spent on non-sales activities. Reclaim precious time by automating repetitive daily tasks. A robust CRM for travel companies should allow you to set up workflows for actions like sending follow-up emails, updating deal stages based on triggers, generating itinerary documents, and more.

Multichannel communication : Meet your travelers where they are. Choose a CRM that seamlessly integrates with phone, email, SMS, popular messaging apps like WhatsApp, and social media platforms. This empowers you to provide consistent, responsive customer service across all touchpoints.

Sales and marketing campaigns : Nurture leads and re-engage existing clients with targeted campaigns. Look for a CRM with built-in email marketing capabilities, the ability to segment audiences based on preferences or past trips, and analytics to track campaign performance metrics.

Analytics : A good travel CRM offers robust reporting and analytics. You can track vital metrics like sales revenue, conversion rates, campaign performance, etc. These insights empower data-driven decision-making and help you identify areas for improvement.

Mobile app: In the dynamic world of travel, your team needs access to information anywhere, anytime. A mobile app for your CRM is essential, allowing you to check client details, update deal stages, and perform simple tasks on the move.

Customizable: Opt for a CRM that lets you customize fields, reports, and even create custom modules to match your specific workflows and data requirements.

Why Freshsales is the best travel CRM for your business

1. contact and deal management.

A well-structured CRM solution is a travel agent's command center. Freshsales’ contact and lead management capabilities offer several ways for salespeople to get information quickly without rummaging for the right data.

The table view of customer data gives you a spreadsheet-like experience—search, sort, or edit columns to focus on the specific details you need right now.

The Kanban view helps represent your sales pipeline visually, allowing you to track deals intuitively. The Kanban represents each contact as a highlight card that can be dragged and dropped across deal stages.

For example, you can move a lead from the "Contacted" stage to "Itinerary sent" to "Proposal accepted" with a simple drag-and-drop. Simplified views tailored for account management put customer information, itineraries, and communications history at your fingertips, saving precious time. 

In addition to customer management, a CRM for travel companies can directly capture prospect information using web forms. With forms embedded in your website, campaigns, and other sources, you can feed leads directly into your CRM, giving you a higher volume of leads to work with.

The travel industry is complex, with a diverse clientele and a variety of offerings. Multiple sales pipelines in your CRM bring more clarity to the sales process. Tailor each pipeline to match your unique sales processes, track deals with precision,  and gain a clear picture of your overall sales performance.

For instance, you can set up separate pipelines to manage business travel bookings (with stages like "corporate account setup" and "volume discount negotiation") versus leisure travel for individuals or families (emphasizing personalization and itinerary refinement).

2. Automate repetitive tasks to boost productivity

Automation is a game-changer, freeing up time for the high-touch interactions that matter.

With Freshsales, you can set up workflows to automate repetitive tasks like updating customer records after a booking, sending emails with itineraries or documents, and updating invoices.

With sales sequences, you can set up a series of automated steps to nurture your contacts and convert them. For instance, you can design personalized email sequences with destination spotlights, limited-time offers, or testimonials to re-engage leads who haven't booked with you yet.

With automation, you can take repetitive tasks off your sales teams’ plates. This also helps you streamline processes and eliminates the risk of important details slipping through the cracks.

With automation, you can also eliminate time-consuming manual lead assignments with auto-assignment rules. For instance, you can set up rules to auto-route all corporate or business leads to one particular sales owner. You can also set up leads from a particular territory to be automatically routed to a sales owner. 

3. Reach your customers where they are with a multichannel CRM

Modern travelers expect seamless communication across channels. In today's connected world, your travel agency needs to be where your customers are.

Freshsales seamlessly integrates multiple communication channels, ensuring a consistent, personalized experience across the customer journey. You can connect with buyers through built-in phone, SMS, chat, and email. Interact with customers and provide real-time support to inquiries across channels like WhatsApp and Facebook Messenger.

How can you use Freshsales for the best results? Engage website visitors in real-time with trigger-based chat campaigns. Use custom chatbots to answer frequently asked questions about flight schedules, visa requirements, or travel deals, guiding leads through the initial stages of their journey.

You can also use email marketing to share compelling content and personalized messaging—sample itineraries, destination highlights, or early-bird offers—nurturing leads and re-engaging past clients for repeat business.

4. Engage contextually with a 360 customer view to boost conversions

In the world of travel, understanding your clients is crucial to delivering superior customer experiences. A customer 360 view within Freshsales brings your customer's travel journey into sharp focus.

By aggregating data from various touchpoints like website visits, customer interactions, past trips, and conversations, you gain a map of their interests, preferences, and engagement with your company. By understanding customers better, you can personalize your approach towards them. You can then segment and nurture them down the path to conversion.

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

Imagine a travel agent sees that a client has been browsing pages about safaris in Kenya. With Freshsales’ 360-degree view, they also discover this client previously booked an adventure activity in Dubai. With this knowledge, the agent can propose adding an adventurous safari to their upcoming trip.

5. Generate quotes on the fly with CPQ

Creating detailed travel itineraries and crafting accurate quotes can be a time-consuming process, and the right travel agency CRM can help. Configure, Price, Quote (CPQ) empowers your team to generate quotes with speed and precision, ensuring a seamless booking experience for your clients.

With CPQ, Freshsales enables you to have an up-to-date catalog of your travel products and services. Organize offerings like flights, hotels, excursions, and packages, attaching detailed descriptions and visuals to aid your sales team in crafting compelling proposals.

Customize your pricing models for single or multi-destination packages. Easily calculate prices across multiple currencies, and incorporate taxes and discounts as needed.

Imagine a client inquires about a trip to Iceland. Using CPQ, your sales rep can swiftly pull in various components—flights from different airlines, hotel options across price points, and a selection of guided tours. The pricing automatically updates with each selection. Alternatively, for a client seeking a hassle-free experience, the agent can present pre-configured travel packages with bundled pricing and a streamlined quote generation process.

6. Freddy AI: your time-saving, productivity-boosting copilot

Right from identifying the right leads to surfacing insights that drive conversion, Freddy AI is the copilot that can guide you to your revenue goals.

Freddy AI analyzes customer data and behavioral patterns to score leads, pinpointing those most likely to convert. This saves your team valuable time and lets them focus their energy on the hottest prospects.

Need help finding the perfect words for a follow-up to a promising lead? Freddy AI can suggest subject lines, compelling email body text, and calls-to-action tailored for the travel industry.

Your AI copilot can delve into deal data, analyze email exchanges, and highlight potential risks, giving you real-time recommendations on the next best steps to move deals forward.

7. Customize your CRM

While Freshsales offers powerful features out of the box, no two companies operate the same. That's where custom modules unlock the full potential of your CRM.

For instance, you can create a custom module called “tour packages” and track contacts, leads, deals, and other information for that module. In addition to the default fields to capture information, you can create custom fields to suit your new module and store relevant data. 

8. Continue selling on the go

The Freshsales mobile app (iOS and Android) puts CRM in your pocket. Access client information, update deals, schedule follow-ups, and even track offline activities like client meetings—all from your smartphone.

Real-time push notifications keep you updated on tasks, new leads, and upcoming appointments. Customize your notifications to ensure you receive the most important alerts without being overwhelmed.

Being an online business it’s important for us to attract customers. As a lean and small sales team, we have a need to effectively collaborate with each other. And right off the bat, we knew we would rely on a CRM system. We didn’t just want a central place to store our information; we also wanted to manage our workload effectively and improve the ease of doing business.

Ready to harness the power of Freshsales CRM?

All-in-one CRM that delights your teams and your customers.

What is a travel CRM?

A travel CRM is a specialized software platform designed specifically to meet the unique needs of businesses in the travel industry, including travel agencies, tour operators, hotels, and other travel-related service providers. It's more than just a contact management system; a CRM for travel companies helps in lead generation, streamlining operations, improving customer experiences, and driving sales growth.

What features should you look for in a travel CRM system?

Centralized customer data: Stores all customer information in one place, including contact details, preferences, travel history, and communication logs.

Itinerary management: Allows for creating, customizing, and tracking complex itineraries with details on flights, hotels, tours, and activities.

Partner collaboration: Facilitates seamless communication and coordination with airlines, hotels, tour operators, and other partners within the travel ecosystem.

Lead management: Captures leads from multiple sources, qualifies them, and automates nurturing processes to convert them into customers.

Sales pipeline tracking: Provides visual dashboards for tracking deals across stages, ensuring opportunities don't slip through the cracks.

Automation: Streamlines repetitive tasks like sending follow-up emails, generating reports, and updating customer records.

Omnichannel communication: Enables communication with customers across various channels, including email, phone, SMS, chat, and social media.

Analytics and reporting: Delivers insights into sales trends, campaign performance, customer behavior, and team metrics.

How does a travel CRM improve customer experience?

A CRM for travel companies empowers your company to deliver the personalized experiences that modern travelers demand. By centralizing customer information, including preferences, past trips, and interactions, it provides a 360-degree view of each client. This allows you to tailor itineraries, suggest relevant add-ons, and provide proactive customer support throughout their journey. Additionally, omnichannel communication within your CRM lets you meet clients on their preferred channels (email, chat, social media), ensuring a seamless and responsive experience that boosts customer satisfaction, increases customer retention, and builds trust and loyalty.

How can a travel CRM help my sales team close more deals?

A travel CRM empowers your sales team with tools for success. Features like lead scoring help prioritize hot leads, deal pipeline visualization aids in tracking progress, and built-in communication tools streamline follow-up and outreach. This translates into a more efficient sales process and higher conversion rates.

How much does a travel CRM cost?

Freshsales is an all-in-one CRM with an intuitive interface. Power-packed with features, you can get started on the Growth plan for $9. Get access to contact management, basic workflows, one CPQ licence, and more.

Travel CRM + backoffice + booking engine software tailored for travel agents, tour operators, homeworkers and DMC's.

#1 Travel CRM Loved by

At moonstride we are constantly challenging the status quo of technology (or lack of it) in the travel industry.

Our platform simplifies and optimises your day-to-day workflows so you can spend more time delighting your customers”

Track, Manage, Grow

The dashboard provides you with an overview of active enquiries, quotations and bookings. Reminders and notifications ensure you are always in the know and are able to make informed decisions faster, optimise and grow.

Never Miss an Enquiry

Stay on top of all enquiries, centralise and classify leads and easily allocate them to your team.

Generate Quotations in Minutes

Increase your enquiry conversion rates with streamlined processes that save staff hours and improve quotation turnaround time.

Enhance Your Workflows

With everything centralised in one place moonstride makes it easier to organise and manage your business. We streamline your processes,  saving you hours of work and vastly improving the turnaround time of daily tasks.

Embed AI into Your Travel Business

AI delivers data driven insights, sales and communication opportunities and enhances your operational processes allowing you to make informed strategic decisions.

We are here help you to embrace the power of AI/ Machine Learning and BI to anticipate trends, automate, optimise efficiency, increase customer engagement & satisfaction.

CRM Solutions for all Sizes of Travel Business

moonstride has been designed for travel businesses of all sizes. With multiple different packages we can tailor our cloud-based solution to your key requirements. We can also integrate with any third party APIs you need.

Explore how moonstride can simplify and automate your travel business

Tour itinerary builder, notifications & alerts, solutions catering various verticals across travel industry:, travel agencies & ota, group travel, tour operators inbound & outbound, destination management companies, b2b / wholesalers, tourism boards / dmo, corporate travel, why moonstride.

moonstride is a dedicated travel industry platform built by a team of visionaries, architects, engineers, marketers, and strategic consultants with a deep knowledge of the industry. Our aim is to leverage the best of technology to streamline and optimise your travel business so you can spend more time winning, growing, and delighting your customers.

Find out more about why moonstride is unique and should be your next travel technology partner.

What You Need to Know

moonstride is an end-to-end travel technology platform for the travel industry. moonstride is everything a travel business needs –

• Comprehensive CRM software
• Robust operations management system
• Automated finance, accounting & back office platform
• Supplier, products & contract management platform
• Conversion focused B2C and B2B booking engine

Travel CRM is a software for Customer Relationship Management that enables for the travel industry to manage every stage of interaction with the customers, whether it’s pre-trip, during holiday or post-trip.

A travel CRM helps you to:

• Understand your travellers needs better and convert sales better.
• Monitor end to end customer interactions
• Deliver enriched customer experience with automation, time saving features, so you spend minimal time on administrative tasks and more time selling travel.
• Single view of customer records, their travel history, and preferences
• Access levels and customer record sharing capabilities
• Pipeline visibility of your travel enquiries from enquiry to sales
• Automation of notifications, reminders and customer emails and messaging
• Centralise multi-channel communication like phone, chat, and email communications with customers.

A Travel CRM is an embodiment of a wholesome technology along with an optimised process that drives efficiency across all the functions of a travel business – Sales, Marketing, E-commerce, Customer Service, Supplier Management, Operations, Accounts, and Finance.

Sales teams within a Travel Agency, Tour Operator or any travel business can use the CRM to manage their sales pipeline more effectively & efficiently.

A tour operator / travel agency sales team can capture better travel instructions and intelligently share and allocate leads to internal teams based on their expertise and nature of enquiry and workload.

Use time saving features to search and package travel services like flights, hotels, activities, transfers, car hire and tours and create excellent itineraries and documentation.

Spend more time selling and less time managing records and creating travel quotes and documents manually.

Marketing teams can use CRM insights to implement effective marketing strategies and targeted campaigns.

Travel Agency / Tour Operator marketing teams can benefit from insights offered by CRM platforms for customers holidays, and travel history and preferences. It also helps marketing teams to focus equally on seasonal, preferential, most profit making or top selling travel destinations, suppliers and holiday packages.

Customer service and operations teams can contribute by effectively handling multi-channel communications with both the travellers and suppliers alike – pre-travel, on-trip and post travel.

Whether it’s a simple holiday request or a corporate travel booking, multi-stop flight reservation for a travel agent or a complex multi-centre tour operator holiday package – a CRM helps to keep all communications with customers and respective suppliers all centrally logged in one place. This drives efficiency and improves customer satisfaction due to speed and accuracy of response.

Supplier management teams can manage suppliers across various destinations and multiple services like flights, holidays packages, accommodation, tours, activities, and transfers.

Supplier management and operations teams can request quotes and availability with suppliers, confirm bookings and manage supplier confirmations. Reporting and analytics help maintain supplier relationships and supplier efficiency by managing follow ups and staying in sync with each stage of booking and fulfilment process.

moonstride is an end to end platform for a travel businesses. Some of the key features offered by moonstride

• Dashboard for a quick snapshot of your travel business
• Enquiry, Quotation & Booking module
• Travel product management and contract loading platform
• Pricing Manager
• Customer Relationship Management
• Tour Itinerary Builder – Easy and intuitive way to build stunning itineraries
• Team and individual To-Do, task and follow-up list for effective operations management
• B2B Agent modules, commissions, pricing, and accounting management for B2B
• Conversion focused B2C and B2B Booking Engine
• Group Travel management software
• Supplier modules with pricing, commission, finance, and accounting management for supplier relations
• API Integrations with GDS, consolidators, Bed Banks, and ancillary suppliers.
• Email Centralisation

For more features, click here .

At moonstride we work with a variety of travel business types across the travel industry. We have dedicated features and modules tailored for a range of services and work flows that include;

• Travel Agencies
• Tour Operators
• Homeworkers & Host Agencies
• Open & Closed Group Market
• Tourism Boards

Our effective next generation Travel CRM and Travel Booking Platform provides an end-to-end solution for the Travel Industry.

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