Travel CEO – Travel Agency Software

Travel Lead Management System

Travel CEO Lead Management System

Your leads are only as good as the information you capture. Travel CEO is built with an exclusive and powerful Travel CRM Features, i.e Travel CEO Lead Management System, which takes the burden to manage leads off your shoulders. Our Lead Management System is a comprehensive module to handle complete lead management process for the travel agents and tour operators. Travel CEO Lead Management System module includes various features for managing your leads from first touch to sales close. The major feature are discussed below:

Also Check: New Lead Creation Process


  • Create  and manage unlimited Travel leads
  • Create New Lead exclusively with travel information such as:
    • Traveler name
    • Hotel details
    • Traveler contact number
    • Traveler contact number
    • Tour Location
    • Tour type
      • Traveler email id
      • Flight details
      • Meal information
      • Customer Anniversary
      • More details
      • Number of days
  • Organise the travel leads based on the stages / status. You can change the stage / status name as per your convenience.
    • New
    • Quotation
    • Follow up
      • Potential
      • Positive
      • Booked/Closed
  • Organise all your leads based on travel date ( Current, next and next 3 months )
  • Lead Dashboard – Manage all your leads on your dashboard with single mouse click.
  • Filter and Sort Leads based on
      • Travel location
      • Travel date
      • customer name
      • Customer Email ID
      • Tour Type
      • Lead Stage/Status
  • Search leads based on Traveler Name, Email id & Contact Number
  • Add traveler details into your contacts automatically at the time of lead creation.
  • Record unlimited follow-up history for leads
  • Fix meeting with customer to convert the lead and Meeting reminder
  • Send Tour quotations to the lead or traveler in couple of clicks.
  • Automated reminder for the customer or lead for the follow-up
  • Comprehensive Graphical Lead Reports
    • User wise report name
    • Destination wise report
    • Lead source wise report
    • Stage wise report
        • Lead flow report
        • New Vs Converted Leads
        • Lead Closure Reports


  • Generate following lead statistics reports in table format in a single click
  • Leads Creation report for company wide / User wise
    • Today
    • This week
    • Last week
    • This Month
        • Last month
        • Particular Date
        • range
        • Daily, Weekly and Monthly Lead Report by email
  • Missed Lead Follow-up Alert – Incase if you missed out the lead follow-up then the software will alert you to follow-up the customer.
  • Create Leads Directly from your Website
  1. Enquiry Widget – You can customise the form in your admin panel as per your website, color them and also paste the code. It just takes 2 minutes
  2. Lead API – If you are an advanced user then you can control the lead management system with our simple and robust Lead API.

Also Check: Travel CEO Booking Management

  • Email Templates :

  1. New Lead : With Travel CEO Lead Management feature, customize the email which will be sent to your customer at the time of assigning a new lead to your user/agent.
  2. Lead Closure : Customize email content at the time of closing any leads with thanks message & etc.
  • Create Invoices without entering manually. Pass the Traveler details from Lead to Invoice creation page in a single click.
  • Keep the record of all your closed leads.
  • Close travel leads and you can generate closure report for the following closure reasons
    • Converted
    • Booked with Others
    • Trip postponed
    • Trip cancelled
      • Booked on their own
      • Service unavailable
      • Service unavailable
      • Booked online

Therefore to try free Demo of Travel CEO Lead Management  click on the link below.

Try Free Demo

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