Tired of using general client management system ? If yes, Travel CEO has an inbuilt Client profile system which is built exclusively for Travel companies, You can store each and every details of your client, their family, documents such as passport, visa copy, medical documents & etc. Start a free trial now to see in action.
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BEST TRAVEL CRM SOFTWARE FEATURES
In Travel CEO Software, The client management module is tightly integrated with other modules such as Lead Management, Invoice, Payments and Bookings. Yes, You can easily track all your clients with complete history of their enquiries received, Business generated, Amount paid to your travel companies in the past.
Not just that You can manage entire complete family hierarchy of your clients in a single place with their travel documents such as Passport Copy, Visa document, Flight tickets, insurance copy & etc.
Travel CEO client system offers a simple and very useful client management features. You can manage clients by status such as Active client, In-active client. You have an option to specify if the client is not contacted you for any enquiry or booking for a period then the client status changes automatically. This feature really helpful to identify your in-active clients and retain them. Want to see Client profile feature in action ? try demo now
Client Profile Settings
Travel CEO software offers a client profile settings where you can easily set up a client status for each type of clients such as B2B, B2C and corporate clients. Once you setup time-line for active & in-active client status for B2B, B2C and Corporate clients, Our System keeps moving your client’s status as per the enquires, bookings generated. Try free demo now
Client Profile System Features
Travel CEO is designed to effectively retrieve and quickly narrow down your pre-existing customers. You can create contacts and categorize accordingly. Such as:
- DMC / Suppliers
- Travel Agents
- B2C Customers
- Car Rental
- Forex / Payments
- Add or move contacts to different category quickly
- Import contacts directly from your system to the Travel CEO CRM
- Filter view your contacts and narrow down your structuring for both usability and find ability