Customer Management.
Manage smarter. Connect deeper. Grow stronger.
Key Benefits.
Customer Data.
All customer information is stored in one place, making it easy to access and manage.
Smart Filters.
Quickly find customers by agency, name, salesperson, request date, or travel date.
Status Tracking.
Easily monitor the booking status (e.g., requested, booked, confirmed) for each customer.
Enhanced Planning.
Access important details like travel dates and confirmation status, supporting better trip planning and management.
Teamwork.
Helps salespeople, agents, and managers work together by providing real-time access to customer data.
Excel Export.
Export filtered customer data to Excel for quick reporting and easy sharing.
Customer Management Overview.
The Content & Media module lets agencies create, organize, and share all destination and product content in one place. Users can add texts in multiple languages and decide whether they are visible to a single agency, selected groups, or all agencies. In addition, photos, videos, and integrations from hotel APIs or media banks can be included to enrich proposals. With AI assistance, content and translations are easier to refine, ensuring consistent and engaging presentations across markets.
Customer Details.
This section lets you access all essential information about each customer in one place. You can manage Travel Periods, with the option to create new ones, and view Booking Details like the agency, quotation date, and booking status. Additionally, you can see Customer Details and organize Tasks related to managing each customer. Once the customer is in a Booked status, additional features become available, such as the Invoice, Vouchers, Mark-up, and Payment Status. This allows you to have full control over the sales process and financial management, streamlining your daily work and enhancing the customer experience.