5 Best Travel CRM Software You Should Try & How to Choose One

Download Now: Free "CRMs Powerhouse 2023-2024" eBook

What is a CRM in the travel industry?

In today's highly competitive tourism service sector, simply having a computer with Internet access and a telephone is no longer sufficient. Relying on such limited resources puts your company at risk of bankruptcy. That's why CRM for travel agencies has become an absolute necessity. Implementing a CRM program will not only boost tour sales but also ensure that your service quality remains at an exceptional level.

Top Rated Solution

4.7

Thryv has everything you need to communicate effectively, manage your day-to-day, and grow your travel business — all in one place! 

Learn More

By the way, no matter what industry you work in, you may find the following CRMs useful:

• Zoho - the best CRM for small businesses
• Salesforce - the best enterprise CRM system
• Pipedrive - the CRM system focused on successful sales
• Capsule  - best for sales teams wanting a simple and affordable solution
• monday sales crm - easy to use CRM platform
  

To ensure successful automation, the CRM software needs to consider the specific requirements of this business, which include:

• Strategic partner database: The software should efficiently process client information so that managers can quickly select and create profitable offers for them.
• Tourism sector features: To enhance tour sales, it is important to incorporate effective marketing strategies and promotions.
• Advertising: Keeping customers informed about "hot" tours can be done through IP telephony, SMS, or email notifications.

If you are a travel business owner, these 5 CRMs will come in handy:

• Freshsales
• Creatio
• EngageBay
• Kapture
• Moonstride

What Does a Travel CRM Software do?

One of the key aspects of the tourism industry is its inherent seasonality, which leads to constant fluctuations in tour prices. To effectively navigate these changes and provide customers with accurate pricing information, a CRM system can prove invaluable for travel agencies. By automating processes and promptly notifying customers about the "real" price of tours, the CRM system enables travel agencies to stay responsive and adaptable in a dynamic market.

Main tasks of CRM for travel agency:

• automate the work of your managers;
• store all information about purchased tours for each of your clients;
• promptly register new applications;
• automate the system of discounts for certain tours;
• quickly draw up documentation for tours;
• record expenses with operators and customers;
• integrate the program with the hotel and ticket booking system.

The Advantages of Using a Travel CRM Software

Information technology plays a crucial role in enhancing the interaction between travel companies and their clients. It not only improves management functions but also helps in building strong relationships. The tourism industry is highly competitive, which makes it imperative for travel agencies to have the right sales funnel, loyalty programs, effective advertising, and tools to engage potential customers. A robust tourism CRM system encompasses all the necessary tools to efficiently manage managers, partners, customers, and accounting.

Unlock the CRM Benefits with a Free Consultation! 

Advantages of implementing a travel agency management system:

Sales control

A tourism CRM system empowers travel agencies to monitor sales, optimize conversions, and identify the most lucrative destinations. It tracks employee performance, gathers valuable customer data, defines target audiences, compares sales across various time periods, and executes numerous other functions to enhance sales effectiveness.

Management of the company

The travel agency owner gains access to a user-friendly tool that streamlines business processes and enables easy automation. With the ability to update customer statuses, implement personalized loyalty programs, process applications, and send automatic emails and reminders, managing the company becomes simplified and efficient.

Reports

CRM for a travel agency has extensive analytical capabilities and collects detailed reports. It can be an accounting of all finances, sales analytics for specific countries, tools for creating a sales funnel and tracking the company's growth dynamics. There is also data about customers, the reasons for their refusals, the need for services, and other reports. Everything is collected in a convenient interface and allows for detailed analytics.

Marketing

With comprehensive reports and a wide range of marketing tools, you can effortlessly grow your business and enhance your company's capabilities. Marketing tools encompass sending personalized messages and exclusive offers, implementing loyalty programs, strengthening your brand, developing mobile applications for customers, and integrating with various systems, among other features.

Document management

A travel CRM system provides a comprehensive package of documents that can be easily filled out. You can effortlessly upload contracts, reservation letters, tourist attractions, contract addendums, and other necessary documents for your travel agency's operations..

[Related Article: What are the functional & technical features of CRM software?]

How to Choose the Perfect CRM for Travel Agents

In this article, we will consider the most popular CRM for tours and travel. Before making a decision to choose a particular software, consider the following points:

• how the system is implemented;
• technical features;
• number of valid users;
• how convenient the interface is;
• what is your budget;
• security of stored data.

Take special notice of the integration capabilities when choosing a CRM system. If the CRM system can seamlessly connect with other applications, you won't have to manually import data. This automation saves valuable time, which is especially crucial for travel agencies that rely on integration with their website, online payment systems, and hotel connections. Investing more time in selecting the right CRM system will allow you to stay informed about the current processes of your business.

[Related Article: How to Choose a CRM System]

The 5 Best CRM Software for Travel Agencies

Below we will consider the TOP-5 best CRM for the travel industry. 

1. Freshsales 

Freshsales is a simple CRM system. It is a one-in-all system for travel agencies like yours, seamlessly integrating with your business environment and assisting you in staying ahead of the competition. A full-fledged CRM system for communications, management, and collaboration. The platform is universal. Here you can save projects, files, messages, tasks, and contacts.

Information about each client is always at hand: correspondence, ordered tours, notes, and wishes of the client. With such possibilities, you can select tours for the client, anticipating wishes. 

- Pros 

With Freshsales, there are no large and complex setup operations, many integrations work, and all operations are performed and stored in the cloud. Users have a number of additional features, including automatic dialing, call recording, call forwarding, and affiliate program management.

- Cons

Integrations for productivity applications are limited. Importing data is tough for users.

Pricing

With Freshsales, you get what you paid for and nothing more.

• Free Version: Support for unlimited users
• Growth: $15 per user, per month
• Pro: $39 per user, per month
• Enterprise: $69 per user, per month
• Free Trial: 21 days

2. Creatio

Tools include everything you need: calendar contacts, document management, tasks and more. Creatio mobile version is available for a smartphone or tablet. This CRM for tourist industry makes it possible to keep all company documents and quickly find any contract, account, or visa application. 

The system will assist you in responding quickly to any tourist request and staying in touch with him 24 hours a day, seven days a week. The most important information about trip preparation will be sent to the tourist automatically via SMS.

- Pros 

A ready-made product for automating and accelerating the full sales cycle: from lead to repeat orders. In addition, there are configurations for managing marketing, service and business processes.

- Cons

Reports and Printables might be difficult to use and appear to have lost quality compared to other areas of the product.

Pricing

• Free trial – yes
• Starts at $25 per month

3. EngageBay

With its low pricing, EngageBay's all-in-one travel agency software is the best choice for small and medium-sized travel companies, agencies, and startups. Customers can contact you through EngageBay CRM via live chat, SMS, social media, phone, and webforms. 

You will have a traditional customer support ticketing system as well as marketing automation, web chat, helpdesk, canned responders, and customer service groups with the Service Bay, so your customer support is always exceptional. EngageBay also provides powerful integrations, such as Stripe, Zapier, JustCall, Gmail, Shopify, and many others.

The best thing about EngageBay is its low cost and powerful tools. For less than $1 per day, you can get features that will help your travel business grow.

- Pros 

• Free connection
• Universal Automation Platform
• Great drag and drop builder

- Cons

• Limited template settings
• Missing SMS integration

Pricing

• Free - 0 $
• Basic - 11.99 $
• Growth - 39.99 $
• Pro - 79.99$ $

4. Kapture

Kapture's all-in-one Customer Support platform provides your teams with all of the tools they need to provide a better and more intelligent customer experience.

You can integrate all of your inquiry sources into a single platform using the travel management system. The dashboard also displays the source of these inquiries separately. 

You can also use the cloud-based travel management system to automate key tasks such as responding to customer inquiries by creating automated email sequences. The sales process can be automated as well. 

- Pros 

Advanced CRM capabilities from Kapture CRM include automatic data collection, lead and opportunity management, customizable sales processes, configurable reports and dashboards, case and account management, and task management.

- Cons

According to users, sometimes attendance may not be recorded due to a minor error. But, it can be fixed.

Pricing

• Essential - 35 $
• Professional - 50 $
• Enterprise - 90 $

5. Moonstride

Moonstride makes it easier to organize and manage your business because everything is in one place. Moonstride was created for travel companies of all sizes. Developers can tailor the cloud-based solution to your specific needs using three different packages. You can also connect to any third-party APIs you require.

The dashboard displays an overview of all active enquiries, quotations, and bookings. Reminders and notifications keep you in the loop so you can make informed decisions faster, optimize, and grow.

- Pros 

Everything your travel business needs, all in one platform. Enhanced data security, simplified task management, and convenient contact management features.

- Cons

There are not enough opportunities for larger businesses. The base package does not support API Integration and Sales and Purchase Ledger.

Pricing

• Core -33 $
• Pro - 195$
• DMC - 260 $
• Group - 395 $
  

Conclusion

These are not all the possibilities and advantages of CRM for a travel agency. With a customized system, it's easy to create your own powerful tools that allow you to improve your company's profits, scale it, and automate work processes.

Start with a Free Consultation! 

Contact us, and our specialists will provide detailed consultation and help you decide on a choice. A CRM system for a travel agency is a powerful tool that must be implemented if you want to scale and develop your business.

By implementing a CRM system tailored specifically for your travel agency, you gain the ability to unlock even more possibilities and advantages. With a customized system, you can create powerful tools that cater to the unique needs and requirements of your business. Whether it's streamlining your sales processes, optimizing customer interactions, or automating repetitive tasks, a customized CRM system empowers you to take control of your company's profits and growth.

Furthermore, a customized CRM system enables you to scale your operations effectively. As your travel agency expands, your CRM system can adapt and grow alongside it. You can add new features, modules, and functionalities to accommodate your evolving business needs. Whether it's managing a larger customer base, handling more complex sales processes, or integrating with additional systems, a customized CRM system provides the flexibility and scalability your travel agency requires.

In conclusion, a CRM system for a travel agency is not just a luxury, but a necessity if you want to scale and develop your business. By implementing a customized CRM system, you can unlock the full potential of your travel agency, improve profitability, streamline operations, and enhance customer satisfaction. Don't miss out on the opportunities and advantages that a CRM system can bring to your travel agency.

Contact us today and let our specialists help you take your business to new heights.