CRM Module
                     CRM Module
Email id : [email protected]
Phone No : 91485 87111
What is CRM Module?
A travel CRM system has proven to be one of the most important sales tools for a travel agency. A travel 
CRM helps travel and tourism companies manage customer relationships via a single cloud suite. The 
travel agency CRM helps to boost customer loyalty and increase sales. 
CRM software collects data about customers and prospects and stores it in one place to help you create a 
more effective marketing campaign. 
It also generates useful performance reports on metrics like gross sales per travel agent, inquiry conversion 
rate, and customer satisfaction, enabling you to formulate growth strategies. 
With travel CRM software, you can automate challenging operations to speed up the sales process, create 
and deliver personalized itineraries and quotes to clients, interface with booking systems for effective data 
management, and much more from a single app.
Why is CRM module critical for travel agents and 
tour operators?
Customer relationship management is the foundation of any sustainable travel business. It is a travel CRM 
software filled with multiple modules to help you manage customers, create itineraries, manage group 
tours, automate sales processes, manage leads & accounts, enhance customer services, and gain insight 
into your business using one dashboard. 
CRM Travel is customer relationship management software that helps travel agents nurture their 
relationships by effectively managing the operations of the travel business. It facilitates lead management, 
streamlines follow-ups, manages consumer inquiries, and optimizes the sales process for travel agencies. 
The tour operator CRM is specifically made to automate every aspect of the travel industry's operations 
for travel agencies, tour operators, travel companies, and online travel agents. 
With the help of the CRM, travel agents can manage and allocate leads, respond to customers’ queries, 
have automated follow-ups, and learn the advanced reporting system. 
The primary objective of Travel CRM Software is to increase customer relationships and enhance the 
overall travel booking experience for clients. 
Mobile CRM helps travel agents and tour operators simplify daily operations, centralize customer data, and 
boost efficiency. From managing bookings and itineraries to tracking customer preferences, travel agents 
can manage all queries with context from the travel CRM. 
Travel agents frequently manage queries from multiple channels, including email, phone, chat, and 
website. With tour operator CRM, they can efficiently manage queries from these different channels in one 
place while reducing tab switches. They can engage with prospects with context on their travel history, 
previous interactions, complaints, and issues to avoid offering conflicting responses. 
Implementing a CRM system in a travel agency's 
operations offers several benefits. 
Firstly, a CRM tool empowers travel agents to excel in customer relationship management. 
By consolidating and organizing customer data, preferences, and communication history, travel agents can 
offer personalized services, anticipate needs, and deliver exceptional experiences. The ability to grasp 
clients on a deeper level helps foster loyalty and sets travel agencies apart from their competitors. 
A CRM solution also makes booking management more effective. By merging 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.  
Workflows are streamlined and data management is made easier with an efficient CRM solution. 
Travel agencies can get information quickly and effectively by centralizing all the necessary information, 
including vendor connections and customer details. This gets rid of the need for manual records, cuts 
down on administrative work, and frees up agents to concentrate more on providing great customer 
service and growing their businesses. 
Why Travel Companies should have a proper Travel 
CRM?
Travel companies should have a proper Travel Customer Relationship Management (CRM) system for 
several important reasons:
• Itinerary management: A good CRM for travel agencies must have the ability to create, manage, and 
modify itineraries, including flights, hotels, activities, and transfers. 
• Booking management: The CRM must enable you to manage all bookings, including reservations, 
confirmations, cancellations, and refunds. 
• Payment and invoicing: The CRM must have integrated payment processing and invoicing features, so 
you can easily invoice clients and manage payments. 
• Integration with other tools: Integration with other tools such as email marketing software, accounting 
software, and social media platforms is important for effective marketing and overall business 
management. 
• Mobile access: The ability to access the CRM on mobile devices is essential for travel agents who are 
often on the go. 
• Customization: The CRM must enable customization to fit the specific needs of your travel agency, such 
as custom fields for travel preferences, special requests, and loyalty programs. 
• Customer Data Management: Best Travel CRM lets companies collect, organize, and manage customer 
data efficiently. This contains booking history, preferences, contact details, and interactions. 
• Analytics and reporting: A CRM must provide helpful reports and analytics so you can track important 
metrics like revenue, sales, and client satisfaction.  
• Personalization: Travel CRM Software allows companies to tailor their offerings to individual customer 
preferences. This involves suggesting destinations, accommodations, and activities based on past 
behavior and preferences, increasing the customer experience. 
• Customer Support: The travel CRM system lets agents track customer issues, inquiries, and complaints, 
ensuring that they are addressed quickly and efficiently. 
• Analytics and Reporting: Travel CRMs frequently include reporting and analytics features. This enables 
companies to track key performance metrics, such as booking conversion rates, client satisfaction, and 
revenue. These insights can inform decision-making and marketing strategies. 
• Multi-Channel Integration: Travel CRM Portal can help integrate customer data and interactions from 
these various channels, providing a unified view of the client. 
• Integration: They can incorporate other travel-related systems, such as 
Global Distribution Systems (GDS), online booking engines, and accounting software, to create a 
unified workflow. 
• User-Friendly Interface: Travel CRM Portal is designed to be user-friendly for travel agents to quickly 
access and use customer data and booking details.
What does a Travel CRM do?
A Travel CRM is your all-in-one solution to streamline and enhance your travel business operations. Here's 
how:
• Booking Management: It streamlines managing bookings, whether it's for a hotel room, flight ticket, 
rental car, or tour package. 
• Integration: It flawlessly works with other travel tools and software, simplifying your workflow. 
• Personalization: You can personalize services based on individual customer needs, making their 
experiences better. 
• Customer Information: It keeps all customer details, like contact info, booking history, preferences, and 
feedback, in one place, ensuring customer service and conversions easier. 
• Efficiency: It simplifies internal tasks, automates processes, and guarantees timely follow-ups. 
• Reports: It offers insights into your business performance, assisting you make informed decisions. 
• Marketing: You can run targeted marketing campaigns and measure their effectiveness. 
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. With the use of CRM solutions, you can compile and maintain 
essential client data, including preferences and communication history, to build an in-depth profile that 
will assist you in providing customized services. By truly understanding your clients, you can exceed 
their expectations and develop long-lasting loyalty. 
• Centralized Data and Streamlined Workflows: A travel agency CRM tool acts as a centralized hub, 
collecting all essential data and organizing it intuitively. From client details to vendor contacts, 
everything is at your fingertips, allowing you to work smarter, not harder. 
• Fully Automated Software: Travel CRM Software is designed to automate several daily tasks in running 
a travel agency, such as flight and hotel bookings, transfer and activity planning. Additionally, it provides 
lead management and email automation features that help you respond to customer queries and follow 
up with leads on time. With the built-in payment gateway, it also makes the process of collecting 
payments easy and efficient. 
• Easy to Use (User-friendly): We understand the unique challenges travel agents and tour operators 
face. That's why we've developed a user-friendly and customizable CRM software that can be 
customized to meet the specific needs of your business. Whether a small travel agency or a large tour 
operator, our software can help you manage your operations more efficiently and increase your 
revenue. 
• Sales Automation: The travel CRM software helps travel agents manage all the touchpoints with 
prospects during the sales process. The travel CRM helps the travel businesses to manage the customer 
tickets and the marketing team can analyze the marketing campaigns. It simplifies the process of 
maintaining leads and streamlines the sales process. The CRM helps travel businesses accelerate the 
process throughout the sales pipeline.
• Itinerary Builder: The itinerary builder function of the travel CRM software builds a fully customized 
day-by-day itinerary for the customers. Travel agencies can use the itinerary builder to send their clients 
the itinerary via mail. Travel agents can manage all aspects of their travel business operations in one 
location with the use of travel CRM. With no difficulty at all, our itinerary creator software provides 
your customer with visually appealing itineraries. 
• Manage Suppliers: The best travel CRM software plays an integral part in managing suppliers and 
agents. The travel CRM leverages the travel business to provide high-quality customers. The travel CRM 
stores all the details of the supplier in a centralized manner with the help of which the travel agents can 
evaluate anything. It helps to strengthen the travel business and enhance business revenues. 
• Auto Invoicing: With the help of travel CRM, travel agents can simplify the process of generating 
invoices and can generate the invoices automatically without hassle. It automates invoice generation 
and manages the process by creating professional-looking invoices. These invoices are generated with 
the branding of the travel business and relevant taxes. The travel agents can also track invoices and 
follow up with the customers for the same. 
• MIS Reports: With the help of Trawex’s travel CRM software, travel businesses can easily generate MIS 
reports and have deep insights into the business’s sales and marketing reports. The travel agents can 
determine the gap and take the business’s decisions accordingly. By gaining a thorough understanding 
of the business reports, travel agencies can boost their marketing strategies and successfully draw in 
potential customers.
Why choose Trawex for the CRM Module?
Trawex’s travel CRM system has been thoughtfully designed to support you in expanding your clientele. 
With a comprehensive view of client data at your fingertips, you can provide personalized service and 
exceed customer expectations, leading to higher loyalty. 
Using our Travel CRM System, provide outstanding customer service. Respond to inquiries promptly, 
resolve issues effectively, and offer valuable insights into travel options and itineraries, while enhancing the 
overall customer experience. 
Unlike general CRM solutions, Trawex’s Travel CRM System is custom-built for the travel industry. It is 
packed with features and functionalities designed to meet the demands of travel-related businesses, such 
as tour operators and travel agents. 
Gain a competitive advantage with real-time data insights. Our CRM provides you with up-to-the-minute 
details about bookings, customer preferences, and market trends, enabling you to make informed 
decisions and seize opportunities in the dynamic online travel landscape. 
Use a single platform to effectively manage all facets of your travel business, from reservations and 
schedules to payment processing. Your booking engine can be integrated with our travel CRM system to 
streamline operations and reduce manual work. 
Make sure your consumer data is secure and well-organized. Our CRM system lets you centralize customer 
information, making it easy to access and update as needed. Say goodbye to data silos and hello to 
simplified customer data management. 
Provide a unique and unforgettable experience for your clients. With our Travel CRM System, you can 
create custom travel itineraries, recommend tailored promotions, and provide real-time updates, all of 
which contribute to an exceptional customer journey. 
CONTACT US:
For more details, please visit our website: 
https://www.trawex.com/crm-module.php
Email id : [email protected]
Phone No : 91485 87111