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Sales & CRM

Every enquiry followed up, every customer remembered

A lead pipeline from first enquiry to won, tasks linked to the booking they belong to, and each customer's full history on one page.

Leads pipeline board from new to won and lost

Features

What you can do

Lead pipeline

New, contacted, quoted, negotiating, won and lost, with the trip, party size and budget on each card.

Follow-up dates

Each lead carries its next follow-up so nothing goes cold.

Tasks with context

Tasks are linked to the booking and customer, with a priority, a due date and an owner.

Customer records

Contact details, passport details, preferences, bookings and spend for every customer.

Flags and issues

Flag a problem on a record and it stays visible until it is resolved.

Leads, tasks & customers

Task list with priority, customer, booking and owner

Shown with sample data.

Task list with priority, customer, booking and owner

Leads, tasks & customers

Customer list with contact details and spend

Shown with sample data.

Customer list with contact details and spend

How it works

Leads, tasks & customers in 4 steps

  1. An enquiry becomes a lead
  2. Quote it and set a follow-up
  3. Win it and it becomes a customer and a booking
  4. Tasks keep the booking moving

FAQ

Questions agencies ask

Anything else? Book a demo and ask us directly.

Can I see which leads are overdue for a call?

Yes. Leads carry a follow-up date and tasks can be filtered to overdue, today or this week.

Are tasks linked to bookings?

Yes. A task can be tied to the booking and customer it is about, so the context is one click away.

Free demo

See Travonic with your own kind of bookings

A 30-minute walk-through, no obligation.

  • Your flights, hotels and packages, not a generic demo
  • Questions answered by people who run an agency
  • Set-up help when you decide to go ahead

Opens your email with the details filled in, addressed to hello@travonic.co.uk.