Whether you’re a travel agent or a tour operator, you need a CRM that works with you to make managing customers a breeze. Keep track of customer travel preferences, prior travel details, and much more all with this easy-to-use and cost effective CRM solution.
Every successful travel business keeps tabs on information about their customers, but not every travel business needs to keep track of the same information. That’s where the WP-CRM System’s Custom Fields add-on comes in.
Easily create your own fields and tailor WP-CRM System to meet your specific needs. Improve your overall effectiveness by only collecting information that is essential to the success of your business and your customers’ trips.
Keep track of dietary restrictions, loyalty program numbers, and flight or hotel preferences. Or, create a history of prior trips and feedback you can use to recommend other destinations your customers would enjoy.
Instill confidence with a professional-looking Client Area. Build customer trust from the start with a centralized area, on your existing WordPress site, containing all of the details for their upcoming trip. No coding required!
The Client Area add-on for WP-CRM System lets you do just that. Privately share flight times, directions to their hotel, nearby places to eat, and other relevant information, providing a personalized experience for each client.
As a bonus to you, the Client Area add-on makes it easy to get paid. Create payment forms for one-off payments or specific services, whatever each client needs. Now, all payments can be taken care of in one easy-to-access location.
Like many professionals, your leads are vital and likely come to you through a contact form on your website. WP-CRM System can save you valuable time and potential income by maintaining this flow of information for you.
No longer do you have to spend your time coping and pasting contact information into a spreadsheet or risk overlooking or losing valuable information in your inbox. Let WP-CRM System simplify the process.
WP-CRM System can automatically capture this information as the customer fills out your form. Just use our Ninja Forms or Gravity Forms integrations to save you time and reduce the chances of input errors.
As a travel professional, your customers rely on you for many things. Keep your focus where it serves you best, on your clients, by letting WP-CRM System work for you. With one tool, you can improve your workflow and manage your vital information all while saving you time and delighting your customers with a professional, easy-to-use Client Area that helps you meet all their travel needs.