Customer CRM

Know the traveller behind every booking.

Build a useful customer history your team can refer to before, during and after a trip.

30-day free trial · No credit card required

youragency.traveltour.ioDemo data
Customer Service / Customer · Nadia Rahman
Customer · Nadia RahmanEdit profile
NR
Nadia RahmanCustomer · C-1042
Active
Lifetime bookedRM 17,970
PaidRM 3,000
Bookings1 active
OverviewBookingsTimelineNotes
Customer timeline
Booking confirmedTT-1042 · Japan Discovery · 3 pax
Deposit receivedRM 3,000 · Receipt available
Trip preparationPassenger details ready for Operation
Every team → Customer Service

Interface demonstration based on platform layouts. Sample data.

  1. 01Marketing
  2. 02Sales
  3. 03Finance
  4. 04Operation
  5. 05Customer Service
Every team → Customer Service

Customer Service can review the customer profile and booking history instead of asking the traveller to repeat information.

A closer look

What you can do with Customer CRM

Keep every customer record in one place - IC, passport, address, emergency contacts and full trip history. Send birthday wishes automatically and grow long-term loyalty.

01

Single customer profile

Keep contact, identification, address and emergency contact information in one customer profile.

02

Booking history timeline

See previous bookings as a timeline when responding to an enquiry or planning the next offer.

03

Auto birthday wishes

Use birthday wishes to maintain a personal connection with customers between trips.

04

Quick-search across the agency

Search customer records across the agency when a traveller contacts a different team member.

In your daily workflow

A clear path from start to finish.

For customer service and relationship teams.

  1. 01

    Create the profile

    Capture customer contact details and the information needed for travel.

  2. 02

    Build the history

    Keep bookings associated with the customer so previous trips remain easy to review.

  3. 03

    Stay connected

    Use the profile and trip history to support follow-ups and future enquiries.

A Malaysian customer service advisor in a modest navy hijab helping a traveller by phone.
Built for the people doing the work

For customer service and relationship teams

Customer Service can review the customer profile and booking history instead of asking the traveller to repeat information.

  • Help colleagues pick up a customer conversation.

  • Avoid repeatedly asking for information already recorded.

  • Support more personal service for returning travellers.

Bring Customer CRM into your agency.

Explore the connected workspace with a 30-day free trial.