Travel agent CRM software is the CRM software designed for travel agencies to operate and manage client information, social channels, and financial resources in a single dashboard. The best CRM software for travel agencies enables you to collect data for a 360-degree view that comprises web browsing, chatbots, social media, texting, email, phone calls, video calls, face-to-face interactions, and postal mail. The other benefits that you get are marketing and sales insights through CRM data, making customized travel suggestions, tracking customer interactions, scheduling automated reminders, using data for streamlining customer support, and extending personalized follow-up offers. Furthermore, you can also create customized offers to existing customers based on their profile and travel history. When you surf for a list of top CRM software for travel agents & agencies, you will get popular brands that offer you different types of pricing packages.
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What are the Best CRM for Travel Agents 2023?
» Our score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information. If your software is part of this list, use this badge on your website and social media to let your readers know about your success.
List of Top CRM for Travel Agents & Agencies | Best Travel Agent CRM Software Review
1. Pipedrive – The best travel agency CRM software
About Pipedrive: Pipedrive is the best CRM software for any sized business. With a clear dashboard, easy-to-use features, and an expansive library of integrations with other apps, it’s the perfect CRM for anyone who wants to be more productive with their business strategies. Pipedrive provides the easiest way to manage your business and customer relationships. With its intuitive interface, advanced filtering tools, and powerful reporting capabilities, this CRM eliminates a lot of the hassles that come with keeping up with current opportunities.
Pipedrive Features: Workflows Automation, Contact Management, Centralized Customer Base, Query Management, Quotation Management, Order Management, Campaign Management, Document Management, Sales Automation, Sales Tracking, Expense Management, Third-Party Integration, Reporting & Analytics
“Using Pipedrive’s CRM is one of the best decisions we’ve ever made. We’ve seen our annual revenue explode, and the outlook just keeps getting sunnier” – Mitchell Workman
501 – 1000
2. Zoho CRM – Top-notch CRM Software for travel agencies
About Zoho CRM: Zoho CRM is a cloud-based platform that helps you organize your business and track your projects. It comes with a variety of features; this CRM has made it possible for anyone, regardless of their experience or level in their field, to manage their business effectively without having to worry about anything else. Zoho CRM offers numerous features to manage sales and business where you can find process management, sales enablement, sales forecasting, marketing automation, customization, team collaboration, etc.
Zoho CRM Features: Workflows Automation, Contact Management, Centralized Customer Base, Query Management, Quotation Management, Order Management, Campaign Management, Document Management, Sales Automation, Sales Tracking, Expense Management, Third-Party Integration, Reporting & Analytics
“With Zoho CRM, we experienced a 65% increase in our sales pipeline. We also managed to reduce our lead to real prospect time by 60%, which is huge. I would definitely recommend Zoho CRM to companies that are experiencing complexity with sales and marketing and witnessing rapid growth.” – K.C Watson
5001 – 10000
Not provided by vendor
3. Capsule CRM – Top CRM for Travel Agencies
About Capsule CRM: Capsule CRM is a tool for managing your company’s relationships and activities. It is simple to use yet has the power to help you be a more productive organization. You’ll also be able to track key milestones and measure the success of campaigns by using its intuitive reporting tools. Capsule CRM is a dynamic platform that works in real-time. It facilitates a vital facet of digital business-tight collaboration between departments and teams. This data centralization makes it easy to manage your business’s contacts, leads, and activities across many different systems.
Capsule CRM Features: Workflows Automation, Contact Management, Centralized Customer Base, Query Management, Quotation Management, Order Management, Campaign Management, Document Management, Sales Automation, Sales Tracking, Expense Management, Third-Party Integration, Reporting & Analytics
“We wish we had used Capsule years ago as we’d be much better off now. The cost is pretty small but the return we get is around 10 to 15 times bigger.” – Dale Harris
51 – 200
Not provided by vendor
4. Freshsales – Best Travel Agency CRM
About Freshsales: Freshsales CRM is a sales CRM designed to be used with Gmail and Google Calendar. It helps you keep in touch with your prospects and manage your meetings from Gmail. Freshsales CRM is integrated perfectly into Gmail, which means you can use all the features of Gmail without having to switch to an additional window or program when checking emails. You can also manage your contact details and create sales campaigns and reminders with the help of Gmail and Google Calendar.
Freshsales Features: Workflows Automation, Contact Management, Centralized Customer Base, Query Management, Quotation Management, Order Management, Campaign Management, Document Management, Sales Automation, Sales Tracking, Expense Management, Third-Party Integration, Reporting & Analytics
“As soon as we were given a demo of Freshsales, we knew it would resolve some of our most pressing sales challenges, to begin with. In fact, after a short set-up period and minimal training, we were able to hit the ground running from Day 1. And it hasn’t disappointed till today.” – Jean-Philippe Thiery
1001 – 5000
Not provided by vendor
5. Kapture CRM – Smart Travel CRM & Booking Management Platform
About Kapture CRM: Kapture CRM is a time management and invoicing solution that helps businesses run smoothly. It includes email marketing, website creation, and project management to help users across industries increase their productivity. Kapture CRM’s website-creation tool allows users to build professional websites, with real-time analytics built in. It also includes a customizable invoicing system that provides customers with a streamlined experience. The platform includes a time-tracking feature that allows users to analyze which projects are costing them the most time.
Kapture CRM Features: Customer Workflows Automation, Contact Management, Centralized Customer Base, Query Management, Quotation Management, Order Management, Campaign Management, Document Management, Sales Automation, Sales Tracking, Expense Management, Third-Party Integration, Reporting & Analytics
“Choosing Kapture CRM has proven to be a real game-changer for us. We have experienced ease and convenience in lead management ever since we switched to Kapture for our internal needs. Scheduling appointments and following through on them has gotten a lot simpler now. We are truly grateful for a system that makes doing business seem highly effortless.” – Charles Williams
201 – 500
6. Creatio CRM – Revenue-boosting CRM software for travel agency industry
About Creatio CRM: Creatio CRM is a cloud-based customer relationship management software for small businesses. This program allows users to manage their business and customer relations using their private domain. It uses an intuitive, easy-to-use interface which makes it easy for new users to learn how to use the platform without difficulty. Being made available on a monthly subscription basis, this software is accessible at any time, whether you’re at work or home. For those who are equally interested in using the system daily, there are also several add-ons that can be purchased that offer paid features such as phone support and more features.
Creatio CRM Features: Workflows Automation, Contact Management, Centralized Customer Base, Query Management, Quotation Management, Order Management, Campaign Management, Document Management, Sales Automation, Sales Tracking, Expense Management, Third-Party Integration, Reporting & Analytics
“With Creatio, we consolidated all customer data, tuned lead and opportunity management using business rule capabilities, and streamlined the sales process.” – Jana Sergejenko
501 – 1000
7. Bitrix24 – Free CRM System For Travel Agencies and Agents
About Bitrix24: Bitrix24 CRM is a web-based CRM software marketed as an all-inclusive solution that can be used by small and large enterprises. It can customize its interface to specific business needs. Bitrix24’s users have access to a suite of powerful CRM tools and other publishing and collaboration options for personal and business use. It features social media & email marketing technology that enables users to build trusting relationships and track their interactions.
Bitrix24 Features: Workflows Automation, Contact Management, Centralized Customer Base, Query Management, Quotation Management, Order Management, Campaign Management, Document Management, Sales Automation, Sales Tracking, Expense Management, Third-Party Integration, Reporting & Analytics
“Bitrix24 CRM is an excellent tool for improving interaction with your customers, as it includes instruments for creating reports and analyzing sales and marketing campaigns, so that you can gain a clear insight into your company’s results and know whether or not your efforts are paying off.” – Üwen Ergün
51 – 200
8. Less Annoying CRM – The easiest CRM for Travel Agents
About Less Annoying CRM: Less Annoying CRM is rated as the easiest-to-use CRM in the world, serving small businesses best. This simple web-based platform is very popular as a travel agency CRM software. From centralized contact information and task management calendar to lead reports, and easy collaboration, Less Annoying CRM drives utmost productivity and sales for the company. It gives complete control over customization and ensures 100% data security.
Less Annoying CRM Features: Workflows Automation, Contact Management, Centralized Customer Base, Query Management, Quotation Management, Order Management, Campaign Management, Document Management, Sales Automation, Sales Tracking, Expense Management, Third-Party Integration, Reporting & Analytics
“As a travel agent, I love that it is fully customizable to my needs. I also like that I can BCC all of my emails to keep a record of them in one place. It’s super easy to filter down to certain aspects of a client’s travel such as dates or where they are staying” – Monica B
Less Annoying CRM
11 – 50
$15.00 /month /user
9. Apptivo – Leading CRM Software for travel agents
About Apptivo: Apptivo CRM is a cloud-based collaboration and project management tool that can be used across devices and platforms. It allows teams to streamline collaboration processes with access to all the real-time project data needed. Apptivo CRM can be synced with multiple contact databases, including time tracking for all users, task management, file sharing, expenses, and invoicing. It also integrates with Gmail, Google Calendars, etc. – making it easy to centralize user data in a single location. Apptivo offers mobile apps on android and iOS so teams can access essential data on the go.
Apptivo Features: Workflows Automation, Contact Management, Centralized Customer Base, Query Management, Quotation Management, Order Management, Campaign Management, Document Management, Sales Automation, Sales Tracking, Expense Management, Third-Party Integration, Reporting & Analytics
“Outstanding! This is the fourth CRM implementation that I have administered in my career and it was by far the simplest and smoothest process with the greatest customization and functionality!” – Don Lindsey
201 – 500
10. CompanyHub – Manage bookings, vendors & customers on single travel software
About CompanyHub: A CompanyHub CRM is one of the best in the market today; it provides you with a 360° view of leads for efficient lead generation. Businesses can save time by scheduling emails, sending bulk emails, and using email templates easily. You can drag and drop tools, add conversations, automate day-to-day activities, generate reports, and manage your sales pipeline within the CompanyHub CRM. The best thing about CRM is that it can integrate with any third-party software. You can keep a track record of events, payments, projects, bookings, insurances, properties, and much more.
CompanyHub Features: Workflows Automation, Contact Management, Centralized Customer Base, Query Management, Quotation Management, Order Management, Campaign Management, Document Management, Sales Automation, Sales Tracking, Expense Management, Third-Party Integration, Reporting & Analytics
“Simple Powerful Customizable CRM that Doesn’t Need a PhD. Customer service has been quick, courteous and helpful since day 1. Right out of the box, it’s super simple to set up and onboard. It’s field based, so you can customize it in an infinite number of way. I run 3 different companies and can differentiate each lead / contact in the the system according to the Project (my company) they are associated with.” – Howard O
11 – 50
Travel Agents CRM Software Buyer’s Guide
» What is Travel Agency CRM software?
CRM is at the heart of any successful business. But what is a CRM for a travel agency?
The travel agency CRM software solution helps agents to deliver a personalized customer experience. Combining the power of automation with robust analytics and exceptional customer service, it's a powerful tool in your arsenal. Agents can use it to keep track of their customers and have them hooked in an ongoing dialogue that continuously delivers value, builds trust, and boosts loyalty.
Travel Agency CRM software is a system, or program, that helps you automate business processes while allowing you to focus on your clients and their travel needs. The traditional way of doing business has been the same for years: customers call your phone lines to book or inquire about services, and then you work with them directly with emails and text messages. After that, you write down their travel itinerary, confirm booking details and send them a copy of their itinerary. That's it! It was very time-consuming and expensive and did not scale well as companies grew larger.
The travel industry is one of the most competitive industries in the world. Travel agents can't afford to waste time; therefore, they must use travel agency CRM software to manage their business effectively.
Keeping track of customer records, creating plans, and managing client relationships should be done automatically with CRM for travel agencies. It provides a wide range of business management tools that help you boost efficiency and productivity by organizing your company's daily tasks.
From corporate booking agents to design and floral vendors to event planners and brand ambassadors, the needs of travel agencies are constantly changing. CRM for travel agencies can help you scale your business by connecting with customers like never before. It's time for a new way of doing business in the industry that's been pushed forward by technology.
» What kind of Travel Agency CRM software buyer are you?
Travel agencies come in wide varieties and sizes, and different software solutions are better suited for each. So, are you looking for the best CRM for travel agents?
There are four main kinds of travel agency buyers: the essential travel agency, the large corporate travel agency, the small boutique business, and the luxury mega-conglomerate.
Each of these has very different needs from a travel agency CRM software, with some primarily interested in price. In contrast, others want a complex suite of features they can customize. We've put together a flowchart to help you determine which kind of buyer you might be.
It's also important to realize that most of these buyers have a mix of needs for a travel agency CRM software, but one or two will be the most important to them. For your business, ensure you're aiming at the one or two most important to you and match up your needs with what those are.
› Basic Travel Agency
Price is paramount for this type of buyer, and they don't want features that stray too far from what they need because they don't want to spend money on them only to find out they can get away without it later.
› The Large Corporate Travel Agency
As you might expect, these buyers need a lot of features that can be customized, and they want to keep their systems updated. Their decision will be based on your feature set and willingness to work with them and update their CRM software promptly.
› The Small Boutique Travel Agency
They only want the most cutting-edge features and don't care about the price because they will do whatever it takes to get the right software for their business. They want everything you have available and are willing to pay for it all.
› The Luxury Mega Conglomerate
These buyers have a lot of money to spend and want to roll out CRM software that will work for their operations. They are willing to spend a lot of money and want something that is proven and heavily customizable. These buyers need a lot from their travel agency CRM software.
» Features of Travel Agency CRM Software
There are many different types of CRM for the travel industry. The kind that's best for your business depends on your specific needs and what features you require from the program. Some of the key elements to consider include the following:
› Central reservation system:
Many travel agencies use a central reservation system inbuilt into Travel agency CRM software. This software is designed to be used with a central reservation system.
› Multiple offices:
Multiple office software is designed for companies with multiple geographic locations. Most programs also give agents real-time information and statistics on the entire agency via their workstations and laptop computers.
› Back-office integration:
Some travel agency CRM software allows agents to access other back-end systems, such as accounting and sales managers, through a single interface. This allows for one-stop shopping for agents needing information from various systems to conduct sales or make forecasting decisions.
› Online booking engine:
Some travel agency CRM software offer booking engines that streamline the process of making reservations. These tools can help you increase your efficiency, which can lead to a higher number of bookings over time.
› Third-party integration:
You might consider using third-party software, such as a package designed specifically for travel agencies or an email marketing service for travel agents to help market your services and send out relevant emails.
› Itinerary creation:
A key feature many agents look for is the ability to create itineraries from within the CRM software program. A tool that helps agents develop itineraries quickly can help increase the number of bookings you make.
› Customer relationship management:
The most popular type of CRM software for travel agencies is designed to help agents track and manage leads, including keeping track of incoming and outgoing communications. Many packages include databases, which allow you to keep tabs on your customers.
› Quote management:
Travel agency CRM software that includes quote software can help you create quotes for clients quickly and easily. This can lead to increased sales and a higher profit margin over time.
› Marketing management:
Many packages include a marketing management module that helps agents effectively promote their products and services, including email communications and booking clients for events.
A travel agency CRM software that includes accounting software is a good choice if you want the software to handle this part of your business. Ask what types of reports are available in the accounting section of your CRM program.
› Payment processing:
Some travel app providers include payment processing services with their packages, so you don't have to pay extra fees to a 3rd party processor. This can help reduce operating costs and increase your profit margin on every booking you make.
Many CRM software include specific reports designed to help you track information about your business. These reports can help you spot trends and make decisions on improving your business. Consider the level of customization available as well for the type of reports that are produced.
» Benefits of Travel Agency CRM software
Travel agency CRM software can help agencies take their customer relationships to the next level. Business owners are always looking for ways to keep customers happy and engaged so they can maintain loyalty from year to year. One way is by giving customers a voice in the conversation with travel agents, which is where CRM software for tour operators comes into play.
› Customer Relationships That Last
Visitor retention is just one way to increase the number of customers or clients that agencies have in their database. Some say that new clients are a waste of money and time, but there are different ways to combat this. It's a numbers game, so it pays for businesses to make the most of this. When a customer gets frustrated with an agent, they begin looking for another agency; when customers love what they experience from an agency, they will tell others how excellent the service was.
› Grasps the Power of Social Media
How agencies communicate with clients and friends has changed, and travel agencies are no different. Travel agents need to be on the pulse of what is happening in the industry, and a great way to do this is by using social media. Travel agents can use social media for marketing themselves. This allows agencies to create relationships with customers before they even visit, which opens up new possibilities for customized tour suggestions based on their interests. This helps businesses build customer loyalty that lasts a long time.
› Allows Agents to Focus On the Client
CRM for travel and tours is a convenient way to organize clients; it frees travel agents to focus on the client. This means that when clients visit the office or make a call, agents can give them the attention they deserve because their "hands are not tied" by paperwork or trying to find information about a customer.
› Monitors Customer Information
Another advantage of travel agency CRM software is that it lets agencies keep track of data about each customer. This gives agencies a good idea about what types of clients they want and helps them target their pitches to attract more visitors. CRM for travel and tours provides a convenient way for agents to keep track of customer information. In addition to this, it allows agencies to serve their customers better. Instead of focusing on the paperwork during a call or visiting the office, agents can concentrate on the client and help them find what they are looking for.
› Helps Generate leads
Travel CRM software for travel agencies is a great tool that helps agencies build customer loyalty and attract more clients or visitors. By focusing on their clients instead of the paperwork, they can provide personalized service that keeps customers coming back for more.
» How to Choose a Travel Agency CRM software?
Choosing the right software for your travel agency can be a difficult task. CRM software can help streamline your operations and keep you organized, but the most crucial factor is to ensure that it has the features you need for success. We will look into how to choose the best CRM for travel agents. List what features are essential in an effective CRM, and review some of the top choices in this market.
1. On-premise or cloud CRM:
› On-premise CRM: This option is not recommended because you must install the software within your network. If you have only a limited number of users, it is also feasible to run on-premises.
› Cloud CRM: Cloud-based travel CRM software for travel agencies is ideal for large agencies with lots of clients and functions best when running on a shared server. Although less expensive than an on-premise system, costs can rapidly add up.
2. Free or paid software:
The software can either be paid or free
› Free software: This option works well for smaller agencies that need the basic functionality to manage reservations and transactions.
› Paid software: This option can be ideal for agencies with large budgets or organizations that want to customize the software further to meet their needs.
3. User interface:
The user-friendly interface: Depending on the number of users of your travel agency, you will require a user-friendly CRM software interface. This means the system should have an easy-to-use and intuitive interface.
4. Cost and licensing model:
Agencies with a limited budget should always look at free alternatives first. Make sure you choose the best travel agency CRM software that integrates with all major systems and has a robust licensing model so you don't waste money on something you may not use in future years.
5. Customer and sales data:
Having customer data for each client will be essential if your travel agency has many clients and is in the international hospitality industry. This helps to ensure that all needs are met by your organization, whether it's a specific request or an everyday necessity.
» How much does a Travel Agency CRM software cost?
There are many factors to consider when purchasing a travel agency CRM software for your business, so it is essential to know how much it will cost. It would help if you asked your vendor what their price packages are and what you get with each one. Some vendors offer cost-per-seat or per-user pricing; others charge based on the number of users in your company and how many seats you want to access on different devices such as laptops, iPhones, or iPads. We recommend requesting multiple quotes from vendors before selecting one because prices can change anytime. Price is not the only factor to consider, though. It would help if you also asked your vendors how they will assist you using the software and what training options they offer.
Choose a system that uses pricing models that work for your business. CRM software for travel companies costs between $5-$500 per month based on the number of features and users. As the features and users increase, the prices also increase.
Travel CRM software for travel agencies can automate tasks, simplify data management and push you to be more efficient in your operations. Your clients will get a more personalized experience as you focus on becoming an intimate partner that helps employees and organizations reach their goals through travel. For those users who are new to computer technology in terms of using them, there are some pre-requisite to be considered first. First of all, one must consider a few things before deciding on buying one.
One must consider the type of CRM you will buy, what platform it will run on, and whether you will be required to purchase additional software programs for that. The second question that should be considered is what purpose you expect the CRM will serve.