Travel agency CRM
Stop losing bookings to the quote nobody chased.
Every package quote, departure and past traveller on one list, so you chase the quote on the day you said, before they book online.
30 minutes. You choose the day and the time.
- Start from General sales and rename the stages
- Bring a CSV of up to 2,000 rows
- The NgsQuote sent, S$9,800, 2d overdue, Task: chase the Hokkaido quoteActive 5 days ago
- Mr TeoEnquiry, Today, Meeting, 3pm: call about a retreat for 30
- Farah AzizDeposit paid, S$1,200, Today, Task: send the Bali hotel vouchersDeparts in 7 days
- The RamansTravelled in June, Today, Task: ask about the December holidaysInactive over 30 days
After the quote
The quote went out. Then they booked with someone else
A family asks for a Hokkaido package for the December holidays. You spend an hour on the quote and send it. They say they'll think about it. Nobody follows up, and a week later they book online. Give each quote a follow-up date, and on that day they're first on your list.
01An enquiry
See every traveller's dates and budget on one record.
Add the fields you ask every traveller about, like Departure date, Travellers and Budget. Link the agency's WhatsApp number by QR code, and the chat sits on the record beside them, so anyone on the team can pick up the quote.
- Your own fields, on every card
- Chats on the record once your number is linked
- The source kept on each card
02Quote sent
Follow up every package quote on the day you planned.
Move the card to Quote sent and pick a follow-up: Tomorrow, or Next week. On the day, they're on Next activity due, with the reason beside the name. A quote that sits 14 days in one stage gets flagged.
- Quick dates in one tap
- Overdue shows how late
- Flagged after 14 days in one stage
03Before and after the trip
Know who departs next week, and who to ask back.
Set the Departure date field to remind you once, and an email arrives seven days before, in time to send the documents. After they're home, Inactive over 30 days lists past travellers to ask about the next school holidays.
- A reminder seven days before departure
- Inactive over 30 days, ready on every pipeline
- A follow-up In a year, for next year's holiday
A week at a travel agency
A week with one family, from WhatsApp to departure
A fictional travel agency, and one family through the weeks before their trip.
- Monday, 8:45pmMrs Ng asks on WhatsApp about Hokkaido for four in the December holidays.A new card in Enquiry, with Departure date and Travellers filled in.
- TuesdayYou send a S$9,800 quote.Quote sent, with the follow-up set to Friday.
- FridayNo reply yet.She's on Next activity due, with "Task: chase the Hokkaido quote".
- Next MondayShe pays a S$2,000 deposit.Deposit paid, with S$2,000 in Amount paid.
- 7 days before departureThe reminder email arrives.You send the vouchers and set a follow-up for the week they're back.
Stages
Stages named the way a booking really moves.
Start from General sales and rename the stages, for example to Enquiry, Quote sent, Deposit paid, Fully paid, Travelled and Lost. Keep a second pipeline for group and corporate trips, with stages of its own.
Goes well with
Chase this week's quotes before travellers book online.
Start with the quotes you've sent this month.
30 minutes. You choose the day and the time.
Before you move your travellers in
Worried a CRM won't fit how you sell trips?
That's when it helps most, because once a year is easy to forget. Inactive over 30 days and a follow-up In a year keep past travellers on your list for the next holidays.
No. Palby CRM keeps the traveller, the quote, the dates and the follow-up. Bookings stay in the systems you use now, and you can attach the itinerary to the card, up to 10 MB.
For a hotel's sales team following up group, corporate and event enquiries, yes: each enquiry is a card with its dates and a follow-up. It isn't a booking engine or a front-desk system.
Not yet. Amounts show in S$ only.
Not Palby CRM. It keeps the chats on the record and tells you who to follow up. Answering enquiries for you is a separate Palby product: see how Palby answers WhatsApp enquiries.
There's no price list on the site yet. You'll get the price for your team on the walkthrough, before you commit to anything.