Travel CRM Capabilities

Cheapest Travel CRM for Travel Agency , DigiSurface travel CRM solution is designed for travel agency to manage their inbound operations, our Travel CRM is already integrated with Tally, Our travel CRM can be on-premise and cloud version. 

Dashboard

  • View Summary for Monthly and Yearly
  • View real time status of leads
  • Get monthly sales overview
  • View Turn Around Time and Follow-ups status
  • Assign tasks to team and set priority
eserve-dashboard
eserve-corporate

Customer/Corporate Management

  • Create unlimited Customer /Corporate Clients
  • Flexibility to update/edit/delete of existing customers
  • Ability to define new columns in masters
  • Add multiple contact details, address , bank account information, GST information
  • Manage business related documents in single repository 

Guest Management

  • Add unlimited guest & link them with customer/corporate
  • Update/edit/delete existing guest
  • Manage guest profile
  • Maintain guest documents in single repository
eserve-supplier

Supplier Management

  • Create new supplier profile
  • update/edit/delete existing Supplier
  • Add multiple type Suppliers like Hotelier, Taxi and Cruise , Visa
  • Define Multiple Contact Details and Addresses, Bank Account information
  • Maintain all business agreement in single repository

Lead Tracker

  • Tracking of all leads
  • Auto Lead ID generation
  • Auto Email Notification
  • Leads can be assigned to destination Expert
  • Define priority to Lead High/Medium/Low
  • TAT (Turn around time) can be tracked against each lead
  • Assign flag to lead
eserve-query
eserve-quotation

Quote Builder

  • Create day-wise itinerary from lead
  • Option to add services such a Hotel, Flight, Cab etc
  • Making notes of early arrivals
  • Define Mark-up and Service Tax plus GST

Package Designer

  • Create Multi-Destination Packages
  • Create Detailed itinerary
  • Enter Hotel, Sightseeing, and Transfer information
  • Pricing in multi Currency
  • Upload Multiple Images
eserve-package

Reports

  • Lead wise Report
  • Quotation Reports
  • Customer Report
  • Pending Payment Report

Master

  • Maintain complete hotel information with a rate sheet
  • Maintain Transportation Cost
  • Maintain complete information of Entrance with ticket cost
  • Maintain complete information of Activities with ticket cost
  • Maintain complete information guide charge
eserve-master

Finance Module

  • Create payment requisition generation request
  • Auto payment reminder for supplier and clients
  • Choose payment type Full Payment | Partial Payment | On Credit
  • Manage cost to client and cost to company
  • Send payment receipt
  • Send booking vouchers

Invoice Generation

  • Generate Performa & Tax Invoice
  • Define all types of taxes 
  • Capturing of Booking Details
  • Generate Corporate Invoice Payment Tracking
  • Print , Email , Download
eserve-invoice
eserve-document

Document Management

  • Maintain customer document master
  • Maintain vendor document master
  • Maintain guest document master
  • Any information can View/Download and Send
  • The document can be attachment with booking

Complaint Management

  • Users can be lodge any complaint
  • Option to change Complain Status
  • Remarks Column is available for further Analysis
  • Based on services, Supplier rating can be defined
eserve-complaint

Empower every person and every Organization with Microsoft Dynamics 365 Microsoft Dynamics 365 is the next generation intelligent business application that help you empower your employees, engage customers and optimize operations.

Follow Us

Copyright © 2018 DigiSurface.