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My Travel Agency CRM

Every trip you sell, from enquiry to final payment.

My Travel Agency CRM is the booking desk for travel agencies. Keep clients, bookings, itineraries, quotes, invoices and payments on one record, and give every client a private link to their trip.

No card needed to start.

One record follows the trip the whole way

Nothing is retyped between steps. The enquiry becomes the booking, the booking carries the itinerary, and the quote, invoice and payments all stay attached to it.

  1. 1

    Enquiry

    A form on your website creates the contact and a pipeline entry.

  2. 2

    Booking

    Travellers, dates, price and deposit on one record.

  3. 3

    Itinerary

    Day-by-day plan, versioned as it changes.

  4. 4

    Quote

    Sent by email, accepted online.

  5. 5

    Invoice

    PDF with your agency’s details and tax.

  6. 6

    Payment

    Card or offline, matched to the invoice.

  7. 7

    Trip portal

    Documents, messages and payments for the client.

Keep your website. Connect it to your desk.

Build enquiry forms in the form builder and put them on any page. With the WordPress plugin, your accommodations, destinations and packages appear on your existing site, managed from the same catalogue your team quotes from.

  • Each submission can create a contact, a booking and a pipeline entry.
  • Forms carry your agency’s name, not ours.

Set up your agency’s workspace today

Start on the free trial, then choose a plan when you are ready. Paid plans start at $49.00 a month.