What My Travel Agency CRM does

One workspace for your agency’s clients, trips and money, with a private portal for each client and forms that connect your website.

Sales and bookings

Turn every enquiry into a tracked booking, from first contact to confirmed trip.

Contacts and companies: One record per traveller or organisation, with their trips, quotes, documents and email history.
Sales pipeline: A drag-and-drop board of every open enquiry, so nothing waits on someone’s memory.
Bookings and group bookings: Track travellers, dates, prices and deposits. Run weddings, corporate trips, family reunions and tour groups as one booking with its members.
Quotations: Build a priced quote, send it by email, and let the client accept or decline online.
Tasks: Assign follow-ups to colleagues and see what is due today.

Give clients one private link for everything about their trip.

Itinerary builder: Lay out the trip day by day and keep earlier versions as plans change.
Trip portal: Clients see their itinerary and documents, message your team and pay online, without creating an account.
Online authorisation: Clients authorise their booking by typing their name. The signature, wording, time and IP address are kept on record.

Keep the whole team working from the same inbox, calendar and product catalogue.

Shared inbox: Connect Gmail or Outlook mailboxes. Threads are matched to the right contact and booking by email address.
Staff and trip calendars: Plan staff events, including recurring ones, and see departures and returns at a glance.
Inventory: Accommodations, rooms, destinations, brands, packages, promotions and photos, managed in one catalogue.

Invoice, take payment and know what is owed, without a separate spreadsheet.

Invoices: Raise invoices from a booking and send them as PDFs with your agency’s details.
Card and offline payments: Take deposits and balances by card through Stripe, or record bank transfers and cash. Payments are matched to the booking’s open invoices automatically.
Credit notes: Issue credit notes and allocate them against invoices.
Commissions: Track the commission each booking earns.
Sales analytics: Pipeline funnel, deal velocity, monthly trends and performance by agent.

Keep your own website and connect it to your desk.

Form builder: Design enquiry forms with sections and conditional questions. Each submission can create a contact, a booking and a pipeline entry.
WordPress plugin: Show your accommodations, destinations and packages on your existing WordPress site, and embed your quote forms there.
Email campaigns: Send campaigns to your contacts from the same place you manage them.

Set the product up for your agency and decide who can do what.

Your own workspace: Each agency’s data is kept separate from every other agency on the platform.
Roles and permissions: Choose what each role can see and change, from finance to bookings.
Agency settings: Set your currency, tax rate and label, timezone, date format and the business details printed on invoices.
AI assistance: An assistant in the workspace helps draft emails, summaries and page copy.

Create your agency’s workspace in a few minutes.