About Travel B2B Software Solution

B2B Travel Software solutions’ characteristics are aimed at helping the organizations within the travel industry to control their business processes and meet their client’s expectations.

Email to Query

Manage customer queries from Email to Query feature: Our B2B Travel CRM Software for tour operators and travel agents.Turn emails received into orders and well-structured questions that could be answered.Tag them to the correct employees.Know their status of being resolved customer queries from Email to Query feature is available in our B2B Travel CRM Software for tour operators and travel agents.

    Assign Lead:

  • Convert incoming emails into organized queries.

  • Assign them to the right team members.

  • Track their resolution status.

Communication: We need to integrate and communicate effectively without delay, offer optimal customer satisfaction. Applying this powerful feature and the stated capability it increases capability enhance work-saving and customer approval.

Email to query dashboard in travel software
Lead & Query Management in Travel CRM

Lead & Query management

Lead and Query management in B2B Travel Software process involves planning, organizing, coordinating, directing and controlling the activities of addressing the inquiries as well as the possible business opportunities from the viewpoint of the Travel Industry clients or partners.
Here's a breakdown of how it works:

 

Lead Capture

 

Leads are often obtained from forms and emails or notifications from social media accounts B2B Travel Company captures. B2B Travel Software will ensure that all your leads drop in to the software in an automatic manner. They make it possible to receive inquiries from clients and customers without risking any possible opportunity to slip through unidentified; they must make sure that each and every inquiry is documented and ready for follow- up when necessary.

Lead Classification:

 

With the CRMtravel’s B2B Travel software, Your Leads differentiated by the source of inquiry, by the type of request or by the potential value of the leads. This classification is useful in order and allocation of resources in relation to leads depending on the level of importance.

 
 

Lead Assignment

 

After leads have been imported, the leads are passed to the sales and account management department. It ensures that every lead is promptly responded to by the right person within the organization, enhancing the response time and, as a result, enhancing the customers ‘satisfaction level.

Lead Follow-Up

 

Now the sales teams can follow up on leads through different communication ways like emails, phone calls or personal meetings. They give more information, can make any questions or ask any concerns, and help the clients on the sale side to turn the leads to customers.

 
 

Tracking and Monitoring

 

B2B Travel Software tracks the growth of each lead throughout the sales journey, from starting stage of inquiry to final conversion. It provides present updates on the status of leads and allow the team to monitor performances, identify restrictions, and make correct decisions to improve the lead management process.
Overall, the lead and the query management in B2B Travel Software plays an important role in increasing in sales, raise customer relationship, and increase the business opportunities in the travel industry. The process of handling inquiries and leads with ease, businesses can easily manage their sales and achieve more achievement in the competitive travel market.

Turnaround Time

 

Simplify your business processes, impress your customers, and outrun competitors using this vital function in our travel CRM system.

 
 

User's Roles & Permission

 

You can also conveniently manage your users profile with the help of our all-round “Roles & Permissions” Feature in our travel CRM software. When you have many users in your application, it will be more secure to assign roles and permissions as per the user’s responsibilities and profile in which he/she is working.

Multiple Currency

 

Make your international transactions easier using our CRMtravel software. Make things easier to adjust and manage multiple currencies. Integrate and automate financial services and credit, and provide easy and efficient booking. This feature increases your organization’s exposure to the global market reduce hurdle of currency exchange and improve the satisfaction of your customers in our CRM travel software.

Client / Agent Communication

Improve interaction between client or agent with our B2B Travel CRM software for Travel agencies. Help to send and receive the emails from the clients or the agents without requiring to go to the other tab or the different site. Keep record of all correspondence, manage all e-mails and keep record of all e-mails easily. Be able to create, forward and send messages, attachments, and itinerary using only a few clicks. This integrated e-mailing ensures that you communicate effectively, increase efficiency and deliver excellent service when using our travel CRM software.

Agent Communication dashboard in Travel industry
Quotation Creation steps

Quotation creation

Quotation Creation facility in B2B Travel CRM Software is therefore an integrated component of superior technological innovation aimed at enhancing the creation of quotations of travel services. Here, various aspects exist that relate to the job to be done by travel agents, operators as well as travelling agencies operating within the travel industry arena.

How it Work

    • Customizable Templates:

  • B2B Travel Software has built in templates which can be used to develop professional quotations. It allows the users to apply their company’s branding standards and fill in some parameters like logo, phone numbers, addresses, and the different policies that they have like the terms and conditions, and the different prices that they offer.

  • • Flexible Pricing Options:

  • Regarding the Pricing, users can create quotations and options by filtering the factors as destination, dates, and types of accommodation, means of transport, and offered services. That is why it is possible to develop individual quotations to the necessities of each customer, and these approaches make the difference.

  • • Multi-currency Support:

  • B2B Travel Software also implements multilingual option; users can create quotations in the currency that client would prefers. It is particularly beneficial for a travel agency that orients itself on the international clients, or targets various areas.

In a nutshell, the Quotation Creation field in B2B Travel Software helps the travel professionals, to offer accurate, personalized and attractive quotations quickly. As it removes redundant tasks and maximizes the flexibility of prices, it is involved in increasing customer pleasure, sales performance, and operational productivity in the travel trade.

Quotation preview

Reach out with quotes to travel agents in its purest form using travel CRM software. Design professional and unique tailored quotes that will suit the appeal of the travel industry professionals.

We provide a slightly confused user interface to enable at least some level of personalization of each quotation, including attractive images, detailed schedules, and expressive text. Adopt the right content that meets the demographic requirement and qualities of the travel agents, they prefer and recommend to their end users.

Allowing well-mannered quotations only from travel agents improves their selling ability and creates good business rapport. Agents can effectively sell your offerings to their clients, due to the professional appearance of the site and its content.

In particular if you are using our travel CRM software, we make it easy to quote and focus specifically on travel agents. Polish up your agency’s image, encourage agents’ cooperation, and increase business opportunities with polite quotations created with our travel CRM system.

Complete Quotation Preview for Travel Agency
Supplier Communication interface for travel agents

Supplier Communication

The Supplier Communication feature in travel CRM software explain how simple and efficient communication between travel agencies and their suppliers can be. Agency deals give a dedicated channel where agencies can interact with their coterie of suppliers comprising airlines, hoteliers, car rental agencies, and tour operators. By this feature, agencies can quickly request, and obtain updated availability, rates, and other promotions promptly. It simplifies the process of entering and handling bookings, as well as the working with suppliers to avoid common problems. Supplier Communication in CRM travel software, Saturn’s software improves efficiency of supplier and buyer relationships, and so the overall experience of any consumer.

Auto Generated Invoice for travel agents

Auto-Generated Invoice

Auto generated invoices in B2B Travel software is an important tool that helps travel agents Individual/Corporate, Tour operators, and travel agencies to generate invoices easily. This feature deals with the automation of the issuance and generation of invoices, it is accurate, efficient, and willing, bearing in mind that the generation is done when there are completed bookings.

Here's an overview of the key aspects of the Auto-Generated Invoice feature:

    Automatic Invoice Generation:

  • The Auto-Generated Invoice allows invoices to be produced by the program once all bookings or any other event prompting the generation of invoice have been completed. It eliminates the need for manual invoicing to be performed, adds efficiency and slashes the input errors that are inherent with manual inputting.

  • When a booking is confirmed or finalized, relevant details such as booking information, pricing, taxes, and payment details are automatically pulled into the invoice, ensuring accuracy and consistency.

  • Customizable Invoice Templates:

  • B2B Travel Software provides a user-friendly invoice template wherein clients can enter the choice of invoice style and design in synchronization with the company’s preference of the travel agency or business. Many users can directly input company logos, control format and alignment, as well as include unique messages to their clients which helps to increase professionalism and uniformity.

  • Dynamic Pricing Calculation:

  • Auto-generated invoice keeps updating the amount depending on the parameters inputted during a booking like cost of travel services, taxes, fees, charges among others. They make it possible to prove that the invoice includes the overall cost of the booking and share with clients clear and comprehensive billing data.

  • Multiple Currency Support:

  • B2B Travel Software looks for flexibility, and indeed, it permits the development of invoices in a variety of currencies used by the clients.This is very advantageous for a travel agency that has an international client because it is now possible to issue the invoice in different currency without the hand conversion.

  • Invoice Tracking and Management:

  • Several invoices are created through B2B Travel Software and are recorded in the system where users can get to know the status of invoices and client payment pattern.It makes it easier to control the amount of money which is due and returns, reviewing of the outstanding invoices.

All in all, the Auto-Generated Invoice in B2B Travel Software facilitates, increases effectiveness and customer satisfaction pertaining to invoices, that delivers to the client clear, professional, and timely generated invoices.

Generate Voucher for Travel Agents

Voucher

The travel CRM software offers two powerful features: It has the buttons; “Service-wise Voucher” to create the voucher by the service as the grouping factor, and “Combined Voucher” if the targeting is done by combining all services. One of them, named “Generate Service-wise Voucher,” allows the travel agency to create vouchers particular for each service like flights, accommodations, car rentals among others as well as the tours. It gives each specific service offered a clear documentation and accountability as per the records kept.

On the other hand, the ‘Generate Combined Voucher’ maintains the ability of combining diverse services into one voucher on the part of the agencies. This is especially helpful when a client has made a number of reservations for different services generally as a tour or an assortment of related activities. They suggested that by generating all possible facets of the particular service, the additional travel bookings understood by the agency, and the specific data on a given client, agencies can provide a sort of voucher that encapsulated the entire intended travel experience.

The two aspects of reduction of manual work in generating streamline vouchers and cutting out mistakes is a valuable addition. All the required information is entered through(gui) and so there are no mistakes and the appearance of the document is professional. These features are productivity boosting, help to minimize voucher management issues, and improve the overall experience for clients. When it comes to service-wise vouchers or combination vouchers, travel CRM software helps agencies to provide structured and comprehensive receipt-reports to the clients.

Daily Duty Sheet

They can use this feature to immediately coordinate duties for drivers and guides for each day with other functions of the travel agency. Through entry of the relevant information like date, route, pick up points, and details of the particular client, the software analyzes the details and produces detailed duty roster, which are customized to individual drivers and guides.

These duty sheets offer specifics pertaining to duty assignments, and pick up as well as drop locations, timings and a client’s contact information. However, improved and effective communication and cooperation between the agency, drivers as well as guides who enhance effective operations and quality service delivery.

It also eliminates the time consumption in the generation of the duty sheet which in turn improves on the operation efficiency. This feature can reduce the complications of managing broader administrative responsibilities of drivers and guides and ultimately provides a systematic outcome for professional travel service.

Daily Duty Sheet for Travel Agency
Supplier Payment for B2B Travel Agency

Supplier Payment

CRMtravel software makes and enhances the efficiency of payment between and with travel agencies and their suppliers. This feature lets agencies report on payments made to suppliers for services, including meals and lodging, transportation and/or guided tours.

Championing Supplier Payment feature that enables agencies to key in, payment information such as the supplier’s name, invoice number, amount due, and terms of payment. The software offers a comprehensive solution whereby the payment status can easily, accurately and in the shortest time be watched and documented.

Petty Cash

This aspect in B2B Travel Software called Petty Cash helps the travel agencies and tour operators to manage the small and day to day expenses effectively. This feature offers several operations which are helpful for proper managing petty cash, increasing people’s responsibility, and being transparent about money flows. Here's an overview of the key aspects of the Petty Cash feature:

Petty Cash Fund Management: The petty cash fund of the B2B Travel Software enables user to create and sustain petty cash for expedites like office stationery, fuel prices, small procurement among others. The software enables tracing of the account of the petty cash and contains features of renewal of the balance as and when it deemed necessary.

Expense Tracking: The petty cash fund can be tracked within the software by the users and they can easily classify the petty cash expenses as well to show where the amount has been spent exactly. Some of the typical overhead cost may be printing and stationery, transport costs, meal costs, and small repairs.

Receipt Management: The Petty Cash feature allows users to include digital copies of receipts and invoices to petty cash expense transactions. It assists in the verification of expense, preparation of material for accounting needs and confirmation of internal control and audit standards.

Petty Cash Dashboard for Travel Agency
Salary Sheet for travel industry

Salary Sheet

This feature enables the agencies to seamlessly do their accounting for the staff member remunerations so as to output salary sheets.

Specifically, the Salary Sheet feature enable agencies to enter data relating to basic employee details such as the salary, allowances, deductions, etc. As per the fixed formulas or user-defined, the software also determines the salary from some limitations like the number of attendance and leaves, performance, and rewards.The feature also provides:

    The feature also provides:

  • Features to produce structed payslip for every worker.Demonstrating the parts of salary.s for each employee.

  • Showcasing the breakdown of salary components.

  • Taxes.

  • Other deductions.

From the main menu, agencies can compute or produce single or multiple salary sheets to ensure that the salaries are delivered promptly and accurately.

Tax/Profit & Loss Report

This feature facilitates agency preparation of comprehensive tax reports that contain pertinent financial data and assist agencies in maintaining compliance with tax laws and policies, as well as improving the agencies’ accounting.

The Tax Report feature allows agencies to computes taxes using the data from bookings results, such as accommodations, flights, or any other travel services. The software produces reports in form of summary of taxable transaction, amount of tax and the tax code.

These reports help in efficient filing of tax as it gives agencies an exact figure of taxes they need to pay and enables them to balance their accounts most efficiently. Moreover, the Tax Report feature may provide the settings for developing an automatic selection of a specialized report according to certain taxes or countries.

Profit & Loss Report for Travel Agents
B2B Travel Software

Master

Using the Master Data, agency is able to record the different type of data such as agents, clients, suppliers, hotels, activities, transfers, destinations, vehicles, drivers guides information etc. Through the use of the software, agencies can retain and modify its contact details together with the contract price; it can also retain previous records to allow the agency offer personalized service.

In addition, the Master Data feature allows agencies to build and maintain employee personal and work details, position/function, roles and access rights information. It helps in proper organization of communication and effective establishment of duty roster within the agency.

Agent's

The system retains full information about the agent including contact information, skilled, and performance standard. Wondering whether it assigns agents to a specific salesperson, track all his sales in terms of total booking and payments, and work productivity. The solutions include the simplification of agent management, improving efficiencies in the granting of resources, and increasing performance. So that your agency can leverage yourself with this important tool available with our travel CRM software, take your agent management to the higher level.

Manage Agent Information for Travel Agency
Manage Supplier information for travel agents

Supplier's

The information pertaining to the vendors should be collated in a central database and should contain basic details of the contact details of the vendor, service types offered by the vendor and the terms of the contract entered with the vendor. Reduce the complexity of vendors, control their performance, and analyze contracts. Be able to quickly search for your specific vendor information to guarantee appropriate relations. Optimize your processes, expand your partnerships, and address business development with this important tool in our travel CRM.

Multiple Company Management for Travel Businesses

Multiple Company Management

In the context of B2B Travel Software, Multiple Company Management means the inherent ability of the CRMtravel Software to manage the operations of a number of travel companies or tour operators or any other travel related business. This feature can be of immense advantage to travel businesses with multiple business models or separate businesses.

Centralized Platform: B2B Travel Software is a system where by one business organizes the needs of more business since it can handle the need of many businesses from the single software. It erases the necessity of different software’s for every company making operations far better and minimizing on overhead.

Segregation of Data: The option of separation of data between two or more companies is also available, meaning that the ugly never the data belonging to one company intermingled with that of the other like financial information, records of clients, and other operations. It affords data protection and security to every business segment.

Customized Branding: Multiple Company Management tools available allow the companies to set specific branding aspects such as logos, colors, and grammar of the text for each company, thus attributing different looks and feels to all different brands that use the software. First, it aids in keeping up brand image and reputation to professional levels of multiple accounting units.

Unified Customer Management: Multiple Company Management functions enable managing customer relationships in the companies collectively. The information concerning the client, bookings, and other communications is integrated into the software for successful client servicing and direct marketing.

Flexible Access Control: The software has easy to manage access control feature where the management can set which user has special permission and or level of access according to the different companies. It ensures that the employees only get to see firmly the data and the functionality that they should be dealing with in their work.

Scalability: The B2B Travel Software is created with growth attributes to adapt to the growing business its services the expanding business needs. No matter if it is about managing a couple of companies or more than ten, the software can meet the requirement of tool needed by different sizes and types of businesses and can also guarantee the usability and availability for expansion in the future.

How this software helps your travel agencies or organizations.

Advantages of B2B CRMtravel Software.

B2B CRMtravel software offers numerous advantages for travel agencies operating in the B2B sector. Here are some key benefits:

Businesswoman working on laptop with CRMtravel Software

Enhanced Efficiency: B2B CRMtravel software streamlines agency operations by centralizing customer interactions, bookings, and itineraries in a single platform. It eliminates the need for manual data entry and reduces time spent on administrative tasks, allowing staff to focus on more value-added activities.

Data-Driven Decision-Making: It provides advanced analytics and reporting features that enable agencies to leverage data for informed decision-making. Agencies can analyze booking patterns, customer preferences, and revenue trends to identify growth opportunities, optimize pricing strategies, and tailor their offerings to meet client needs.

Improved Customer Satisfaction: With B2B travel CRM software, agencies can deliver exceptional customer service. The software enables personalized interactions, allowing agencies to track customer preferences, manage loyalty programs, and provide tailored recommendations. It enhances the overall customer experience, leading to increased satisfaction and loyalty.

Efficient Financial Management: Our Software simplifies financial management for travel agencies. It enables accurate tracking of sales, invoices, and payments, streamlining the billing process and ensuring timely settlements.

Scalability and Growth: B2B CRMtravel software accommodates travel agencies' growth and scalability needs. As the agency expands its operations and client base, the software can handle increasing volumes of data, bookings, and transactions. This scalability allows agencies to grow their business without requiring extensive system upgrades or disruptions.

In conclusion, B2B CRMtravel software offers many advantages, including enhanced efficiency, seamless supplier communication, data-driven decision-making, improved customer satisfaction, efficient financial management, streamlined collaboration, and scalability. By leveraging these advantages, travel agencies can optimize operations, drive growth, and achieve a competitive edge in the dynamic travel industry.

B2B Travel Software

Why should you choose CRMtravel B2B Software for a travel agency?

Complete Solution: CRMtravel provides a complete solution that covers all aspects of the travel booking process, including flights, accommodations, tours, activities, and more. So that you can manage all your clients' travel needs with a single B2B Travel Software.

Global Inventory: With CRMtravel, you can access a vast inventory of travel products and services worldwide. It enables you to offer your clients various options, ensuring you can meet their diverse preferences and requirements.

Easy to use: CRMtravel's user-friendly interface makes it easy for travel agents to search, compare, and book travel services quickly and efficiently.

Customization Options: CRMtravel offers customization options that enable you to customize the software according to your business requirements and preferences.

Automation and Efficiency: CRMtravel automates many aspects of the booking process, such as pricing updates, invoicing, and many more. It helps reduce manual workload, increase operational efficiency, and minimize errors, allowing you to focus more on delivering exceptional customer service.

Real-Time Updates: CRMtravel provides real-time updates on availability, pricing, and booking from travel suppliers. It ensures you always have access to the latest information when assisting your clients, helping to enhance customer satisfaction and loyalty.

Dedicated Support: CRMtravel offers the best customer support to assist you with any technical issues, training needs, or inquiries. Their dedicated support team ensures you receive ready assistance whenever you need it, minimizing downtime and maximizing productivity.

In summary, choosing CRMtravel B2B software for your travel agency provides a comprehensive solution, global inventory, competitive pricing, ease of use, customization options, automation, real-time updates, and dedicated support. These benefits help you enhance efficiency, competitiveness, and customer satisfaction, ultimately driving business growth and success.

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