Data Management and Invoicing

Welcome to our CRM platform, your central hub for managing client information efficiently. Here, you can easily collect essential details like emails, birthdays, addresses, and booking, specifics and invoicing. Our intuitive search feature allows you to find contacts and clients effortlessly, while task scheduling helps you stay organized for specific bookings or client interactions. Click to access our Customer Relations Management Platform

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Watch this important tutorial on how to create and invoice and use the CRM

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Client Search

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This area of the CRM you have the ability to search by full name, first letter or last name letter, booking number or invoice number.

Client Management

Once in Client Details, it is important to ensure you have all of the clients information, full address, phone number and email address. The client details will show on their invoice.

How to Create an Invoice

Each trip may have different passengers traveling with the main client. Usually if the passenger is using their own credit card they should have their own client profile. Step by Step stages on Creating an Invoice.

Booking Details

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Each field in creating a booking details is for specific things. Please see the following page for full details.

Tasks

Each booking has important tasks to remember. Everything from sales opportunities if they have not booked yet, to final payments, send edocuments, welcome homes and Bon Voyage message. See full details

Contact (Suppliers) Search

We have a full address book by alphabetical order for you to search suppliers with full details phone number, website, address etc. This is specific to the agency and different then the shared user and passwords spreadsheet for each agent.