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5 Best CRM for Travel Agents

by Scott Max
I'll offer two ways to find the tool, software or service you need, keep reading our breakdown and recommendations, or tell us about your business and the problem you are trying to solve and we will advise you for free!

So, you are in the market for a CRM that suits travel agents.

Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. 

If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option. 

Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.

Enjoy the list!

What is the #1 Best CRM To Use?

In short, It's Hubspot.

It's very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can't go wrong with Capsule.

Hubspot is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Hubspot has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.

For more details, read our Hubspot Review.

The Best CRM specifically for Travel agents

Travel companies have to work towards increasing the bookings and cut down all manual work. They have to use several sources for lead generation and follow up quickly on requests. A CRM that performs automated follow-ups and streamlines organizational data will be the perfect fit for this category. Have a look at the products below to choose the best CRM for Travel agents:

1. SugarCRM

Another highlight is SugarCRM, with clients such as IBM, Audi or Zurich, which has a simple user interface and an intuitive personalisation platform, and has two types of CRM adapted to each user: a CRM for SMEs and a business CRM for large companies or multinationals.

SugarCRM Features

SugarCRM is a user-friendly platform built on open-source technologies like JavaScript and PHP to enable mobile computing solutions. It helps businesses build better professional relationships, work more efficiently and integrate with the complete customer lifecycle. SugarCRM has cloud portability, which allows you to switch data between public and private clouds depending on market conditions with minimal disruption.

Here are some unparalleled features offered by SugarCRM:

  • Sugar Market: SugarCRM provides an all-in-one marketing automation tool that automatically prioritizes incoming leads based on client engagement. It also recognizes repetitive tasks and avoids them to ensure maximum work is done: in minimal time. 
  • Revenue Generation: SugarCRM generates revenue for each marketing campaign to let you know where your funds are being used and whether they are yielding desired results.
  • Google Ads integration: Users can access Google Ads management tools within the Sugar Market and create shrewd campaigns to target a new clientele base while maintaining the stronghold over existing customers.
  • Ease of Use: SugarCRM is exceedingly easy to customize because of multi-API accessibility. Users can switch from their existing CRM service to SugarCRM by connecting the API's, which leads to a high adoption rate. It allows users to personalize the menu bar and homepage for quick response to the incoming queries.
  • Asset Library: SugarCRM simplifies the process of uploading, managing and storing assets to leverage within the emails, business website and other marketing documentation with the asset library. It supports various file types like images, documents, audios, gifs and CSS. Users can integrate SugarCRM with other content management systems with pre-built templates to get a more robust library.
  • Sales Automation: SugarCRM’s sales tool offers accurate predictions on the possibility of closing a deal with its AI-powered tools. You can change your marketing patterns and sales process accordingly to attract more clients. Moreover, SugarCRM also provides automated operations to follow-up on potential customers during off-hours till a sales rep is assigned; to the task. You can use SugarBPM to review price quotations by comparing your services to other businesses and getting a fair evaluation of your product.
  • Customer support platform: SugarCRM enables businesses to emphasize customer complaints and rectify the situation quickly. It provides a knowledge-based platform: that can be customized to help clients solve minor problems themselves. SugarCRM’s service platform automatically assigns cases to the most qualified representative by analyzing past work.

SugarCRM Pricing

SugarCRM offers 4 pricing options depending upon the products you pick.

The “Sugar Market” marketing tool is priced at $1000/month and can be accessed; by unlimited users.

The “Sugar Sell” sales automation tool is priced at $80/month/user and offers 60 GB storage along with phone support.

The “Sugar Serve” customer service tool is priced at $80/month/user and helps you smoothly assist clients.

2. Microsoft Dynamics

Microsoft Dynamics is perfect software for connecting clients, products, people and operations, all from a single tool that can be implemented through an infinite number of options. However, it is a payment tool that will require training time for you to be able to use it to its full potential. For this tool, programming knowledge is necessary. However, once you know how to use it, you will easily be able to simplify and connect business processes, improving customer interactions and facilitating growth.

Microsoft Dynamics 365 Features

Microsoft Dynamics 365 provides ERP and CRM services on a single platform. It offers a clear view of how sales and marketing efforts are going with automated and intelligent data analysis. You can use tools powered by AI and machine learning to get better insights into your business.

Here are some unique features offered by Dynamics 365:

  • Unified Communications: Dynamics 365 allows you to connect with clients through "Microsoft Teams" and simplify the sales process. You can call meetings, have a conversation and send any valued offer or detail in a minute.
  • Advanced AI tools: You can predict sales based on the latest marketing strategy and conversion rate with Dynamics 365's AI-powered tools. It allows you to generate revenue, set automated tasks, analyze data in a 360⁰ manner and much more according to your requirements.
  • Finance and Operations management: Dynamics 365 has a financial analysis tool that can help you manage commercial operations and record every transaction. You can store credit card details, annotate tasks and accelerate training for new employees in the organization. Moreover, Dynamics 365 allows a smooth transition of complex workflows and management operations on the CRM.
  • Asset Management: You can list your business assets on the supply chain within Dynamics 365 and efficiently manage all the related information, maintenance activities while reducing redundant costs. 
  • Power supply chain agility: Dynamics 365 can help your business's profitability through quick lead conversion and high-quality analysis. You can engage better with clients, set priorities, create automated bots, so your sales team has a better chance of securing the opportunity.
  • Smart Maintenance: Dynamics 365 suggests approaches to grow your business and increase product longevity with safety through smart maintenance. You can keep a catalog and add relevant notes to help the sales team with the pitch.
  • Visual editor: Dynamics 365 lets you create charts, graphs and organizational workflows to simplify performance metrics. You can set the parameters and get different points of view regarding business development.
  • Learning Paths: Dynamics 365 provides educational content to help you get familiar with CRM services and implement their use throughout the organization. You can access several how-to guides, watch videos and participate in interactive sessions to get a grip on Dynamics 365.

Microsoft Dynamics 365 Pricing

Dynamics 365 allows users to choose packages according to their business niche.

Customer Data Platform is available for $1452/month for a single user and $968/month as an add-on plan. You can get a customer voice function for an extra $194/user for a month.

The sales tools are available in 3 different plans. “Sales Professional” is priced at $63/month and $19/month as an add-on. “Sales Enterprise” is worth $92/month for an individual and $19/month as an add-on. "Sales Premium" is priced: at $131/month for a single user, and "Microsoft Relationship Sales" is available for $134/month.

“Finance” package is priced at $172.5/month/user and $29/user/month as an add-on. “Project Management” tools are worth $116.5/user/month and $29.14/user/month as an add-on subscription.

Dynamics 365 has particular subscription plans for small and medium businesses to fast-track their sales process. “Business Central Essentials” is priced at $68/user/month, “Business Central Premium” is available at $97.2/user/month, “Customer Service Professional” is worth $48.6/user/month and "Sales Professional" is priced: at $63.2/user/month.

3.TeamLeader

TeamLeader is an all-in-one software that will allow you to easily simplify your work. In a main dashboard you will find all the tasks, meetings and calls that you must follow up on a daily basis to make your relationship with your clients and potential clients grow. It also has processes that seek to simplify and automate all possible processes, such as: automating invoices and making them look totally professional.

Teamleader Features

Teamleader was founded in 2012 with the idea to make following up on administrative and sales processes facile. It is a cloud-based software that makes it readily accessible from anywhere. Teamleader continuously rolls out new features according to the latest market requirements and customer needs. Businesses of any size can benefit from Teamleader as it provides a complete professional package that takes care of your sales, billing, and management tasks.

Here are some features offered by Teamleader that can truly revolutionize your business:

  • Project Planning: Teamleader ensures that your project colleagues and clients are in sync with the latest advancements. You can share the progress directly with the client through Teamleader orbit to avoid missing out on deadlines. Moreover, it automatically copies the creation date, price quote, and expected completion time from the accepted quotation; so that you don't omit crucial elements.
  • Schedule Planning: As a project manager, you can view the schedule of all available employees to see who is yet to receive a project and distribute tasks accordingly for quick execution. You can also see how much workforce should be deployed: on a project to avoid overexerting your employees.
  • Time Tracking: Teamleader simplifies tracking work hours for both employees and project managers. Whenever you start a task, drag it to the agenda, and Teamleader will accurately clock the time spent on the project. Moreover, you'll get billed directly according to your work hours to ensure transparency on both sides. Teamleader generates an invoice and takes into account both billable and non-billable hours.
  • Comprehensive Reporting: Teamleader provides users with inbuilt report creation tools. You can set each parameter according to your preference and generate analytical data to share the company's progress with employees. Teamleader also generates insight reports that give a statistical analysis of various attributes. You can edit these pre-made reports by altering the framework and creating endless possibilities.
  • Retainers: Teamleader allows users to create milestone payments and retainers to avoid delays in tasks. You can reach an agreement with the client and decide the payment mode. Moreover, you can track how much time has been spent working on the project and release funds accordingly.
  • Exceptional support service: Teamleader provides quick access to the client inquiries and centralizes all complaints from a ticket. You can see how long a ticket has been sitting still and the urgency level of the raised issue. Teamleader tracks all complaints to ensure customer issues are solved: at the earliest.

Teamleader Pricing

Teamleader provides a subscription plan based on your CRM requirements.

Small businesses and entrepreneurs can opt for "Teamleader focus", whose subscription plans are listed below:

The "Go" plan is priced at €60/month for 2 users, excluding VAT and an extra €30 for every user.

The "Move" plan is priced at €70/month for 2 users, excluding VAT and an extra €35 for every user.

The "Boost" plan is priced at €90/month for 2 users, excluding VAT and an extra €46 for every user.

Large organizations can opt for the "Teamleader Orbit Suite", priced at €50/month with a minimum of 10 seats. You can get setup and training for an additional €1.500,00.

4. Netsuite

NetSuite Customer Relationship Management software is a cloud-based CRM that offers a 360-degree view of your customers in real time. NetSuite CRM provides a continuous flow of information across the entire customer lifecycle, from leadership to opportunity, sales order, fulfillment, renewal, up-sell, cross-sell or support.

NetSuite Features

NetSuite has developed over the recent years and was one of the first cloud-based ERP+CRM systems. It is a multi-tenant SaaS solution that helps small and medium-sized organizations grow faster with customizable workflows. NetSuite provides unmatchable visibility and control over your entire business with its cloud-based applications that improve organizational productivity.

Here are some fascinating features that make NetSuite unique:

  • Enterprise Resource Planning: NetSuite provides businesses with complete control over data and resource planning. From handling financial operations to processing order-related information, you can automate all manual workflows with NetSuite’s ERP. You can increase the productivity of an organization with ERP as it provides a clear vision of each business procedure.
  • Global Business Management: NetSuite’s Global business management provides unrivaled visibility into operations in real-time. It allows multi-National businesses to manage complexities due to currency differences, tax policies, and legal conformity. Such organizations need to consolidate in regional areas while adhering to the company’s essence, and GBM makes that happen.
  • Sales Force Automation: NetSuite allows users to automate administrative actions and sales operations, reducing the employees' workload. You can identify potential issues, create financial projections and track employees' performance to get a better outlook on your business activities.
  • OpenAir: NetSuite’s OpenAir optimizes resources and employee allotment according to the skills required for a particular task. OpenAir creates various scenarios for every lead to maximize revenue and improve the chances of securing an opportunity. You can automate customer engagement and let OpenAir choose the right employee for each interaction based on past work and favorable conditions.
  • SuiteCommerce: NetSuite helps e-commerce businesses automatically update online orders to the back-end to manage them centrally and reduce the processing time while increasing accuracy. SuiteCommerce allows B2B and B2C websites in unifying the front-end and back-end to remove manual operations and get higher client engagement.
  • Timesheet Management: NetSuite assists Project managers to review time-based tasks and recording the working hours of employees. You can view relevant information like “Start Date”, "Work Done", and "Estimated completion time" to get an overview of performance. Moreover, you can reassign tasks through Timesheet Management to finish projects urgently.
  • Project Analysis: NetSuite offers analytical tools that provide concurrent updates for every service rendered by your organization. You can track each lead individually to get a better statistical understanding of the client’s requirements. Moreover, you can share reports with colleagues through NetSuite to ensure everyone is on board with project advancement.

NetSuite Pricing

NetSuite does not offer a general subscription plan, and users have to fill in a form mentioning their requirements, business size, and budget. Once done, you’ll be contacted: by the customer executive regarding the best customizable tools for your organizational needs.

5. Pipedrive 

The Pipedrive CRM tool is intuitive and easy to use, providing a wealth of data of interest and future forecast for your customers and their interactions. It is a tool very focused on the sales area, not so much on marketing, and has a paid subscription. Currently, some of your customers are Amazon, Skyscanner or Vimeo. We have tested it to make an educational video on Youtube and have raised a special offer for readers of Marketing4eCommerce 1 month free trial (usually 14 days) and 25% discount on the first purchase. You can take advantage of it at this link.

Pipedrive Features

Pipedrive makes sales-related tasks easier by fetching leads 24/7 and emphasizes the right opportunity so you can convert it into a deal from the sales pipeline. Pipedrive has a flexible and user-friendly interface that simplifies the transition to the CRM tool for businesses, lessening the workload of the sales team.

Here are some features offered by Pipedrive:

  • Lead Management: Pipedrive offers an unsophisticated sales pipeline with several functionalities that provide a fully visual sales experience to improve efficiency and close deals faster. Users can track opportunities through all stages of the sales funnel and customize the dashboard to move all leads at one place for smoother interaction and prioritization. Moreover, Pipedrive provides users with an AI-powered sales mentor for personalized insights.
  • Communication Tracking: Pipedrive allows businesses to manage contacts and group them into “People” and “Organization” so the sales representative knows the clients' role in the company and approaches them accordingly. Pipedrive provides a visual representation of call history and other modes of communication with the client giving a cutting edge to your business in negotiations. You can also make outbound phone calls within the Pipedrive and auto-link them with the relevant contacts.
  • Sales Automation System: Pipedrive allows users to automate every sales process and take their business to the next level. You will be notified: at the earliest about any changes to the lead phases and account settings to prevent misuse of your CRM. Pipedrive’s Automation sends customized notifications to the clients at the right time to increase the chances of getting engagement and successfully closing a deal.
  • Insights and Reports: You can create customizable fields for analytical reports regarding deals, leads, revenue, activities and add them to the dashboard for quick access. Pipedrive also offers employee management services to create goals for teams and individuals. It helps in evaluating the performances and assigning the tasks based on merit, which increases the chances of getting a positive outcome for every sales opportunity.
  • Privacy and Security: Pipedrive offers a dedicated security dashboard to give users complete control and transparency over user permissions and privacy settings. You can see how many users are logged in to the Pipedrive account and prevent mischievous entities from getting hold of your data. Moreover, you can see how recently the password has been altered, devices using your account and whether there has been any attempt to change the admin settings.

Pipedrive Pricing

Pipedrive has 4 pricing options for users to choose between depending on their requirements.

The “Essential” plan is priced at $15/month, giving users access to pipeline management, customer support, and data importation.

The “Advanced” plan is priced at $29/month, providing all features of “Essential” plus email scheduling, click tracking, and workflow creation.

The "Professional" plan is priced at $59/month, providing all features of "Advanced" plus call tracking, document creation, and revenue forecasting.

The “Enterprise” plan is priced at $119/month and gives access to all features of Pipedrive.

You can get add-ons to get the most out of the Pipedrive CRM subscription.

LeadBooster add-on starts at $32.5/month upon annual billing and helps large businesses to engage with leads more frequently.

Web Visitors add-on starts at $41/month upon annual billing and helps you recognize how your clients found out about services that can improve your marketing strategy.

Why use a CRM at all?

Businesses often face trouble in deciding when to cross-sell and upsell. Up-selling strategy is generally used; when you want to enhance the existing order value of a particular entity, whereas in Cross-selling, you provide a complimentary product that provides additional benefit to the customer.

In a traditional scenario, whenever there's an increase in customers, a sales representative often gets confused regarding the clients' requirements. CRM solution helps you build a loyal customer base and provide the ultimate customer satisfaction.

Why should travel agents use a CRM?

Travel agents handle all aspects of the client's travel experience and must provide impeccable service as no one wants to face any issue during a holiday trip. From making reservations at hotels to providing a list of tourist attractions for the client, you have to ensure everything is done: as per the client's demands.

When you get started in the travel industry, you cannot expect to grow overnight. Managing fewer clients does not require much effort, but as you grow, your clients will multiply too. It gets impossible to remember details about every client.

CRM is a critical tool that you can use as a new travel business owner or agent to scale your services. It organizes your client data and keeps all of their notes, trip details, preferences and follow-ups on leads in real-time. 

Making sure you have best practices for managing your clients' data from day one; will help you understand the CRM functioning and grow swiftly.

Moreover, a CRM allows you to tag clients by marketing type. Making sure you understand who's in your database and clients' expectations; enables you to create targeted marketing campaigns.

CRM for Travel agents, A Summary

The travel industry has a lot of competition, and not delivering on the promises can push away your customers. A CRM software ensures you understand the client's requirements and analyze whether you'll be able to deliver the services. Moreover, you can create holiday packages and assist your clients in the negotiations by providing relevant client details.

SugarCRM is an open-source platform that allows users to customize the interface as per their requirements. You can create reports and get insight into business operations through AI-powered tools to improve your services. It is our suggested pick for a CRM that suits travel agents. Visit the website to get started.

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