Client Relationship Management
Keeping track of your clients has never been easier! All of the important information about your clients, their needs, your conversations with them, and what you're doing for them is all in one place. Entering and updating relevant information is super fast and easy: just point and click.
- Search by client name or phone number, and instantly see everything on one page.
- Easily record and track your interactions with each client, update their interests, and know what to say the next time you speak with them.
- Use the Task Tracker to ensure that you never miss a deadline or important event.
All of your client information is safe and secure, and you are the only one with access to it. We know that some travel agents have been burned in the past from other services, but we value your business as a travel agent. Our company will not use your client list. We won't contact your clients or use your clients' information for marketing purposes.
Everything Together, Organized for You
Each client has a profile displaying their contact information, interests, travel preferences, frequent flier numbers, and other important information. Get a fast overview of previous interactions, and quickly update everything with one click.
Simple Is Powerful
Adding and updating information about your clients is just a matter of clicking and typing. Keep track of family members, frequent flier rewards numbers, recent itineraries, and upcoming tasks.
Stay on Task
Our task tracker will keep you on top of all your deadlines and events. Create a friendly reminder to send that itinerary or invoice to a client, or long-term follow up reminders. Just like everything else, adding and editing tasks is a breeze.
Signing Up is Fast and Easy
- $15 per Month
- 15-Day Free Trial Period
- No Contract
- Easy Montly Payments