Agency CRM for travel enquiries and repeat clients
For a travel agency, CRM mostly means two things: not losing an enquiry, and remembering who the client is next time. Here is how Nodes Travels handles both.
Where enquiries come from
| Source | What gets saved |
|---|---|
| Train, bus and cab request forms | Route, date, travellers and class |
| Group travel page | Trip type, destination, date and group size |
| Visa and insurance pages | Destination and traveller details |
| Holiday package enquiries | Package and travel dates |
| Contact page | Message and contact details |
Each lead records the page it came from, so you know which pages generate business.
A day in the leads inbox
- 1
Filter for New
Start with untouched enquiries, newest first.
- 2
Call and mark Contacted
Open the lead, call the number on file, add a note.
- 3
Quote and send a pay link
Set Quoted and send a payment link for the agreed amount.
- 4
Close it out
Won when they pay, Lost with a note on why if they do not.
Remembering repeat clients
Full client history
Past bookings, enquiries and reviews in one view.
Saved travellers
Clients store family members' details for faster checkout.
Loyalty tiers
Points per spend with Silver, Gold and Platinum style tiers you can rename.
Wallet goodwill
Credit a client's wallet after a disruption, with a note.
Frequently asked questions
Where do new leads show up?
In Admin > Leads as soon as the form is sent, with the newest first.
Can I search leads?
Yes, by name, phone, email or trip summary.
Is WhatsApp built in?
Your WhatsApp contact can be shown on the site. There is no WhatsApp inbox inside the admin.
Stop losing enquiries in chat threads
Talk to us about moving your enquiry flow onto your own site.