The product
The whole trip has a place here.
Explore the workflows that are available today, from a new enquiry to the practical work after a booking. Every page explains the details and the limits.
CRM & pipeline
Keep a client’s details, stage and last conversation beside the work that comes next. A visual pipeline helps the whole agency see which enquiries need attention.
Proposals to bookings
Present trip options, share a private proposal and keep the client’s selection connected to the booking, deposit schedule and draft itinerary.
Itinerary builder
Arrange flights, stays, transfers and activities in a day-by-day itinerary. Work privately, preview the details, then publish the version you want your clients to see.
Client portal & messaging
Let clients check their trip, itinerary, balance and documents in a private portal, with a conversation tied to the booking or traveller it belongs to.
Tasks & calendar
Track follow-ups, trip tasks and deadlines with assignments, priorities and checklists. See the work alongside departure dates and payment dates in the calendar.
Commission tracking
Keep expected supplier commission, statement matches, receipts and agent payouts with the work that earned them, without confusing a forecast with money in the bank.
Reviewed CSV imports
Map columns, review potential duplicates and check the result before saving clients, suppliers or travellers into your workspace.
Trip management
Keep trip details, travellers, bookings, tags and progress together. Find the trip by stage, travel dates or the person responsible, then pick up where the team left off.
Supplier confirmations
Record the follow-through after approval: when a reservation was requested, what was checked and the reference that supports the confirmation.
Manual payment plans
Draft deposit and balance dates, show what is due and record receipts after checking them. Keep the schedule connected to the agreed booking.
Email alerts
Keep due payments and document expiry visible, and let the right people know when there is a new message or invitation to review.
Team roles & access
Invite colleagues with the right role and keep access tied to the workspace and assigned work. Permissions are enforced in the database, not only hidden in the interface.
Your next trip starts here
Less scattered admin.
More attention for the trip.
Try a real booking in TripClerk. One month free with FOUNDING20, no card and no automatic charge.
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