Product / CRM & pipeline

A place for every enquiry. A reason for every follow-up.

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.

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Client pipelineFrom first enquiry to the next trip

Enquiry

Alex Morgan

Beach break for two

Follow up today

Quoted

Jordan Parker

Lisbon by the river

Proposal shared

Booked

Casey Lane

Winter city break

Deposit recorded

Simplified illustration of the real pipeline. Example records, not customer results.

Know where things stand

Move a client from enquiry through quoted, booked and paid. Keep notes and contact history with the record rather than reconstructing a conversation from separate chats.

Make the next touch deliberate

Log calls and other contacts. Last-touch labels help you spot clients who have not heard from you recently, before you decide whom to call.

Keep the handover inside the record

Use private notes and explicit teammate mentions. Note history preserves previous wording; a mention alerts the colleague without granting access to records they cannot see.

In the working day

How it fits together

A travel CRM should help you remember the person as well as the booking. TripClerk keeps contact details and the operational context together, with tags and source information to help you find the right record. Team assignments and database access rules continue to apply when someone opens a note or alert. Your pipeline is a working list, not a promise that every follow-up happens automatically.

Add a client or review a client CSV import.
Set their stage, record the conversation and add useful notes.
Plan a follow-up task, then prepare a proposal when the trip is ready.

Know the boundaries

There is no connected Gmail or Outlook mailbox, automatic call recording or round-robin lead routing. You choose when to contact a client.

More about the current limits →

Can I bring existing clients?

Yes. Map client columns in a CSV, review possible duplicates and choose what to save before committing the import.

Are notes visible to clients?

Private agency notes are separate from client messages. Use the scoped conversation when you want the client to see something.

Keep the workflow connected

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.

Your next trip starts here

Less scattered admin.
More attention for the trip.

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