CRM for Tour Operators and Holiday Package Sellers

A CRM for tour operators and holiday package sellers is a shared record of each package sale, from first enquiry through quotation, advance, balance and departure. The quotation nobody answered is easy to forget, so every one needs a reminder and a next step.

A package sells over weeks, and the money comes in parts. Facebook Ads, Justdial and inbound IVR calls feed the pipeline, while referrals and social-media enquiries are added by the agent. Custom fields record destination, travel month, group size and the advance and balance dates. Stages such as Enquiry, Quotation sent, Advance paid, Balance due, Documents pending, Departed and Postponed or Cancelled show where each booking stands, set by your team from payments you record, since collection happens elsewhere. Reminders show whom to call this week, and an Excel or CSV import brings past travellers into the CRM.

In the weeks before summer and Diwali departures, role-based access control lets you give seasonal or part-time agents only the traveller records they handle. With Nexcomm's integrated telephony, calls placed by click-to-call are logged and recorded, so any agent can pick up a traveller's file, and a dedicated onboarding manager builds your Enquiry-to-Departed stages with you.