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The Best CRM for Travel Agents

As a busy travel agency, wouldn’t it be amazing to have a single software platform that allows you to:

  • Manage potential new travel clients, 
  • Keep hotel and flight booking information in one place, and 
  • Keep track of client experience and performance to ensure your happy travelers keep coming back for more? 

A great customer relationship management (CRM) can help you accomplish all this and more. Learn more about how CRM software can completely change the game for your travel agency.

 

GRATIS PROVPERIOD KONTAKTA FÖRSÄLJNINGSAVDELNINGEN

How CRM software helps travel agencies

Operating a travel agency involves coordinating various moving pieces  (flight bookings, hotel stays, event tickets, etc.) from different sources to create the perfect itinerary for your client.

With a CRM, managing all this data becomes much easier, allowing your team to focus on building a relationship with your customers, generating referrals and repeat clients–the bread and butter for travel agencies. For example:

  • You’ll keep track of all incoming inquiries and let them be assigned to a specialist agent. 
  • Previous interactions with leads and clients allow for personalized marketing campaigns to encourage trips based on client budget, previous trips, or party size.
  • You can streamline your sales process with automation that puts time back into your team’s week.
  • Analyze customer behavior and trends so you can make the most of every opportunity.
  • Create sales pipelines that personalize the customer experience based on various factors, such as lead source, preferences, or previous travel experience.

Features to look for in your travel agency CRM

With so many CRM options available for travel agencies, choosing the right one makes all the difference. But what features are essential for a travel agency CRM?

The best CRM solution for travel agents is one that provides essential features like contact management, sales automation, and team communication, plus advanced tools such as an appointment scheduler, email marketing platform, and landing page builder to give your business the edge.

Nutshell provides all of these features and many more to help your travel agency thrive.

Contact management to keep your client data in an organized source of truth

a screenshot of a sales pipeline for Newing Industries Inc. for Nutshell

Effective contact data management is the foundation for providing excellent travel agency services. 

You want to gather various customer data points, such as their location preferences, budget, travel vaccinations, and insurance, along with other important details. Having access to this information enables you to offer personalized travel recommendations and deliver an excellent customer experience.

Employing a CRM system with contact management features ensures your teams can access the same accurate data and deliver a consistent service at every client touch point. With Nutshell’s advanced data organization capabilities, you can:

  • Create detailed contact records: Populate client records using custom fields so you can save the data you need to provide your services effectively.
  • Organize your contacts with tag management: Color-coded tags allow you to filter your lists in several ways, making it easier to segment your customers and prospects by travel preferences.
  • Add notes for collaboration: Pin important notes to individual contact records, allowing you and your team to remember crucial information as you’re interacting with customers.

Custom Pipeline management to chart a tailor-made sales journey

en datorskärm visar de bästa kontona att titta på

Stay on top of your client’s buyer journey with a streamlined sales pipeline. Customize your pipelines to fit your unique sales process and unique client needs, with the ability to change fields, timelines, and tasks to perform for each pipeline stage.

With advanced pipeline management features, you’ll be able to forge long-term customer relationships and encourage stable agency growth.

  • View your leads from start to finish, knowing exactly where they are in their journey. Ensure you reach out with the right message at the right timing in order to close the deals more efficiently.
  • Post-sale pipeline management allows your travel agency to cater to your clients before, during, and after their journey – making sure they remember their flights, key hotel and travel information, and special deals they may qualify for after their first trip.
  • Customize your fields per pipeline, allowing you to personalize your communications and build greater connections with prospective clients, past clients, and fellow businesses in the travel and tourism industry.

Email marketing automation for greater personalization and digital growth

en skärmdump av Ann New's specialistprofil för digital marknadsföring Profil

Finding and landing new clients is crucial to travel agency growth. As is building trust and loyalty with existing clients and those you’ve helped in the past. 

Nutshell Campaigns is packed with game-changing tools to elevate your marketing campaigns. It’s also a great way to continue learning about your clients so you can send them more relevant and personalized messaging and experiences.

Using Nutshell’s email marketing automation features, you can:

  • Create targeted messaging through on-platform segmentation and targeting, directly from your client database.
  • Design professional-looking emails, coupled with images of stunning locales, with easy-to-use, top-of-the-line templates and email design tools.
  • Set up automated drip campaigns based on the conditions you specify, so clients receive tailor-made messaging at the ideal time.
  • View reports showing your email campaign success, including metrics such as click-through rates and opens.
  • Use the Nutshell A/B testing tool to optimize your emails for the best results by testing different versions on equal segments of your audience.

Task automation to help your travel agents be the most efficient they can be

Försäljning via e-post

From nurturing new leads to building mutually beneficial business relationships, you’ll benefit from the ability to automate tasks that are essential but simply not the best use of your time. 

Making the most of Nutshell’s sales automation features is a great way to shave time off doing day-to-day activities, instead spending it on critical marketing and relationship-building pursuits.

Keep your travel agency moving forward with these task automation options available via the Nutshell platform:

  • Assign new leads to the correct pipeline based on criteria of your choosing.
  • Set up tasks and reminders that take agents step-by-step through working leads from one pipeline stage to the next.
  • Design personalized email campaigns that Nutshell sends to leads or existing clients automatically based on a schedule or actions the prospect takes.

Advanced reporting for consistent improvement and growth

en skärmdump av en försäljningsrapport som visar ett staplat stapeldiagram

Post-sale analysis is key to maintaining client satisfaction over the long term, improving lead generation, and optimizing pipeline conversion rates. With the proper reporting and analytics tools, you can make data-driven decisions, enhance performance, and propel growth.

Nutshell provides reporting and analytics tools, letting you track the metrics that matter most to you and your team and allowing you to generate reports that make sense for your business. With Nutshell’s reporting capabilities, you can:

  • Track and view sales: Get an overview of sales performance over a specific period and compare it to results over a previous period to see how you’re doing.
  • Monitor team performance: Use Nutshell’s activity reports to see what your team has been up to and determine whether their efforts have moved them close to their quotas.
  • Forecast sales revenue: Nutshell’s forecasting reports use historical and current sales and pipeline data to estimate future sales and potential income.
  • Identify lead source: Find out where your leads come from and which are your most effective lead generation sources.
  • Evaluate your losses: Draw detailed reports to analyze lost sales and pinpoint the reasons for those losses, so you can improve your sales process.
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Nutshell är det bästa värdet för pengarna. Mångsidigheten och funktionaliteten gör det till en mycket enkel och kraftfull produkt att använda.

Mark M. Southwestern Scale Co.

Jag har tidigare använt Act, Goldmine och Salesforce, och jag har funnit att Nutshell var enklast att komma igång med och att ställa in anpassade fält. Jag skulle rekommendera Nutshell till andra som är intresserade av ett CRM-system som är lätt att lära sig och navigera i.

Craig C. Thermal-Tec

Vi lämnade Hubspot för Nutshell eftersom Hubspot var för komplext. Nutshell gör programvara för människor.

Daniel H. EOS

När vi utvärderade CRM-system var den enda avgörande faktorn mellan Nutshell och Salesforce uppkopplingstid och pris. Nutshell vinner på båda punkterna (med stor marginal). Salesforce kostade 10 gånger så mycket per månad för det vi ville ha.

Jason C. Arrow Container Corp

Få ut mer av ditt CRM-system med integrationer

A CRM forms an integral part of the tech stack of any travel agency that works to make the most of their customer data.

But there are other mission-critical applications and platforms that you need to utilize, too. And with integrations between all these solutions, your team can increase efficiency, keep your data clean, and automate your workflows more efficiently.

Nutshell’s extensive integrations–including native, one-click, and Zapier-enabled–include:

  • Accounting integrations: Whether your client pays for package holidays, hotels, or flights through your agency, managing the financial side of travel is crucial. With accounting integrations, your organization can easily manage billing, invoicing, and customer payments using customer data in Nutshell.
  • Bookings and reservations integrations: It’s a given that your travel agency needs to manage important travel appointments. With integrations, you can sync bookings, events, and even client consultations across platforms with reservation software integrations.
  • Lead generation integrations: Drive more interest in your agency with lead generation integrations that connect Nutshell with your digital marketing campaigns, surveys, SMS marketing, and more.
  • Communications integrations: Communication is integral to harmonizing all the moving parts involved in travel plans. Whether you use Microsoft Teams, Zoom, Calendly, Intercom, or something else, get everyone on your team working in sync with Nutshell’s communication integrations.
en grafik som visar olika logotyper som är kopplade till varandra Nutshell

The benefits of using Nutshell CRM for your travel agency

If you’re looking for travel agency software to take your business to new heights, Nutshell has the features and services you need.

For more than 15 years, Nutshell has helped thousands of companies across industries and around the globe build stronger relationships and close more deals. Our Ann Arbor-based team is hard at work every day creating the tools and solutions you need to sell more.

With Nutshell as your travel agency CRM, you get:

positive G2 review for Nutshell from a user in education management

Men ta inte bara vårt ord för det

Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like yours achieve and exceed their goals!

Välj den bästa planen för ditt team

Faktureras årligen
Faktureras månadsvis

An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.

$13 per user per month

Ingår i alla planer...

  • Unlimited storage, contacts & accounts
  • Kontakthantering och tidsramar för kommunikation
  • Synkronisering av e-post och kalender
  • Anpassningsbar enskild försäljningspipeline
  • Customizable single sales pipeline (100 open leads limit)
  • Och mer
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Perfect for small teams that need more reporting capabilities to help improve performance.

$25 per user per month

Allt i Foundation, plus...

  • Activity and Email reports
  • Sales and Activity quotas
  • Mål för pipeline-stadiet
  • Up to 25 custom fields
  • No active leads limit
  • Och mer
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For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

42 USD per användare och månad

Everything in Growth, plus…

  • 5 customizable pipelines
  • Automatisering av försäljning
  • Personal email sequences email sequences
  • Fullständig rapporteringssvit, inklusive aktivitets-, tratt- och prognosrapporter
  • Meeting scheduling software (lite version)
  • Och mer
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For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.

59 USD per användare och månad

Allt i Pro, plus...

  • Increased pipelines, territories, markets, teams and more
  • Unlimited Notetaker usage (AI powered speech-to-text transcription)
  • Meeting scheduling software (full version)
  • Audit log and changelog
  • Send email templates directly from Gmail
  • Och mer
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For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

79 USD per användare och månad

Everything in Business, plus…

  • Obegränsade pipelines
  • Unlimited custom fields, teams, currencies and territories
  • Skrivskyddad SQL-åtkomst
  • API-stöd
  • Och mer
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When you choose Nutshell as your travel agency CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.

LÄR MER

Plot the itinerary to sales success with Nutshell

In the highly competitive world of travel agencies, having the right tools is essential for making your business stand out from the crowd. Nutshell CRM gives you the contact and pipeline management, email, marketing, and reporting features you need to seize opportunities for growth, make every client interaction worthwhile, and stay organized with the data your agency needs to thrive.

Discover why so many other businesses have used Nutshell to grow. Sign up for a free 14-day trial, or speak to our friendly team to learn more about how Nutshell can help your organization make greater sales and progress.

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