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Sales | Buyer's Guide

6 Best CRM for Travel Agency Software

Published October 20, 2023

Published Oct 20, 2023

WRITTEN BY: Charity May Amancio

This article is part of a larger series on CRM .

• 1 Best CRM for Travel Agency Compared
• 2 EngageBay CRM: All-in-one Travel CRM
• 3 HubSpot CRM: Best for Expanded Marketing
• 4 Freshsales: Best Contact Management CRM
• 5 Pipedrive: Best for Creating Custom Itineraries
• 6 Salesforce Essentials: Best Customizable CRM
• 7 Zoho CRM: Best for Workflow Automation
• 8 Our Evaluation Method
• 9 Frequently Asked Questions (FAQs)
• 10 Bottom Line

Travel agencies handle multiple bookings, itinerary customization, campaign deployment, and client management. For this reason, having customer relationship management (CRM) software becomes imperative for travel agents, as it cuts the work in half while boosting productivity and efficiency. The best CRM for a travel agency has tools for online booking, schedule planning, quote generation, marketing, and data management.

We tested and reviewed a dozen solutions and came up with the six best travel CRMs:

• Best CRM for travel agencies overall: EngageBay CRM
• Solid travel agency CRM with robust marketing tools: HubSpot CRM
• Best option for contact management: Freshsales
• Top choice for building custom itineraries: Pipedrive
• Excellent customizable CRM for travel agencies: Salesforce Essentials
• Best travel agent CRM for workflow automation: Zoho CRM

Best CRM for Travel Agency Compared

Engagebay crm: all-in-one travel crm software.

• With bundled tools for sales, marketing, appointment booking, and customer service
• Free plan has multichannel marketing capabilities with social media monitoring and a drag-and-drop landing page builder
• Predictive lead scoring for enhanced prospecting is available at no cost
• Limited contact and company database under the Free and Basic plans at only 250 to 500
• Telephony features are not accessible for free
• With a slight learning curve due to its comprehensive features

When to Use EngageBay

• You’re looking for a travel agency CRM for a full revenue operation (RevOps): EngageBay’s CRM and Sales Bay offers features not just for sales management but also for marketing and customer service—all of which are crucial for RevOps teams . These include essential tools for managing travel bookings and activities like an appointment scheduler, contact storage, predictive lead scoring, live chat channels, and promotional campaigns.
• You want an omnichannel marketing and support system: One standout feature of EngageBay is its multichannel marketing and customer support tools. Travel agents can engage with clients and send marketing materials through email, social media, live chat, video messaging, and short message service (SMS). It also has a drag-and-drop landing page builder for a dedicated booking page and promotions.

When to Use an Alternative

• Alternative: HubSpot has provision for 1 million contacts and company records under its Free plan for 15 users.
• Alternative: Freshsales offers a free built-in telephone in its CRM system on top of the live chat, email integrations, and artificial intelligence (AI) chatbots—making it our top pick for the best operational CRM systems .

EngageBay Pricing Plan & Overview*

• $0 for 15 users

Key Features:

• Up to 250 contacts and company records with a 360-degree view
• Email management with 1,000 branded emails monthly, tracking, and email templates
• Appointment scheduling and up to five embed forms
• Tags, deals, and tasks management
• One landing page and social media suite that includes Twitter, Facebook, and Instagram
• Reports dashboard
• Live chat integration
• Email and chat support
• Predictive lead scoring
• Integration with Gmail, Outlook, and Office 365
• $11.95 per user
• Everything in Free
• Up to 500 contacts and companies
• 2500 branded emails per month
• Tailored deal milestones for recurring group tours and third-party contracts
• Telephonic capabilities with calling minutes (15 credits)
• $45.99 per user
• Everything in Basic
• Up to 20,000 contacts and companies
• Branded email at 20,000 sends per month
• With email scheduling and sequence activation
• Custom fields
• 10 automations and workflows with up to 15 nodes "> A node is a point in the workflow that represents a specific decision-making stage (e.g., approve or reject, complete or reassign).
• Access to proposal building, leaderboard, and call reports
• Free onboarding sessions
• Dedicated Account Manager
• $73.59 per user
• Everything in Growth
• Up to 30,000 contacts and companies
• Up to 30,000 branded emails monthly
• Conversational inbox
• Custom reports and proposal analytics
• Role and team management
• Call records and cold calling scripts
• Account-based marketing (ABM)
• Phone support

*Pricing is based on annual billing on a monthly breakdown. Monthly billing is also available for a higher cost, and two-year billing for a lower cost. We update pricing information regularly but encourage readers to check current pricing here .

EngageBay’s 360-view of the contact list (Source: EngageBay )

Our Expert Opinion

EngageBay is a one-stop shop CRM for travel agencies in that its complete set of features, with scalable plans to match, allow travel agents and touring businesses to operate their sales processes without breaking the bank. The multichannel engagement tools and the drag-and-drop landing page caught our attention as travel agents can leverage these features for lead generation and marketing efforts.

HubSpot CRM: Best for Expanded Marketing

• Access to free marketing tools, including email campaign management and website optimization
• Expanded data capacity for contact and company records
• Intuitive and simple user interface; ideal for absolute CRM beginners
• Free plan limits email template and document storage to five
• Paid plans get expensive quickly toward the higher tiers
• Telephonic capabilities are not available until the Starter plan for $15 per user, monthly

When to Use HubSpot CRM

• You need robust marketing features for free: HubSpot is a marketing powerhouse on top of being the best CRM for small business for having solid tools like email management, customizable web forms, and design capabilities for web and landing pages. Plus, it has search engine optimization (SEO) suggestions and artificial intelligence (AI) assistance that enhance web visibility and traffic. All of these and more are accessible starting from the Free plan.
• You’re aiming for a CRM with solid data management: Contact storage is crucial for travel agencies, especially when nurturing clients and building loyalty programs. HubSpot sticks out from the competition in that it provides capabilities for storing up to a whopping 1 million contacts and company records in a single system. This feature also includes task tracking and a prospecting workspace to manage sales activities.
• Alternative: Zoho has the most cost-effective plans available for small travel businesses as the pricing gap between plans is narrower, yet the feature upgrades are robust.
• Alternative: Pipedrive includes Smart Docs under the Professional plan for only $49.90 per user. Smart Docs provide e-signature for quotes, automated data fill for proposals, and status tracking.

HubSpot CRM Pricing Plan & Overview*

• Sales Hub Starter
• Professional Customer Platform
• $0 for 5 users
• Email integrations for direct and mass email marketing, email templates, and automated message deployment
• 1 million contact and company records with activity tracking
• Appointment scheduling page
• Custom quote generation
• Third-party integrations via app marketplace
• Mobile CRM app
• Deal tracking and service ticketing on one sales pipeline
• Documents storage and sharing
• Dashboard and reporting tools
• Live chat and custom web forms
• Website and landing page design tools
• Prospecting tools
• One blog with access to search engine optimization (SEO) and artificial intelligence (AI) tools for blog post structuring

Cost: Pricing is based on CRM Suite plans for individuals and small teams. The CRM Suite includes sales, marketing, customer service, content management system (CMS), and operations software in one product. Individual modules can be purchased for lower prices.

• $15 per user, monthly
• Everything in the Free CRM Suite
• Additional data capacity, including more storage for email templates (e.g., sales follow-up and business introduction emails ), and canned responses to booking inquiries
• Automated clearing house (ACH) and Stripe integration for payment processing
• Built-in telephone with 500 calling minutes per account, per month
• Two ticket pipelines
• Multiple deal pipelines with goal and quota tracking
• Custom call-to-action (CTA) features
• $1,080 per month for 5 users ($45 per additional user, monthly)
• Everything in Starter CRM Suite
• Social media management for up to 50 social accounts (including LinkedIn, Twitter, Facebook, and Instagram) and 10,000 posts per month
• A/B testing on landing pages and emails
• Lead outreach and sales follow-ups via automated email and LinkedIn messages
• Sales forecasting and goal tracking on reports
• Data duplicate detection
• E-signatures for quotes
• Multi-blog management with web page SEO analytics
• Video library hosting

*Pricing is based on annual billing on a per-month breakdown of the plans for individuals and small teams. Monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing here .

Free email marketing tools on HubSpot CRM (Source: HubSpot )

HubSpot CRM’s native marketing tools make lead generation and client nurturing easier for travel agencies. Even in the Free plan, you can access features commonly found under its competitors’ pricing plans, like automated email deployment, appointment management, and website design tools. In addition, HubSpot is an ideal gateway for CRM novices since its user interface provides smooth and straightforward navigation.

Freshsales: Best Contact Management CRM

• With contact and account management features in the Free plan for data storage and activity tracking
• Built-in telephone system available at no cost
• Its mobile CRM app has Google Maps integration and direct Uber booking options
• Free plan is limited to three users
• Quote generation not accessible until the Growth plan for $15 per user, monthly
• Costly profile enrichment at $69 per seat under the Enterprise plan

When to Use Freshsales

• You want contact management features with a telephone system: An efficient data management system sets the footing for lead outreach and targeted marketing campaigns in the hospitality industry. Freshsales bags the top spot for the best management software thanks to its seamless recordkeeping capabilities and omnichannel communication options, including a free built-in telephone system.
• You need mobile CRM software with Google Maps and Uber integrations: One impressive feat of Freshsales is its connection with essential apps that are highly valuable in CRM for tour operators, such as arranging transportation. Freshsales has Google Maps and the option to book Uber services directly from the mobile CRM, which helps facilitate tours and arrange additional vehicles if necessary.
• Alternative: HubSpot’s free plan already includes quote generation you can customize based on your services or other defining metrics for your pricing.
• Alternative: Pipedrive has relatively lower-priced profile enrichment under the Advanced plan for only $27.90 per seat.

Freshsales Pricing Plan & Overview*

• $0 per user
• Contact and account management with activity timelines and lifecycle tracking
• Appointment scheduling
• Built-in telephone system
• Custom data fields
• Email template storage
• Google Maps and Uber integration for direct booking
• Mobile app available with voice notes
• Artificial intelligence (AI) chatbots with canned responses
• Live chat embedded on the website for customer engagement
• $15 per user
• Quote and invoice generation
• CRM workflow automation
• Third-party CRM integrations
• Data sync with an external messaging system to send emails directly from the CRM
• Expanded communication channels, including access to integrations like WhatsApp, Facebook Messenger, Google Business Messages, and Apple Business Chat
• Mass text messaging and bulk email send with automated sequences in the CRM
• Freddy artificial intelligence (AI) chatbot interaction and lead scoring
• $39 per user
• Appointment booking directly from the live chat widget
• Freddy AI recommendations and deal insights
• Sales forecasting and territory management
• Support for multi-currency option
• Multiple sales pipelines
• $69 per seat
• Everything in Pro
• In-house applications and customized modules
• Automated profile enrichment
• Enhanced AI insights for forecasting that predict deal commitment likelihood

*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Freshsales offers a 21-day free trial and optional paid add-ons for additional workflow automations and phone credits starting at $5. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here .

Freshsales’ contact management with a 360-degree view (Source: Freshsales )

Freshsales is the best CRM for travel agency when managing contact and company records from clients and partner companies. The multichannel communication tools help maximize marketing efforts and keep track of conversations and other engagement activities. We also like that its mobile CRM has direct access to Uber booking and Google Maps, plus the additional app integrations in the paid plans.

Pipedrive: Best for Creating Custom Itineraries

• Personalized itineraries can be built and stored as templates using custom fields
• Excellent lead management, deal tracking, and proposal generation tools
• Automated task updates, reminders, sales forecasting, and reports insights through the artificial intelligence (AI) sales assistant
• No free plan available
• Lacks tools for ticketing and automated case management
• Revenue forecasting requires the Professional plan at $49 per user, per month

When to Use Pipedrive

• You want a tour operator CRM with itinerary template storage: Being able to build and store templated itineraries that you can customize for a particular place or client streamlines the work process for travel agents. You can use Pipedrive’s custom fields to personalize itineraries based on their tour goals, culture preferences, and pricing range.
• You need robust lead management tools: Pipedrive offers multiple features for lead generation and management, including tools for pipeline stage visualization, proposal generation, activity monitoring, task updates, and dashboard reporting. If you aim for a higher customer retention rate, leverage the profile auto-enrichment to update your contacts and the AI sales assistant for sales forecasting and insights.
• Alternative: HubSpot is a solid free CRM for travel agents and a great choice if you prioritize robust marketing tools. If you want an all-in-one solution to house your sales operations , consider EngageBay’s free plan.
• Alternative: Salesforce offers automation for case resolution with tools for assignment routing, auto-response, escalation rules, and queues.

Pipedrive Pricing Plan & Overview*

• Professional
• $14 per user
• Custom data fields and sales pipeline stages
• Lead and contact management with document storage, proposal generation, and activity reporting
• Deal management with rotting indicator and progress reporting
• Service and product catalog
• Third-party integrations through the app marketplace
• Sales goals tracking
• AI sales assistant for sales forecast, performance-enhancement tips, and automated task updates
• $34 per seat
• Everything in Essential
• Automated workflow
• Two-way email sync with Gmail and Outlook email systems with access to custom email templates and signatures
• Meeting scheduler with built-in video conferencing options
• Profile enrichment automation through smart contact data
• Advanced sales reports with revenue tracking
• $49 per user
• Everything in Advanced
• Revenue forecasting and expanded reporting for monitoring custom fields and subscription-based revenue
• Smart Docs tool for auto-populating data on proposals to send, track, and get e-signatures
• Visual activity tracking through contacts timeline
• Sales team management
• Automated deal and lead assignment
• $64 per seat
• Everything in Professional
• Project management tools with custom project data fields, activity tracking, and Kanban boards
• CRM implementation assistance
• $99 per user
• Everything in Power
• Up to 100 active workflow automations
• Unlimited reports and sales dashboards
• Unlimited team management
• Security rules and permission settings

*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. Paid plans include a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here .

Pipedrive’s data fields that you can customize for specific templates (Source: Pipedrive Developers )

Pipedrive is undoubtedly at the forefront when it comes to CRMs with an excellent lead management system. While this feat applies to multiple industries, the adaptable features Pipedrive offers make it a solid industry-specific CRM for travel agencies. For example, the custom itinerary templates, in particular, stand out as a great approach to personalizing customer experience.

Salesforce Essentials: Best Customizable CRM for Travel Agents

• Highly customizable with an app builder for niche-specific tools and dashboard
• With case management capabilities, and multichannel customer support
• Ample knowledge base resources, including guides and tutorials
• Doesn’t offer a free plan; only has one paid plan
• Lacks workflow automation tools
• No quote and invoice management tools

When to Use Salesforce Essentials

• You’re looking for a customizable travel CRM: Salesforce Essentials is a CRM built particularly for small business. However, its inherent design didn’t get in the way of offering customization options—from its reporting capabilities, sales dashboards, and sales pipelines. In addition, it has the Lightning App Builder for creating custom pages for mobile apps, forecast pages, and point apps valuable to travel agencies.
• You want to streamline your customer service support: Case management in Salesforce Essentials includes multichannel support. Customers can send their concerns or cases through email, web form, self-service website, and social media page. Plus, you can apply rules for automated assignments and easy status tracking.
• Alternative: In terms of pricing scalability and multichannel engagement, Freshsales is the best option from the list for its cost-friendly plans that come with feature upgrades and expansion along with robust customer service features.
• Alternative: Zoho is a solid pick for its built-in automation for workflow and marketing campaigns.

Salesforce Essentials Pricing Plan & Overview*

Only a single plan for up to 10 users is available under Salesforce Essentials. You can sign up for its 14-day free trial to test the CRM features and decide if you wish to subscribe completely.

Salesforce Essentials Feature Inclusions

• $25 per user
• Lightning App Builder
• Account, contact, lead, and opportunity management
• Mobile app with full offline functionality
• Lead assignment and sales agent routing
• Task management and activity tracking
• Mass email, campaign management, and email template storage
• Customizable sales process
• Web-to-lead capture
• Gmail and Outlook integrations
• Google apps integration
• Customizable reports and dashboards
• Case management
• Read-only knowledge base
• Third-party integration through AppExchange
• Automatic touchpoint logging using Premium Activity Capture

Salesforce Essentials Add-ons:

• Sales Dialer for Essentials (inbound and outbound calls from Salesforce phone channel): $2 per 100 minutes, per month
• Sales Dialer (click-to-dial and automatic logging): Starts at $5 per user, per month
• Social Intelligence: $25 per user, monthly
• Inbox: $25 per user, per month

*Pricing is based on annual billing on a per-user, monthly breakdown. Monthly billing is also available at a higher cost. We update pricing information regularly but encourage readers to check current pricing here .

Salesforce’s service console for case management (Source: Salesforce )

Salesforce Essentials provides another layer of customization through its Lightning App Builder that allows you to tailor tools and pages to your sales and marketing activities. On top of that, you have access to its pool of helpful guides and tutorials regarding how to leverage its features. Plus, there are also third-party integrations that enhance your sales process and productivity.

Zoho CRM: Best for Workflow Automation

• Custom workflow includes automation for routine activities, tasks scheduling, and email notifications
• Free and scalable paid plans available
• Custom reporting tools and Zia artificial intelligence (AI) sales assistant
• With steep learning curve, especially when setting up the CRM
• Appointment booking, email management, and social media integrations require the paid plans
• Free access is limited to three users

When to Use Zoho CRM

• You need a CRM with automated workflow options: Zoho’s Free plan already includes a custom workflow you can place on auto-pilot with triggers based on your sales process and operation activities. The system can send automated notifications and user reminders, task updates, and create subtasks and other activities based on event data.
• You want cost-friendly paid plans: Travel agencies that need an affordable CRM can look no further as Zoho offers highly scalable plans. You can use the CRM system for free and unlock advanced features from the paid plan starting at $14 per user, monthly. This is highly recommended for fast-growing travel agencies and touring businesses.
• Alternative: Freshsales is our top-rated simple CRM . It has a clean, easy-to-use interface and intuitive navigation features.
• Alternative: EngageBay offers robust travel booking capabilities in its free plan, including the social media suite and branded email management.

Zoho CRM Pricing Plan & Overview*

• $0 for three users
• Automated workflow with basic rule setting plus tasks and email notifications
• 10 custom email templates
• Three organization emails with attachments of 3MB max
• 10MB data storage for 5,000 records
• 1GB total file storage per organization with document library
• Lead, account, contact, deal, and activity management with web forms
• Marketing campaign automation
• Standard CRM reporting
• Appointment booking
• Contact and lead scoring
• Email management with communication monitoring
• 200MB data storage for 100,000 records
• 1GB file storage per organization plus 512MB per user license
• 100 custom reports and 10 custom dashboards
• 10 organization emails with 10MB attachments, plus 100 custom sales email templates and 250 daily mass emails per organization
• Social media integrations (Facebook and Twitter)
• Additional CRM integration with Zoho CRM Marketplace and Google Workspace
• Sales forecasting capabilities
• Scheduled actions and automated workflow task reminders
• Advanced customization for group tabs, email address duplication check, unique fields, and user layout
• $23 per user
• Everything in Standard
• 500 daily mass emails per organization with automated scheduling
• 10GB data storage for approximately 5 million records
• Unlimited custom email templates
• Unlimited custom reports and CRM dashboards
• Real-time activity notifications from interactions made through SalesSignals
• Inventory management with product tracking and quote, order, and invoice generation
• Native sales gamification
• $40 per user
• 1,000 daily mass emails per organization with scheduling
• 1GB file storage per organization plus 1GB per user license
• A/B testing and web form analytics
• Data and record sharing among team members
• Three auto-responders
• Lead scoring with custom rules
• ZIA artificial intelligence (AI) sales assistant for data enrichment
• Territory-based sales forecasting
• Marketing attribution and automated contact list segmentation
• Anomaly detector, cohort analysis, and workflow reports
• $52 per user
• Everything in Enterprise
• 2,000 daily mass emails per organization
• 1GB file storage per organization plus 5GB per user license
• Five auto-responders
• Custom modules with 50 links per module
• Up to 50 sales pipelines
• Unlimited application programming interfaces (APIs)

An example of an automated workflow in Zoho (Source: Zoho )

Workflow automation is Zoho CRM’s turf due to its free yet robust task, contact, and deal management features that reduce manual input. These can help travel agencies establish a smooth CRM process, which in turn drives more revenue. We also can’t miss its free marketing campaign automation and highly scalable plans, making it a great CRM for work and sales activity tracking.

How We Evaluated the Best CRM for Travel Agency

When identifying the best CRM software for the travel industry, we assessed the general and specific features that are most valuable for travel agencies and tour operators. For example, we evaluated capabilities, including social media integration, booking system, and client management, based on type, accessibility, and comprehensiveness. We also looked closely at the pricing plans, ease of use, customer support, and our overall experience when using the software.

The tabs below offer insight into our screening process for the best CRM for travel agencies:

• General Features
• Niche/Advanced Features
• Expert Score

25% of Overall Score

We compared the features expected from a robust CRM, such as contact data storage and management, sales pipeline, reporting and analytics, mobile app, and integrations with native and/or third-party tools. We also checked for marketing capabilities, like email scheduling, landing page building, and SMS notifications, which are useful for confirming travel bookings.

15% of Overall Score

Each provider in our list has undergone screening in terms of whether it offers affordable plans within the typical budget range of a small travel and tour business. We evaluated the overall value of the paid plans and their flexibility in terms of payment options, considering greatly the presence of monthly and annual billing. We also checked for freemium plans and free trial periods.

We considered features specific to travel agencies and how the providers have considered them. For example, we looked for tools essential to itinerary and booking customization, workflow automation, and client management with targeting features.

As travel agents stay closely connected with their customers throughout the sales process, reliable support from the CRM solution provided is non-negotiable. In this criterion, we evaluated the type and number of support channels available, such as email, live chat, phone, and knowledge base resources. We also checked the customer service hours and availability for cases and inquiries.

20% of Overall Score

We tested each platform firsthand to evaluate the strengths of the features. Aside from that, we also checked what other users think of each product, particularly those working in travel agencies and the hospitality industry in general. We looked closely at what they say about the platforms’ value, ease of use, and interface navigability.

Frequently Asked Questions (FAQs)

What is crm for travel agents.

CRM software for travel agents helps manage customer relations by streamlining sales and marketing activities, such as email campaigns, lead generation, client nurturing, and travel customization. This tool also gathers, organizes, and stores business data in one system, automating analytics and sales reports.

Why do travel agencies need CRM?

Travel agencies and businesses in the hospitality industry benefit from customer relationship management (CRM) in that it simplifies data management and helps in providing tailored customer experience. For example, travel agents can form personalized itineraries, arrange destination bookings based on preferences, and review travel histories from a single database.

What is the best CRM for a travel agency?

EngageBay is our top-ranking CRM for travel agencies for its comprehensive CRM features and multichannel marketing tools. However, other options may be best suited for your business needs. HubSpot, for example, offers free marketing capabilities and an intuitive interface. On the other hand, Pipedrive is a solid choice if you want to impress your clients with automated, customizable itineraries.

Bottom Line

The best travel CRM software provides features to centralize contact data, create prospecting and marketing strategies, add online booking, and facilitate workflow automation. While EngageBay snatched the top rank in our list for its all-in-one CRM design, other options stand tall in specific use cases. That said, assess your needs, budget, and priorities when choosing a travel agency CRM .

Visit EngageBay

About the Author

Find Charity May On LinkedIn

Charity May Amancio

Charity Amancio has worked closely with various small businesses offering B2B products and services in the US, UK, Australia, and Hong Kong. She managed several lead-generation strategies and website building projects. With more than a decade of writing and editing experience, she has produced valuable content that generated traffic exponentially for her clients, ultimately increasing conversion.

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• Itinerary/Operations

Manage your queries like a pro and never miss them any more.

2 Min Proposals

Share Visa, Hotel, Flight or tour package with clients in less than 2 minutes.

Manage/Monitor Follow Ups on each query and get alert for unattended queries.

Generate Payment Gateway linked Invoices and Proposals.

Get report by employees, destination, business volume, sales and more

WhatsApp API

Do more than Broadcast and basic Chat bot with deep integrated API

Know your customers better for personalize servicing.

e Mail Designer

Use ready template for better impact.

Landing Page Builder

Design high conversion landing pages with emailer for Visa & Packages in less than 5 minutes

Lead Generation

Generate high quality leads with our magic box

Intelligent Campaigns

Targeted email, SMS campaigns with tracking, analytics and more

Auto Reminders

Send auto reminders for birthday, anniversary, passport expiry and more..

Dynamic Website

Build Dynamic Website in few clicks and manage MULTIPLE WEBSITES without any technical know-how.

Zero Maintinance

Our websites are zero maintenance sites and you need not to spend any more on hiring a web developer.

Online Booking

Allow online booking for packages and fixed departure with inventory management and differential pricing based on no. of travellers.

Intelligent

Send and track auto proposal based on customer query and reduce your cost.

B2C & B2B

Build your website with B2C and B2B logins with differential pricing.

Build XML based SEO ready website with our custom CMS for travel sites.

Itinerary Builder

Build High Quality Travel Itineraries in few clicks and share on SMS, WhatsApp and Email

Ready Content

Use our ready content of 6lac + hotels and 8k + sightseeing for a quick start.

Fixed Departures

Manage FD’s with inventory and distribute it on network with real time booking.

Auto Pricing

Build Itineraries linked with your own contracted hotel and transport rates and let customer choose his preferences.

Push to Website

Build itinerary and push them on your website and keep your site up to date.

View team requests for proposals and more..

Payment Gateway

Auto Integration with Payment Gateway for Instant Collection.

B2B Network

Explore B2B deals and share directly with your clients in a single click.

Sales & Source

Share your deals on network and source deals from other travel agents and get free leads.

Supplier Management

Manage your suppliers and send queries to multiple suppliers in a single click.

Currency Management

API based Currency Management.

Teams of every size, shape and short have already made helloGTX the place where their work happens -->

Successfully Migrated from buying leads from Market Place to their own leads and doing 5%+ sales conversions on Facebook & Instagram Leads.

Managing entire marketing needs on the hellogtx Travel CRM, Lead Management, Lead Generation, Itinerary Designer, Auto Response and lots more…

Increased their Sales Conversions from 2.5% to 8.5% on Digital Leads from Facebook, Instagram to Organic Traffic and more…

Everything we have tried so far has -->

“Finally, a product which solves actual problems of a travel agency. Our customer response time has improved as I don’t have to hunt through multiple login’s and API’s to get the best rate for our customers. No more maintaining deposits and accounts with multiple suppliers as well.

Hello Fresh - Great!! -->

I am happy to share that we are using helloGTX travel CRM for last one year and this season we have generated 40% more business with the help of new marking tool. helloGTX helped us to reach our existing client and generate more business in few simple steps only.

Love it -->

“GTX CRM is absolutely world class. Tracking all customer queries has become simpler than ever. We can track customers, send them personalized communications and chat with them in real time. This customer delight has transformed the way our customers perceive us.’

Lorem Ipsum is simply -->

I love Hello Fresh -->

It’s super easy to use for travel agents. It has got everything in one place from Lead Management to Follow up to Sales Management to Content Management with ready content to Itinerary to Fixed Departure Inventory to Hotel Inventory to Marketing Module to Readymade e-mailer .

Value of Travel Agents Work is Under Pressure in this age of UBERization? What’s your thought?

How to create landing page and emailer in 5 minutes with helloGTX?

It’s golden time to grow your travel business. Take Pride in What you DO !

helloGTX presentation at FICCI

Our CEO presenting helloGTX travel CRM in digital travel conclave at FICCI, New Delhi.

Novemeber 30, 2015

Coverage by TravelScapes

Sparking innovation: helloGTX to augment the brand value for travel agencies.

december 8, 2017

Say hello to changing times

In a bid to fulfil the changing demands of the travel industry, …..

The Profit Multiplier for Travel Agents?

helloGTX-The Profit Multiplier for Travel Agents is a Business Intelligence (BI) ……

helloGTX win the “Amadeus Next Awards” at travel HQ Startup Knock Down

Global Travel Exchange was selected by Amadeus to be a part of Amadeus Next.

Travel Agency CRM Designed for B2B and B2C.

helloGTX is an award winning Best Travel CRM Agency which helps travel agents and tour operators to automate their day to day activities in just few seconds. A Travel CRM is customer relationship management software which helps travel companies or tour operators to improve their lead management and conversion process, increase sales efficiency, streamline follow ups and rapidly expand their customer base. Software specifically designed for both TMCs and DMCs.

helloGTX is the very cost-effective software which is designed keeping in mind all categories of travel partners. It’s very easy to use for various Travel Partners and helps them organize their Corporate & Customer data, Automates Query Management, Initiates Payment Requisition, Allows Invoice Generation, Quotation Generation of contracted suppliers, Sightseeing and Transfers etc.

Why Travel Agency Software:

• Simplifying leads & customer management for travel companies, the travel CRM software has several features, including:
• Increase Conversion rate.
• Access to & management of leads from anywhere
• Package / Itinerary builder.
• Supplier Management.
• Bulk email with predesigned HTML templates.
• Customer handling and generate sales report.
• Promote packages through landing page & social media.

Become a partner

News & Blogs

Book a Free demo

Request Demo

Let Us Call You Back

Get in Touch to Know More

Gaurav kumar.

+91 98 111 92312

Hemant Pandya

+91 90 099 86024

Neha Jaiswal

+91 81 786 39698

Kshitij Marwah

+91 99 999 24241

Unlock exciting features with our advanced travel CRM and expand your travel business.

• Lead management.
• Payment collection reminders.
• Email management.
• Advanced reporting.
• Booking management.
• User management.
• Automatic lead assigning.

Request for proposal

Travel crm software.

Etraviax is a leading travel technology company that offers Travel CRM solutions to help travel businesses manage customer relationships, boost sales, and enhance customer satisfaction through personalized interactions.

What is Travel CRM?

A Travel CRM is a software designed to manage customer relationships and booking operations throughout the entire travel process. It helps travel agents and tour operator software manage customer bookings and interactions effectively, from start to post-tour operations. At Etraviax, we’ve made a customer relationship management system for travel agencies that helps businesses make more money.

We ensure our clients build unbreakable customer relations. Our CRM, designed for B2C  and B2B travel portal, keeps track of all contacts of travel businesses.

Etraviax is a leading travel software development company that allows travel companies, OTAs, and tour operators to centralize the booking process. CRM is customer relationship management directly related to enhancing lead generation, conversion rate, potential customers, and sales.

Etraviax develops solutions for all-size businesses( startups to large-scale companies). The business size keeps us from compromising on our duties to serve clients better.

Etraviax’s Travel CRM simplifies operations and improves efficiency in the flight reservation software industry. With powerful customer management and sales tools, agents can easily manage reservations, increase revenue and deliver exceptional service to customers.

Purpose-Built for Tour Operators

Our Travel CRM helps travel agencies manage clients better. It works with Travel Portal development to organize customer data, customize itineraries, and manage bookings efficiently. Improve customer relationships, simplify tasks, and increase sales with our easy-to-use CRM solution.

Our dedicated team designs solutions that are user-friendly and allow them

• Synchronize their content
• Better Query handling
• Use an Integrated travel accounting system
• Invoice management for all travel booking
• Set up a payment approval system
• Create quotes for authorized distributors
• Manage sightseeing and transfers booking

Features of Travel Agency CRM

Travel booking lead management.

It allows the admin to manage a lead properly. The right response at the right time improves the conversion rate. It also allows the timely resolution of customer queries in the B2C travel business.

User and Booking Management

Using this, the admin can control B2B /B2C user queries. Not only this but also admin can manage bookings and offer solutions like cancellation, refund, booking status updates, etc.

Multiple Email/SMS Management

Admin can send multiple emails within seconds to customers. It helps save valuable time.

Invoice Management

This feature allows the admin to generate invoices for every booking like

• Flight Bookings,
• Hotel Bookings,
• Bus Booking and
• Car Bookings etc.

Sales and Marketing Management

It helps the admin decide what sources are profitable for the business. Apart from this, it helps in developing an excellent marketing strategy.

Control over Payment Gateways

CRM for travel companies allows the admin to update payment gateways and improve buying experience on the portals.

Website Control-:  Travel agency software with excellent control over websites through API integration. It also suggests which social media platform is getting more leads for the business.

Blog Section Management-:  Admin gets the freedom to update travel blogs as per the business requirement. It helps in attracting new customers.

Managing Travel Packages-:  This feature allows the admin to make changes in travel packages and tour itineraries per business needs.

Web Pages Handling-:  Travel agency CRM offers a web page handling feature that allows the admin to update pages like about us, contact us, address section, etc.

Feedback Management-:  Positive feedback and testimonials are what make a business. The feedback management system of Tour CRM allows the admin to have better control over the feedback of customers.  Admin can use different strategies to win a positive customer base.

Advantages of Travel CRM

Time management.

• Travel Agent CRM is an excellent time manager. Its time management feature allows you to focus on core tasks. For example,
• It divides tasks on a priority basis which saves valuable time.
• Travel business requires report generation at every point. We have the Best CRM for travel agencies that automates the same and reduces human reporting errors.
• Mobile CRM Software offers the freedom to access data from anywhere on the planet. You only need internet connectivity, and that’s all.

Better Control over Customer Information 

The software offers an ideal platform to manage customer data on a single interface. It helps businesses to collect information like

• Customer personal details
• Travel packages
• Travel booking history
• Interaction with customers
• Customer satisfaction

Effective Lead Management

The travel agency software offers instant information about potential leads, history, source of leads, rivals, etc. Using a CRM, you are just one step away from information that can turn fruitful for your business.

Not only this, the best CRM for tour operators also help make strategies for customer interaction and lead conversion.

Sales Campaigns 

Attractive sales campaigns are the utmost need of a travel agency. Tour Package software helps them to draft a compelling marketing strategy and draw more customers to their packages. It consists of SMS and Email campaigns.

Better Follow-ups

Follow-ups are the key factors that turn a lead into a customer. Travel agency CRM helps in better management of follow-ups that further increases profit. It includes:

Record of customer conversation

Automated email feature

Setting reminders for a particular action

Win Customer Confidence

The customer is the king of the market, and winning its confidence supports him in achieving other goals like

• Improved brand image
• Attract new customers
• Maintaining present customers
• Increased revenue generation
• Travel agency CRM software helps business processes to meet the expectations of customers.

Better Control over Daily Travel Deals 

Travel CRM provides access to exclusive travel deals in no time. It also offers control over the booking process, payment gateway, and travel histories.

Easily Manages Multiple Branches 

CRM provides a login facility that allows you to access records of multiple branches. You can access this information anywhere around the world.

Why Do You Need A Travel CRM Software?

Various reasons make CRM software a need of the hour. Some of them are

• Lead generation and management
• Higher conversion rate
• Control over leads from any locations
• Developing travel packages
• Control over different travel suppliers
• Manage to send endless emails in seconds due to pre-designed HTML templates
• Potential customers and sales report generation
• Helps in advertising travel packages through different social media handles
• Fast and user-friendly tool
• The travel agency CRM goes well with all devices
• Customer satisfaction by offering personalized or customized services
• Travel CRM software provides a highly engaging platform.
• Nurture powerful customer relations

Choosing Etraviax cloud-based CRM meets all your business needs. We offer travel CRM with advanced features that strengthen the foundation and allow unstoppable business growth.

Etraviax designed a travel booking website that automates the travel process for travel agencies. Using our travel CRM software, travel companies can access all the information of other travel companies and their employees and build itineraries accordingly.

Our profound itinerary builder helps travel businesses develop profitable packages and offer exclusive offers to their customers. Our user-friendly tool allows you to provide a better customer experience that includes

• Assistance while booking
• Offering attractive travel deals
• Providing support throughout the journey
• Asking for feedback after the journey

At Etraviax, our team puts every effort into developing solutions that help win the heart of customers. Not only it helps in managing operations, but it also improves productivity.

Why Should You Choose Etraviax Travel CRM?

• Etraviax is the leading provider of CRM for tour operators to let them work efficiently.
• Our travel agency CRM provides customized solutions like travel CRM software, holiday CRM, etc.
• Our CRM helps retain existing customers by automating the travel process and staff in the organization. Further, it ensures perfect business administration.
• Our cloud-based CRM tool offers apps that make the services one step away from the customers.
• Our CRM Software helps businesses build robust customer relationships, generate revenue, and increase conversion rates.
• Our CRM helps travel businesses focus on their core tasks and any specific strategy.
• Through our years of expertise, we are in the best position to deliver the CRM solution that matches your business.
• We understand the market and accordingly develop CRM software for the travel industry. It supports our clients in serving their customers better.

Etraviax’s Travel CRM is widely used by industry leaders and is the go-to solution for managing customers and sales processes in the cruise search engine industry. The platform offers real-time data and reporting to provide agents with the tools they need to provide exceptional service, drive revenue and grow their business. Discover why Etraviax’s Travel CRM and cruise search engine is the preferred choice for top players in the industry by visiting our website today

Unlock the potential of Travel Enterprise Portals by integrating GDS, NDC, Flights, Hotels, Travel Booking software into a single system that delivers a seamless user experience.

• Privacy Policy
• Terms & Conditions
• Cancellation and Refund Policy

Software Development Services

• Flight Booking Software
• Hotel Booking Software
• Travel Portal Development
• Travel Mobile App Development
• Travel Agency Software
• Hotel Extranet System
• B2B Travel Portal
• B2C Travel Portal
• Arabic Travel Booking System
• Tour Booking System
• Car Rental System
• Travel Booking CRM

Travel API Integration Solutions

• Flight API Integration
• Hotel API Integration
• Flight + Hotel API
• GDS Integration
• NDC API Integration
• Amadeus API Integration
• Travelport API Integration
• Galileo GDS Software
• Sabre GDS System
• Cruise Booking Engine
• Booking.com API Integration

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Gateway Travel

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All Reviews

Experience: 6-10 years

Sales: $500k-$999k

Status: Currently with company

After years of searching for the right Host Agency, I miraculously stumbled on Gateway Travel.

At the time, they checked off every box on my list-customizable packages and commissions, included E&O insurance, training and reliable staff members. I have had the freedom to grow my business in my own way while relying on the guidance of Gateway Travel's administrators and helpful tips from other agents.

After almost 5 years of partnering, I can easily say I made the best choice for my business, my clients and my family by joining Gateway Travel.

Experience: 1-5 years

Sales: < $149,999

Gateway Travel is knowledgeable, supportive and forward thinking. I love their positivity and enthusiasm. They are always looking for ways to improve the agent experience, which allows us to do better work for our clients.

Great place to work! Nice people and great support.

The best travel company! They are extremely positive, helpful and will get you where you want to go!

I have booked travel with a Gateway agent in the past and now I’m an agent! Great place to do business and also work at your own pace.

Experience: < 1 year

I really like the tone of this agency. I just finished signing up a few months ago and am already off and running with my first set of clients. Gateway's training modules they have for all their new agents was very helpful and was a tremendous catalyst for more quick growth. They also had a set of marketing models that I could use and follow to start my marketing campaigns with. Very cool and very helpful. Great work Gateway...great work.

I have really enjoyed getting to know the Gateway team and staff. I recently signed up with Gateway after I transferred away from another agency. I'll never look back! Gateway's systems and attentiveness are beyond compare. Thank Gateway for having me be part of your team!

I can't say too much about Gateway Travel, as I just recently signed up with them. However, I can point out two important items that I found in my host agency research.

1. They had the most responsive customer service staff which they have named "New Agent Support" and "Current Agent Support". The fast response when I had questions was a customer service agent helping me via chat while I was on their website. VERY helpful.

2. They had the best path for me to build my personal business, and sub-agent business. It's very intuitive and not a complicated journey to join and start your own growing business.

I excited for continuing support and business growth under Gateway Travel's business model!

I am really impressed with Gateway Travel's processes. They are quick to respond, quick to pay, and genuinely want me to succeed. I can't wait to see how my growth increases with this agency. I'm really excited!

I have been so happy with Gateway Travel! In the travel industry there are A LOT of caddy people that can be very self-serving, cause drama, and be truly Unprofessional. Gateway has been refreshing for their OUTSTANDING service to their agents. They ARE professional and work hard to SERVE their agents. I had a lawsuit come against my agency name and Gateway put in time and effort to research and walk out the entire process with me. I know my old agency would have never took time to do that. They are professional and weed out the unprofessional agents that stir up drama - which only steals away time and attention for the real things the agency should be focusing on- I appreciate that Gateway keeps a great dynamic amongst their agents. They also strive to work with and focus on professional mature agents in doing so they keep out the drama and distractions and can put their attention on training and growing our client base.

Join Our Weekly Travel Agent Webinars – Live on YouTube & Facebook!

Elevate your travel business and learn exactly who we are and how we help our agents.  We stream twice a week!

Tune in live every week to our Streams, specially designed to help you grow your travel business. Watch us on the platform that’s easiest for you – YouTube Live or Facebook Live. We’re here to offer expert advice, display our company, and let you know exactly what your joining.

Join over a thousand happy agents and advisors, simple plans, personalized content, community support, webinar schedule:, mondays at 11am est, thursdays at 5pm est, watch on your preferred platform: join us wherever you feel most comfortable. watch the webinar live on:, youtube live:.

Facebook Live:

FAQ Section:

Common Questions About the Webinars:​

What platform should I watch on?

Either Youtube or Facebook.  Whichever you prefer. ​

What if I can’t attend live?

No problem!  We have our streams twice a week for everyone's convenience!  If you can't seem to join any of them, you can schedule a call below.​

Can I ask questions during the stream?

Of course!  That's what these are for!​

How do I register?

You actually don't need to.  Just head to your preferred channel and follow us so you get a ping when we go live!​

Do I have to attend before I sign up?​

Not at all.  You can head to our pricing page , choose a package, and sign up right now!  ​

If you can't attend..

It's no problem.  You can schedule a call with our onboarding director to talk through any hesitation you might have in joining our team.