Crm contact management software for travel industry

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[Music] you can create a variety of awesome looking code templates and itinerary using travel agency CRM and this CES can be instantly sent to your customers via email from within the CRM itself let me now show you step by step how you can create an awesome looking Cod and itary so let's take one of the lead so Lucy Williams she has shown interest to go to Kerala package and in this trip there would be two adults and one children between 5 and 12 years okay now she has called you back and requested for a quot so when somebody calls back looks like that she's genuinely interested that point of time you can convert that lead conversion would mean that it is progressing in the sales cycle and it is no more a lead it is moving forward so the the moment you press and convert out here automatically a contact gets created and the system is asking you to create a new trip so you can create a trip with the stage quote requested so these could be the different stages of the trip Court requested Court sent whether the court has been accepted by Lucy or not whether you have sent the invoice to Lucy whether she has departed for the trip whether she has returned things like that now currently the stage is quote requested uh at this point of time you don't know the trip amount so you can leave that blank the closing date that the date at which Lucy is planning to decide in your favor so possibly by this Sunday she's going to decide and her contact role is going to be she's the primary contact and also the guest so with all these details you can go ahead and convert this lead so the moment you have converted the lead You' be seeing that a contact has been created which is Lucy Williams so if I click on Lucy Williams out here you can see all the details from the lead has flown back into contact out here so you can see Lucy with all her contact details and against Lucy there's a trip which has been created which is trip to Kerala which is Kerala three nights 4 days now she has requested for a code so what you could quickly do you can create a code for Lucy over here so you can click on create quote uh you can select luc's name out here because you're going to send Lucy the quote the trip name that means the trip for which you are sending the quote to Lucy uh the code date which is going to be today's date and the quote is going to be valid till up to say 17th because 17th is the day on which Lucy is possibly going to decide Court stage is currently let's say uh whether the court has been internally approved or not second can say internally it's been approved and I could say that this is Lucy G trip okay that's the subject out here all the address details has been populated over here automatically now over here I can add the different line items that means the different travel products that I'm going to sell now Lucy has opted for the Kerala package so what I can do over here I can just start typing in Kerala out here and automatically all the products with Kerala uh will be coming out over here so I could select Kerala package and this is going to be for three people so I can go ahead and choose that part of it so I can see the the prices the quantity everything has been uh populated over here and possibly she's going to opt for flight ticket as well so I could go ahead and choose flight out over here so I can say flight ticket and this going to be for three people out here and this is going to be I can also mention uh economy class uh I can mention the prices over here so this is going to be for 15,000 each for three people so I have the total prices over here now besides the prices I might also want to mention the terms and conditions so I can say 100% payment prior to departure and also in the itary I can mention all the itary details over here so the day wise itary you can go ahead and paste it from here with all this details you can save the code so once the code is saved here is the code for you and if you need to see how does the codee look like you can go ahead and Export the code or the itary as a PDF out here so you choose that relevant template out here so as you can see that you can actually have multiple templates so for example if you have got different offices and you want to use different templates you can also go ahead and create that part of it so with all this information your quote and the itinerary is going to get exported into a PDF so here's the code that gets created with Lucy's name and of course this will be custom branded with your company's information out here all the contact details of Lucy on what date the code has been sent with the details of all the travel products that means the travel packages the flight ticket details with the details of the prices out here and the finally the itary details over there as well will be printed out over here okay now this template this code you can go ahead and send via email from this tab itself so you can say send email and you can choose a relevant template out here so for example I choose this template so this will automatically be attached with your email template out here so it gets attached over there and you could see that automatically the subject has been printed over here this been attached as a PDF and instead of typing it out the email from scratch you could also choose a template from here so you can say add template and you could choose possibly the Cote for Kerala over here so you can choose the template over here so everything gets populated out here and you could just go ahead and send this to Lucy from here so you can just press and send over here and this gets sent out to Lucy into one click out here and if you go down to the email section now you can see this email has been sent from the system to Lucy okay how cool is that now if you look at fundamentally that from this quote like for example I could see that the moment the quote has been sent what I could do I could go ahead and update over here that the quot is been sent over here I could update the details and please note that this is going to be the prices for the quod now if I go back to the related trip out here like for example I go to this trip out here I could see that even in the trip the the stage has been updated to court sent out here and the total price for that specific trip which initially I kept it blank out there that also has been updated to the Cod total