TravelCRM — Travel Agency Software and CRM
One platform to run enquiries, quotes, bookings, payments and supplier settlement — engineered for how travel agencies actually work. Live in production at crm.sd-marketing.cloud.
TravelCRM is travel agency software built for UK agencies and tour operators: a unified enquiry inbox, branded quoting, bookings and itineraries, supplier settlement, payments and deposits, automated follow-ups, team roles and reporting — in one system rather than a spreadsheet, an inbox and three disconnected tools.
Everything a travel agency needs, in one place
Unified enquiry inbox
Every enquiry from web forms, email and phone lands in one pipeline, scored and assigned automatically — nothing sits unanswered over a weekend.
Fast, branded quoting
Build and send professional, itemised travel quotes in minutes with reusable templates, live supplier pricing and one-click follow-ups.
Bookings & itineraries
Turn an accepted quote into a booking and a day-by-day itinerary without re-keying anything — the client record carries through end to end.
Supplier settlement
Track what is owed to and from each supplier, reconcile automatically, and close the books in a fraction of the time it took by hand.
Payments & deposits
Take deposits and balance payments, schedule reminders, and see the real-time financial status of every booking at a glance.
Automated follow-ups
Automatic reminders for unpaid balances, upcoming departures and dormant leads keep revenue moving without anyone remembering to chase.
Team & roles
Give consultants their own pipelines and give managers a full overview, with permissions that fit how a real agency actually works.
Reporting & insight
See conversion rates, consultant performance, revenue and outstanding balances in dashboards built for travel, not generic CRM reports.
How TravelCRM solves the problems agencies live with
Leads slip through the cracks
Every enquiry is captured, scored and assigned the moment it arrives, with automated follow-ups so no lead goes cold unnoticed.
Quoting is slow and inconsistent
Reusable templates and live supplier pricing turn an hour of copy-paste into a few minutes, with every quote on-brand.
Data lives in spreadsheets and inboxes
One client record runs from first enquiry to final settlement — no re-keying between tools, no version confusion.
Supplier reconciliation eats days
Balances are tracked per supplier and reconciled automatically, so month-end closes in hours instead of days.
No clear view of the business
Live dashboards show conversion, revenue and outstanding payments, so decisions are made on data rather than guesswork.
Who it is for
- Independent travel agencies handling enquiries across email, phone, WhatsApp and social, where the enquiry trail currently lives in an inbox.
- Tour operators building multi-component itineraries and reconciling what each supplier is owed.
- Homeworkers and small teams who need the structure of a system without the overhead of an enterprise platform.
- Agencies outgrowing spreadsheets, where the real cost has become the time lost rebuilding the same quote twice.
How it compares
| Running on | Works until | Where it breaks |
|---|---|---|
| Spreadsheets and an inbox | One or two people who remember everything | Nobody can answer "where is that booking up to?" without asking a person |
| A generic CRM | You only need a contact list and a pipeline | No itineraries, no supplier settlement, no deposit schedule — the travel-shaped half is missing |
| TravelCRM | Built around enquiries, quotes, bookings and settlement from the start | It is a focused product, not an enterprise suite — we will say so if you need one |
Built and maintained by the people who made it
TravelCRM is our own product, not a white-labelled platform. That matters when something does not fit: because we build custom software as a service too, a workflow your agency depends on can be changed rather than worked around. If you need something it does not do, tell us — the answer is sometimes a configuration change, sometimes a build, and sometimes an honest no.
Frequently asked questions
What is TravelCRM?
Travel agency software built for UK agencies and tour operators. It runs the enquiry inbox, branded quoting, bookings and itineraries, supplier settlement, payments and deposits, automated follow-ups, team roles and reporting in one system. It is live in production at crm.sd-marketing.cloud.
How is it different from a generic CRM?
A generic CRM gives you contacts and a pipeline. It has no concept of an itinerary, a supplier balance, a deposit schedule or a quote that has to be rebuilt with different dates. Agencies on a generic CRM usually end up keeping the travel-shaped half in a spreadsheet anyway, which is the problem they were trying to solve.
Can we move across from spreadsheets?
Yes, and most agencies arrive that way. Existing client and booking data can be imported; the part worth planning properly is deciding which historical records are genuinely needed, because migrating everything is usually slower and less useful than migrating what is live plus a defined history.
Does it replace our booking engine or GDS?
No. TravelCRM runs the agency side — enquiries, quotes, bookings, settlement and client records. It sits alongside whatever you use to source and ticket, rather than replacing it.
Can it be changed to fit how we work?
Yes, within reason. It is our own product rather than a white-labelled platform, and we build travel software as a service, so a workflow an agency depends on can be changed rather than worked around. Some requests are configuration, some are development, and some we will decline — we would rather say no than ship something half-fitted.
How much does it cost?
Pricing depends on team size and whether any configuration work is needed, so it is quoted after a short demo rather than published as a single figure. Book a demo and you will get a number on the call, not a follow-up sequence.
Can we see it before committing?
Yes — the platform is live at crm.sd-marketing.cloud, and a demo walks through a real agency workflow end to end rather than a slide deck.
See TravelCRM running your agency
Explore the live platform or book a walkthrough tailored to how your agency handles enquiries, quotes and settlement.