Travel agencies, tour operators, destination managers and corporate travel desks. Start with the recommended operating model, adjust every module and expand to new locations without changing platforms.
Inside the product
These previews use the actual records, queues, stages and controls designed for travel—not a generic dashboard with a different title.
Executive overview
Enquiries
58
+21%
Bookings
21
Today
Gross margin
14%
+2.4%
Departures
36
Next 7 days
Performance trend
+18.4%Action centre
Itinerary approved
Supplier inventory held
Payment link completed
Day-to-day workflows
Operations workspace
Visual workflow
Connected record
TRV-1184
Dubai family package
Activity and automation timeline
Itinerary approved
Recorded with owner and audit history
Supplier inventory held
Recorded with owner and audit history
Payment link completed
Recorded with owner and audit history
Voucher pack delivered
Recorded with owner and audit history
Multi-location control
Location performance
Connected services
Connected
Connected
Connected
Connected
Recommended foundation
Switch individual capabilities on or off, set permissions by role and location, then add custom workflows unique to your organisation.
CRM
RecommendedLead inbox · Manual lead capture · Contact management
Travel Management
RecommendedTravel enquiry inbox · Customer and traveller profiles · Passport and visa records
Quotations
RecommendedEstimate builder · Product and service catalogue · Price books
Projects
RecommendedKanban boards · Tasks and subtasks · Milestones
Accounting
RecommendedChart of accounts · General ledger · Sales invoices
Service Desk
RecommendedTicket inbox · Email-to-ticket · Customer portal
Documents
RecommendedFolders and tags · File uploads · Document templates
Automations
RecommendedTrigger builder · Conditions · Multi-step actions
Analytics
RecommendedExecutive dashboards · Module dashboards · Custom reports
Detailed capability set
Every capability links to a working record, workflow, permission or report in the customer workspace.
CRM
Lead inbox
CRM
Manual lead capture
CRM
Contact management
CRM
Company accounts
Travel Management
Travel enquiry inbox
Travel Management
Customer and traveller profiles
Travel Management
Passport and visa records
Travel Management
Corporate accounts
Quotations
Estimate builder
Quotations
Product and service catalogue
Quotations
Price books
Quotations
Discount rules
Projects
Kanban boards
Projects
Tasks and subtasks
Projects
Milestones
Projects
Dependencies
Accounting
Chart of accounts
Accounting
General ledger
Accounting
Sales invoices
Accounting
Purchase bills
Service Desk
Ticket inbox
Service Desk
Email-to-ticket
Service Desk
Customer portal
Service Desk
Queues
Documents
Folders and tags
Documents
File uploads
Documents
Document templates
Documents
Version history
Automations
Trigger builder
Automations
Conditions
Start free for seven days or ask our team to configure a tailored demonstration.
