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The 5 Best CRM Systems for Travel Agencies

The Best CRM Systems for US Travel Agencies

Dolphin dynamics, less annoying crm.

• How We Test CRM

If your travel agency doesn’t have the right CRM software for lead, deal, and marketing management, chances are you’re falling behind. Let’s fix that.

From Tutterfly , which impressed us with its user-friendliness, to Capsule , which can help you provide a super personalized service to travelers, we’ve examined the breadth of the CRM market to hand pick the best CRM systems for travel agencies .

Informed by over a decade’s experience in recommending CRM systems, our reviews will help you compare these top-rated systems, and choose the software that’s the best fit for your travel agency.

You can also try our free quote-finding tool to get tailored quotes directly from the best travel agency CRM suppliers for your business.

These are the providers we recommend based on our research. Use our comparison tool to find the best service for your business.

• Tutterfly – Best for user-friendliness
• Dolphin Dynamics – Best for all-in-one, feature-rich travel agency CRM
• Kapture – Best for data visualization and analytics
• Less Annoying CRM – Best for simplicity
• Capsule – Best for providing personalized service

Best for user-friendliness

Suitable for growing businesses.

Ease of use is important. If you’re not able to operate a system, you’re not going to see ROI – that’s a fact. Tutterfly is simple to get the hang of, and even more so to use on a day-to-day basis. But that’s not the only trick it has up its sleeve…

Integrated sales management. Dynamic performance modeling. Direct report filing and generation. Tutterfly brings all these features and more to your travel agency – as well as doing the basics right, of course. All of Tutterfly’s more advanced features are underpinned by a sparkling, spotless user interface ( UI ) , which is compatible across multiple devices – whether you’re selling packages from your office, at home, or on the go.

Tutterfly pricing

Tutterfly’s pricing scale is an interesting one.

Almost all CRM providers price their product in ‘tiers’, or plans. The cheapest level gets you the most basic version of the product – functional, but without the best features (or the finest customer support). Typically, the more you spend, the more features you unlock – and the more advanced version of the product you’ll receive.

With Tutterfly, that’s not so.

Tutterfly offers just one iteration of its product . There are no restricted features, or functionality cut off for its lower-paying users. In Tutterfly’s own words, “100% features – 0% compromise”.

Rather, what you’ll pay depends on your billing period – that is, how much of a commitment you’re willing to make to Tutterfly’s travel agency CRM software when you sign up. The table below should explain.

Essentially, the more cash you’re willing to front up initially, the less you pay.

Tutterfly also offers a free, 14-day trial for new users.

• Fully customizable sales, leads, and opportunities reporting
• Free 14-day trial available
• Completely cloud-based
• Its marketing capabilities aren’t as strong as some of the other travel agency CRM providers on this list

Best all-in-one CRM for travel agencies

Suitable for travel agencies of all sizes.

Combining bookings, billing, and branding with a firm focus on the checkout experience – plus a deep-rooted understanding of what makes travel agencies tick – Dolphin should meet the needs of all growing travel businesses.

First of all, though, let’s address a different animal – namely, the elephant in the room. We’re talking about Dolphin Dynamics’ interface, which – quite frankly – looks as if it’s been pulled straight from the days of dial up internet. It’s not the most user-friendly travel agency CRM software, either. However, Dolphin Dynamics makes up for this with one (rather large) strength – pure, unadulterated functionality .

So what can it do?

Well, first and foremost, it’s a travel agency CRM. You can create integrated client and corporate profiles , helping you develop your agency’s professional relationships, and tailor your service to the public.

Secondly, it’s a powerful booking engine . You can adapt it to fit the look, feel, and design of your current website, and make yourself available to potential customers around the clock.

Thirdly, it’s a boon for both your lawyer and your accountant. As well as helping make sure that all travel has been booked and authorized within company policy, Dolphin automates transaction fee calculations and credit control functions , too.

There are a few more things it can do, but we’re running out of word count. How much does Dolphin Dynamics cost, anyway?

Dolphin Dynamics pricing

That, we can’t tell you.

Frustratingly, Dolphin Dynamics isn’t as forthcoming as its sea-going eponym – not when it comes to disclosing its pricing, anyway.

There isn’t any information online about how much Dolphin’s travel agency CRM software will cost you . You’ll have to get in touch with Dolphin directly to get an accurate quote – although the company does, at least, offer a free demo on request.

• Offers various products for both business and leisure travel agencies...
• … tour operators, too!
• Lets you send out branded, personalized invoices and statements
• Excellent workflow management tools
• No free trial available
• The only travel agency CRM provider here without transparent pricing
• Dated interface

Best for data visualization and analytics

Suitable for the visual learners and number crunchers.

Do you prefer graphs and charts to documents and spreadsheets? You’re in the right place…

Struggling to analyze the source of your most profitable clients? To understand which vacation offers are generating the most leads online, or which of your agents is selling the most packages? Kapture can help. With lead qualification, scoring, and auto-assignment capabilities , Kapture does a lot of the manual work for you. This intelligent CRM also visualizes your travel business’ key info – including your sales funnel ( pictured ) and bookings pipeline – in a way that’s as easy on the eye as the system (which is available from just $35 per month ) is on your wallet.

Kapture pricing

Unlike Dolphin Dynamics (which doesn’t advertise its rates) and Tutterfly (which offers a single product, unbound by feature limitations), Kapture does conform to typical CRM pricing.

With Kapture’s travel agency CRM software, the level of functionality you’ll receive is tied directly to your budget .

Here’s how the plans break down.

Kapture’s ‘Essential’ plan comes with features that are just that: web forms for generating leads, omnichannel ticketing for customer service teams, and basic reporting tools .

Upgrading to Kapture’s ‘Professional’ offering introduces a biggie –  24/7 customer support . You’ll also be able to integrate your travel agency CRM software with the various social media sites your business uses, as well as your pick of the best ecommerce platforms around. Oh, and let’s not forget the ability to generate quotations, and accept online payments, too.

For larger businesses – or perhaps those simply seeking a greater degree of versatility – Kapture’s ‘Enterprise’ plan should be at the top of your wishlist. As well as contact and workflow management , your service team will benefit from customized ticket disposition – and you from a dedicated account manager .

If terms like ‘ IP whitelisting ’, ‘Custom API’, and ‘Sandbox’ mean nothing to you, though (and you don’t want them to mean anything, either), you’re better off sticking with a more basic plan. That, or reading on…

• Provides preset email templates for itineraries, bookings, and packages
• Allows you to generate invoices with a click
• Enables you to securely save customer documentation (such as passports) for future bookings
• It’s not the cheapest travel agency CRM option around, either!
• 24/7 support is reserved for the higher-paying customers only

You’re almost finished with our list of the top 5 CRM systems for travel agencies in the US . Time to start comparing quotes?

Simply hit one of the buttons below to start our quick questionnaire. It takes just 30 seconds to do, and by telling us more about your business’ specific requirements, we can help ensure that you receive the best, most personalized rates on travel agency CRM software.

Best for simplicity

Suitable for small businesses and startups.

Sometimes, less is more – and less annoying really can mean more productivity. While larger teams should probably stray away from this no frills, no nonsense travel agency CRM provider, small businesses should find plenty to love…

We adore Less Annoying CRM’s interface. It’s colorful, it’s clean, and – most of all –  it’s simple . Whether you’re tracking your booking workflow to check flight or cruise details, or following up on a deposit that needs to be paid, you’ll be doing it all on a series of vibrant, customizable pipelines .

This way, you’ll know exactly who to thank when a new booking comes in , and can make your communication with those customers even more personal.

Less Annoying CRM pricing

True to its name, Less Annoying CRM’s pricing tier is… well, you get the idea.

$15 per user, per month . That’s all you’ll pay – no tiers, billing period variations, or feature discrepancies. Just one of the cheapest CRM systems on the market, with just about all the functionality you’ll require to boss your travel business.

You can add or remove users at any time, and cancel whenever you like. Less Annoying CRM also offers a 30-day trial , so you can see if you like it before shelling out.

Not annoying in the slightest.

• Free customer support included
• You can be set up within an hour
• 30-day trial, and you don’t need a credit card
• May be a little too simplistic for the needs of some travel agencies

Best for providing personalized service

Suitable for businesses on a budget.

Personalized. Service. Two words that add up to a pretty powerful customer experience. But, as your business grows and you take on more employees, it gets harder and harder to provide travelers with that extra touch of the personal. Unless, of course, you’re using Capsule…

Capsule enables you to empower your staff to deliver the same levels of personal service you’d provide yourself. You can create step-by-step processes within the CRM for the whole team to follow – prompting them to send a booking confirmation, or follow up on any concerns a traveler may have. This – combined with Capsule storing detailed records of your interactions with your customers – keeps everyone on the same page. Better still, it means that every one of your travelers receives the highest, most bespoke levels of customer service possible.

Capsule pricing

After a brief interlude with Less Annoying CRM’s simple, flat-rate pricing, we’re back to the tiered system. With Capsule, you’ll pay one of three rates, depending on the features you require:

The price tag may be alluring, but we’d only recommend Capsule’s ‘Professional’ plan for the smallest travel agencies. You’ll be capped at a maximum of 50,000 contacts (not actually a whole lot for growing businesses), while each user will face a minimum of 10GB worth of storage each.

Capsule’s ‘Teams’ plan offers scaling travel agencies more contacts and storage, while adding advanced sales reporting and custom activity types into the mix. It also ups the ante with intelligent tools for assigning users, roles, and records to specific teams or individuals , helping you stay organized.

For those with the loftiest ambitions (and the budgets to match), the ‘Enterprise’ plan should fit the bill. Even if a dedicated customer success manager and priority support isn’t your thing, there’s plenty to love about implementation and import assistance – not to mention that generous 200,000 contact limit.

But wait – did we mention the free plan?

You heard that right. Capsule offers a completely free version . And yes, there is a catch.

Namely, that’s the stringent limitations Capsule’s free plan imposes on your user and contact limits (two and 250MB, respectively). Perfect if you’re a one-person setup coordinating flights and hotel bookings from your den, sure. It’s not such a great idea for travel agencies looking to grow, though – trust us.

Both Capsule’s ‘Professional’ and ‘Teams’ plans can be tried free for 30 days.

• Integrates with an impressive range of third-party apps, including Xero, G Suite, QuickBooks, and MailChimp
• Slick mobile app
• Free plan available, along with a generous 30-day free trial
• Solid G Suite integration
• Some online reviews suggest it can be a little tricky to implement

To get to grips with what CRM costs look like across multiple suppliers, head to our guide to comparing CRM pricing .

Remember, the usefulness of a CRM system for your travel agency isn’t limited to the features – or the providers – we’ve discussed here.

The impact that the right CRM’s features can have on your sales, service, and marketing efforts is profound – so it makes sense to invest some time in making sure you pick the right provider.

Fortunately, that time doesn’t have to be long – and, when you use our free quote-finding service, it’s all of about 30 seconds. Here’s what happens when you start our questionnaire.

1) You provide us with some details about your travel agency’s setup and requirements

2) Our algorithm has a think, and matches you with one (or more, if you’re lucky!) travel agency CRM software suppliers. Which companies you’re matched with is based on the responses you’ve provided, which tell us about your number of employees, industry, and the CRM software features you’re interested in.

3) These suppliers get in touch with you directly. The purpose? Offering you no-obligation quotes and advice about how CRM software can help take your travel agency to the next level.

You just have to be based in the US to be eligible. Good luck!

How We Test CRM Systems for Businesses

We tested 13 market-leading CRM systems to evaluate them in terms of functionality, usability, cost, scalability, and more so we can make the most useful recommendations to US businesses.

Our rigorous testing process means these products have been scored and rated in six main categories of investigation and 13 subcategories – in fact, we covered 84 areas of investigation in total . We then gave each category score a ‘relevance weighting' to ensure the product's final score perfectly reflects the needs and requirements of Expert Market readers – and that's our product testing algorithm in a nutshell!

Our main testing categories for CRM systems are:

Features: the functionalities and capabilities provided by the CRM software, such as contact management, lead and opportunity tracking, and task and activity management.

Help and Support: the resources and assistance available to users when they encounter issues or require guidance while using the CRM software.

Customization: the ability to tailor the CRM software to suit the specific needs and processes of the organization, e.g. customizing fields, layouts, and workflows.

Scalability: the ability of the CRM software to accommodate the growth and changing needs of the organization, such as the capacity to handle a growing customer database.

Price: the cost associated with using the CRM software. It includes factors such as licensing fees, subscription plans, and additional charges for add-on modules or features.

Team Structure – Sales CRM: determining if a platform makes it easier to manage large sales teams, including team dashboards, team hierarchies, and team inboxes.

Usability – Small Business CRM: assessing the simplicity of the interface, the ease of navigating through menus and options, and the overall user experience.

What is a travel agency CRM, exactly?

It’s a specialized kind of CRM software, built to empower businesses in the travel industry to manage their customer relationships.

That’s its central function, anyway. Because of the vast range of pain points and requirements of travel agencies, most CRM software catering to the industry has evolved. Now, travel agency CRM can also work as a booking engine, payment processor, and itinerary management tool – all rolled into a handy, affordable software package. Neat, huh?

Can I use travel agency CRM in the field?

You can indeed! Travel agency CRM is overwhelmingly cloud-based . That means it’s accessible from a web browser , rather than software that’s stored on a computer. Providing you have an internet connection, you can log in from anywhere in the world, and collaborate with your team in real time.

What’s a good CRM strategy for my travel agency?

CRM, as an acronym, refers to both the software (which we’ve discussed at length here), as well as the strategy. If you want to maximize the value of your customer relationships, you’ll need both.

Your CRM strategy should always revolve around using data to provide better, tailored, and more personalized service to your customers . By understanding each of your travelers’ destination history, preferred type of vacation, and maximum budget, you can offer them more relevant experiences, and provide deals and discounts too good to be ignored.

The ideal CRM strategy for a travel agency should also involve the use of various platforms for communicating with your travelers, such as social media. By aggregating these channels, and collecting your conversations with your customers into a centralized database, your CRM system will allow you to gain a deeper understanding of your client base’s needs.

For even more granular insights, you can consider integrating your travel agency CRM with a social listening tool . It’s one of the cheapest, most hands-off ways of finding out what your customers are saying about your brand and industry.

Which other industries use CRM?

Take your pick! CRM systems are used widely across almost all industries and disciplines. It isn’t just for office-based teams, either – there a loads of benefits to CRMs for construction , real estate CRMs , and CRMs used in healthcare . All there industries rely upon CRM as both strategy and software, as do creative and digital marketing agencies .

And don’t think big businesses are immune from the pull of CRM systems, either. Corporate behemoths such as Uber and Airbnb both famously rely on CRM, as do many of the country’s most lucrative and high-profile enterprises.

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Best Travel Agency CRM for your agents to close leads faster

Understand your customers, engage in meaningful conversations, curate personalized trips, and keep them coming back for more with an easy-to-use CRM for travel.

Travel agents sell more with Freshsales

10 Best Travel Agency Software & How to Choose One

Guide to Choosing the Travel Agency Software for the Tourism Industry. We delve into the realm of travel agency software solutions, identifying the best options for fostering growth.

Managing Director at SyncMatters, Europe

Published: Aug 20, 2022

| Last updated on Apr 19, 2024

| 27 mins read

Download Now: Free "CRMs Powerhouse 2023-2024" eBook

What is a travel software?

Travel agency software is a type of Software-as-a-Service (SaaS) platform that helps organizations in the travel industry handle a variety of operations. These include generating vacation packages, booking travel services, handling payment gateways, designing and arranging itineraries, keeping track of customers, and streamlining workflows.

CRM software for travel agencies is critical for improving overall efficiency for numerous stakeholders in the travel industry, including OTAs, traditional travel agencies, DMCs, tour operators, travel management businesses, and travel advisors.

Why do travel companies need travel agency management software?

Customer relationship management (CRM) benefits travel agencies and hotel firms by simplifying data management and enabling personalized customer experiences. Travel agents, for example, can create personalized itineraries, book destinations based on preferences, and analyze travel records from a single database.

What is a CRM in the travel industry?

In today's highly competitive tourism service sector, simply having a computer with Internet access and a telephone is no longer sufficient. Relying on such limited resources puts your company at risk of bankruptcy. That's why CRM for travel agencies has become an absolute necessity. Implementing a CRM solution will not only enhance your sales but also ensure that your service quality remains at an exceptional level.

Top Rated Solution

By the way, no matter what industry you work in, you may find the following CRMs useful:

• Zoho - the best CRM for small businesses
• Salesforce - the best enterprise CRM system
• Pipedrive - the CRM system focused on successful sales
• Capsule  - best for sales teams wanting a simple and affordable solution
• monday sales crm - easy to use CRM platform

To ensure successful automation, the CRM software needs to consider the specific requirements of this business, which include:

• Strategic partner database: The software should efficiently process client information so that managers can quickly select and create profitable offers for them.
• Tourism sector features: To enhance tour sales, it is important to incorporate effective marketing strategies and promotions.
• Advertising: Keeping customers informed about "hot" tours can be done through IP telephony, SMS, or email notifications.

If you are a travel business owner, these CRMs will come in handy:

• Microsoft Dynamics 365

What features and functionality to look for in travel agency software

One of the key aspects of the tourism industry is its inherent seasonality, which leads to constant fluctuations in tour prices. To effectively navigate these changes and provide customers with accurate pricing information, a CRM system can prove invaluable for travel agencies. By automating processes and promptly notifying customers about the "real" price of tours, the CRM system enables travel agencies to stay responsive and adaptable in a dynamic market.

Main tasks of CRM for a travel agency:

• automate the work of your managers;
• store all information about purchased tours for each of your clients;
• promptly register new applications;
• automate the system of discounts for certain tours;
• quickly draw up documentation for tours;
• record expenses with operators and customers;
• integrate the program with the hotel and ticket booking software.

The Advantages of Using a CRM for travel company

Information technology plays a crucial role in enhancing the interaction between travel companies and their clients. It not only improves management functions but also helps in building strong relationships. The tourism industry is highly competitive, which makes it imperative for travel agencies to have the right sales funnel, loyalty programs, effective advertising, and tools to engage potential customers. A robust tourism CRM system encompasses all the necessary tools to efficiently manage managers, partners, customers, and accounting.

Unlock the CRM Benefits with a Free Consultation! 

Sales control

A tourism CRM system empowers travel agencies to track sales, improve conversions, and determine the most profitable destinations. CRM in the travel sector tracks employee performance, gathers valuable customer data, defines target audiences, compares sales across various time periods, and executes numerous other functions to enhance sales effectiveness.

Management of the company

The travel agency owner gains access to a user-friendly tool that streamlines business processes and enables easy automation. With the ability to update customer statuses, implement personalized loyalty programs, process applications, and send automatic emails and reminders, managing the company becomes simplified and efficient.

CRM for a travel agency has extensive analytical capabilities and collects detailed reports . It can be an accounting of all finances, sales analytics for specific countries, tools for creating a sales funnel and tracking the company's growth dynamics. There is also data about customers, the reasons for their refusals, the need for services, and other reports. Everything is collected in a convenient interface and allows for detailed analytics.

With comprehensive reports and a wide range of marketing tools , you can effortlessly grow your business and enhance your company's capabilities. Marketing tools encompass sending personalized messages and exclusive offers, implementing loyalty programs, strengthening your brand, developing mobile applications for customers, and integrating with various systems, among other features.

Document management

A travel CRM system provides a comprehensive package of documents that can be easily filled out. You can effortlessly upload contracts, reservation letters, tourist attractions, contract addendums, and other necessary documents for your travel agency's operations..

[Related Article: What are the functional & technical features of CRM software? ]

How to Choose the Perfect Software for travel company

In this post, we will discuss the most widespread CRM for tours and travel. Before deciding to use a specific software, consider the following points:

• how the system is implemented;
• technical features;
• number of valid users;
• how convenient the interface is;
• what is your budget;
• security of stored data.

Take special notice of the integration capabilities when choosing a CRM system. If the CRM program can connect with other apps, you won't have to manually import data. This automation saves valuable time, which is especially crucial for travel agencies that rely on integration with their website, online payment systems, and hotel connections. Investing more time in selecting the right CRM system will allow you to stay informed about the current processes of your business.

[Related Article: How to Choose a CRM System ]

Top 10 best travel agency software

Below we will consider the TOP-10 best CRM for the travel industry . 

1. Freshsales

Freshsales is a simple CRM system. It is a one-in-all system for travel agencies like yours, seamlessly integrating with your business environment and assisting you in staying ahead of the competition. A full-fledged CRM system for communications, management, and collaboration. The platform is universal. Here you can save projects, files, messages, tasks, and contacts.

Information about each client is always at hand: correspondence, ordered tours, notes, and wishes of the client. With such possibilities, you can select tours for the client, anticipating wishes. 

- Pros 

With this CRM system for a travel agency , there are no large and complex setup operations, many integrations work, and all operations are performed and stored in the cloud. Users have a number of additional features, including automatic dialing, call recording, call forwarding, and affiliate program management.

Integrations for productivity applications are limited. Importing data is tough for users.

With Freshsales, you get what you paid for and nothing more.

• Free Version
• Growth: $9 per user, per month, billed annually
• Pro: $39 per user, per month, billed annually
• Enterprise: $59 per user, per month, billed annually
• Free Trial: 21 days

Tools include everything you need: calendar contacts, document management, tasks and more. Creatio mobile version is available for a smartphone or tablet. This CRM for tourist industry makes it possible to keep all company documents and quickly find any contract, account, or visa application. 

The system will assist you in responding quickly to any tourist request and staying in touch with him 24 hours a day, seven days a week. The most important information about trip preparation will be sent to the tourist automatically via SMS.

A ready-made product for automating and accelerating the full sales cycle: from lead to repeat orders. In addition, there are configurations for managing marketing, service and business processes.

Reports and Printables might be difficult to use and appear to have lost quality compared to other areas of the product.

• Free trial – yes
• Starts at $25 per month

3. EngageBay

With its low pricing, EngageBay's all-in-one travel agent CRM software  is the best choice for small and medium-sized travel companies, agencies, and startups. Customers can contact you through EngageBay CRM via live chat, SMS, social media, phone, and webforms. 

You will have a traditional customer support ticketing system as well as marketing automation, web chat, helpdesk, canned responders, and customer service groups with the Service Bay, so your customer support is always exceptional. EngageBay also provides powerful integrations with suppliers , such as Stripe, Zapier, JustCall, Gmail, Shopify, and many others.

The best thing about this CRM software for the tourism industry is its low cost and powerful tools. For less than $1 per day, you can get features that will help your travel business grow.

• Free connection
• Universal Automation Platform
• Great drag and drop builder
• Limited template settings
• Missing SMS integration
• Free  plan
• Basic: $13.79  per user per month, billed annually
• Growth: $59.79  per user per month, billed annually
• Pro: $110.39  per user per month, billed annually

Kapture's all-in-one Customer Support platform provides your teams with all of the tools they need to provide a better and more intelligent customer experience.

You can integrate all of your inquiry sources into a single platform using the travel management system. The dashboard also displays the source of these inquiries separately. 

You can also use the cloud-based travel management system to automate key tasks such as responding to customer inquiries by creating automated email sequences. The sales process can be automated as well. 

Advanced CRM capabilities from this CRM software for the travel industry include automatic data collection, lead and opportunity management, customizable sales processes, configurable reports and dashboards, case and account management, and task management.

According to users, sometimes attendance may not be recorded due to a minor error. But, it can be fixed.

Contact the vendor to get pricing details.

5. Moonstride

Moonstride makes it easier to organize and manage your business because everything is in one place. Moonstride was created for travel companies of all sizes. Developers can tailor the cloud-based solution for travel specific needs using three different packages. You can also connect this best travel agency software  to any third-party APIs you require.

The dashboard displays an overview of all active enquiries, quotations, and bookings. Reminders and notifications keep you in the loop so you can make informed decisions faster, optimize, and grow.

Everything you need for your travel business is available on one platform. Enhanced data security, simplified task management, and convenient contact management features.

There are not enough opportunities for larger businesses. The base package does not support API Integration and Sales and Purchase Ledger.

• Pro: $645 per month (Includes 5 users)
• DMC: $775 per month (Includes 5 users)
• Group: $895 per month (Includes 5 users)
• Enterprise: Contact the vendor

6. Salesforce

Salesforce is a game-changer that can totally transform your corporate travel agency, making it super strong in the business world. It works smoothly with your other software, giving you many cool options. This travel agency management software brings together customer info and financial transactions to create a big win for your agency.

Salesforce offers many features, empowering businesses to manage sales, marketing, customer service, and more from a single platform. Businesses can customize this CRM for a travel company to suit their specific needs, workflows, and industry requirements.

Salesforce can be expensive and complex to set up and manage, especially for small businesses or startups, with various subscription tiers and additional costs for customization, training, and support.

Salesforce Sales Cloud:

• Starter Suite: $25 per user per month, billed annually
• Professional: $80 per user per month, billed annually
• Enterprise: $165 per user per month, billed annually
• Unlimited: $330 per user per month, billed annually
• Einstein 1 Sales: $500 per user per month, billed annually

7. Pipedrive

Pipedrive is a specialized customer relationship management system. It has a user-friendly interface and features tailored specifically for managing sales, leads, and customer relationships in the travel sector.

Pipedrive boasts an intuitive interface, making it easy for travel agency staff to navigate and use, even for those with limited technical expertise. This software for travel agencies provides customizable sales pipelines that allow you to track leads, deals, and bookings through each stage of the sales process.

This off-the-shelf software focuses primarily on sales pipeline management and may lack advanced marketing automation features, which could be a drawback for travel agencies looking for a more comprehensive CRM solution.

• Essential: $14 per user per month, billed annually
• Advanced: $29 per user per month, billed annually
• Professional: $49 per user per month, billed annually
• Power: $64 per user per month, billed annually
• Enterprise: $99 per user per month, billed annually

HubSpot for travel agencies is a comprehensive customer relationship management (CRM) and marketing software designed to streamline operations, boost sales, and enhance customer engagement in the travel industry. It offers a range of tools and features tailored to the specific needs of travel agencies, helping them attract, convert, and retain customers effectively.

With this travel technology provider , travel agencies can automate repetitive marketing tasks, such as email campaigns and social media posting, saving time and increasing efficiency. 

HubSpot's extensive features and customization options may require time and training to fully understand and utilize, impacting productivity during the onboarding process.

• Sales Hub Starter: $50 per month
• Sales Hub Professional: $450 per month
• Sales Hub Enterprise: $1,500 per month

Zoho for travel agencies is a comprehensive suite of business applications designed to streamline operations, improve customer relationships, and drive growth in the travel industry. Tailored specifically for travel agencies, Zoho provides a wide range of tools to manage sales, marketing, customer service, and more, all from a centralized platform.

Whether a small agency or a large enterprise, this CRM for travel companies scales with the business without the need for significant changes to the software. Zoho offers competitive pricing plans, making it accessible to small and medium-sized travel agencies with limited budgets.

Depending on the pricing plan, access to customer support may be limited, and resolving technical issues or getting assistance with customization may require additional fees.

• Free plan 
• Standard: €14 per user per month, billed annually
• Professional: €23 per user per month, billed annually
• Enterprise: €40 per user per month, billed annually
• Ultimate: €52 per user per month, billed annually

10. Microsoft Dynamics 365

Microsoft Dynamics 365 CRM for the travel industry is a robust CRM solution tailored to meet the unique needs of travel agencies and companies. It has a suite of powerful tools and features designed to streamline their operations and enhance customer engagement in the travel sector.

Dynamics 365 integrates with other Microsoft apps such as Office 365, Outlook, and Teams, providing a familiar environment for users and facilitating efficient collaboration across teams.

This CRM for a travel agency can be complex to set up and configure, requiring specialized knowledge and expertise, which may pose challenges for agencies with limited resources or technical capabilities.

• Sales Professional: $65 per user per month
• Sales Enterprise: $95 per user per month
• Sales Premium: $135 per user per month
• Microsoft Relationship Sales: $165 per user per month

What is the main function of travel agent software?

The main function of travel agent software is to streamline and automate various aspects of travel planning, reservation management, and booking management . This software typically helps travel agents manage customer information, search for and compare travel options (such as flights, accommodations, and activities), book flights , generate itineraries, process payments, and communicate with clients.

Additionally, the best travel CRM may offer features for tracking sales, managing commissions, and analyzing business performance. Overall, the primary goal is to enhance efficiency, accuracy, and customer satisfaction in the travel agency's operations.

These are not all the possibilities and advantages of CRM system. With a customized system, it's easy to create your own powerful tools that allow you to improve your company's profits, scale it, and automate work processes.

Start with a Free Consultation! 

Contact us, and our specialists will provide detailed consultation and help you decide on a choice. CRM software for travel agencies is a powerful tool that must be implemented if you want to scale and develop your business.

By implementing a CRM system suitable for travel agencies , you gain the ability to unlock even more possibilities and advantages. A customized system allows you to design powerful tools that are tailored to your company's specific demands and requirements. Whether it's streamlining your sales processes, optimizing customer interactions, or automating repetitive tasks, a customized CRM system empowers you to take control of your company's profits and growth.

Furthermore, a tour operator CRM system enables you to scale your operations effectively. As your travel agency expands, your CRM system can adapt and grow alongside it. Whether it's managing a larger customer base, handling more complex sales processes, or integrating with additional systems, a customized CRM system provides the flexibility and scalability your travel agency requires.

In conclusion, a CRM system is not just a luxury, but a necessity if you want to scale and develop your business. By implementing a customized CRM system , you can unlock the full potential of your travel agency, improve profitability, streamline operations, and enhance customer satisfaction. Don't miss out on the opportunities and advantages that a CRM system can bring to your travel agency.

Contact us today and let our specialists help you take your business to new heights.

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10 Best Travel Agency Software & How to Choose One

Aug 20, 2022

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11 of the Best CRM Platforms for Travel Agencies

• Best Practices ,

The editors at Solutions Review have compiled a list collecting some of the best CRM platforms for travel agencies. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.

With the right CRM software, travel and hospitality businesses can improve how they manage customers, access client information, identify needs, develop brand loyalty, develop memorable customer experiences, generate targeted marketing campaigns, and maximize customer satisfaction. However, selecting a CRM software solution can be complicated and time-consuming, especially since travel agencies have to adapt to changing market trends, regulations, and customer expectations.

To help, the Solutions Review editors have compiled the following list of top-rated CRM solutions for travel agencies to consider. Our editors selected these based on each provider’s Authority Score, a meta-analysis of user sentiment through the web’s most trusted business software review sites, and our proprietary five-point inclusion criteria.

The Best CRM Platforms for Travel Agencies

• ActiveCampaign

Description:  ActiveCampaign  provides email marketing, marketing automation, CRM, and Sales Automation solutions to clients across industries.  Its Customer Experience Automation (CXA) platform has email marketing, marketing automation, CRM, and sales automation solutions for businesses across industries. Travel and hospitality companies can use the platform to drive reservations, streamline back-end processes, use tags to segment customers, automate nurture flows, create personalized communications, maintain customer loyalty, and integrate with the other technology tools in their martech stack.

Learn more and compare products with Solutions Review’s Free CRM Buyer’s Guide .

Description:  Zendesk provides customers with a CRM focused on customer service and sales needs. With Zendesk Sell, a sales CRM platform, users can access sales automation software, pipeline visualization and management tools, mobile access, lead management, reporting capabilities, and more. For example, agencies can use Zendesk’s capabilities to automate processes with AI-powered bots, curate personalized customer experiences, empower customers with self-service options, improve employee experiences, and provide omnichannel, hassle-free digital support.

Description:  Pipedrive provides a clean, intuitive, and interactive CRM tool to help sales professionals manage leads, track communications, automate tasks, measure performance with detailed metrics, and improve sales processes. With its travel agency CRM solution, Pipedrive provides clients with lead management, custom fields for personalizing travel experiences, automated workflows, sales pipelines, financial management, personalized messaging across channels, sales reports, automatic follow-ups, and other capabilities for delivering memorable customer experiences.

Description:  Freshworks provides business software solutions designed to be ready to go right “out of the box.” The company’s CRM platform, Freshsales, comes equipped with the tools businesses need to identify loyal customers, improve engagement, personalize the shopping experience, and unify customer data. With Freshsales’ travel CRM software, businesses can improve how they understand customers, engage in meaningful conversations, curate personalized trips, manage loyalty programs, track customer behaviors, organize data, create custom dashboards, and more.

Description:  HubSpot is one of the most well-known and popular CRM software platforms, as most of the companies in the marketing world have partnerships or integrations with the company’s CRM solution suite. Alongside that CRM suite, HubSpot offers a marketing, sales, customer service, operations, and content management system (CMS) solution. The company can help travel agencies improve their operations, nurture relationships, maintain a single source of truth for traveler information, automate processes, deliver targeted content to audiences, and more.

D escription:  Tutterfly is a CRM platform designed specifically for companies in the travel industry. The company’s platform can help travel agents, tour operators, and agencies improve how they manage customers, create itineraries, automate processes, improve customer service, and gain deeper insights into their business. Features include lead management, sales pipelines, workflow automation, account management, Facebook integrations, contact management, sales reports, document management, web forms integrations, supplier management, and a real-time CRM dashboard.

Description:  Inspiretec is an end-to-end travel platform designed to help businesses simplify their operations, centralize customer data, streamline workflows, generate leads, and maximize growth. With its travel CRM solution, built for tour operators and travel agents, can drive more bookings, launch optimized marketing campaigns, and connect all the stages of the customer journey to create a comprehensive customer view. Features include reporting tools, industry-specific data analytics, audience segmentation, personalized marketing campaigns, and more.

Description:  Apptivo’s Customer Relationship Management solution enables its users to attract, engage, and retain more customers. It offers a highly customizable experience, allowing users to manage each aspect of CRM through a network of connected applications. The company can help travel and hospitality businesses streamline operations, improve customer satisfaction, grow their direct client customer base, and optimize the employee experience. Specific capabilities include sales planning, customer management, lead management, competitor analysis, and contract management.

Description:  Bitrix24 is a low-cost CRM software with marketing automation, customer support, and client management features. In addition to being available in the cloud and on-premise, Bitrix24 is accessible on desktop and mobile devices. For travel agencies, Bitrix24’s cloud-based CRM offers employee management, a customer contact center, reporting tools, pipeline management, community calendars, process automation, scheduling tools, project management, built-in telephony capabilities, sales process management, and customer data management.

Description:  Capsule is a CRM solution for small, mid-size, and startup companies looking for a reliable, easy-to-use tool to help them stay organized, build customer relationships, minimize user input, and maximize sales opportunities. The company’s travel CRM offering equips brands with the tools they need to create comprehensive customer views, personalized experiences, lasting customer relationships, top-notch customer service, and more. Features include contact management, automated workflows, data collection, sales process management, visual pipelines, and performance tracking.

Description:  Qualtrics is the “Experience Management (XM)” service category creator and works with organizations to improve and manage their customer, employee, product, and brand experiences. The XM Platform is designed to help users create customer-centric products and develop memorable brand identities that attract, retain, and delight customers and employees. With Qualtrics’ travel and hospitality experience management capabilities, brands can use real-time data, AI-powered tools, and other features to improve their brand, product, employee, and customer experiences.

This article was written by William Jepma on July 18, 2023

• Capsule CRM
• Customer Relationship Management (CRM)
• Travel Agencies
• Travel and Hospitality
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William Jepma

Writer, editor, and analyst.

William Jepma is an editor, writer, and analyst at Solutions Review who aims to keep readers across industries informed and excited about the newest developments in Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Business Process Management (BPM), Marketing Automation, and other WorkTech categories. You can connect with him on LinkedIn or reach him via email at [email protected].

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10 Best CRM Tools for Travel Agencies in 2023

In the world of travel, where every moment counts and customer satisfaction is paramount, having the right tools at your disposal is crucial. 

That’s why we’ve curated this list of CRM solutions designed to boost your agency’s efficiency, streamline operations, and ensure unforgettable experiences for your clients. 

Welcome to Travel Booster’s guide to the best CRM tools for travel agencies in 2023! 

Why Do Travel Agents Need CRM Tools?

Being a travel agent is like being a magician who transforms dreams into reality. But behind the scenes, there’s a lot of hard work, organization, and coordination required to create those magical experiences. This is where CRM tools come in, acting as your trusty assistant to keep track of everything and simplify your daily tasks.

A CRM tool for travel agents is like having a personal concierge, travel assistant, and data organizer all in one. It empowers you to manage customer relationships, bookings, itineraries, and so much more, all while maintaining a professional edge. 

Here are some reasons why CRM tools are a game-changer for travel agents:

• Seamless Customer Relationship Management: The heart of any successful travel agency lies in building strong relationships with clients. CRM tools enable you to capture and store vital customer information, preferences, and communication history, creating a comprehensive profile that helps you deliver tailored services and personalized attention. By truly understanding your clients, you can exceed their expectations and cultivate long-lasting loyalty.
• Centralized Data and Streamlined Workflows: Gone are the days of sifting through piles of paperwork or searching multiple platforms for the information you need. A travel agency CRM tool acts as a centralized hub, gathering all essential data and organizing it in an intuitive manner. From client details to vendor contacts, everything is at your fingertips, enabling you to work smarter, not harder.

TravelBooster’s List of Best CRM for Travel Agencies in 2023

Now that we’ve established the importance of CRM tools for travel agencies, let’s dive into the crème de la crème of 2023. 

We have handpicked the best CRM solutions that combine functionality, user-friendliness, and a touch of magic to elevate your agency’s operations. From small boutique agencies to large-scale travel companies, there’s something for everyone on this list.

Stay tuned as we explore each CRM tool’s unique features, benefits, and how they can transform your travel agency software into a well-oiled machine. Whether you’re a seasoned travel expert or just starting your journey, these tools are designed to give you the competitive edge you need in the dynamic world of travel.

So pack your bags, grab your virtual passport, and let’s embark on this exciting journey to discover the best CRM for travel agents in 2023!

1. HubSpot CRM

Get ready to unleash the power of HubSpot CRM , the mighty warrior of customer relationship management. With its user-friendly interface and arsenal of features, HubSpot CRM becomes your trusty companion on the battlefield of customer interactions. Seamlessly integrating HubSpot with your accounting and travel agency software is like a match made in heaven. 

2. Zoho CRM

Zoho CRM is designed specifically for the travel industry, this powerful tool equips you with the tools you need to conquer the hearts of your customers. Picture this: you seamlessly integrate Zoho CRM with your other software, creating a dynamic team that rivals the greatest partnerships in history. With unified customer data and financial transactions, you’ll have the power to personalize experiences, track leads, and navigate the twists and turns of the travel industry with finesse. 

3. Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is here to guide you through customer relationship management. With its arsenal of features, you’ll feel equipped with everything you need to slay the competition and seize the opportunities that lie ahead. Integrate this mighty CRM with your accounting software, and witness the fusion of customer interactions and financial management, like a magical potion that brings clarity and control to your business. 

4. Pipedrive

Pipedrive CRM is your trusty compass, guiding you through the treacherous waters of sales pipelines. With its visual interface and intuitive features, you’ll feel like a master navigator, charting your course toward success. Pipedrive, combined with accounting and travel agent software will turn the tides turn in your favor. Your sales data and financial records align, creating a harmonious symphony of revenue tracking and financial forecasting. 

5. Freshworks CRM

Freshworks CRM offers a variety of features and an intuitive interface making customer relationship management as relaxing as a beach vacay. Seamlessly integrating it with your accounting and travel agent software is like unlocking a secret passageway to financial success. Personalized experiences, automated invoice generation, and valuable insights into customer spending habits are all at your fingertips.

6. Insightly

Insightly CRM will get you on the path to customer relationship greatness. Combine Insightly with your existing software, and watch as the realms of sales, project management, and finance merge into a harmonious kingdom. Accurate financial tracking, timely billing, and efficient project cost management, all working together like a well-oiled machine. 

7. Agile CRM

Agile CRM offers a comprehensive suite of tools to help you navigate your way through sales processes and marketing campaigns with agility and finesse. Seamlessly integrate it with your other existing software to synchronize customer data with financial records, creating a powerful alliance that can conquer any challenge.

8. Copper (formerly ProsperWorks)

Prepare to be amazed by Copper , the mighty CRM that was once known as ProsperWorks. With its streamlined interface and powerful features, Copper is like a trusted treasure chest, storing all your customer relationship secrets. Seamlessly integrating it with your accounting software is like discovering a hidden gem, where customer data and financial transactions come together in perfect harmony. Imagine the possibilities: personalized customer experiences, efficient financial management, and a voyage toward unparalleled success.

Apptivo is here to revolutionize your customer relationship game. With its arsenal of features, this CRM powerhouse becomes your sidekick in conquering the realms of customer interactions. Seamlessly integrate Apptivo with your accounting and travel agent software to create a seamless flow of customer data and financial records. Experience the joy of simplified financial management, accurate revenue tracking, and personalized services.

10. Salesforce

Brace yourselves for the mighty Salesforce . With its unparalleled capabilities, Salesforce can transform your travel agency into a force to be reckoned with. Salesforce seamlessly integrates it with your other existing software to unlock a world of possibilities, where customer data and financial transactions merge into a symphony of success. 

CRM Magic: Casting Spells of Success for Travel Agencies in 2023

Choosing the right CRM tool for your travel agency can truly make a world of difference in how you manage your operations, nurture customer relationships, and ultimately achieve success in the travel industry. By leveraging the power of a CRM, travel agents can streamline their workflows, deliver personalized experiences, and stay ahead of the competition. 

Let’s recap why finding the perfect CRM is crucial for travel agencies.

First and foremost, a CRM tool empowers travel agents to excel in customer relationship management. By centralizing and organizing customer data, preferences, and communication history, travel agents can provide personalized services, anticipate needs, and deliver exceptional experiences. The ability to understand clients on a deeper level helps foster loyalty and sets travel agencies apart from their competitors.

Additionally, a CRM tool enables efficient booking management. By consolidating all reservations, payment details, and itineraries in one place, travel agents can eliminate double bookings, reduce errors, and ensure seamless travel experiences for their clients. With automated reminders and alerts, agents can stay on top of important dates and provide proactive support throughout the travel journey.

An effective CRM tool also simplifies data management and streamlines workflows. By centralizing all essential information, from client details to vendor contacts, travel agents can access data quickly and efficiently. This eliminates the need for manual paperwork, reduces administrative tasks, and allows agents to focus more on delivering exceptional service and growing their businesses.

It’s important to note that the right travel ERP (Enterprise Resource Planning) solution should seamlessly integrate with any CRM that a travel agency chooses. Integration between a travel ERP and CRM ensures a smooth flow of information across different systems, enhancing operational efficiency and providing a holistic view of the agency’s operations. This integration enables travel agencies to leverage the strengths of both tools and maximize their business potential.

Selecting the right CRM tool for your travel agency can transform the way you operate, elevate customer experiences, and drive growth. With features like customer relationship management, booking management, and streamlined workflows, CRM tools empower travel agents to excel in a highly competitive industry. When coupled with a travel ERP solution that seamlessly integrates with the chosen CRM, travel agencies can unlock new levels of efficiency and success. So, embrace the power of CRM and ERP, and embark on a journey to take your travel agency to new heights.

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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.

Visit EngageBay

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 $20 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*

• Starter CRM Suite
• Professional CRM Suite
• $0 for unlimited 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.

• $18 (up to two users)
• 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
• $1,600 per month (up to five users)
• 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.

Visit HubSpot CRM

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.

Visit Freshsales

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 $49.90 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
• $29 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.

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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.

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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.

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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 .

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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