Free CRM for Agencies and Agents
CRM software for travel agents?
Running an agency means dealing with hundreds, or even thousands of clients. It concerns any type of business: travel, insurance, lawyer services, and so on. With the help of CRM for travel agents, you can track orders, manage invoices, and avoid overbooking.
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Booking pipelines for detailed analysis. The customizable process-tracking tools allow for full insight into bookings.
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Customizable fields. Create your own database with information about agencies and customers. Track their preferences, contact information, and any other detail.
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Invoice management. Connect your travel agency CRM with payment gateways and forget about payment issues - status is renewed in real time.
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No overbooking. With a full-fledged CRM, booking status is updated instantly, which eliminates the risk of one property being reserved by two clients.
The list of advantages can go on and on. Undoubtedly, CRM can benefit any business. But how to find an ideal option? It’s here - meet Bitrix24.
Choose Bitrix24
Bitrix24 is a cloud CRM for agents and agencies. Unlike other supposedly cheap CRM solutions, all CRM records, quotes and invoices are unlimited in Bitrix24 Professional plan. Also, Bitrix24 is flexible enough to work for any agency - travel agents, insurance agents, sales agents, developers, advertising agencies and web design professionals are all among top Bitrix24 users.
Bitrix24 travel CRM is a comprehensive solution for managing your entire agency - not just sales and clients, but tasks, projects, time, and documents.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
Basic Features
- Unlimited records
- Free 5GB online storage
- Email marketing
- Contact center
- Customizable fields
- Quotes & invoices
- Call center
- Cloud or self hosted (open source code access)
- Free mobile CRM iOS and Android
- Free integrations (RestAPI)
CRM for Agencies
- Contact management
- Core CRM & Full Sales Cycle Management
- Custom forms and fields
- Lead distribution among agents
- Sales funnel
- CRM reports
- Business Processes (Workflow Automation)
Sales Tools for Agents
- Quotes and Invoices
- Products and Product Catalog
- Currencies and taxes
- Online call center
- Email marketing
- Mobile CRM
Task Management for Agents
- Workgroups/Projects
- Tasks and subtasks
- Checklists
- Task templates
- Recurring tasks
- Time tracking
- Gantt chart
- External users (extranet)
Document Management
- Online storage (5GB to Unlimited)
- Online editing
- File sharing
- Download links
- File access rights
- Cloud-PC-Mac-iOS-Android sync
- Document approvals
- Learn more
