A client calls to clarify tour details — the manager can't find the booking: data in Excel, correspondence in WhatsApp, passports in a separate folder. Every season repeats the same: before the influx of requests, you have to call past clients, and there's no list of loyal tourists. Bitrix24 solves this pain. We are certified specialists with 10+ years of experience, we guarantee setup tailored to your business process. Our team has implemented over 50 projects for travel agencies — from small to network ones.
Unified CRM, booking funnel, smart processes for tour catalog, automatic reminders — everything is configured turnkey. Request a consultation: we'll evaluate your project in 2 hours.
Why does a travel agency need CRM?
Contacts, bookings, documents — everything in one place. A manager opens a client card and sees travel history, preferences, current bookings, passport data. CRM reduces information search time by 40%. Compared to Excel, client work speed increases 3 times. Smart processes for tour accounting are 5 times more efficient than Excel tables in data update speed.
CRM: Client Card
A contact in CRM is a tourist. Standard fields are supplemented with custom ones:
- Passport data (series, number, expiration date)
- Date of birth — for congratulations and age restrictions
- Preferences: type of vacation, budget, countries
- Notes: allergies, family composition
A company in CRM is a corporate client (group tours).
Booking Funnel
A deal = tour booking. Funnel stages:
| Stage | What happens |
|---|---|
| Inquiry | Client contacted, interested in a destination |
| Tour Selection | Manager selects options, sends proposals |
| Agreement | Client chose the tour, clarifying details |
| Booking | Manager books with the tour operator |
| Payment | Invoice issued, awaiting payment |
| Documents | Visa, insurance, vouchers preparation |
| Document Issuance | Everything ready, client received documents |
| Completed | Client flew out, tour took place |
Custom deal fields: country, departure/arrival dates, hotel, meal type, number of tourists, operator booking number.
How do smart processes simplify tour accounting?
A smart process 'Tour' is created for the tour catalog: destination, dates, hotel, price, number of seats, description. A deal is linked to the tour — you can see how many seats are sold, how many remain. This replaces Excel tables and provides real-time up-to-date data.
How to set up the funnel in 10 steps?
- Go to CRM → Funnels and Leads.
- Create a new funnel named 'Bookings'.
- Add stages: Inquiry, Tour Selection, Agreement, Booking, Payment, Documents, Document Issuance, Completed.
- For each stage, configure robots: on the 'Payment' stage — send SMS with payment details.
- Create custom deal fields: country, dates, hotel, meal type, number of tourists.
- Configure document templates: contract and voucher automatically filled from deal fields.
- Create client segments for mailings.
- Connect open lines for messengers.
- Check integration with 1C and the website (if required).
- Run a test deal.
Comparison: custom CRM vs Bitrix24
| Parameter | Custom CRM | Bitrix24 |
|---|---|---|
| Implementation time | 1–3 months | 10–14 days |
| Labor intensity | high | individual |
| Documentation and support | none | official documentation |
| Scalability | difficult | ready-made tools |
Seasonal Campaigns
Before the season, you need to remind customers about yourself. Tools:
- Segment 'Clients who flew to Turkey last summer'
- Email campaign with early booking
- Sales generator — automatic creation of tasks for managers to call
Document Management
Bitrix24 Disk stores passport scans, visa copies, contracts, vouchers. Documents are attached to the contact and deal. Contract template with auto-fill (full name, passport, tour dates, price) is generated from the deal.
Automation
- New inquiry → task to manager 'Contact within 30 minutes'
- Stage 'Booking' → task 'Book with operator', notification to client
- Stage 'Payment' → SMS with payment details, reminder after 3 days
- 7 days before departure → SMS reminder to client, task to manager 'Check documents'
- After return → task 'Collect review'
Additional features: integration with ATOL Online for fiscalization, sales reports via funnel, mobile app for managers.
What's included in the work
- Booking funnel with custom fields
- Client card: passport, preferences
- Smart process for tour catalog
- Seasonal segments and mailings
- Document templates: contract, voucher
- Robots: tasks, SMS, notifications
- Open lines for requests from messengers
Setup time: 10–14 days. Price is calculated individually. Get a consultation: our engineers will answer your questions and offer a solution within your budget.