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RhodesTour CRM

Client and quote management for a travel agency

Rhodes Tour Operador

Project

A travel agency needs to know at all times how each client relationship is progressing and where each quote stands. For Rhodes Tour Operador, I created the CRM that organises it all: from the first contact through to the final quote.

Client tracking

The entire sales process, visible at a glance Client tracking

Every action taken with a client is logged on a clear timeline, so you know exactly where each business relationship stands. An interactive calendar lets you plan upcoming visits in advance.
  • Nothing goes untracked or gets forgotten between clients
  • See at a glance which clients need attention this week
Projects and quotes

Every variation of a trip, under a single project Projects and quotes

Each project groups together all the quotes generated for a single action with a client. Being able to prepare several proposals for the same trip lets you offer each client the option that best fits their needs and budget, without starting from scratch every time a detail changes.
  • Multiple quotes within a single project
  • Combinations of hotels, guided tours, transport, guides, restaurants and tickets
  • Quote document generation
RhodesTour CRM

Beyond clients and quotes Other features

  • Document management: each project has its own space to attach documents such as catalogues, flyers, brochures or any other file related to the trip.
  • Data export: CRM data can be exported at any time.
  • Connection with external platforms: ready to exchange data with other systems.