Reliance on Manual
Tools:
A significant number of agencies still rely on Excel spreadsheets for managing client data, bookings, and schedules, leading to inefficiencies, errors, and limited scalability as the business grows.
Limited Real-Time
Insights:
Agents often lack access to real-time data, like availability or pricing updates, which delays responses to customer inquiries.
Limited Travel-
Specific Features:
Generic CRM systems are not tailored to the unique needs of travel agencies, such as managing complex itineraries, group bookings, or dynamic pricing updates.
Agencies often lack access to automated tools for repetitive tasks like itinerary creation, invoicing, or reminders, which could save time and improve customer experience.
Key Features
User-Friendly Dashboard
A clean and intuitive interface that simplifies navigation and enhances productivity.
Integrated Communication
Tools
Built-in messaging systems for seamless communication with clients and suppliers.
Advanced Reporting &
Analytics
Generate detailed reports on bookings, revenue, and client behavior to make data-driven decisions.
Customizable Travel
Packages
Easy tools for creating, managing, and personalizing travel packages to meet client needs.
Client and Supplier
Management
Centralized profiles for tracking client preferences and supplier details in one place.
Mobile-Friendly Access
Responsive design ensures access to the platform from any device, anytime.
Real-Time Updates
Stay informed with live updates on bookings, availability, and changes in travel schedules.
Task and Project
Management
Organize and monitor tasks efficiently with tools tailored for travel agency workflows.
Dynamic graphs to visualize revenue trends and package performance:
A real-time messaging panel for communication with partners, airlines, or customers.
A quick overview of upcoming group trips, organized by date, allowing agents to manage schedules and view trip details at a glance.
Shows recent actions and updates across the platform (e.g., new reservations, assigned guides, newsletter updates).
🔹 Top Stats Overview:
At the top of the screen, key performance indicators provide a quick snapshot of lead activity this month:
Total Leads received.
Average Conversion Rate showing how many leads turned into bookings.
Total Bookings generated from the leads.
🔹 Lead Table:
The main section displays a detailed table with:
Booking Code and Package Name for reference.
Lead Source (e.g., Facebook, Google).
Campaign Name linked to the lead.
Number of Leads per package.
Conversion Rate for each campaign.
Status of each lead (Pending, Converted, Lost).
Notes for additional context (e.g., Hot, Check, New).
🔹 Actions & Features:
Status can be changed directly via a dropdown for each lead.
Export button to download the leads data.
Edit icon allows quick updates to lead details.
🔹 User Experience & Design:
Clear, color-coded statuses for quick scanning.
Easy navigation with pagination.
Consistent and clean UI aligned with the rest of the dashboard.
Use of icons to visually represent the source of each lead.
Top Metrics Overview:
At the top of the page, users can track key performance indicators such as:
Total Leads generated this month
Average Conversion Rate
Bookings made this month
Each metric also includes a visual indicator showing growth or decline compared to the previous week.
Active Campaign Card:
The campaign card highlights an active campaign with:
Campaign ID and title
Publication date
Status (Active)
Number of leads generated
Conversion rate
This compact format gives users quick insights into the performance of each campaign.
Budget Allocation Chart:
On the right, users can view a bar chart that visualizes how the campaign budget is allocated, helping marketing teams manage resources effectively.
Message Blast Section:
This section lists all campaign blasts sent across different platforms (e.g., Facebook, Telegram, Google, Instagram). For each message, users can see:
Campaign name and platform
Message content
Attached media type (Image, Video, or None)
An action toggle to enable/disable individual campaigns
This layout was designed to help marketing teams monitor campaign performance at a glance while allowing easy access to control and optimize active promotions.
Style Guide
