Travel agency CRM: a pipeline built by travel agents.
An automated, fully optimized process, designed around the real productivity needs and biggest wins of this industry. Exclusively for travel agents.
Every stage of your client's journey,
under your control.
From first contact to after-sales. Know exactly where every opportunity stands and what to do next.
Contact
Leads waiting to be contacted. Capture the client's initial details: desired destination, dates, budget and number of travellers.
Quote
Craft the perfect proposal. Build interactive digital quotes with itineraries, hotels, flights and real photos.
Follow-up
The quote is out — now it's time to follow up. The system creates automatic tasks based on the schedule you set.
Negotiation
The client wants changes or another option. Adjust the quote, negotiate terms and close the sale.
Booking
The client has decided to book. The full management panel opens up: suppliers, net rates, passengers, payments and documents.
Lost
The client didn't book. Log the reason so you can spot patterns and improve your conversion rate.
Won
The trip is complete. Automated after-sales kicks in: survey, Google review, Travel Memory and re-engagement.
What happens at each stage
Every move between stages triggers automatic actions that save you time and make sure nothing falls through the cracks.
Contact
Leads waiting to be contacted. Capture the client's initial details: desired destination, dates, budget and number of travellers.
- Automatic lead capture from web forms, social media or email
- Auto-assignment to the available agent or by destination
- All the lead's information centralized in one record
Quote
Craft the perfect proposal. Build interactive digital quotes with itineraries, hotels, flights and real photos.
- Create digital proposals with your own brand and colours
- Import tour operator PDFs and digitize them
- Quick proposals for simple quotes
Follow-up
The quote is out — now it's time to follow up. The system creates automatic tasks based on the schedule you set.
- Automatic follow-up task after the days you configure
- Reminders in your calendar so no lead slips through
- Complete history of every communication with the client
Negotiation
The client wants changes or another option. Adjust the quote, negotiate terms and close the sale.
- Version proposals without losing the previous ones
- Direct client feedback from the digital proposal
- Compare options and adjust prices with ease
Booking
The client has decided to book. The full management panel opens up: suppliers, net rates, passengers, payments and documents.
- Supplier management with net rates and automatic margin
- Passenger details, booking references and part payments
- Turn the quote into a trip confirmation
- Package travel contract with automatic digital signature
- "Before You Go" guide with destination tips
Lost
The client didn't book. Log the reason so you can spot patterns and improve your conversion rate.
- Categorize the reason for each lost sale
- See why you lose the most opportunities
- Data to sharpen your sales strategy
Won
The trip is complete. Automated after-sales kicks in: survey, Google review, Travel Memory and re-engagement.
- Automatic satisfaction survey when the trip ends
- Ratings above 8 are redirected to a Google review
- Travel Memory: an AI-written email one year later, reliving the trip
- Automatic re-engagement if the client shows interest in another trip
The journey doesn't end
when your client comes home.
When a trip is marked as completed, a chain of automatic actions kicks in — designed to build loyalty and generate new sales.
Satisfaction survey
A form is sent automatically so the client can rate the trip and your agency's service.
Google review
If the rating is above 8, the client is automatically redirected to leave a Google review for your agency.
Automatic re-engagement
The survey asks whether they're planning another trip. If they say yes, a task is created to reach out while the lead is hot.
Travel Memory
One year later, an AI-written, heartfelt email brings back the best moments of the trip and nudges the next booking.
What you use every day in the CRM
to sell trips, not push paperwork.
Visual Kanban pipeline
Drag and drop opportunities between stages. See your entire sales portfolio at a glance.
Automatic tasks
Follow-up tasks are created automatically based on your rules. Never forget to contact a client again.
Smart follow-up
Set how many working days to wait between follow-ups. The system takes care of the rest.
Conversion analytics
See at which stage you lose the most sales — and why. Make decisions based on real data.
Automations
Automatic emails on stage changes, notifications, task creation. All without lifting a finger.
Travel Memory with AI
One year later, an AI-written, heartfelt email relives the trip and encourages the next booking.
What to look for in a CRM
for a travel agency.
It should understand how a trip is sold
A generic CRM talks about contacts, deals and quotes. A travel agency also needs destination, dates, number of travellers, suppliers, net rates, booking references and departure date. In Manglar, that data lives inside the opportunity itself: when it moves to the Booking stage, supplier management opens up with net rates and margins, passenger details and part payments.
Follow-up shouldn't depend on your memory
A quote that's sent and never chased goes cold, and follow-up is the first thing to slip on a busy day. You decide how many working days to wait before revisiting a quote, and the system creates the task and the reminder in the agent's calendar. When an opportunity is marked as lost, the reason is saved — so a few months in, you can see exactly where your sales are slipping away instead of guessing.
It should tell you whether a trip makes money
High revenue isn't the same as profit. With each supplier's net rate loaded into the booking, the file's margin works itself out. If you want to run the numbers before committing to anything, use our margin calculator for travel agencies — it's free, no sign-up required — and see what you actually keep on a specific trip.
It should close the legal side of the trip
Spanish package travel law requires you to hand the traveller a copy of the contract — and it's precisely the paperwork that gets forgotten in the rush. When you confirm the booking, Manglar generates the contract and sends it out for signature. If you're not a customer yet and need yours, you can generate a personalized package travel contract template (under Spanish law) with your agency's details and receive it as a PDF.
If you'd rather see it with your own cases, take a look at plans and pricing or book a 30-minute demo and we'll show you the pipeline running with the kind of trips you sell.
Related features
Ready to transform
your agency?
Create your free account and see how Manglar helps you sell more trips with less effort.