CRM and lead management software for group travel
Before a group trip is sold, there’s a phase that decides a good part of the business: the pre-sale. Quote requests arrive from the website, from agents, from social media ads, and one of the bottlenecks is those opportunities getting lost along the way — a request nobody answers in time, a customer who already bought from you still being chased, a lead with no owner. A CRM built for the group travel operator keeps those opportunities from going cold and connects the pre-sale with the sale.
TourKnife is the group travel software that captures, centralises and manages your leads — the quote requests — and connects them with bookings and with each customer’s history.
And if you’ve already sorted out lead capture but you have other needs — selling online, coordinating suppliers or generating travel documentation — remember that TourKnife does everything a group travel operator needs. Discover all the features.
A single record for each customer, with their whole history
At the heart of the CRM is the person: the single record for each customer, which stores their data just once no matter how many trips they book or quotes they request. When someone requests information again with a detail you already know — their email, say — TourKnife recognises them and links them to the record that already exists, rather than duplicating it. So when you open a customer’s file, you see their whole history at a glance: their bookings, their requests and their payments. And because the customer fields are extendable, you request exactly the data your business needs.
Leads arriving from all your channels, in one place
A lead is a quote request from a prospective customer who hasn’t booked yet, and TourKnife collects them wherever they come from: the public form on your website or your agents’, the internal entry by your team after a call, your agents’ intranet, or directly from Facebook and Instagram ads, which come in by themselves without copying anything by hand. Every request lands in the same list, with the campaign source it arrived with, so no opportunity stays off the radar.
Statuses and situations: the pipeline the way you work it
Each lead moves through statuses that reflect its situation in the system — new, assigned, replied, completed, closed — and some move by themselves: a lead becomes assigned when it has an agent, and completed when a booking is linked to it. On top of that, you define your own commercial situations — “pending call”, “negotiating price”, “closed without sale” — with the names, colours and order you want. You have the mechanical pipeline the system controls and, on top, the commercial reading you design — two independent axes for governing your pre-sale.
Each lead with its owner and its follow-up
A lead with no owner is a lost lead. TourKnife assigns an agent to each request and records who’s handling it, where it stands and when the next action is due. You can prioritise by quality, filter by owner or by situation, and — very usefully — when you mark a sale, the system offers to review the other leads from that same person, in case it’s worth closing them. Commercial management stops living in each salesperson’s head and becomes a visible, shared process.
From request to booking, and communication from within the lead
The CRM isn’t isolated from the sale: when a lead comes off, it’s linked to the booking and marked as completed, closing the loop between pre-sale and sale over the same customer. And all the communication is done from within the lead: you send template emails to the customer, combine the status change with the send in a single step, and everything is recorded. What’s more, you can automatically alert the responsible agent the moment a new lead comes in, so no request waits unattended.
Frequently asked questions
What is a lead in TourKnife?
A quote or information request from a prospective customer who hasn’t booked yet. It’s the pre-sale’s unit of work, with its associated customer, the data of the trip of interest and the commercial-management information.
Which channels can it capture leads from?
The public form on your website or your agents’, your team’s internal entry, your agents’ B2B intranet, and Facebook and Instagram ads, which come in automatically. They all arrive in the same list with their campaign source.
Can I adapt the pipeline to my commercial process?
Yes. As well as the statuses the system controls, you define your own commercial situations with name, colour and order, and move them by hand as you work each lead.
Does the CRM connect with bookings?
Yes. When a lead comes off, it’s linked to the booking and marked as completed, and each customer’s history brings together their leads, their bookings and their payments in a single record.
Can I alert the salesperson when a request comes in?
Yes. You can configure an automatic alert to the responsible agent the moment a new lead comes in, plus a confirmation email to the customer.