CRM for travel agencies, built around your customers
Bring sales, marketing, and travel consultants together around shared customer and traveler information. Improve follow-up, reduce time spent searching for context, and help your teams deliver more informed, consistent service.
Built on Microsoft Dynamics 365, TravelOperations Travel CRM is designed for SMB and enterprise travel agencies that need to coordinate customer relationships across teams, departments, or offices.
Standard CRM capabilities + travel-specific functionality
TravelOperations combines Microsoft Dynamics 365 Sales with functionality built for travel agencies. Manage leads, opportunities, and customer relationships alongside the traveler information your teams need to provide informed service.
Deliver better personalized service
Give travel consultants access to traveler profiles, preferences, loyalty programs, travel documents, and communication history. Help colleagues understand each traveler’s needs and provide more personal, consistent advice.
Stay on top of inquiries and quotes
Combine lead and opportunity management with travel request details, reminders, and quote follow-up. Help sales teams and travel consultants keep track of potential business and prepare for the next customer conversation.
Reduce manual work around traveler requests
Add automation to organize incoming traveler requests, assign cases to travel consultants, and create follow-up tasks. Help teams coordinate their work and spend less time manually routing requests and tracking responsibilities.
Built for travel
Exclusively made for travel agencies and your needs
TravelOperations supports customer and traveler profiles, preferences, company travel policies, and communication history. Connections to relevant travel systems can bring booking information into the same customer context.
When a corporate traveler contacts your agency, for example, a consultant may need both the traveler’s preferences and the company’s travel policy. Keeping that information alongside previous communications helps colleagues provide consistent support when someone else takes over.
For leisure agencies, shared profiles help consultants build on previous conversations, understand travel interests, and maintain the relationship beyond a single trip.
With TravelOperations we got all the CRM functionality needed, from contact overview to pipeline management – to simple customer onboarding, easy reporting, and detailed segmentation.
Travel consultants, commercial teams, and account managers contribute to the customer relationship in different ways. Their responsibilities may overlap, and the same employee may advise customers, follow up on inquiries, and provide support.
TravelOperations combines shared information with workflows that help each team manage its responsibilities while keeping colleagues informed.
Understand the customer before the next conversation
Give travel consultants and advisors access to customer and traveler profiles, preferences, previous communications, and outstanding requests. Whether they are discussing a new trip or following up on an existing inquiry, shared information helps them continue the conversation without rebuilding the customer history.
Service cases and activity records help teams track requests and coordinate traveler support. For corporate travel, the relevant company account and travel policies add context to the individual traveler’s needs.
Sales and business development
Keep opportunities moving
Manage new business inquiries and opportunities through a structured pipeline, with clear ownership, activity history, and follow-up tasks.
Help commercial teams prepare for conversations and give sales leaders a consistent view of progress, outstanding activity, and where support is needed.
Corporate account management
Maintain continuity across client relationships
Bring company contacts, account history, and ongoing activity together so account managers can prepare for client reviews and coordinate follow-up across the agency.
A shared record helps colleagues understand previous discussions and outstanding commitments, supporting continuity when responsibilities change or several teams work with the same corporate client.
Marketing
Make communications more relevant
Use customer information to build relevant audiences and coordinate communications with commercial activity. With optional marketing capabilities, your team can create automated communication flows and track engagement to support lead nurturing, repeat business, and retention.
For leisure agencies, this can help maintain contact around customers’ travel interests. For TMCs, it can support relevant communication with corporate prospects and client contacts.
Automation and AI
Get an unfair advantage with Microsoft Copilot and AI agents
TravelOperations is powered by Microsoft Dynamics 365. That means you get access to Microsoft Copilot – one of the world’s leading AI tools.
Copilot can help eliminate time-consuming manual tasks and enable sales and travel agents to work smarter before, during, and after meetings via seamless collaboration in Microsoft Teams and Outlook, auto-generated meeting summaries, and intelligent action lists.
With Copilot and AI agents, your marketing team gets a helping hand for segmentation, drafting emails, and much more!
Part of the connected business platform
Connect customer relationships with operations and finance
Travel CRM can be implemented independently to address your immediate customer management priorities.
When combined with TravelOperations ERP/mid and back-office, customer and commercial information can connect with booking, operational, and financial context on the same Microsoft Dynamics 365 foundation.
This broader view helps teams understand the relationship alongside the work involved in delivering travel and the financial outcomes behind it. Connected information can support coordinated follow-up, broader reporting, and automation across departments.
With TravelOperations CRM you can choose to start small with just the Core CRM and add features, functionalities, and integrations once your travel agency is ready for more. Or you can opt for the full solution from day one.
Our team of experts will work with your stakeholders to ensure your Travel CRM is implemented smoothly into your business with minimal downtime. We work with your stakeholders to plan and implement your Travel CRM using a proven implementation approach. Your dedicated customer success team helps you make the transition and get the training your people need to use the system confidently in their daily work. Our team of experts will work with your stakeholders to ensure your Travel CRM is implemented smoothly into your business with minimal downtime.
Continue improving after go-live
With ongoing support and travel technology expertise, we help you make more of your CRM as your agency’s needs develop. You can introduce additional functionality and integrations over time, with a partner who understands your business and supports its next steps.
FAQ
Frequently asked questions about CRM for travel agencies
What is Travel CRM?
Travel CRM helps travel agencies manage customer and traveler
information, communication history, sales opportunities, account
activity, and service requests. TravelOperations adds
travel-specific information and workflows to Microsoft Dynamics 365,
helping customer-facing teams work from shared context.
Who is TravelOperations Travel CRM designed for?
TravelOperations Travel CRM supports SMB and enterprise leisure
agencies and travel management companies. It is particularly
relevant for agencies that need to coordinate customer relationships
and activity across teams, departments, or offices.
How does Travel CRM support travel consultants and advisors?
Travel consultants and advisors can access customer profiles,
traveler preferences, previous communications, and outstanding
requests. Shared records help colleagues prepare for conversations,
coordinate follow-up, and maintain continuity when a customer speaks
with a different employee.
How does Travel CRM support corporate account management?
Account managers can work with shared company contacts,
communication history, and account activity to prepare for client
meetings and coordinate follow-up. Relevant traveler profiles and
company travel policies help connect the corporate relationship with
the people the agency serves.
How does Travel CRM differ from a general CRM?
Travel agencies manage relationships involving customers, corporate
clients, bookers, and travelers. TravelOperations supports this
context through travel-specific profiles, preferences, company
travel policies, workflows, and connections to relevant travel
systems.
Can Travel CRM connect with our existing systems?
Yes. TravelOperations Travel CRM is powered by Microsoft Dynamics
365, which supports integration through APIs built on open standards
and Microsoft Power Platform connectors. This provides a flexible
foundation for exchanging data and connecting workflows with the
systems your agency already uses.
Depending on the systems involved, connections can use existing
connectors or custom integrations. We work with you to assess the
available integration options and define which information and
processes need to connect.
Do we need to implement TravelOperations ERP at the same time?
Travel CRM can be implemented independently. Agencies can introduce
ERP/mid and back-office later or implement both together to connect
customer, operational, and financial processes on the same Microsoft
Dynamics 365 foundation.
Is marketing automation included?
Marketing capabilities are optional. The appropriate scope depends
on your requirements for segmentation, customer communications,
lead nurturing, and campaign management.
Discover how disconnected systems create manual work, increase operational costs, and make it harder for travel agencies to scale, automate, and adopt AI.
Understand how travel agencies are adapting to rising operational complexity, changing customer expectations, and increasing pressure on sales and service performance.
