spreadsheet, email, CRM → dashboard
Your Entire Client Pipeline, Organized
Stop juggling spreadsheets, email threads, and sticky notes. TravelTree’s Travel CRM gives DMCs and travel agents a clear, centralized view of every inquiry, offer, and booking — from the first message to the final review.
What You Can Manage
Requests & Leads
Track every incoming inquiry from the moment it arrives. Assign it to a team member, set a follow-up, and move it through your pipeline without losing a single detail.
Offers & Proposals
Link quotes and itineraries directly to a client record. See at a glance which proposals are pending, accepted, or waiting for a response — and follow up at the right moment.
Client Profiles
Build a complete picture of every traveler: preferences, past trips, special requests, and feedback. Use this knowledge to personalize every future offer and build lasting loyalty.
Supplier Contacts
Store all your supplier information alongside the trips that use them. No more digging through inboxes to find a hotel contact or local guide’s number.
Traveler Feedback
Collect and save reviews and notes from past trips. Use real client insights to refine your services and win more bookings.
Why Travel Agents and DMCs Love It
Part of a Complete Travel Business Platform
The TravelTree CRM doesn’t stand alone — it’s fully integrated with the AI Itinerary Builder, Quote Calculator, Accounting & Operations tools, and Agent Commissions. Managing a trip from first inquiry to final payment has never been this seamless.
All client data is stored securely on GDPR-compliant servers in Germany and is never shared or used to train AI models.
Ready to bring order to your client relationships?
Questions We Hear a Lot — Answered Honestly
What is the Travel CRM in TravelTree?
The Travel CRM is a built-in client relationship management tool designed specifically for DMCs and travel agents. It lets you track incoming requests, manage client profiles, store supplier contacts, link offers and itineraries to each deal, and save traveler feedback — all in one place, without needing a separate CRM tool.
Do I need a separate CRM if I use TravelTree?
No. TravelTree’s CRM is built directly into the platform, so your client records are always connected to the itineraries, quotes, invoices, and payments you create. There’s no need to switch between apps or copy-paste data.
Can I connect TravelTree's CRM with my existing CRM software?
Yes. The simplest way is to paste the TravelTree itinerary or quote link directly into your current CRM. If you need deeper integration, we can build a custom API connection between TravelTree and your existing tools — Pro plan users often get this at no extra cost.
What client information can I store in the CRM?
You can save client contact details, travel preferences, special requests, past trip history, and feedback after each trip. This helps you personalize future offers and build stronger long-term relationships with repeat travelers.
How does the CRM handle incoming requests and leads?
Every new inquiry is automatically captured in the CRM — including requests submitted through a booking form that you can easily embed on your website. Once a request comes in, you can assign it to a team member, set follow-ups, and track it through your pipeline. Each request links directly to a quote or itinerary, so nothing gets lost between the first message and the final booking.
Can I manage supplier contacts in the CRM too?
Yes. Alongside client profiles, you can store supplier information and link specific suppliers to the trips that use them — so your hotel contacts, local guides, and activity providers are always just a click away.
Is the CRM accessible by my whole team?
Yes. Multiple team members can access and update client records, making it easy to collaborate, hand off inquiries, and keep everyone aligned on each booking’s status.
Can I save client feedback and reviews for future reference?
Absolutely. After each trip, you can log traveler feedback directly in the client’s profile. This is valuable both for improving your service and for personalizing future trips for the same client.
Is client data in the CRM secure?
All data is stored on GDPR-compliant servers in Germany, backed up regularly, and accessible only to your company. Client itineraries and offers are shared via secure unique links, protected from bots and unauthorized access.
Can TravelTree customize the CRM to match how my business works?
Yes. Every travel business operates differently, and TravelTree’s Pro plan includes tailored development. If you need custom fields, workflows, or integrations specific to your agency or DMC, we’ll build them — often at no extra charge.
Is there a free trial to test the CRM?
Yes — you can start a free trial and explore all features, including the CRM, with no commitment. You can also book a demo if you’d like a guided walkthrough.