Follow every lead from first contact through to confirmed booking. Workflow status tracking keeps your pipeline clear and your team aligned.
Every inquiry moves through a clear pipeline so nothing falls through the cracks.
Each inquiry is tied to a client record, giving you full context including past trips and preferences.
Move inquiries through your pipeline with one click. Each status change is logged in the audit trail.
Convert any inquiry into a full itinerary with one click. Client details carry over automatically.
Every status change, edit, and interaction is logged with timestamps and user attribution.
All team members can see inquiry status. Assign inquiries and track who's handling what.
Create an inquiry from the client's record.
Record destination, dates, budget, and preferences.
Use AI or manual builder to create the trip plan.
Email the itinerary PDF and track responses.
Mark as confirmed and the trip is ready to go.
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