Pipeline

Track Every Inquiry
from Start to Finish

Follow every lead from first contact through to confirmed booking. Workflow status tracking keeps your pipeline clear and your team aligned.

Workflow status pipeline

Every inquiry moves through a clear pipeline so nothing falls through the cracks.

New In Progress Quoted Follow Up Confirmed Completed

Inquiry features

Client-Linked Inquiries

Each inquiry is tied to a client record, giving you full context including past trips and preferences.

Workflow Status Updates

Move inquiries through your pipeline with one click. Each status change is logged in the audit trail.

Itinerary Conversion

Convert any inquiry into a full itinerary with one click. Client details carry over automatically.

Audit Trail

Every status change, edit, and interaction is logged with timestamps and user attribution.

Team Visibility

All team members can see inquiry status. Assign inquiries and track who's handling what.

The inquiry journey

1

Client makes contact

Create an inquiry from the client's record.

2

Capture requirements

Record destination, dates, budget, and preferences.

3

Build the itinerary

Use AI or manual builder to create the trip plan.

4

Send & follow up

Email the itinerary PDF and track responses.

5

Confirm booking

Mark as confirmed and the trip is ready to go.

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