Centralise your enquiries, clients and documents and follow every trip.

A family, a group, a company sending its staff: the client who pays is not always the one who travels.

• Enquiries and opportunities by stage Available

  Pipeline as a list and a kanban, with amount, owner and next action.

• Activities, reminders and calendar Available

  Dated calls, meetings and follow-ups, with a reminder before they are due.

• Relationships between contacts Beta — your administrator enables it

  The payer, the travellers, the corporate client’s contact, the local partner: every link has a role and its inverse.

• Custom fields Beta — your administrator enables it

  Destination, dates, number of travellers, preferences: on the lead, the opportunity and the contact, filterable in lists.

• Sales dashboards Available

  Pipeline, lead conversion and team activity, in the built-in dashboards.

A passport that expires before the return date, a visa to renew: the deadline is on the record, and the reminder goes out by itself.

• Configurable document types

  Passport, visa, travel insurance, electronic travel authorisation: you define the types and their rules.

• An expiry date on every document

  Attached to the traveller’s record, with a register of all the agency’s documents.

• Reminders before and on expiry

  In the app and by e-mail, every morning, for whatever is about to expire.

What you need: In beta, on every plan, switched on in Apps & Features. Documents attach to the traveller (the contact), not yet to the opportunity.

The same level of service on every file, whichever advisor handles it.

• Needs questionnaire

  Budget, travel style, constraints: yes/no, choice, number, date or free text, filled in on the opportunity.

• A checklist per type of trip

  Sections, required questions and versioned templates: a tour’s checklist is not a stay’s.

• PDF export

  The completed checklist exports to PDF for the file.

What you need: In beta, on every plan, switched on in Apps & Features.

The proposal is a VIA ERP quote: each service is a line, and nothing is re-keyed afterwards.

• Quotes as PDF, with versions Available

  Several versions of the same proposal, line discounts and taxes.

• Either-or variants Beta — your administrator enables it

  Two hotels or two excursion options for the client to choose from; each line’s margin stays visible internally.

• Conversion to order or invoice Available

  The accepted proposal becomes an order then an invoice, fully or in part.

The invoice comes from the accepted quote, and you see what is still to be collected.

• Invoices and credit notes Available

  Numbering per company, Tunisian VAT and stamp duty.

• Payments Available

  Payments recorded on the invoice, and what is still due.

• Connected accounting Available Business+

  Invoices feed the accounting without re-keying.

Today the enquiry is entered by the agency or imported. Automatic capture from your channels is not open yet.

• Enquiries entered or imported Available

  Lead record with source, contact details and owner.

• Enquiry form on your website Coming soon

  A form that creates the enquiry directly.

• Facebook / Instagram Lead Ads Coming soon

  Enquiries from your Meta ads.

• WhatsApp Business Coming soon

  Incoming conversations attached to the client.