RapidCRM brings customers, enquiries, bookings, payments, documents, follow-ups and team performance into one clear workspace built specifically around how travel agents actually work.
Stop stitching the day together from inboxes, spreadsheets, supplier portals and handwritten notes. RapidCRM gives the team one operational record around every customer and booking.
Capture the enquiry, assign a consultant, record quote options and keep every follow-up visible until the customer books or declines.
Keep supplier references, booking references, passenger details, costs, selling price, margin and booking status together.
Track deposits, discounts, payment allocations, due dates and balances without turning the CRM into the payment processor.
Upload confirmations and booking documents, keep an activity history and make the customer paperwork process easy to check.
Today’s calls, quote chases, balance reminders and customer actions are surfaced clearly so opportunities do not disappear.
Targets, commission, reconciliation, audit history, permissions and team reporting give managers a live view without micromanaging.
RapidCRM follows the journey from first contact through to travel and repeat business instead of forcing travel into a generic sales pipeline.
The day starts with the work that needs attention, not a blank dashboard.
| Activity | Owner | Status |
|---|---|---|
| Tenerife enquiry created | Sarah | Open |
| Quote sent · 3 options | Sarah | Sent |
| Follow-up scheduled | Sarah | 29 Sep |
| Booking confirmed | Sarah | Confirmed |
| Documents uploaded | Manager | Complete |
| Consultant | Sales | Profit | Target |
|---|---|---|---|
| Sarah M. | £92,410 | £13,862 | 112% |
| Daniel K. | £81,260 | £12,189 | 104% |
| Amy L. | £76,900 | £11,535 | 98% |
See the numbers, the workload and the exceptions that actually need attention.
Tell us how your team handles enquiries, bookings and after-sales today. We’ll show you where RapidCRM fits — without asking you to rip out the systems that already work.