CLIENTS MODULE
Get to know your clients and manage their expectations
Welcome to TravelContact’s Contact Manager. Have all your clients and prospects in one place, easy to access, with complete individual profiles comprising more than 250 travel related preferences.

Unlimited profiles, all in one place
Client database were you can manage your contact list and Client profile were you can get to know your clients to the last detail and keep track of all their travel history and preferences.

CLIENT DATABASE
Manage your contact list
Find all clients, shared clients, leads and prospects listed with their most relevant details so you can easily segment your database.



CLIENT DATABASE
Everything you need, and much more
Keep track of all their travel history and preferences. Add as much or as little information as you want.
General information
All basic client details.
- Personal information. Includes emergency contact, sub travelers, phone number, email, important dates and addresses.
- Also keep track of your client’s professional information, medical history and social media accounts.


Networks
Link clients to each other based on their relationships. This will enable you to create group trips with a simple click.

MORE FEATURES
Travel numbers
Keep note of your clients’ travel numbers and loyalty programs and know which airlines, hotels and car rentals they regularly use and accumulate points for.
Agency information
Internal section to manage your clients and set their privacy levels, share them with others in your company or assigned them to a group of advisors.
Documents
Easily save client documents to the cloud and be able to download and access at any time, from anywhere, you can either drag and drop a file from the cloud or you can browse your files.
Custom Fields
Need more detail? You can customize the client section by adding new personalized fields based on your company’s needs. You can set the privacy levels and even manage restrictions and field types.
Try TravelContact for free
TravelContact is an operational, project management and transactional platform specialized for all travel experts.