Travel & Hospitality

Convert trip enquiries while they’re still planning

Travel buyers compare several agencies at once. Fast, well-informed follow-up is what wins the booking.

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The challenge

What slows teams down

  • Seasonal enquiry spikes
  • Itinerary details lost between calls
  • No clear view of quotes sent versus bookings

Trip details on the lead

Destination, dates and travellers as custom fields.

Quick distribution

Spread seasonal spikes evenly across the team.

Pipeline value

See quoted versus booked value at a glance.

Example setup

How a travel & hospitality team configures it

A starting point — your admin can rename, add or reorder any of these.

Lead statuses

  1. New
  2. Itinerary shared
  3. Quote sent
  4. Negotiation
  5. Booked
  6. Lost

Custom fields

  • Destination
  • Travel dates
  • Travellers
  • Budget
  • Package type

Set up VM CRM for your travel & hospitality team

Send us a sample of your lead sheet — we’ll show it imported, distributed and in the calling queue.