Sales & customers
Leads, quotes, invoices and a portal invite so customers can see trips, documents and balances themselves.
Travel CRM
The CRM Built Around Travel Agency Operations
Manage enquiries, customers, quotations, bookings, issuance, suppliers, payments, teams and reporting from one connected platform.
Travel CRM
Agency workspace · sample data
Today's leads
12
Booked this month
31
Open AR
£18,420
| Customer | Enquiry | Status | Agent | Value |
|---|---|---|---|---|
| Amina Rahman | Family package | Quoted | S. Malik | £4,280 |
| James Whitaker | Group booking | Invoiced | A. Cole | £11,640 |
| Noor El-Sayed | Hotel + flights | Follow-up | J. Reid | £2,150 |
| Harborline Travel | Corporate travel | New | Unassigned | — |
Sample interface only. Names and figures are fictional.
Sales, operations and finance on the same booking
Shift Intelligence Travel CRM is a flagship product for travel agencies. It connects the first enquiry to quotes, invoices, service issuance, supplier payables and a customer portal — so the office is not coordinating the same trip across spreadsheets and chat threads.
Issuance & suppliers
Flight, hotel, transport and visa lines move through an issuance queue, then into supplier payables.
Teams & finance
Receivables, payables, bank and cash ledgers, VAT summaries, attendance and internal communication under one organisation.
Quotes that become bookings
Build a detailed quotation with flights, hotels, transport and extras. Cost stays internal; the customer receives a branded PDF. When the sale is confirmed, the same record converts to an invoice without re-keying the trip.
Sample quotation
QT-10482 · Amina Rahman
£4,280.00
Flights · LHR–JED return£1,640
Hotel · 7 nights, twin£1,890
Airport transfers£210
Visa processing£540
Customer portal · sample
Trip documents
- Invoice INV-2291Balance £420
- E-ticketsReady
- Hotel voucherReady
- Transfer voucherPending issuance
A portal that reduces office follow-up
Invite a customer from a lead or invoice. They sign in to view trip details, tickets, vouchers, invoices and payment history — so the team spends less time resending files.
Finance the agency already has to run
Invoices, customer receipts, payment approvals, supplier ledgers, bank and cash accounts and VAT summaries sit next to the booking — using fictional sample balances below.
Receivables · sample
£18,420
Outstanding across 14 invoices
Payables · sample
£9,760
Open supplier balances
Platform capabilities
Lead Management
Capture enquiries from the office or the website, assign an agent, and keep status, comments and follow-ups on the same record so nothing sits in a personal inbox.
Quotes
Build multi-service quotations with flights, hotels, transport and extras. Cost and sell prices stay internal; customers receive a professional branded PDF.
Invoices
Convert a won quote into an invoice, record receipts, and keep a history of changes. Agents can submit payments for review before they post.
Customer Portal
Invite a customer from a lead or invoice. They sign in to view trip details, download tickets and vouchers, check balances and see payment history.
Flights, Hotel, Transport and Visa Workflows
Each service line lives on the booking: itineraries, hotel nights, transfer legs and visa applications, with supplier, cost and sell held separately from what the customer sees.
Service Issuance
Send flight, hotel and related lines to an issuance queue. Staff confirm supplier, cost and reference, then mark the line issued so payables can follow.
Supplier Management
Keep an approved supplier list, attach costs to issued services, and review billed, paid and outstanding amounts by supplier.
Accounts Payable
Open AP lines from issued services and standalone bills, with supplier ledgers, running balances and the option to settle several lines in one payment.
Accounts Receivable
See invoiced amounts, receipts and outstanding balances by customer, invoice and team.
Bank & Cash Management
Organisation-wide bank and cash accounts with receipts, supplier payments, transfers and running balances.
VAT / Accounting
Support for purchase VAT on supplier bills, VAT summaries, recognised sales, margins and related financial reports — designed for day-to-day agency finance, not as a substitute for a full statutory accounting product unless specified.
Team Management
Agents, roles and teams under one organisation. Data can be scoped so branches share suppliers where needed without mixing every record.
Tasks & Calendar
Schedule follow-ups, office visits and operational tasks alongside travel dates so sales and operations see the same diary.
Attendance
Clock-in and clock-out with presence tracking and admin attendance reports — useful for office-based teams that do not want a separate HR product for this.
Internal Communication
Channels and direct messages inside the workspace so sales, issuance and finance can coordinate without moving the conversation to personal chat apps.
Reporting
Team leads, bookings, daily sales, payables, receivables and travel-date views — built from the same records staff already update.
Customer Documents
Attach tickets, vouchers, visas and support files once. They appear on the booking and, where invited, in the customer portal.
Multi-Team / Branch Operations
Run more than one team under the same company with shared supplier lists, allocated staff and reporting that can be viewed by team or across the organisation.
Documents stay on the booking
Tickets, vouchers, visas and support files are attached once and can appear in the portal when the customer is invited.
Teams, tasks and attendance
Multiple teams under one organisation, a shared task calendar, and optional clock-in/out so office presence is visible without a separate HR product.
See the platform with your process in mind
Request a demonstration using sample data. We will walk through enquiries, quotes, issuance and finance without exposing any live customer records.
Need something adjacent, not a full travel build?
Sales CRM, call center workspaces and custom CRM projects use the same product thinking — a system shaped around the work, not a generic contact list.