Quote leads
Track customer requests by destination, date, trip type, and budget.
Payment follow-up
Monitor invoices, deposits, balances, and supplier payment deadlines.
Travel deals
Manage destination, supplier, start price, availability window, and display status.
Lead Pipeline
Sample CRM table
This static table shows the data model to build when a backend is connected.
| Lead | Trip | Budget | Status | Next Step |
|---|---|---|---|---|
| Amandeep K. | India flight for family visit | CA$4,000 | Quote needed | Compare fare options |
| Jordan P. | Mexico all-inclusive | CA$2,500 | Contacted | Send resort shortlist |
| Sofia R. | Honeymoon in Hawaii | CA$6,000 | Deposit pending | Send payment link |
Automation checklist
- New lead email to agency inbox and customer confirmation.
- CRM record created with source page and campaign tag.
- Payment reminder after quote acceptance.
- Booking confirmation sent after supplier confirmation.
- Post-travel review request and future-deal email opt-in.