From the first enquiry to final payment, paperwork, follow-up and management reporting — RapidCRM keeps the operational side of your agency in one clear system.
Keep contact details, travel history, notes, enquiries and bookings together.
Track new enquiries, multiple quote options, statuses, consultant ownership and follow-ups.
Give consultants a clear daily list of what needs attention and when.
Capture supplier references, protection references, travel details and booking status.
Manage passenger names, middle names and group allocations against the booking.
Staff see their own workload while managers retain the wider agency view.
Track deposits, instalments, outstanding balances, discounts and payment history.
Allocate payments to individual passengers while retaining the overall group position.
Record cash, bank, debit, credit and voucher transactions for manager checking.
Record cost, selling price and gross profit with appropriate role controls.
Completed bookings can move into a manager review queue before accounts are finalised.
Give management visibility of sales performance, targets and consultant commission data.
Keep customer paperwork and relevant booking documents accessible from the record.
Record customer acknowledgement, signature, printed name and date where required.
Record corrections and amendments clearly rather than losing context in emails or notes.
Maintain a useful operational history of conversations, changes and actions.
Important administrative actions remain attributable to the person who made them.
Keep frequently used customer communications ready for the team without rewriting them.
Surface the brands your business operates from one dashboard, including configurable logos and backgrounds.
Structure access for staff, managers, administrators, super administrators and owners.
Review sales, gross profit, conversion, historical performance and consultant activity.
Capture internal ideas and improvements with appropriate administrative controls.
Keep useful supplier, operational and internal resources close to the team.
See outstanding checks, follow-ups and team activity without chasing spreadsheets.
Use the public demonstration workspace to explore RapidCRM at your own pace.