For travel agents and agency teams
Keep the customer’s inquiry, trip details and billing within reach of the same team. The Sky Venture gives travel agents a shared CRM workspace for client records, leads, quotations, itineraries and invoices.
Explore the workflow with your own agency records.
Organize leads by pipeline stage and keep contact details, destinations, travel dates and passenger counts with the inquiry. Staff can review the context of a trip before preparing a quotation or making a follow-up. Selected CRM clients can also be linked to inquiries captured by the travel extension.
Work with quotations and day-wise itineraries as the trip takes shape. Keep the client details and travel requirements in the CRM, so the next person working on the inquiry has a useful starting point. Branded tickets and hotel vouchers support the later stages of the same trip.
Move from reviewed booking details to a CRM invoice without retyping the customer’s information across separate tools. The extension continuation flow checks that the browser and extension use the same account before invoice creation. Leads and invoices remain agency-scoped.
A travel CRM organizes customer relationships around inquiries and trips. In Sky, client records sit alongside travel leads, quotations, itineraries, invoices and agency accounting.
Staff accounts work within their agency’s CRM scope. Review your staff access and account setup before giving a team member access to customer or financial records.
The travel capture extension can send reviewed flight or hotel details to a CRM lead. Repeated syncs within the same capture session reuse that lead and preserve staff follow-up notes.
The Sky Venture