WeTravel CRM: Contacts

The Contacts section is your central database of leads and customers.
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Here, you can view and manage all your contacts, along with their activity, bookings, and communication - all in one place.
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Contacts are displayed in a table view, sorted by creation date.
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This table includes all your leads and customers, created through:

You can create a new contact directly from this page by clicking Create Contact and entering the contact details. Only the email address is required.

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You can search your existing contacts by name, email, or phone number, and you can also filter them based on the following criteria:

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Don’t worry if you select multiple filters at the same time - they don’t cancel each other out.

You can edit the columns and select which ones to show in your overview by clicking on “More Actions” and “Edit Columns”:
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You can rearrange the columns by dragging and dropping them in the order you prefer. If needed, you can select all or deselect boxes to exclude the information from the table. After making your edits, click Apply to save your preferences.

Once you've set desired filters and columns, you can export contacts via the “More Actions” button:
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You can access the full contact details by clicking directly on the lead or customer row, or by opening the three-dot menu and selecting “View Details.”

This section displays the contact’s information, general details like status, trip count, last booking date, and total amount booked, as well as any notes and tags. You’ll also find a list of trips they’ve shown interest in through inquiries, and any additional information captured via custom fields.

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You can update the contact’s details, including adding notes and other information. These updates are specific to the CRM and won’t affect other areas of the platform.

In the contact overview section, you can add new tags, remove tags from a contact, and apply existing tags from the list (note that tags cannot be permanently deleted at this time). You can assign up to 25 tags to a contact, and these tags will help you quickly find the right contacts when filtering:
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Under the Activity section, you can view a timeline of all interactions, including bookings, payments, inquiries, and internal updates.
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Under the Messages section, Pro users can connect their Gmail or Outlook email account to send messages and view past email exchanges with the contact (click here to learn how to connect your email).
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You can also manage your full email history, compose new messages, save drafts, and filter conversations by Unread, Inbox, Draft, or Sent — all in one place.
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Under the Trips section, you can view all trips the contact has booked, along with high-level booking details. You’ll also find direct links to the Manage Trip and Manage Booking pages, as well as any checkout info and participant tasks if the contact is a participant on that trip.

The CRM includes several automated features that keep your contact data accurate and up to date without manual effort. Key values such as total amount booked, number of trips, and last booking date are updated automatically in real time. Contact details, such as full name and email, will automatically update to reflect any changes made by the buyer in their profile page. The system updates interested trips based on inquiries, maintains trip history from booking data, and records all interactions in the activity timeline - giving you a complete, always up-to-date view of each contact.

Can team members access the CRM?

Yes, team members can access the CRM as long as they have access to all trips and the “Send messages to participants” permission is enabled. Without these permissions, the CRM will not be accessible.

Is the CRM a Pro feature?

The CRM is available on both Basic and Pro plans. On the Basic plan, you can use core features such as contacts, opportunities, and custom fields and forms. Pro plans include additional capabilities like CRM messaging, email tracking, and AI-powered email drafting.
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Can I import contacts from another system into WeTravel?

Importing contacts isn’t currently available as a self-service feature. If you’d like help bringing your contacts into WeTravel, our team will be happy to assist — just reach out to us at info@wetravel.com!
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Do my team members, or I, need to connect our own email addresses to view messages on the contact page?

No. As long as there are existing messages between a contact and any connected email account, that message history will be visible on the contact page.

How does a shared email account work?

A shared email account allows any team member with CRM access to send emails using that address. All connected email accounts are added to the organizer’s profile, and they can be marked as shared so the other team members can use them. When sending a message, the user can choose which email address to send it from. Read more here.

What happens if my customer updates their details (e.g., email) in their WeTravel account?

When a customer updates their details in their WeTravel account, key information such as name and email is automatically reflected in the corresponding CRM contact. This helps keep your contact records up to date without manual updates.
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If a customer changes their email, the CRM updates it automatically. The new email becomes the primary, while the previous email remains the secondary. In some cases, a new contact may still be created depending on how the booking or interaction is linked.

Can I delete the contact I no longer need?

To delete a contact, go to the Overview section, locate the contact, click the three dots, and select Delete Contact. This won’t affect any bookings or booking data, but it will permanently remove all information linked to that contact.
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​​​What happens if I disconnect my connected email - will my messages still be saved?

After you disconnect your email, only the incomplete drafts stored in your browser will remain visible. No other messages will be available.

Does this feature work on both mobile and web browsers?

Both the web and mobile versions of CRM are fully accessible to you and your team members, provided they have the necessary permissions.

Please contact us if you have any other questions. We will be happy to help!