The WeTravel CRM helps you manage your entire sales flow end-to-end — from the moment a traveler shows interest to the moment they book and return again.
It brings your contacts, opportunities, and communication into one place, so you can stay organized, respond faster, and convert more inquiries into confirmed bookings.
What you can do with the CRM
Capture traveler interest through forms and inquiries
Track and manage opportunities from first contact to booking
Respond quickly with AI-assisted replies and keep conversations organized
Share proposals and convert leads into confirmed bookings
Build long-term relationships with your travelers
How the CRM works
The CRM is built around your full sales journey:
Capture demand – Collect traveler interest through forms
Manage opportunities – Track inquiries and move them through your pipeline
Respond quickly – Engage leads and increase conversion
Share proposals – Send trip details and offers
Track bookings & communication – Convert opportunities into confirmed trips
Drive repeat bookings – Build long-term customer relationships
👉 Tip: Make sure your inbox is set up so you can send and receive messages directly from the CRM — learn how to connect your email here.
CRM structure: 3 key areas
The CRM is organized into these main sections:
1. Opportunities
Your sales pipeline.
Track potential bookings linked to your contacts, from first inquiry to confirmed trip. Move opportunities through stages, manage proposals, and ensure no deal is missed.
👉 Learn more: WeTravel CRM: Opportunities
2. Contacts
Your customer database.
Store and manage all traveler information in one place, including communication history, bookings, notes, and activity across trips.
👉 Learn more: WeTravel CRM: Contacts
3. Fields
Your custom data layer.
Create and manage custom fields to tailor your CRM to your business - from traveler preferences to internal tags and segmentation.
👉 Learn more: WeTravel CRM: Fields
Please contact us if you have any other questions. We will be happy to help!