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The Sugati–Wetu integration for image-rich itineraries without leaving your operational core

In luxury travel, confidence comes from knowing everything sits exactly where it should. The Sugati Wetu integration supports that confidence by bringing operational control and visual content into one connected workspace.

Your pricing stays accurate. Your suppliers remain aligned. As a result, client expectations stay clear — and when it’s time to present a proposal, nothing feels rushed, fragmented or improvised.

However, for many travel teams, this final step still involves switching between systems. Costing lives in one place, while content sits elsewhere. Presentation happens somewhere else again — not because the tools are wrong, but because they were never designed to work together.

The Sugati–Wetu integration: when operations and presentation align

Sugati is designed to act as the operational foundation of a travel business. Pricing logic, margins, client data and supplier detail all live in one Salesforce-native environment built for clarity and control.

WeTu, meanwhile, serves as the global reference point for travel content. Destinations and suppliers keep imagery, descriptions, videos and translations accurate and current.

Until now, these strengths typically sat side by side rather than together. Operational certainty lives in one system, while visual storytelling lived in another. Over time, that separation created friction — subtle, but persistent.

Reducing proposal friction in a content-first travel CRM

When content and costing live in different systems, confidence is always delayed.

The Sugati–Wetu integration removes that separation. Instead of exporting data or linking out to external pages, Sugati pulls WeTu content directly into its itinerary and proposal framework.

As a result, you remain in one workspace while the system handles the connection quietly in the background.

This approach does not add more technology. Instead, it allows each platform to do what it does best, without interrupting how your team works.

How the Sugati–Wetu itinerary integration works in practice

The experience remains intentionally simple.

1. Build the structure

Consultants create dates, services, accommodations and pricing directly in Sugati, using the same margin logic and controls they already trust.

2. Surface the content

Sugati identifies relevant properties and experiences, then retrieves the latest approved imagery, descriptions and media from WeTu automatically.

3. Present through your brand

Sugati places that content straight into your templates, applying your layouts, typography and structure.

Nothing duplicates. Nothing reformats. Nothing leaves the system.

The integration is best understood as a single, continuous flow rather than a series of disconnected steps.

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Why this integration matters for luxury travel teams

Faster itinerary proposals, without urgency

Proposal creation should feel deliberate rather than compressed.

By removing manual content sourcing and formatting, consultants spend less time assembling and more time refining. As a result, speed improves without introducing pressure — even during peak periods.

You respond quickly because the system stays ready, not because the team rushes.

Always-current travel content, without maintenance

Luxury travel content changes constantly. Properties refurbish. Experiences evolve. Imagery updates.

Because Sugati pulls content live from Wetu, proposals always reflect the most recent supplier-approved material. Consequently, there is no internal library to manage and no risk of outdated visuals reaching clients.

Accuracy becomes expected, not checked.

Brand-controlled proposals inside your travel CRM

When content flows into Sugati, it appears entirely within your brand framework.

Clients receive a cohesive, considered proposal rather than a hand-off to a third-party platform. Fonts, layouts and tone remain consistent, reinforcing trust at every touchpoint.

The technology stays in the background. Your brand stays front and centre.

Personalised itineraries powered by CRM data

Because Sugati holds your client data, content selection happens with context.

For example, family travellers see imagery that reflects shared spaces. Language preferences apply automatically. Destination emphasis adapts based on previous enquiries.

Importantly, this personalisation happens quietly, without adding steps to the process.

A quick check on your current itinerary workflow

If two or more of the points below feel familiar, your proposal process may be working harder than it needs to:

These signals point to system design, not team capability.

Bringing content and operational control back together

In luxury travel, presentation matters. However, it should never sit apart from operational truth.

By bringing Wetu’s content depth into Sugati’s operational core, itinerary creation becomes calmer, more consistent and easier to scale. Over time, the experience feels joined-up for your team and seamless for your clients.

Nothing extra to manage.
Nothing new to reconcile.
Just one workspace, doing its job properly.

A considered next step

If you already use Sugati, your account team can show you how the Wetu integration fits naturally into your workflows.

If Wetu already anchors your content strategy, we can demonstrate how it connects into a Salesforce-native operational environment without disruption.

Alternatively, if you are reviewing your technology stack more broadly, this integration shows what a content-first Travel CRM looks like when clarity, confidence and trust guide the design.

Book a considered demo — a short consultation to explore whether Sugati and Wetu fit the way your business works today.

 

Secure Travel Technology: Protect Your Travel Business in a Digital World

In today’s travel industry, secure travel technology is more important than ever to protect your bookings, payments, and traveller data from cyber threats. Recent cyber attacks on UK retailers, as reported in The Times (17 May 2025), demonstrate how outdated systems can leave businesses vulnerable. Therefore, at Sugati, we believe your technology should safeguard your business and empower your team.

Why Outdated Travel Tech Risks Your Business Security

Many travel companies still rely on legacy systems that lack modern travel tech security protocols. These outdated solutions create gaps that hackers exploit, risking costly breaches and damaging customer trust. However, Sugati’s platform is built natively on Salesforce, providing enterprise-grade protection from day one.

Unified Travel Software to Minimise Vulnerabilities

Using separate systems for CRM, bookings, payments, and itineraries increases security risks due to multiple integration points. As a result, Sugati’s all-in-one safe travel software centralises your data, reduces weak spots, and streamlines your operations.

Trust and Compliance: Essential Pillars of Travel Technology Protection

Your clients entrust you with sensitive information, and one breach can have lasting consequences. That’s why Sugati prioritises encryption, strict user permissions, and full GDPR compliance to keep your business and customers secure.

Navigating Global Compliance with Confidence

Travel businesses must comply with regulations like GDPR and PCI-DSS across many regions. Moreover, Sugati’s secure travel technology supports international growth with scalable, compliant tools that adapt to your evolving needs.


No legacy tech. No hidden risks. Just one secure, modern platform built for the future of travel.

[Book your free Sugati demo today and discover secure travel technology in action.]

Sugati Smart ImportSugati CRM Smart Import travel itinerary builder interface

If you’re looking for a powerful and easy-to-use smart import itineraries tool, you’re in the right place.

Here at Sugati, we understand how important it is to provide your clients with beautifully designed, detailed travel itineraries. But we also know how long it can take. Manually pulling together trip details – including content from your DMCs, suppliers, and costings – eats up valuable hours. Hours you’d rather spend engaging with your clients..

That’s why we’ve created the Sugati Smart Import Itineraries tool – a game-changing feature of our Salesforce-native travel itinerary builder.

Now you can directly import day by day itinerary data – everything from trip details to costings – straight into Sugati’s Trip Planner. And within minutes you’ll have a beautifully designed, fully interactive itinerary ready to send to your clients.

Here is how Sugati’s Smart Import Itineraries works:

  1. Seamless import – Upload the details provided by your supplier or DMC directly into Sugati’s system.
  2. Interactive & engaging – Present your clients with their entire trip – complete with stunning photos, videos, maps and itineraries – created in moments.
  3. Effortless pricing integration – You can automatically include costings, to ensure a streamlined booking process.
  4. Consistently branded – Ensure every itinerary reflects your identity.
  5. A faster turnaround means more bookings – Impress your guests with detailed proposals in record time, and secure their booking.

The best part? It’s effortless. Spend less time on admin and more time delivering unforgettable travel experiences.

Want to see how Sugati travel itinerary builder can simplify your workflow and impress your clients? Get in touch today for a personalised demo and discover how Sugati’s Smart Import tool is redefining the way travel is planned, priced, and sold.

What Our Clients Are Saying

Don’t just take our word for it. Travel companies around the world trust Sugati to streamline their operations and enhance their customer experience. On the Salesforce AppExchange, our clients consistently praise Sugati for its powerful features, responsive support, and deep travel industry insight. From luxury tour operators to niche DMCs, they highlight how Sugati has transformed the way they manage itineraries, bookings, and customer relationships – all within a single, native Salesforce platform.

Sugati has transformed our business. The integration with Salesforce is seamless, and the itinerary builder is incredibly intuitive.
— Verified AppExchange Reviewer

Seamless Payments for Travel Businesses, Anywhere in the World

Taking payments shouldn’t be a hassle—no matter where your clients are. That’s why Sugati offers robust travel payment solutions, integrating with multiple payment gateway providers to give you flexibility and peace of mind when handling transactions across different regions.

With trusted partners like Stripe, Flywire, Checkout, TrustPayments, Ecommpay, and Authorize.Net, you can provide a secure and flexible payment experience tailored to the travel industry. Whether you’re processing deposits, handling final payments, or managing refunds, Sugati ensures transactions are smooth and reliable.

Our travel payment solutions allow clients to pay directly through your branded interactive itineraries. This eliminates unnecessary steps in the booking process, making it easier for customers to confirm their trips. A seamless booking and payment experience builds trust, enhances client satisfaction, and increases repeat business.

By integrating payments within your existing CRM, Sugati reduces manual effort, minimises errors, and ensures compliance with industry regulations. Whether your business operates locally or globally, our technology supports secure transactions across multiple currencies and payment methods, helping you get paid faster and with less hassle.

Why Choose Sugati for Travel Payment Processing?

Discover how Sugati’s travel payment solutions can streamline your operations and enhance your clients’ booking experience.

Get in touch today.

See what our clients from around the world are saying about Sugati! Click here to read their reviews.

Convert Enquiries to Bookings with Sugati’s Beautiful New Interactive Itineraries

At Sugati, we know that crafting the perfect travel experience starts long before the journey itself. That’s why our Interactive Travel Itineraries help tour operators create beautifully designed, engaging trip proposals that inspire clients to book and our Travel CRM for tour operators brings everything together in one seamless system, helping you manage your entire business with ease.

With our interactive travel itinerary builder, you can create beautifully designed, branded travel itineraries that captivate clients and inspire bookings. These digital, HTML-based proposals make it effortless to showcase tailored travel experiences in a visually rich and engaging way.

Why Tour Operators Love Sugati’s Interactive Itinerary Builder

  1. Create immersive travel itineraries in minutes – Easily build detailed, custom travel itineraries with high-quality images, maps, and even video clips.
  2. Enhance the client experience – Present trips in an intuitive format with key details under sections like Destinations, Flights, Accommodation, and Activities.
  3. Boost conversions with engaging proposals – Inspire confidence and excitement with beautifully structured, interactive travel itineraries.
  4. Seamlessly brand every itinerary – Keep your identity front and centre with fully customisable travel proposals.
  5. Optimised for efficiency – Save time and convert more travel enquiries into bookings with a streamlined, professional presentation.

Join leading tour operators who are elevating their client experience with Sugati’s powerful itinerary builder.

Start Creating Beautiful Itineraries today with Sugati.

See what our clients from around the world are saying about Sugati! Click here to read their reviews.

New Year. Better Integrations

New Year. New Horizons. New Integrations with Sugati.

Three ways Sugati has helped our clients over this last year.

Here at Sugati, we’ve had a remarkable year. It’s been a privilege to welcome a diverse range of new clients, and exciting to collaborate with other innovative partners to further enhance our seamless end-to-end solution and how this can lead our clients to have a more data-centric approach.

At Sugati, we love helping travel companies overcome the challenges they face.

Here are our top three from 2024:

Fragmented Technology Ecosystems

Creating spectacular travel experiences for your guests often means grappling with several different operations in a single journey. But relying on disconnected systems inevitably creates complications, with scope for inefficiencies and mistakes. We’re finding that increasingly travel businesses are keen to streamline the process by using our fully integrated travel solution for their entire operation as they gear up for a more productive 2025.

Enhancing Client Experience

Maintaining your reputation as a high-end brand depends on consistently offering a seamless journey for your clients, delivering them the right information at the right time. For this, efficient processes and robust technology are essential, and here Sugati’s tailored automation is key. With our beautifully branded client forms, our elegant itineraries (Digital or PDF) and other holiday documents, Sugati helps you deliver every touchpoint with professionalism and precision.

Data Integrity and Security

Protecting sensitive client information is, naturally, a top priority. But many travel tools can’t reliably safeguard your customers’ data, and non-integrated systems often scatter data across several platforms, leading to inevitable inaccuracies, and making it hard to have a clear overview of business operations. But Sugati centralises your guests’ data in a single, secure ecosystem. This means it’s totally safe, with the added benefit that you can effortlessly generate accurate reports and dashboards to track key performance indicators, all tailored to your company’s specific needs.

So while we at Sugati tackle these challenges for you, you’re empowered to operate more efficiently, giving your guests an even better, more streamlined experience, confident in the knowledge that all their data is securely locked in a single, unified environment.

Find out how you can start running insightful reports on Sugati platform today.

Stay Ahead With Impactful marketing 

Improve your efficiency and deliver outstanding service with our CRM for the luxury travel market

Data Driven Travel CRM

Stay Ahead with Impactful Marketing

At Sugati we know you’re passionate about giving outstanding service to your clients. But you might not be running your own ship as smoothly as you’d like.

Our data-driven Travel CRM will help you optimise your resources, coordinate your suppliers and enhance the quality of your operation… effortlessly elevating your customers’ experience.

Here are our top three tips:

  1. Manage your resourcesOptimising the way you allocate resources is key to your efficiency. You want to give your guests top-notch experiences but you don’t want to overextend yourself. So how do you do it?Sugati’s CRM analyses all the data you have on your clients’ preferences, on their booking patterns and on seasonal demand, and delivers the insights you need in clear and manageable reports. This allows you to accurately allocate your staff and amenities in such a way that you meet your clients’ high expectations without waste or inefficiency.Our CRM for Tour Operators helps you balance your operational needs in order to deliver an elevated customer experience.
  2. Optimise your Supply ChainCreating extraordinary experiences for your guests means ensuring the availability of bespoke services and high-end amenities, precisely when you need them. Whether you’re lining up rare wines or arranging exclusive excursions, our Travel CRM gives you those critical insights which enable you to have better coordination with your suppliers, DMCs and guides.Streamlined communication helps avoid delays and improve the consistency of your service.
  3. Manage your relationshipsIn the luxury travel market, we know that maintaining excellent communication with your suppliers is vital. Now you can maintain a seamless service by using the Supplier Booking Management page with your DMCs: Notify your suppliers of your needs, confirm their availability and prevent unexpected issues. It’s all part of Sugati’s Travel CRM software, which allows real-time updates, so that you can rest assured that every detail is covered.What’s more, our system encourages guides and drivers to give feedback on your clients’ experiences, so that you can be sure every single interaction meets your high standards and your customers’ expectations.Managing these relationships proactively helps you build stronger long-term relationships with your suppliers and gain your customers’ loyalty.

    Sugati’s Travel CRM will give you the data-driven tools to help enhance efficiency and reduce costs, helping you deliver those exceptional experiences which reinforce your brand’s reputation for excellence.

Find out how you can start running insightful reports on Sugati platform today.

 

Targeted Marketing, Sales and Concierge Services made simple with Sugati’s Travel CRM

Data driven Travel CRM with Sugati

Stay Ahead with Impactful Marketing

At Sugati we know that marketing luxury travel means reaching the right people at the right time. You like to have personalised conversations with your customers. You know that the right approach made through targeted marketing makes travellers feel that you understand their needs and you’re speaking directly to them. You need to tailor your messages so that they hit home.

Our CRM for Tour Operators allows you to create more effective marketing campaigns by using data-driven insights to segment your customer base into distinct groups. Focus on those with similar lifestyle preferences, perhaps, or similar patterns of travel frequency, or spending behaviour. Sugati’s Travel CRM helps you reach the right audience with bespoke messages that really resonate with them.

Your customers feel you’re really addressing them. And that means higher conversion rates for you.

Build Better, Stronger Relationships

You rely on your DMCs (Destination Management Companies) to deliver top notch experiences for your guests, so maintaining strong partnerships with them is vital. Sugati’s Travel CRM software enables you to generate critical reports at the touch of a button: find out more about supplier bed nights and currency transactions, or agency relationships and commissioning structures. We’ll provide you with a wealth of data, giving you a clear view of your financial dealings and performance metrics.

With enhanced transparency you’ll have better negotiation capabilities. And that enables you to establish more favourable contracts with suppliers, and foster stronger partnerships.

Forecast Travel Trends and Predict Market Shifts

You already know that data analytics is essential for predicting your customers’ behaviours. Sugati’s Travel CRM enables you to analyse patterns in your clients’ appetites for specific experiences, or certain destinations; even the seasons they like to travel. Armed with this information you can not only predict demand; you can design exclusive packages which appeal directly to your target audience. We’ll give you the tools to anticipate shifts in the market before they happen.

That helps you stay ahead of your competitors by designing offers which will appeal directly to your customers’ tastes, and delivering them at the right time.

In the luxury travel sector, data is essential for targeted contracting, marketing, and sales. At Sugati, we want to help you deliver those personalised experiences which set you apart, by giving you data on a plate.

Find out how you can start running insightful reports on Sugati platform today.

 

How Our Data-Driven Travel CRM Helps You Provide A Truly Bespoke Service

r Data-Driven Travel CRM Helps You Provide A Truly Bespoke Service

At Sugati we know that in a competitive luxury travel market, your success depends on offering your clients a truly personalised service.

Our Data-Driven Travel CRM software enables you to transform data into meaningful insights, so that you can provide unique, tailored experiences that your discerning clients expect and deserve.

Here’s how it works:

  1. See Your Travellers’ Preferences at a glance

    Firstly, our Travel CRM provides you with deep insights into your clients’ preferences: from their favourite destinations and the kinds of accommodation they prefer, to where they like to eat, and the kinds of trips and activities they’re interested in. Then, our unique software effortlessly crunches the data for you, in charts and graphs which clearly show your clients’ preferences in ways that are simple to understand and use. With these insights, you can create bespoke experiences that perfectly align with your travellers’ specific tastes, whether they’re individual holiday makers or travel agents.

  2. Create Perfectly Customised Itineraries

    With all this information at your fingertips, our intuitive CRM system enables you to create truly personalised itineraries. Harnessing all this information on your clients – from traveller demographics to types of holiday, and even their previous booking behaviour – you can now design itineraries which are perfectly suited to their desires and tastes…Giving your customers bespoke, meticulously designed experiences.

  3. Boost Your Conversion Rate

    The remarkable benefit of Sugati’s Travel CRM software is that you gain a comprehensive 360-degree view of both your customers and suppliers. This enables you to understand your clients in new ways: see which customers take more time to reach a decision, discover which are the best times to contact potential clients, and find out which of your agents are driving the most business. These data-driven insights not only optimise your operational efficiency but significantly boost conversion rates.

Find out how you can start running insightful reports on Sugati platform today.

 

 

Unlock Success in Travel with Sugati: Our Travel Tech Solution!

Sugati, based in London, is an end-to-end travel technology platform that helps Tour Operators and Travel Agents and DCM alike sell high touch Bespoke holidays and Group holidays effortlessly.

Empower Efficiency: Sugati streamlines automations and workflows, eliminating double entry hassles. Save time, reduce errors, and focus on strategic tasks for enhanced operational effectiveness.

Branded Quotations and Itineraries: Sugati effortlessly generates stunning quotations and itineraries. Streamline document creation to showcase your luxury offerings consistently, saving time and enhancing professionalism.

Travel Insights Dashboard: Gain a competitive edge with real-time insights through Sugati’s dashboard. Make informed decisions, identify trends, and optimise strategies for superior performance in the dynamic travel industry.

Salesforce Harmony: Seamlessly integrate Sugati with Salesforce for a unified user experience. Data flows seamlessly, enhancing collaboration and efficiency.

Robust Security: Prioritise security with Sugati’s granular access control and two-factor authentication. Safeguard sensitive data for peace of mind whilst you can run your entire business in the cloud.

Seamless Integration: Elevate the client experience by integrating Sugati with your website, present the data on travel mobile apps, make payments online using our payment gateway providers and reconcile the finances in the accounting system.

Global Trust: Join a global client family by choosing Sugati. Align your business with a platform trusted by clients worldwide.

Integrations & Partnerships

We exist because planning an impeccable travel experience is time consuming, challenging and even, stressful. So many details, so many unknowns.

Sugati uses advanced technology, data and market insight to give the travel industry a complete travel management solution for FIT and Group trips.

Contact Us Now

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Top 13 reasons why you should be switching over to Sugati

Are you taking steps to prepare and adapt for the post-COVID era? Are you looking for smarter ways to run your travel business? Here are 13 reasons to switch to Sugati – the ultimate end-to-end travel management solution, built on Salesforce.

  1. We have all the relevant luxury FIT and Tour features for you to start running your travel business after COVID. Sell those dream holidays to your well-deserved clients.
  2. No double entry. Nowhere in the system do you need to enter the same information twice. Gain that efficiency you have been wanting.
  3. Travel Insights Dashboard. Sugati dynamically captures over 500 data points, giving you timely and relevant KPIs for your business in real-time.
  4. Runs on Salesforce, the World’s No 1 Customer Relationship Management (CRM) platform.
  5. Secure. You have full control over who sees what for each individual user or a group of users. You can also restrict the login for certain IP addresses. Set two-factor authentication so even if someone knows your password, they still need a security code from you.
  6. No software. No software. All that is needed is a browser and an internet connection and you are good to go. This means if you want your team to be selling holidays and planning trips from home or anywhere in the world, they can do that on Sugati.
  7. Not just a CRM. It is an end-to-end solution with rich functionalities. This means you can run your entire travel business on Sugati. Know where your potential customers are coming from, gain in-depth knowledge of your existing clients, your trips and have a great relationship with your suppliers.
  8. Extend Sugati. Connect with your website. Link to your mobile app. Give your clients connected experience throughout their holiday journey.
  9. Onboard the way you want to. We have over 200 articles and over 100 how-to videos available for you to quickly master Sugati.
  10. Don’t play catch up. Sugati gives you integrated, innovative and effective AI technology so that you can concentrate on growing your business and looking after your clients.
  11. Premium support. Whether you require friendly expert advice for the onboarding process for the first few months or ongoing additional virtual support use our optional premium support option. Premium support comes with better SLAs and allows you to have a weekly call with our onboarding team.
  12. Generate stunning and consistent looking quotations and itineraries from week one to sell those luxury holidays!
  13. Trusted worldwide. Join a global client family using Sugati. What are you waiting for?

Get in touch with us to find out more about how we can onboard you in less than six weeks.

Top 10 Travel CRM Features Every System Should Have

Hot on the heels of our last blog: Four Reasons Why Travel Businesses Need a Travel CRM we’re following up with the top 10 travel CRM system features travel agents and tour operators should look for. If you’re evaluating your current system, or investigating whether to invest in new CRM travel technology, read on to find out the deal breakers and top tips from travel and technology experts around the world.

By Claire Matheson

Safety First

Customer data misappropriation, misuse, or outright hacking can destroy a travel company’s reputation. Coverhound Insurance has named data security breaches as one of the top three challenges travel agents face in the line of duty. Choosing a system with strong security is a must.

Larger CRM providers such as Salesforce have vast departments and mind boggling budgets dedicated to protecting your customers’ data. While smaller, independent providers competitively innovate in other areas, there is no bigger incentive to choose a travel CRM system supported by an industry giant.

Get Your Head in the Clouds

When you work in travel, you need to be able to log into your system from your phone or laptop in an airport lounge. Or access it from the backseat of a taxi. Or from any time zone, anywhere in the world.

A system that is available and accessible online, anywhere, anytime is something no travel agent or tour operator can compromise on. Adding on to the previous point, cloud hosted technologies usually provide stronger data security with more advanced authentication. According to SuperOffice, the top reasons businesses should choose a cloud hosted CRM are ease of use and accessibility, reliability, seamless integration and enhanced compatibility. Private hosting in travel has been relegated to the realm of floppy discs and cassette tapes.

Reliable travel technology brand loyalty

Consistently Reliable

If you want to see someone’s worst side, put them in a room with slow, failing or outdated technology. Making a big investment in new tech needs to be smooth sailing. Nobody has time for glitches, shutdowns or data loss.

Microsoft found reliability in technology is an essential elements needed to create trust between businesses and their customers. Over 90% of Americans said they would consider changing brands if they had to deal with unreliable or outdated technology (Source: Bizjournals). So how often does your system go down? Once is once too often.

Feeling Supported

On the off chance something is not working the way you want it to, you need to have access to good support. When investigating a new provider, conduct some research with their current clients. Is online support available? Do they respond quickly? Are regular updates and improvements provided? Is their support actually helpful? Can they get everything working again as soon as possible and keep you informed throughout the process?

Additionally, look for the availability of online training guides or tutorials. This way, you and your team can learn to use all the features, in your own way, at your own pace. Studies of education and training methods show self-paced learning tutorials can significantly improve proficiency. (Source: Brookings) This is why Sugati and technology giants Google, Microsoft, Adobe, Salesforce and Amazon all have libraries of online tutorials, training guides, and learning platforms. 

Is Your Tech Talking?

There’s nothing more frustrating than setting up your brand new technology, then finding out it doesn’t sync with your payment gateway. Or that information from your GDS has to be entered manually. Or your mobile app does not support your online bookings. A CRM with an open API can integrate with all of your other travel technology. This is a must have for anyone with a POS or ecommerce site (Source: Hospitality Tech). Because life is easier when everyone just gets along.

Beautiful Documents

Having a CRM that produces your itineraries quickly and easily is fantastic. But that doesn’t mean they can’t be pretty too. Your brand is your business’ identity. As such, your itineraries, invoices and quotes should be tailored to reflect your brand’s aesthetic. It also helps if they can be viewed online or downloaded so your customers do not have to worry about data roaming costs or wifi access while travelling.

For UK based businesses, your system needs to be able to automatically generate ATOL certification at the time a booking is confirmed. Giving peace of mind to everyone involved, this is one more thing you and your customers shouldn’t have to worry about.

B2B Supplier speed interactions pain points

Smooth Suppliers

Among B2B decision makers, lack of speed in interactions with their suppliers is the number one pain point, mentioned twice as often as price (Source: HelpScout). Travel agents and tour operators often deal with a large number of suppliers on a daily basis. Communication needs to be easy and frequent.

A CRM system that automates emails, invoices and documents such as manifests is a huge time saver. Look for other winning organisation features such as payment queueing and scheduling, timed reminders, and margins and commissions. Because nobody likes a double booking or having to chase an unpaid invoice.

Keep It Simple

It goes without saying but we’ll say it anyway, your CRM should link to your mobile booking platform. This link between your customers and users needs to be simple and easy to use for everyone involved. If sales processes are too difficult or complicated, 74% of people are more likely to switch brands (Source: HelpScout). The majority of travellers who book their holidays online do so because of convenience.

Sugati’s latest client to go live with their system secured their first online booking within minutes from a retired couple. A whopping 92% of baby boomers now choose to shop online, including for travel(Source: Miva). Regardless of how tech savvy your users and customers are, your system should be easy to use. Your CRM system should make the facilitation of excellent customer service easier. It should deliver agent attention where and when it is needed to help keep things simple, and running smoothly. 

Automation Transformation

With every job, there are fun tasks that you look forward to doing, and there are daily chores which are not so enjoyable. CRM automation can cut your housekeeping significantly when implemented well. Improved workflow rules may help you discover a better way of working, or allow you to cut a number of steps from your processes altogether. Overall, an automated CRM can also be one of the best tools for your team to do more with less.

Additionally, automated functions and communication don’t have to be wooden or robotic. The wonderful world of chatbots (which Sugati can integrate with) are proof that automation can be tailored to deliver welcoming, personalised and branded customer service. This is particularly important considering 53% of people are more likely to shop with businesses they can interact with (Source: Sprout Social).

Measure Twice, Market Once

When spending big on items like holidays, sometimes it takes many interactions before a customer makes the decision to book. Other times, connecting at the right time means capturing that impulse buy. At every point in a customer buying process, there is a moment when you win them over. So how do you tell which interactions are the most successful? You can find your ROI sweet spot by tracking and reporting all your campaign data. The results may surprise you.

Positive experience customer recommendation

Above all, your CRM technology should help you and your team go the extra mile. It should facilitate the smooth running of your business, and help you present a more polished feel to customers. Unquestionably, it must give your customers (and your staff) a positive experience. Because 77% of customers who have a positive experience with a company go on to recommend that company to others. (Source: HelpScout

Sugati ticks every one of the boxes in this list. If you have questions about whether a travel CRM is right for you call or email us. Or if you’d like to see the powerful Sugati system in action, click the Request a Demo button at the top of the page.

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