SUGATI
FEATURES

Sugati is a bespoke CRM software for the travel trade. Our solution brings together key business features – marketing, sales, supplier, reporting and contract management – into a flexible single CRM solution. This integrated, seamless bespoke CRM solution allows you to manage every aspect of the travel itinerary, improving customer experience and maximising your profit margin.

ENQUIRY

  • Manage campaigns with a central overview of all campaign activity, progress and scheduling
  • Integrate your lead and enquiry sources for a single view of your campaign activity
  • Nurture enquiries and leads in real time, allowing on-the-spot reporting of pipeline and progress
  • Use smart automation on Sugati Travel CRM software to assign leads and enquiries to sales agents, based on your requirements

QUOTING

  • Manage dynamic pricing (margin, commission, discounts and promotions)
  • Deal with exchange rates
  • Manage commission
  • Follow up quotes effectively, manual or automated
  • Integrate your GDS sources to check availability and options for clients
  • Provide compelling maps and interactions via Google maps or Street View

BOOKING

  • Provide a seamless transition from quote to booking with integrated payment options
  • Set payment rules for the customer and the supply chain involved in your customer’s pre-packed or bespoke travel itinerary
  • Automatically trigger notifications at key points through the booking process to notify clients of practical actions such as payment due dates
  • Integrate with your existing customer trip app, or one built by Sugati bespoke CRM software for the travel trade

PRE-HOLIDAY

  • Trigger reminders and final confirmation information to suppliers – from requirements to special requests and opportunities
  • Continuously engage with your customers through their pre-holiday cycle
  • Send triggered app notifications or communications, from general updates to up-sell and cross-sell opportunities for excursions, special requests and more
  • Set automation rules to issue documentation at specified times pre-departure. This can include flights, certificates, vouchers, ground transport arrangements and more

DURING

  • Send reminders and updates to customers during their trip, from daily weather reports and reminders of booked activities to offers of extra services
  • Update suppliers of additional requests, itinerary changes and feedback during the trip
  • Handle emergency or crisis communications effectively

POST-HOLIDAY

  • Use dynamic questionnaires, integrated into Sugati CRM for tour operators and travel agents, to get feedback from clients
  • Schedule questionnaires and feedback calls with returning customers
  • Identify key feedback and profile information to support targeted messaging for the customer’s next trip
  • Integrate with online review sites to maximise marketing opportunities