Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Travel Agencies. The travel agency CRM that writes its own records

AI CRM is the travel agency CRM that fills itself: every traveler who calls, writes, chats or sends a trip form becomes a contact, with the whole story on one record. Deals open when a traveler asks for a quote or a trip presentation and move forward as they act, while your advisors keep the decisions only a person should make.

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Zanus AI · AI CRM · Contacts and leads
Travel agency CRM: every person who left a name on any channel, with source and status, real Zanus AI screen

Contacts and leads

Each traveler who gives a name with an e-mail or a phone, on a call, a chat or a trip form, appears here with the channel and their status.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Add the kinds of contact we use: traveler, group leader, corporate client and supplier.”

Lisa“I'm adding four kinds of contact: traveler, group leader, corporate client and supplier. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Travel Agencies use it

1

A couple who chatted in March and called in May is one contact, with both conversations and the honeymoon quote on the record.

2

Before calling a family back about Costa Rica, the advisor presses Brief me and reads what they asked and what was sent.

3

A traveler opens the Italy quote twice in one evening; the deal moves forward and the contact rises in Ready to buy.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

  • Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
  • Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
  • Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
  • Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
  • Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
  • Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

Lead capture

Travel agency CRM software that fills itself

Most CRMs wait for an advisor to type, and in the travel industry nobody has the time. This one is written by the phone, the website's live chat, the mail and the trip forms as they work.

Lead capture from every channel

A name with an e-mail or a phone, given on a call, in the chat, on a trip form or by mail, becomes a contact by itself, with the source on the row.

The whole trip story

Every call, chat, mail, quote, deal and task sits on one timeline, newest first, so any advisor picks up a traveler where a colleague left off.

Checked before you call

The AI verifies the e-mail without sending, visits a company's website and reads the budget and the buyer type; your advisor can overrule each verdict.

A health score with its reason

Each traveler carries a health score from 0 to 100, and its tooltip says why it moved, so the warmest inquiries are never buried under the rest.

Written in their hours

The time zone comes from the country, so the AI's mail to a traveler abroad waits for seven in the morning to seven in the evening their time.

Notes the AI reads

Lead notes tell the AI what to keep in mind in every mail it writes, such as a milestone birthday, a slow pace or the advisor they trust.

The advisor's day

Manage customer relationships with a CRM for travel agency teams

Before the first coffee

Sort by Ready to buy: travelers who opened a quote, watched a trip presentation or replied in the last two weeks come first, with the reason under each name.

Before a planning call

Press Brief me and Lisa writes one page from the story: who the traveler is, what they asked, what was sent and what to say next.

When a quote goes quiet

Ask Lisa which quoted trips have been silent for a week; the list comes back with each traveler's health and the follow-up plan running for them.

When a traveler says stop

Tell Lisa to pause all marketing to a past client; she shows the before and after, scheduled steps hold, and a reply written by hand still goes out.

Pipeline

A travel agency CRM system whose pipeline keeps itself

A deal at the first signal

A deal opens when a traveler asks for a quote or a trip presentation, named for what started it, with the traveler and their company when there is one.

Moves as the traveler acts

Watching the presentation, opening the quote or paying moves the deal along the board: New, Qualified, Demo, Quoted, Negotiation, Won and Lost.

Lost is a person's word

The machine never moves a deal back and never marks it lost; Lost asks your advisor for the reason, and the stage history keeps who moved it and when.

The forecast above the board

Open deals, the pipeline and the weighted forecast sit above the board, each amount weighed by its stage and the traveler's health score.

Corporate clients and groups

Company accounts and group leaders, mapped for you

Corporate client relationships run through several people, and a travel business lives on knowing who decides; the CRM maps them for you.

Companies build themselves

People writing from the same verified business domain become one company record, with their people, deals, tasks and timeline; edit or merge it any time.

Who decides the trip

Each person's role, economic buyer, technical evaluator or champion, is inferred from what they asked and shown next to their health and engagement.

The empty chair

When nobody has talked to the person who holds the budget yet, the company's health line says so, before your incentive proposal goes out.

Kinds of your own

Contact management on your terms: name the kinds of contact your agency needs, traveler, group leader, corporate client or supplier, and add fields of text, number, date or choice.

Compared

A CRM for travel agencies or a spreadsheet of travelers?

Which CRM travel advisors trust comes down to four moments of the day; here is how each option handles them, so you pick the right CRM for your agency.

What a travel agency needsA spreadsheetA CRM you fill inSeparate phone, chat and mail toolsAI CRM
A traveler who called, then chattedTwo rows typed by handOne record if someone types itTwo systems with no linkOne contact: with both conversations on its timeline
Who to call this morningGuessworkA report someone buildsNot in one placeReady to buy first: with the reason under each name
A quote nobody answeredFound weeks laterA reminder you setLost in an inboxShown with its health: and the follow-up running for it
A traveler in another time zoneMailed at your hoursMailed when someone remembersDepends on the toolMailed in their hours: from seven to seven their time

Set-up

A crm system for travel agency teams, set up in 2 minutes

1

Nothing to type on day one

Every call, chat, trip form or mail that gives a name and an e-mail lands in Contacts and Leads from the first day, which helps travel teams that never had time to type.

2

Bring your client list

Import your existing travelers as a CSV file; they wait in Import review until accepted one by one and are never called automatically.

3

Your kinds and your stages

Tell Lisa the kinds of contact you use, keep the deal stages as shipped or rename them, and add the fields your advisors need.

4

A week on your own travelers

Try it free for 7 days, no credit card, then read every traveler it captured and every trip deal it opened.

Questions & answers

Frequently asked questions about a travel agency CRM

What is a travel agency CRM?

Customer relationship management software for an agency: one record per traveler with every call, mail, chat, quote and booking request on it, so customer relationships live in one place. AI CRM fills that record by itself from your phone, chat, mail and trip forms, so advisors read it instead of typing it.

What CRM do travel agents use?

Many start with a spreadsheet or CRM tools they fill in by hand, and both depend on someone typing. AI CRM is a travel CRM fed by the Front Office itself, so every traveler's story, quotes and follow-ups are on one record from the first conversation.

Does a travel agent need a CRM when working with a host agency?

Yes, for your own clients. A host agency may give you booking tools and supplier relationships; your travelers, their conversations, quotes and follow-ups are yours to keep, and AI CRM keeps them on one record from every channel.

How do travelers get into the CRM?

Anyone who gives a name with an e-mail or a phone becomes a contact by themselves: a call, a chat, a trip form, a mail or a presentation request. The source stays on the row, and anonymous chats stay out of the list.

Can we import our existing client list?

Yes. A CSV import waits in Import review until you accept the travelers one by one, and imported contacts are never called automatically. Exports of client data are for managers only, and each one is logged with its author.

Does the CRM replace our reservation system?

No. It is the CRM solution for the travelers, their conversations, quotes, deals and tasks. Reservations with suppliers stay in the booking tools your advisors already use, and the trip's quote and follow-up live on the traveler's record here.

Can it remember a traveler's preferences?

Yes. Lead notes hold the customer information that matters, an anniversary trip, a fear of small boats, a preferred advisor, and the AI reads them before every mail it writes. Add fields of your own to contacts and deals: text, number, date or choice.

How does it handle corporate clients and groups?

People writing from the same verified business domain become one company record with their people, deals, tasks and timeline. Each person's role in the decision is inferred from what they asked, so you see who approves the trip.

Does the CRM record phone calls?

With AI Phone added, every call lands on the traveler's timeline. Switch call recording on and each call keeps its recording and transcript; recording is off as shipped, and the AI can tell callers the call may be recorded.

How does the CRM tell us who to call today?

Sort by Ready to buy: travelers who opened a quote, watched a presentation or replied in the last fourteen days come first, each with a health score from 0 to 100 and the reason it moved.

Is there a free CRM for travel agencies?

There is a free trial: 7 days on your own travelers, with no credit card. After it, AI CRM is priced per company, never per seat, and the plans are on the pricing page.

What does the best CRM for a travel agency do?

Its key features are a record per traveler that fills itself, client details and preferences the whole team can read, a sales pipeline that follows the traveler, and a daily list of who to call, so no inquiry falls through the cracks. Those are the CRM features AI CRM is built on.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Travel Agencies ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.

REAL AI - the whole Front Office is AI, not old software with an AI button.

Awards & trade shows ›
TMCnet Enterprise AI Product of the Year 2026
Visitors meeting Zanus AI live at a 2026 trade show
Hands-on with the Zanus AI demo at a 2026 technology trade show

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