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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7 days free · per company, never per seat · nothing to install


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
A couple who chatted in March and called in May is one contact, with both conversations and the honeymoon quote on the record.
Before calling a family back about Costa Rica, the advisor presses Brief me and reads what they asked and what was sent.
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
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI CRM does, for every business ›
Works withAI PhoneAI WebchatAI Web FormsAI DemoAI QuotingAI BookingAI Follow-upAI TicketsAI Returns & WarrantyAI Calls TranscriptsAI Marketing
Lead capture
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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 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.
Watching the presentation, opening the quote or paying moves the deal along the board: New, Qualified, Demo, Quoted, Negotiation, Won and Lost.
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.
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
Corporate client relationships run through several people, and a travel business lives on knowing who decides; the CRM maps them for you.
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.
Each person's role, economic buyer, technical evaluator or champion, is inferred from what they asked and shown next to their health and engagement.
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.
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
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 needs | A spreadsheet | A CRM you fill in | Separate phone, chat and mail tools | AI CRM |
|---|---|---|---|---|
| A traveler who called, then chatted | Two rows typed by hand | One record if someone types it | Two systems with no link | One contact: with both conversations on its timeline |
| Who to call this morning | Guesswork | A report someone builds | Not in one place | Ready to buy first: with the reason under each name |
| A quote nobody answered | Found weeks later | A reminder you set | Lost in an inbox | Shown with its health: and the follow-up running for it |
| A traveler in another time zone | Mailed at your hours | Mailed when someone remembers | Depends on the tool | Mailed in their hours: from seven to seven their time |
Set-up
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.
Import your existing travelers as a CSV file; they wait in Import review until accepted one by one and are never called automatically.
Tell Lisa the kinds of contact you use, keep the deal stages as shipped or rename them, and add the fields your advisors need.
Try it free for 7 days, no credit card, then read every traveler it captured and every trip deal it opened.
Questions & answers
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Travel Agencies ›
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