A pipeline is more than a list of contacts
An enquiry needs a current owner, a useful status and a next action. When a quote is revised or a consultant goes off shift, those details can be lost even when the customer exists in the CRM.
We design sales workflows around the travel decision: gathering missing requirements, checking a supplier option, sending a reviewed quote and following up at an appropriate time.
What we can connect
- Source attribution and duplicate enquiry detection.
- Qualification notes and consultant assignment rules.
- Quote status, follow-up tasks and response drafts.
- Escalation for overdue actions and reporting by team or channel.
Relevant follow-up, not uncontrolled outreach
Communication rules should reflect consent, channel requirements and your team’s sales policy. The system needs a clear stop condition when a traveller opts out, replies, books or no longer wants the offer.
Message content should come from the current quote and approved business information. Automated follow-up should never promise availability, discounts or booking confirmation that the underlying systems cannot support.
Define the commercial measurement
Begin with response coverage, overdue tasks, quote follow-up completion and enquiry-to-quote progression. Compare conversion using consistent cohorts and allow for seasonality and lead quality. A busier CRM is not itself a business outcome.