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Back Office

Trip Financials
Bookings & Payments
CRM

A CRM built for travel agencies.

Keep clients, travelers, groups, suppliers, tasks, notes, documents, and trip history organized in one travel-specific workspace.

Keep traveler details and preferences organized

Attach notes, documents, tags, and trip history

Manage clients, groups, and suppliers in one place

Track activity and follow-ups across every relationship

Back Office

A CRM built for travel agencies.

Keep clients, travelers, groups, suppliers, tasks, notes, documents, and trip history organized in one travel-specific workspace.

Keep traveler details and preferences organized

Attach notes, documents, tags, and trip history

Manage clients, groups, and suppliers in one place

Track activity and follow-ups across every relationship

Task Management

NEW!

Stay on top of every to-do

Track important tasks that keep trips moving: passport details, room preferences, client selections, visa checks, supplier follow-ups, and final documents.

Create tasks for clients, trips, and bookings

Assign to team members

Track due dates, status, and activity

Customize task priority, tags, columns and status

Task Management

NEW!

Stay on top of every to-do

Track important tasks that keep trips moving: passport details, room preferences, client selections, visa checks, supplier follow-ups, and final documents.

Create tasks for clients, trips, and bookings

Assign to team members

Track due dates, status, and activity

Customize task priority, tags, columns and status

Task Management

NEW!

Stay on top of every to-do

Track important tasks that keep trips moving: passport details, room preferences, client selections, visa checks, supplier follow-ups, and final documents.

Create tasks for clients, trips, and bookings

Assign to team members

Track due dates, status, and activity

Customize task priority, tags, columns and status

Group Contacts

Keep every traveler connected to the group

Create family, company, wedding, retreat, or group contacts while still managing each traveler individually.

Group travelers under one shared contact

Add group contacts directly to trips

Connect group members to activities, rooms, and documents

Group Contacts

Keep every traveler connected to the group

Create family, company, wedding, retreat, or group contacts while still managing each traveler individually.

Group travelers under one shared contact

Add group contacts directly to trips

Connect group members to activities, rooms, and documents

Group Contacts

Keep every traveler connected to the group

Create family, company, wedding, retreat, or group contacts while still managing each traveler individually.

Group travelers under one shared contact

Add group contacts directly to trips

Connect group members to activities, rooms, and documents

Secure Vault

Your clients’ private data, protected.

TripZILLA Vault is a secure storage system designed for sensitive client data with encrypted, access-controlled storage.

Keep passports and sensitive traveler details in TripZILLA Vault

Protect access with per-agent encrypted keys

Unlock sensitive data with your vault-specific password

Vault sessions are automatically locked after a short time

Secure Vault

Your clients’ private data, protected.

TripZILLA Vault is a secure storage system designed for sensitive client data with encrypted, access-controlled storage.

Keep passports and sensitive traveler details in TripZILLA Vault

Protect access with per-agent encrypted keys

Unlock sensitive data with your vault-specific password

Vault sessions are automatically locked after a short time

Secure Vault

Your clients’ private data, protected.

TripZILLA Vault is a secure storage system designed for sensitive client data with encrypted, access-controlled storage.

Keep passports and sensitive traveler details in TripZILLA Vault

Protect access with per-agent encrypted keys

Unlock sensitive data with your vault-specific password

Vault sessions are automatically locked after a short time

CRM FAQs

Got a question about the CRM in TripZILLA? We've got answers!

What makes TripZILLA CRM different from a normal CRM?

TripZILLA CRM is built around travel agency workflows. It connects clients, travelers, groups, suppliers, documents, notes, tasks, and trip history directly to the trips your team is planning.

Can I manage individual travelers and groups?

Yes. You can manage individual travelers, couples, families, companies, retreats, wedding parties, and larger groups while still keeping each traveler’s details separate.

Can I store traveler preferences?

Yes. You can store useful planning details like preferred language, timezone, birthdays, addresses, notes, tags, room preferences, allergies, and other traveler-specific information.

Can I attach documents to clients?

Yes. You can attach documents such as invoices, forms, confirmations, travel documents, supplier files, and uploaded files to the right client, traveler, trip, or booking.

What is TripZILLA Vault?

TripZILLA Vault is designed for sensitive traveler information such as passports. Vault data is protected with encrypted, access-controlled storage and short-lived unlock sessions.

Can I organize suppliers too?

Yes. Suppliers such as hotels, guides, transport companies, DMCs, activity providers, and other partners can be stored in TripZILLA CRM and connected to the trips they support.

Can I track tasks and follow-ups?

Yes. You can create tasks for clients, trips, bookings, documents, payments, approvals, supplier checks, and other follow-ups your team needs to complete.

Can I see a client’s trip history?

Yes. TripZILLA keeps past, upcoming, confirmed, and completed trips connected to the client, traveler, or group profile.

Does the AI Copilot read client data?

No. The AI Copilot does not read client data by default. In the future, it will be able to help with client-specific workflows, but it will always require your authorization before accessing that data.

Can my team see changes and activity?

Yes. TripZILLA includes activity history so your team can see changes, uploads, notes, documents, and updates connected to clients and trips.

Can I use tags to organize contacts?

Yes. You can use tags like VIP, Family, Adult, Child, Honeymoon, Repeat Client, Supplier, or custom tags that match how your agency works.

Is the CRM connected to the rest of TripZILLA?

Yes. The CRM is connected to trips, documents, tasks, bookings, groups, suppliers, and client workflows, so your team does not have to manage contacts in a separate disconnected system.

Still got questions?

CRM FAQs

Got a question about the CRM in TripZILLA? We've got answers!

What makes TripZILLA CRM different from a normal CRM?

TripZILLA CRM is built around travel agency workflows. It connects clients, travelers, groups, suppliers, documents, notes, tasks, and trip history directly to the trips your team is planning.

Can I manage individual travelers and groups?

Yes. You can manage individual travelers, couples, families, companies, retreats, wedding parties, and larger groups while still keeping each traveler’s details separate.

Can I store traveler preferences?

Yes. You can store useful planning details like preferred language, timezone, birthdays, addresses, notes, tags, room preferences, allergies, and other traveler-specific information.

Can I attach documents to clients?

Yes. You can attach documents such as invoices, forms, confirmations, travel documents, supplier files, and uploaded files to the right client, traveler, trip, or booking.

What is TripZILLA Vault?

TripZILLA Vault is designed for sensitive traveler information such as passports. Vault data is protected with encrypted, access-controlled storage and short-lived unlock sessions.

Can I organize suppliers too?

Yes. Suppliers such as hotels, guides, transport companies, DMCs, activity providers, and other partners can be stored in TripZILLA CRM and connected to the trips they support.

Can I track tasks and follow-ups?

Yes. You can create tasks for clients, trips, bookings, documents, payments, approvals, supplier checks, and other follow-ups your team needs to complete.

Can I see a client’s trip history?

Yes. TripZILLA keeps past, upcoming, confirmed, and completed trips connected to the client, traveler, or group profile.

Does the AI Copilot read client data?

No. The AI Copilot does not read client data by default. In the future, it will be able to help with client-specific workflows, but it will always require your authorization before accessing that data.

Can my team see changes and activity?

Yes. TripZILLA includes activity history so your team can see changes, uploads, notes, documents, and updates connected to clients and trips.

Can I use tags to organize contacts?

Yes. You can use tags like VIP, Family, Adult, Child, Honeymoon, Repeat Client, Supplier, or custom tags that match how your agency works.

Is the CRM connected to the rest of TripZILLA?

Yes. The CRM is connected to trips, documents, tasks, bookings, groups, suppliers, and client workflows, so your team does not have to manage contacts in a separate disconnected system.

Still got questions?

So good, you'll want
to keep planning.

Ready to modernize your travel business?
Book a demo and speak to our founders directly.

We moved our team in minutes and have not looked back since.

Ulrica Schmid

CEO, ULI&MORE

We'd love to talk to you about how we can help

Switch from outdated travel software

Run your agency on one platform

Impress clients on web and mobile

Save hours every week

So good, you'll want to keep planning.

Ready to modernize your travel business? Book a demo and speak to our founders directly.

We moved our team in minutes and have not looked back since.

Ulrica Schmid

CEO, ULI&MORE

We'd love to talk to you about how we can help

Switch from outdated travel software

Run your agency on one platform

Impress clients on web and mobile

Save hours every week

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