Client management, households, travelers, and import
Bulk import clients, leads, or suppliers from any CRM using CSV files with automatic column mapping and duplicate detection.
Updated Jun 26, 2026
See how long it's been since anyone reached out to each open lead or active client, flag who's going stale, and log calls, texts, and meetings in one tap.
Updated Jun 17, 2026
Group related contacts into households, add travelers to trips, and manage passport and travel document details.
Updated May 29, 2026
Paste a confirmation email or upload a PDF and let AI extract the booking details — no manual data entry needed.
Updated Mar 18, 2026
Track potential clients through your pipeline, move them through stages, and convert them to clients when they're ready to book.
Updated Mar 13, 2026
Add, view, and manage client profiles — with search, filtering, agent assignment, and detailed contact pages.
Updated Mar 13, 2026
Organize your clients with custom color-coded tags, then filter your client list and target campaigns to specific segments.
Updated Mar 13, 2026
Add notes to client and trip timelines, tag team members with @mentions, and keep a searchable history of interactions.
Updated Mar 13, 2026