Agency operations platform
Retail and B2B agencies juggle agent targets, mixed products, supplier confirmations, and commission splits. We build management software where each booking file ties to the selling agent, payment received, supplier cost, and commission rule your finance team defines.
From first call to post-travel support—expressed as HTML for clarity and SEO.
| Stage | What happens | Typical owner |
|---|---|---|
| Inquiry | Customer request logged with agent assignment and product type (package, ticket, hotel, visa assist). | Front desk agent |
| Supplier / package selection | Compare contracted rates, availability notes, and attach supplier references. | Senior agent |
| Quotation | Customer-facing quote with markup rules; manager approval if discount exceeds threshold. | Agent + manager |
| Booking & payment | Record customer payment, supplier booking reference, and document uploads. | Agent / cashier |
| Confirmation | Vouchers or tickets issued; customer notified. | Operations |
| Commission & support | Accrue agent commission; handle changes or refunds per policy. | Finance / agent |
User accounts tied to branches, targets, and permission to issue quotes or only view files. Sub-agents or franchise partners can see their own pipeline.
Percentage or flat splits by product category, supplier, or agent tier—calculated on received margin, not hard-coded industry defaults.
Maintain negotiated rates, contacts, and document checklists for visa or insurance add-ons.
History of trips, balances, and communication notes so any agent can resume a conversation.
Can agents work on mobile?
Responsive web or dedicated apps can be scoped if field agents need access on the road.
Do you integrate GDS or airline APIs?
Only when required and feasible—specific providers and credentials are assessed per project; we do not claim universal GDS connectivity here.
Multi-currency support?
Exchange handling and display rules can be configured to match how your agency already quotes customers.
Pricing?
Scope depends on branches, agents, product types, and integrations. Contact us with those details for a tailored proposal.
Related: Tour operator CRM · Custom software
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