Sales staff
- Book any service from one screen
- Resume unfinished drafts
- See each customer's bookings
- Know what is still due
Business modules
Travel sales management software
Run the sales desk of your travel agency from one place. Staff create hotel, tour, visa and Hajj & Umrah bookings through one guided screen, follow every booking's payment and status in a single list, plan the month on a shared calendar and keep every customer record together. Managers see the dashboard and a sales report that shows conversion, channels and top packages.
- 4 services
- Hotel, tour, visa, Hajj & Umrah
- One list
- Every booking with payment and status
- Calendar
- Month and agenda views
- Funnel
- Enquiry to paid booking
Overview
Travel booking and sales management in one desk
TravelSuite ERP includes travel sales management software that keeps every booking in one place. Staff start from a guided Create Booking screen, choose hotel, tour, visa or Hajj & Umrah, and see what to prepare before they continue. Customer, schedule, pricing and a final check follow in the same order for every service, and unfinished entries are kept as auto-saved drafts to resume later.
The All Bookings list shows each booking with its service, customer, booked and travel dates, paid amount against the total, status and the staff member managing it. Summary cards count bookings that need attention, upcoming services, confirmed bookings and the total payment due, and filters narrow the list by status or by paid, partial, unpaid and balance-due payments.
The booking calendar puts hotel stays, tour departures, visa dates and pilgrimage groups on one month or agenda view. Each item is marked confirmed, pending or at risk, so the operations team can follow up early. The customer list shows every customer across modules with contact details, assigned staff, last service, number of bookings and the amount still due, with import and export.
For managers, the dashboard shows income, bookings, customers and receivables for the month, booking momentum over six months and workload by booking status. The sales report adds a funnel from enquiry to paid booking, conversion rate, average deal size, sales by channel, a month-on-month comparison and top packages ranked by revenue and margin.
Guided booking entry
One booking desk for every service you sell
Staff pick the service first. The screen then lists what to prepare and walks through the same four checks, so a hotel stay, a tour, a visa case and a pilgrimage are all entered the same way.
- 1CustomerSelect an existing customer or add a new one
- 2ScheduleStay, departure, appointment or group dates
- 3PricingReview the total and the amount due
- 4Final checkAvailability and details before saving
What would you like to book?4 available
Hotel booking Check-in & check-outHotel, room type, guests
Tour booking Departure datePackage, travellers, pickup
Visa process Travel & appointment dateVisa, applicants, documents
Hajj & Umrah Group departurePackage, pilgrims, services
Before you start · Hotel booking
- Hotel and room availability
- Guest contact details
- Stay dates and payment plan
CustomerSchedulePricingFinal check
Auto-saved drafts
65%
HTL-D01 · Customer 01Hotel · 12 min ago
Resume40%
VIS-D02 · Customer 02Visa · 40 min ago
Resume80%
UMR-D03 · Customer 03Hajj & Umrah · Yesterday
ResumeExample data.
Booking calendar
See every stay, departure and appointment on one month
Hotel stays, tour departures, visa dates and pilgrimage groups share one schedule. Colour shows the service, the dot shows whether it is confirmed, pending or at risk.
Month view
MonthAgenda
HotelTourVisaHajj & Umrah
SunMonTueWedThuFriSat
1
2
3Check-in · HB-0012
4
5
6Visa appointment
7
8
9City tour departs
10
11
12
13Visa expectedCheck-out · HB-0012
14Visa expected
15
16
17Umrah group A
18
19
20
21Beach tour departs
22
23
24Check-in · HB-0015
25
26
27
28Intended travel
29
30
31
Example data.
Key capabilities
Create and track bookings for every service, plan them on one calendar and see how sales convert.
12 features included in Sales Management
See it in a demo- 01Guided Create Booking screen for four services
- 02Preparation checklist for each booking type
- 03Auto-saved booking drafts with completion progress
- 04All Bookings list across every module
- 05Paid and total amount on every booking
- 06Filters by booking status and payment status
- 07Managed-by staff member on each booking
- 08Booking calendar in month and agenda views
- 09Confirmed, pending and at-risk calendar markers
- 10Customer list with bookings, due amount and assigned staff
- 11Customer import and export
- 12Sales report with funnel, channel mix and top packages
Sales workflow
From customer to paid booking in six steps
- 01
Choose the service
Pick hotel, tour, visa or Hajj & Umrah and see what to prepare.
- 02
Select the customer
Use an existing customer record or add a new one.
- 03
Set the schedule
Enter stay, departure, appointment or group dates.
- 04
Review pricing
Check the total and the amount due before saving.
- 05
Track the booking
Follow status, payment and travel dates in All Bookings.
- 06
Measure results
Read conversion, channels and top packages in the sales report.
Sales report
Find where enquiries drop off, month by month
The sales report follows enquiries all the way to paid bookings, splits sales by channel, compares the month with the one before and ranks your packages by revenue and margin.
Sales funnelEnquiry to closed booking
- Enquiries · 100% of enquiries56% moved to next stage
- Quotations sent · 56% of enquiries68% moved to next stage
- Follow-up done · 38% of enquiries61% moved to next stage
- Proposal accepted · 23% of enquiries70% moved to next stage
- Booking confirmed · 16% of enquiries88% moved to next stage
- Paid & closed · 14% of enquiries
Gross sales$420,000 +12% vs last month
Paid bookings140 +9% vs last month
Conversion rate14.0% +0.8pt vs last month
Avg deal size$3,000 +4% vs last month
Sales channel mix
- Direct / walk-in50%
- Agent network30%
- Online / portal20%
Top performing packagesBy revenue
| Package | Units | Revenue | Margin |
|---|---|---|---|
| Premium Umrah 14 daysHajj/Umrah | 40 | $180,000 | 18% |
| Tourist visaVisa | 120 | $36,000 | 32% |
| Beach resort 3N/4DTour | 60 | $54,000 | 26% |
Example data. Reports can be exported.
Built for every team
One sales desk for the whole agency
Operations
- Month and agenda calendar
- Pending items to follow up
- At-risk items flagged
- Bookings by status
Accounts
- Paid and due per booking
- Balance-due filter
- Receivables on the dashboard
- Overdue invoices counted
Managers
- Sales funnel and conversion
- Sales by channel
- Month-on-month comparison
- Top packages by margin
Why agencies switch
Before and after TravelSuite ERP
| Task | Without TravelSuite | With TravelSuite ERP |
|---|---|---|
| Taking a booking | Different form for every service | One guided screen for all four |
| Unfinished entries | Lost when staff are interrupted | Auto-saved drafts to resume |
| Booking list | One spreadsheet per service | All bookings with payment and status |
| Schedule | Dates spread across files | One calendar with status markers |
| Sales results | Counted at month end | Funnel, channels and top packages |
FAQ
Frequently asked questions
Which services can I book from the sales desk?
Hotel bookings, tour bookings, visa processes and Hajj & Umrah bookings. Create Booking shows all four and lists what to prepare for the one you choose.
What happens if a booking is not finished?
Incomplete bookings are kept as auto-saved drafts with a completion percentage, so staff can resume them without entering the same information again.
Can I see all bookings across modules in one list?
Yes. All Bookings lists every booking with service, customer, dates, paid and total amount, status and the staff member managing it, with filters by status and payment.
Which booking statuses are supported?
The list covers statuses such as draft, pending, processing, reserved, confirmed, on hold, ready to travel, departed, completed, cancelled and rejected, so each service can follow its own stages.
Is there a booking calendar?
Yes. The booking calendar shows hotel stays, tour departures, visa dates and pilgrimage groups in month or agenda view, marked confirmed, pending or at risk.
What does the customer list show?
Each customer's contact details, assigned staff member, last service, number of bookings, amount due and status. You can add customers and import or export the list.
What is in the sales report?
Gross sales, paid bookings, conversion rate and average deal size, a funnel from enquiry to paid booking, the sales channel mix, a month-on-month comparison and top packages with units, revenue and margin.
Does sales connect to accounts?
Yes. Each booking shows its paid and due amounts, and the dashboard shows receivables, income and overdue invoices from the same records the finance team uses.
Works with every TravelSuite module
Bookings, customers, payments and accounts stay in one database, so this module shares data with everything else automatically.