Business Features

Main Features:

1. CRM - Customer Relationship Management
2. Itinerary Creation
3. Invoicing/Billing/Payment Processing
4. Agents Maintenance
5. Invoicing Reconciliation
6. Agents Commissions Reconciliation
7. Various Reports

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Agent Features:

1. Dashboard
   • Quick access to unpaid and partially paid invoices
   • Monthly sales summary includes sales, commissions and HST payable
   • Quick access to outstanding customer invoice details
2. Customers / Travellers
   • Easy access to customers and their profiles.
   • Quick access to traveller history.
   • Detailed travel information.
3. Invoices
   • Quick and easy entry of required information
   • Easy retrieval using any key word used within invoice
   • Quick access to invoice details
   • Billable customer (or company), travel itinerary, detailed travellers’ information, purchased product information (price, taxes, quantity, commission and HST payable tracking), consolidator information.
   • Ability to enter invoice notes (displayed on invoice) as well as private agent notes.
   • Ability to enter different types of payments
   • System handles unlimited destinations, travellers, products, notes and payments.
   • Invoice preview available before printing
4. Reporting (Summary and Detail)
   • Sales Journal
   • Earned Commissions
   • Sales by Consolidator
   • Outstanding Invoices
5. Agent Profile
   • Ability to modify contact information
   • Ability to change access password