iRequests get scattered.
Every request lands in one place, wherever it came from, showing where it stands and what comes next. On the computer or on your phone.
- 1Every request, by where it stands: new, on hold, being quoted, following up.
- 2When each client arrives, so the urgent ones stand out.
- 3The same list on your phone.
iiFollow-up depends on memory.
A request on hold always has a date to reconnect, and the reminder appears on its own that day. You don't have to remember who is waiting: the system tells you.
- 1Who arrives soon, and the tasks due today.
- 2What is still to collect, fee by fee.
- 3The moment a client accepts and signs, you know.
iiiQuotes take hours.
Each supplier gets a link and fills in their price. Your margin is added on its own. Your client gets their own link, with your logo, and accepts and signs from their phone.
- 1Every quote and where it stands: with the supplier, with the client, accepted.
- 2What your client sees, ready to accept and sign.
ivOne missed detail ruins the trip.
Every reservation of the trip in one place, with its supplier, time and status. Your client gets the itinerary on their phone, and can confirm each plan or ask for a change.
- 1The trip's reservations, all together.
- 2Each one with its status, so nothing is left unconfirmed.
- 3The itinerary your client opens on their phone.
vWhat you know about a client lives in someone's head.
One record per client, with every trip, every booking and every preference. Before the trip, your client completes a short form from their phone.
- 1Who they are: birthday, country, Instagram.
- 2Every trip and request they have made with you.
- 3The form your client fills in before the trip.
viMoney slips through.
Fees and commissions, paid and pending, in one view and added up in dollars, for any period you choose. Every commission still to collect stays listed until it's paid.
- 1What came in, and what suppliers still owe you.
- 2Anything collected without a receipt stands out.
- 3This month, last quarter, or any dates you choose.
viiGetting paid means chasing it.
Every invoice has its own link. Your client pays by card or sends the transfer receipt, and the invoice is marked paid. The money goes straight to your account.
- 1Every invoice and where it stands: draft, paid, partly paid.
- 2What your client sees: pay by card or by transfer.
viiiPast clients forget you.
Send campaigns to your clients and subscribers from the same system. Whoever asks to stop never gets another one, and you see who opened and who clicked.
- 1Who opened and who clicked, campaign by campaign.
- 2Who said yes, and who asked to stop.
- 3A campaign scheduled to go out on its own.
ixThe team grows, and control slips.
Each person sees only the sections you give them, and money stays private. Every change is recorded, with who made it and when.
- 1What each person did, this week or in any period.
- 2Every change, with its author and the time.