Tourism · Bookings

Itinerary Customization Follow-up

Close custom/bespoke itinerary requests, which typically need 2-3 rounds of back-and-forth before booking.

Apps this needs

Booking / PMS Property, listing or reservation system for availability & bookings. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

How it works

  1. Agent captures preferences and queries the itinerary builder for a draft using live supplier rates.
  2. Sends the draft with pricing within 48 hours, writing it to the CRM as the active quote.
  3. Follows up by voice to walk through the draft and capture requested changes as structured edits.
  4. Re-prices revisions live and sends an updated quote with an inventory hold for a defined window.
  5. Hands off to a specialist consultant with the full revision history once it reaches final-quote stage.

Data sources

Itinerary builder/quoting tool Supplier rate data CRM

What it targets

  • Draft itineraries delivered within 48 hours Target 90%
  • Custom itinerary-to-booking conversion Target 22%