List of Features

What’s included? Absolutely everything.

Customer Relationship Management (CRM)

Lead Management: Capture and track leads with customizable pipelines, ensuring you stay on top of opportunities and never miss a follow-up.

Customer Profiles: Keep detailed profiles, including booking history, travel preferences, and notes to deliver personalized service.

Automated Follow-Ups: Automate follow-ups and reminders, ensuring consistent communication while saving time on repetitive tasks.

Group & Event Management

Group Coordination: Manage group bookings seamlessly, including room blocks, itineraries, and special event details in one unified platform

Custom Event Websites: Create branded event websites where clients and their guests can view itineraries, schedules, and group updates in real-time.

Client Payments Through Travel Hub: Allow group members to submit individual payments toward their trips directly through the Traveler Hub, simplifying the payment process for both clients and advisor.

Real-Time Group Travel Updates: Keep clients informed with live updates on itineraries and event changes through the Traveler Hub, reducing the need for back-and-forth emails.

Integrations & Automation

Hotel and Flight Data Integration: Seamlessly integrate real-time hotel and flight information into your quotes and itineraries, ensuring accuracy and up-to-date details for your clients.

Secure Payment Collection: Trazel partners with PCI-compliant payment collection to ensure that all client payment data is securely stored and handled, offering peace of mind for both you and your clients.

Automated Communication: Automate key tasks like payment reminders, passport expiration alerts, and follow-ups for transfer details. Trazel handles these tasks, freeing up agents to focus on delivering personalized service while ensuring timely communication with clients.

Real-Time Data & Reporting

Custom Reports: Generate tailored reports for tracking bookings, commissions, agent performance, and client engagement.

Sales Dashboards: Access real-time sales dashboards that offer insights into your bookings, revenue, and productivity, helping you make informed decisions.

Revenue Forecasting: Project future revenue based on current and historical sales data to plan and grow your business strategically.

Agent Productivity Tracking: Monitor agent performance and booking activity in real-time, identifying areas where they can improve or excel.

Client Portal – Traveler Hub

Traveler Hub Access: Give your clients 24/7 access to their active quotes, bookings, and group travel updates through a branded client portal, personalized with your agency’s logo and colors.

Payments & Notifications: Allow clients to submit payments securely through the portal and receive automatic notifications for final payments or changes to their itineraries.

Live Chat Integration: Built-in live chat support, allowing clients to ask questions in real-time while viewing their booking details in the Traveler Hub.

Group Travel Updates: Provide real-time updates on group bookings and events so clients are always informed without needing to reach out directly.

Team Management & Administration

Role-Based Access Control: Assign different levels of access and permissions to team members, ensuring that sensitive information is only available to authorized personnel.

Agent Productivity Tracking: Monitor agent activity, including bookings and communications, to identify top performers and areas for improvement.

Team Collaboration & Lead Assignment: Create teams to share data and manage group bookings. Use the round robin feature to automatically assign leads, ensuring fair distribution and smooth workflows.

Multi-Channel Communication

SMS Integration: Communicate with clients directly via SMS, keeping your communications varied and responsive.

Email Templates: Use preloaded, customizable templates for quick and consistent communication.

Client Chat Integration: Built-in live chat functionality within the Traveler Hub, making it easy for clients to ask questions or get support in real-time.

Templates & Document Sharing

Customizable Proposal & Quote Templates: Create visually appealing, branded proposals and quotes with preloaded templates, ensuring consistency while saving time.

Secure Document Sharing: Share important travel documents securely through the platform, ensuring all communication and file transfers remain confidential and easy to track.

Document Storage: Store all important documents, including contracts, client information, and travel confirmations, in one secure, organized location for easy access.

Frequently asked questions

1. How do I set up an account for my agency?

The agency owner should be the first to set up an account. Once the owner’s account is created, they can invite and add agents to the platform. Agents will then have access to the features assigned by the agency owner, ensuring streamlined control and collaboration.

2. Will I be charged when my trial expires?

Yes, you will only be charged once the trial period ends unless you cancel your subscription before the trial expires.

3. Can I cancel anytime and get a refund?

You can cancel your subscription at any time. Refunds are not available after the trial period ends, but there are no cancellation fees.

4. What if none of these plans fit my budget?

Contact our sales team to discuss a custom plan that meets your needs and budget.

5. Is Trazel accessible remotely?

Yes, Trazel is a web-based platform accessible from any device with an internet connection.

6. Can I control what my sub agents can access?

Yes, agency owners can customize access levels to ensure agents only see information relevant to their role.

7. Can I import my data from another CRM?

Yes, you can import your customer profile data by uploading a spreadsheet with key details such as names, phone numbers, emails, date of birth, TSA information, and social media handles. However, please note that booking details cannot be imported from other CRMs at this time. For a smooth transition, we provide a spreadsheet template to help you format the data correctly.

8. Does Trazel support commission tracking?

Yes, Trazel allows you to track agent and agency commissions, generate detailed reports, and ensure accurate payment distribution.

9. Does Trazel provide a Knowledge Base for training and support?

Yes, Trazel offers a comprehensive Knowledge Base filled with tutorials, articles, and guides to help you and your team navigate the platform. Whether you need step-by-step instructions or best practices, our Knowledge Base is designed to ensure you get the most out of Trazel, reducing the need for external support and empowering your team to work efficiently.

10. How does Trazel handle customer feedback or feature requests?

We value feedback from our users. You can submit feature requests directly through our platform, and we regularly review them to prioritize updates based on user needs.