CRM for Tourism

CRM for Tourism and Destination Management

  • Success in the tourism sector depends on strong relationships with both host communities and stakeholders. Maintaining those relationships whilst maximising the commercial opportunities requires a skilful balance.

    Really Simple Systems CRM can help; providing an affordable, turnkey solution to manage your relationships, track sales and collaborate with your team.

    Our CRM for tourism provides a B2B solution for destination management organizations, tourist boards, conference bureaux and MICE professionals.

  • CRM for Tourism and Travel Sector

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Managing relationships and tracking sales

You’ll be managing relationships with a wide variety of contacts including clients, partners, agencies, suppliers, members and influence groups. Our tourism CRM software gives visibility of all your interactions and creates workflow automation, helping you manage your relationships, sales opportunities and prioritizing your best leads.

For example, with advertising, memberships and sponsorship, you can track your leads right through the sales process from initial inquiry to close. Adding weightings and probability factors to your sales opportunities lets you run reliable forecast reports and monitor your team’s activity.

  • Manage your clients, partners, affiliates and members, recording calls and meetings in the CRM
  • Track your sales from initial contact to invoicing and run forecasts
  • Automatically log your emails to and from your contacts to the CRM
  • Create and send quotations from the CRM and integrate with your accounting software
  • Analyse and report on your sales and contact engagement

More than just a CRM

  • Our tourism CRM includes integrated email marketing that lets you create and send email newsletters directly to your contact database. You can set up detailed segmentations and personalise your messages based on the data stored in your CRM. This might be simply according to your contact’s account type, location or value, but you could also group by interest, previous activity or any custom data you collect.

    Using forms on your website you can collect new inquires directly to the CRM and allocate them to a member of your team to follow up. You can also add them to an automated marketing campaign, sending them a welcome message and follow up emails over a period of time.

  • CRM for Tourism: Managing your contacts in the field

  • Created detailed database segmentations and personalise your messages
  • Collect new leads directly from your website, allocate them to a team member and set tasks to follow up
  • Design and send email newsletters, and manage traditional campaigns
  • Automate marketing campaigns for new contacts using drip marketing
  • Build up valuable insight from your contacts’ engagement to drive future campaigns
  • Collect and maintain marketing consents for GDPR compliance

External Integration with your systems

Really Simple Systems CRM integrates with Xero, KashFlow and Sage Business Cloud accounting software systems. You can sync you data to create invoices directly from the CRM and manage your account balances. It also integrates with giving you access to over 1,000 other cloud applications including event management systems, like Eventbrite, and ecommerce software, like WooCommerce.

Read our tourism CRM case studies

  • CRM for Tourism: Hello Scotland Customer Case Study

  • VisitAberdeenshire tourism CRM case study


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