TRAVELYST FUNCTIONS MATRIX

Modules CRM Premium
Setup and Configuration
Multiple Organisations, Users and Email account set-up X X
Agencies and Agency Contacts X X
Agency Commission Structures X
Sales Stages X X
Currencies and Exchange rate Predictions X
Service Type set-up X
Enquiry Leads and Customer Information Management
Load new enquiries (email, manual) X X
Load new enquiries (web integration) X
Custom data fields per customer X
Distribute enquiries X
Track Stales Stages and Idle Enquiries X X
Manage Sales Stage Change checklists X X
Custom To Do tasks and follow-up reminders X X
Interaction Management and Email Integration
Personalised outgoing emails X X
Personal Inbox Integration X
Document / Attachment Storage X X
Email templates (standard responses) X X
Automated emails (Clients and Suppliers) X
Supplier and Price List Management
Supplier, Service and Option Management X
Rate management X
Multi-currency X
Quotes
Quote and Version Tracking X X
Profitability and Conversion Ratio Measurement X X
Itinerary Builder (including line pricing) X
Flights from PNR (Galileo) X
Service confirmation (supplier booking references) X
Standard rate based pricing X
Passenger Information Records X
Wetu* Integration X
Documentation
Quotes (own brand) X
Quotes (Agency branded) X
Customer confirmation X
Agent commission statements X
Vouchers X
Accounting
Payment tracking X
Invoicing (Clients) and Self-invoicing (Agents and Suppliers) X
Commission Calculations X
VAT Accounting X


*Wetu is a centralised content management and distribution system for the Travel and Tourism industry. Using WETU’s digital tools, the tour & travel operators can connect, share and sell their products through engaging content, rich imagery and smart technology. Wetu now has over 47,000 suppliers and around 400 tour operators using their system.

“There are checklists at each step – to make sure protocol is followed and important information is received and complete.”- Janine Padayachee, Webtours.

“Wow!! The flights add-on is absolutely magic, and it’s going to make a massive difference for us, really outstanding, thank you so very much!” - Shona Pittaway, Managing Director, Perfect Destinations.

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