Easy CRM Master
Grow your travel agency and deepen your customer relationships with Easy CRM Master.
The all-in-one CRM suite offers marketing, sales, service tools that grow with your travel agency.
Get the flexibility to automate tasks and personalize your CRM with Artificial Intelligence.
What can you do with Easy CRM Master?
Easy CRM Master
An integrated platform
Daily management of each seller's tasks
A personalized task tracker lists the actions to be carried out by sales advisors, and allows the qualification of the actions processed: commercial proposals, quote tracking, reminder dates, etc.
Integrated workstation
Messaging: Easy CRM Master is compatible with all messaging systems on the market. For each email sent, you can request a copy in your Outlook mailbox.
Personalized monitoring by seller of each agency
The most complete solution for the integral management of a travel agency that manufactures its tourist products and (or) distributes them on all channels. Reliability and ease of use are guaranteed.
Tools for sending automated newsletters on your offers for prospects and customers based on typologies Tools for sending newsletters on demand on your current offers (last minute - promotions, etc.) A tool for managing the future destinations of customers satisfied with your products A tool for automated reminders of individual quotes / grouped individuals / agency groups A tool for tracking order books A tool for reminding customers when they return to note their observations on their stays or cruises A tool that allows you to retrieve these observations daily to feed a testimonial site A tool that allows you to qualify the reasons for rejected quotes
Cash management
Automated check deposits
Balances by bank
Monitoring commitments
Creation of check delivery (customers and non-customers)
Creation of Cash Remittance
Pay
Customer management
Qualification of customers - prospects
Creation of quotes
Contract creation
Automatic generation of invoicing
Margin management
Monitoring customer payments
Supplier Management
Recording supplier invoices
Ranking of suppliers by category (ticketing-TO-Club ...)
Regulations due
Invoice control and payment monitoring
Management control
Compatible with Excel, Easy CRM MASTER makes your life easier by editing all the reports you need for you.
You can break down the information by employee, by customer, by supplier, by period, etc.
Sales analysis
Supplier statistics
Details of monthly, annual and between 2 periods purchases
Centralization of purchases / month / year
List of supplier regulations
Supplier invoices not paid on the closing date
Supplier invoices not received
History of commissions paid by the TO
Analysis of application or service fees
Annual statement of application or service fees
Detail of product codes invoiced
Annual statement of invoiced product codes
Commission details
Statistics
Business volume over a specific period, annual, monthly
Customer invoices not settled for financial year N, not settled for financial year N with departure date N
Deferred income
History of application fees + com and surcom - discounts invoiced
Stays and travel only within the European Union, both within the European Union and outside the EU.
Business analysis
New customer and prospect files, new customers per year, new prospects per year, customer age pyramid).
Forecast turnover, actual turnover, differences (graphical representation and detailed figures)
Display with criteria by reservation date, by departure date
Number of customer files per year, tourism files per month of departure, number of customers per city...
Top 10 best customers.
AI for Marketing
Increase the productivity and creativity of your teams with AI integrated into their digital marketing platform.
Guide customers through personalized journeys with automation powered by Match&Target.
What can you accomplish with AI integrated into your CRM?
Discover reliable AI specially designed to optimize every step of the campaign process.
Deepen your knowledge of your customers.
Creating segments
Segmentation on platforms can take weeks. Now it’s possible in seconds. Easily browse your databases, target your audiences and deploy your campaigns faster, all while reducing the workload of your sales consultants.
Creating content based on your customers’ themes
Create ultra-personalized content at massive scale. With generative AI — contextualized by your first-party, brand, and campaign data — instantly create copy and visuals for your campaigns. You’ll gain relevance, perform more A/B testing, and secure your customer data. Easy CRm Master comes with a variety of newsletter templates.
Optimize your campaign spending and performance.
Planning and automating newsletter sending
Send personalized messages at the right time. Optimize the email at the moment it’s opened, with dynamic and editable sections. All aspects of the email can be personalized, including offers, product selection, and general content, based entirely on a real-time understanding of the customer’s travel purchases.
AI-Automated Offers
Match&Target is a contextual algorithm that leverages historical data, real-time data, and your business logic to identify relevant and dynamic offers throughout the customer journey. As you deliver content and offers to your customers, new data continuously enriches Match&Target, improving the algorithm’s ability to make optimal decisions across a range of dynamic scenarios.
Easy CRM Master offers all the features needed to manage marketing campaigns, from configuration to sending, including content creation.
