CRM – Your Contacts Database

Save and organize business and customer contacts for easy access across TripCreator.

✅ What You Can Do with TripCreator CRM

TripCreator’s built-in CRM lets you:

• Create a centralized database of customer and business contacts

• Quickly assign itineraries to customers and access their details within the itinerary

• Simplify the checkout process with autofilled contact information

• Grant agents access to your account

• Enable neutral domains for specific accounts

👉 Creating CRM Entries

TripCreator categorises CRM records into two types: Accounts and Contacts.
Accounts are further classified as Customers, Suppliers, Agents, Leads, or Prospects.
Contacts represent individual people and can be linked to any of these accounts.

To create a new record:

1. Go to the Accounts or Contacts tab

2. Click New Account or New Contact

3. Fill in the details and click Save

👉 Creating Contacts on the Go

You can also add contacts while building an itinerary:

• Start typing the customer’s name in the relevant field

• Click on the Add new option

• Any entered information will be saved to your CRM automatically

👉 Billing Address Autofill at Checkout

The system automatically fills in the customer's billing address during checkout if all required fields under Main Address are completed in the customer’s record (excluding State/Region, which is optional).

👉 Inviting CRM Contacts as Agents

You can invite saved contacts to act as agents via the CRM, allowing them to use the Agent Portal to finalise and send itineraries to end customers.

To invite an agent:

1. Open the contact’s profile in the CRM

2. Scroll to the bottom and click Add as Agent

📌 Learn more about the use of Agents Portal here.

 

👉 Enable Neutral Domains for Specific Accounts

If certain clients should receive itineraries via a neutral domain (instead of your branded domain), you can configure this in the CRM:

• Open the account entry

• Toggle on the Domain option

📌 Learn more about using the neutral domain here.