Client Profiles

  • Manage contacts and communications with direct Clients, Agents, and Wholesale contacts.

  • Process web site inquiries without need for tedious double entry.

  • Build and manage mailing lists based on a rich set of profile data and historical touch points created during the inquiry and booking processes.

  • Automatically update HubSpot or MailChimp profiles and unsubscribe requests.

  • Export Email and Mailing lists based on email preferences, brand affiliation, household status, demographic and interest profiles and booking histories.

  • Track and store all client communications whether generated from within Tourcube or synced from Outlook or other external email system.

  • Utilize powerful user defined email contact script templates to streamline and standardize client communications.

  • Generate destination and trip specific reference lists for prospective travelers based on past traveler evaluations.

  • Store and utilize tokens for credit card profiles hosted in Authorize.net’s Customer Information Manager system.

  • Store and manage familial and organizational relationships between multiple profiles.

  • Store and manage Travel Credits to be used as a form of payment or discount on future bookings.

Powerful, fast searches of your CRM database.

Powerful, fast searches of your CRM database.

 
 
Store profiles for direct clients.

Store profiles for direct clients.

Manage agencies and their related agents.

Manage agencies and their related agents.

 
 
Agent profiles relate back to their host agency.

Agent profiles relate back to their host agency.