CasperPortalWho it's for · Hospitality & events
CRM for Travel Agencies and Travel Advisors
A CRM for travel agencies remembers what each client wants and follows up at the right moment. CasperPortal lets you tag clients by interest, such as cruises or Europe, send targeted email and text campaigns, book planning calls online, and send pre-trip reminders automatically, so past travelers come back for their next trip.
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What slows travel agencies down
Client interests live in your head
Who wanted a river cruise, who travels every spring break? Without a record, those opportunities are easy to forget.
Quotes go out and go quiet
Travelers compare options for days. Without timely follow-up, they book online or with another advisor.
Past clients are not invited back
A happy traveler is your best lead for the next trip, but only if you stay in touch between bookings.
A CasperPortal workflow for travel agencies
A traveler fills out your trip-request form
CasperPortal tags them by destination and travel style
They book a planning call from a link in the reply text
If the quote is not accepted, follow-up messages go out on your schedule
Before departure, automated emails share reminders and packing tips
Features travel agencies use most
CRM & Contact Management
One timeline per customer for texts, emails, calls and notes, with unlimited contacts.
Email & SMS Marketing
Drag-and-drop emails, two-way text broadcasts and drip sequences, sent from your CRM contact list.
Workflow Automations
A visual, no-code builder for multi-step follow-up with if/then logic and ready-made templates.
Appointment Booking
Online booking with Google and Outlook sync, automatic reminders and deposits at booking.
Travel Agencies FAQ
How do travel agents manage inquiries for different destinations?
Use tags and custom fields to track client interests, such as Europe, cruises or family trips. Then send targeted emails that match the right trip to the right client.
Can we automate itinerary reminders?
Yes. Set up workflows that send pre-trip emails with packing lists, travel tips and reminders ahead of each departure date.
Can clients book a planning call online?
Yes. Share your CasperPortal booking link so clients can choose a time for a planning call without back-and-forth emails.