Independent tailor-made travel advisors
Capture traveler preferences, coordinate consultations and prepare tailored proposals. Retain revisions and commercial terms before accepting the trip sale.
How Makinari helps Independent tailor-made travel advisors
An independent advisor designs proposals for travelers seeking an itinerary adapted to their interests. CRM retains desired dates, stated budget, preferences and contacts; connected channels bring together questions and revisions. A calendar helps coordinate the consultation, and documents support a proposal the advisor reviews before presenting it, while Commerce organizes the commercial service offering.
Revenue Operations links sales and invoices to the customer. Hotel, transport and activity availability and terms must be validated with providers; external source data requires import or compatible integration. This case does not issue tickets, connect to a GDS by default or guarantee bookings or prices. The advisor reviews cancellations, travel requirements and service scope, limits personal data and obtains permission for commercial follow-up.
Key Workflows
- Record traveler preferences, dates and stated budget and coordinate a consultation in the connected calendar.
- Prepare an itinerary proposal for advisor review and check availability and terms with providers.
- Document commercial acceptance and revisions and link sales and invoices to the customer without inferring external bookings.
Potential operational benefits
More traceable preferences and proposal revisions, with a continuous personal relationship and provider confirmations separated from the commercial sale.
Results depend on your process, data quality and configuration.
Recommended modules
CRM
Contacts, accounts and opportunities with a shared history.
Channels
WhatsApp and email conversations in a shared inbox.
Commerce
Catalog, online store and orders for products and services.
Revenue Operations
Orders, reservations, inventory, invoices and financial records.
Reporting
Sales, costs, campaigns and agent activity.
Reports for your business
Based on the data you record and connect; these are operational reports, not industry benchmarks.
Meetings Scheduled
Review scheduled commercial consultations to decide which proposals need a conversation with the traveler.
Leads in Conversation
Identify travelers with proposals under discussion to prioritize clarification of preferences and terms.
Customer Acquisition Cost (CAC)
With recorded acquisition spending and paying customers, assess which referral or promotion channels merit review.
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