A client calls to clarify tour details — the manager can't find the booking: data in Excel, correspondence in WhatsApp, passports in a separate folder. Every season repeats the same: before the influx of requests, you have to call past clients, and there's no list of loyal tourists. Bitrix24 solves this pain. We are certified specialists with 10+ years of experience, we guarantee setup tailored to your business process. Our team has implemented over 50 projects for travel agencies — from small to network ones.
Unified CRM, booking funnel, smart processes for tour catalog, automatic reminders — everything is configured turnkey. Request a consultation: we'll evaluate your project in 2 hours.
Why does a travel agency need CRM?
Contacts, bookings, documents — everything in one place. A manager opens a client card and sees travel history, preferences, current bookings, passport data. CRM reduces information search time by 40%. Compared to Excel, client work speed increases 3 times. Smart processes for tour accounting are 5 times more efficient than Excel tables in data update speed.
CRM: Client Card
A contact in CRM is a tourist. Standard fields are supplemented with custom ones:
- Passport data (series, number, expiration date)
- Date of birth — for congratulations and age restrictions
- Preferences: type of vacation, budget, countries
- Notes: allergies, family composition
A company in CRM is a corporate client (group tours).
Booking Funnel
A deal = tour booking. Funnel stages:
| Stage |
What happens |
| Inquiry |
Client contacted, interested in a destination |
| Tour Selection |
Manager selects options, sends proposals |
| Agreement |
Client chose the tour, clarifying details |
| Booking |
Manager books with the tour operator |
| Payment |
Invoice issued, awaiting payment |
| Documents |
Visa, insurance, vouchers preparation |
| Document Issuance |
Everything ready, client received documents |
| Completed |
Client flew out, tour took place |
Custom deal fields: country, departure/arrival dates, hotel, meal type, number of tourists, operator booking number.
How do smart processes simplify tour accounting?
A smart process 'Tour' is created for the tour catalog: destination, dates, hotel, price, number of seats, description. A deal is linked to the tour — you can see how many seats are sold, how many remain. This replaces Excel tables and provides real-time up-to-date data.
How to set up the funnel in 10 steps?
- Go to CRM → Funnels and Leads.
- Create a new funnel named 'Bookings'.
- Add stages: Inquiry, Tour Selection, Agreement, Booking, Payment, Documents, Document Issuance, Completed.
- For each stage, configure robots: on the 'Payment' stage — send SMS with payment details.
- Create custom deal fields: country, dates, hotel, meal type, number of tourists.
- Configure document templates: contract and voucher automatically filled from deal fields.
- Create client segments for mailings.
- Connect open lines for messengers.
- Check integration with 1C and the website (if required).
- Run a test deal.
Comparison: custom CRM vs Bitrix24
| Parameter |
Custom CRM |
Bitrix24 |
| Implementation time |
1–3 months |
10–14 days |
| Labor intensity |
high |
individual |
| Documentation and support |
none |
official documentation |
| Scalability |
difficult |
ready-made tools |
Seasonal Campaigns
Before the season, you need to remind customers about yourself. Tools:
- Segment 'Clients who flew to Turkey last summer'
- Email campaign with early booking
- Sales generator — automatic creation of tasks for managers to call
Document Management
Bitrix24 Disk stores passport scans, visa copies, contracts, vouchers. Documents are attached to the contact and deal. Contract template with auto-fill (full name, passport, tour dates, price) is generated from the deal.
Automation
- New inquiry → task to manager 'Contact within 30 minutes'
- Stage 'Booking' → task 'Book with operator', notification to client
- Stage 'Payment' → SMS with payment details, reminder after 3 days
- 7 days before departure → SMS reminder to client, task to manager 'Check documents'
- After return → task 'Collect review'
Additional features: integration with ATOL Online for fiscalization, sales reports via funnel, mobile app for managers.
What's included in the work
- Booking funnel with custom fields
- Client card: passport, preferences
- Smart process for tour catalog
- Seasonal segments and mailings
- Document templates: contract, voucher
- Robots: tasks, SMS, notifications
- Open lines for requests from messengers
Setup time: 10–14 days. Price is calculated individually. Get a consultation: our engineers will answer your questions and offer a solution within your budget.
How a corporate portal on Bitrix24 solves the problem of information chaos?
Employees spend up to 2 hours a day searching for files, emails, and solutions. Tasks get lost in dozens of chats, approvals get stuck for weeks. The manager learns about missed deadlines only at a meeting. A corporate portal on Bitrix24 ties every message, document, and task to a single context. You get a transparent picture of work: who is working on what, which stages, where bottlenecks are. Wikipedia: Information silo describes how unorganized data reduces productivity – a portal cuts that loss by 60–70%.
We will evaluate your project for free – contact us to get the architecture in 2 days. A medium‑sized company typically saves 2.5 million rubles annually after deployment (based on our projects).
What does the portal offer in daily work and why is it better than messengers?
In messengers, information is unstructured – discussions get buried within a week. On the portal, every message is tied to a task, project, or document. Employees spend up to 30% of their work time searching for data (McKinsey). The portal reduces this time by 2–3 times thanks to structured repositories and full‑text search.
Communications. Activity stream, messenger, and video calls are tied to specific tasks. Any discussion can be found six months later – in a messenger it would be buried within a week.
Tasks and projects. Kanban, Gantt, checklists, dependencies, time tracking. Each employee's efficiency is visible in reports – no need to wait for a meeting.
Document flow. Approval routes through the business process designer: leave request → manager → HR → accounting. Electronic signature, versioning, deadline control. Integration with electronic document management (SBIS, Diadoc) via REST API.
HR. Onboarding of new employees, leave/travel requests, organizational structure, absence schedule. An employee knows where to go from day one.
Knowledge base. Bitrix24 wiki engine: regulations, instructions. Knowledge does not leave with departing employees.
Implementation example. For a manufacturing company with 320 employees, we deployed a portal with integration of 1C:SALARY AND HR MANAGEMENT and Active Directory in 4 months. Travel request approval time decreased from 3 days to 4 hours. Savings on employee idle time amounted to 1.5 million rubles per year. Managers receive automatic reports on department efficiency. Customer response time decreased by 20%. Portal payback period is 7 months.
How does integration with 1C and Active Directory accelerate HR management?
Integration with 1C:Enterprise via the b24connector module or custom REST handler: a leave request is approved on the portal through a business process and automatically enters 1C:SALARY AND HR MANAGEMENT for vacation pay calculation. Active Directory (SSO via the ldap module) – the employee account is created once in AD and synchronized to the portal, email, VPN. Upon dismissal, it is blocked everywhere. Manual account creation is eliminated, errors are minimized.
Types of corporate portals and key integrations
| Type |
Purpose |
Key Feature |
| Intranet |
Internal communications and services |
News, phone directory (sync with AD), meeting room booking, IT requests via BP |
| HR portal |
HR management and development |
Profiles, KPI/OKR on custom HL blocks, training, electronic document flow |
| Knowledge portal |
Documentation and regulations |
Categorization, tags, ratings, subscriptions to updates |
| Extranet |
Work with partners and contractors |
Granular permissions via CGroup and extranet module, access without VPN |
| Holding portal |
Management of multi‑company structure |
Separate workspaces, consolidated reporting, cross‑cutting BPs |
Additional integrations that deliver real value:
- Email: Exchange via EWS API or IMAP, calendar synchronization, creating a task from an email.
- IP telephony: Asterisk, Mango Office, Zadarma via REST API – calls from the portal, contact card, call recording.
- Video conferencing: built‑in video calls or integration with Zoom/Teams via marketplace.
- EDI: SBIS, Diadoc via REST API – fully electronic document flow with counterparties.
Security and compliance with Federal Law 152‑FZ
The portal contains personal data, financial reports, strategic plans. We guarantee protection:
- role model via CGroup and section‑level permissions;
- two‑factor authentication (OTP, Yandex.Key, SMS);
- audit of all actions (b_event_log);
- TLS encryption for transmission and disk encryption;
- full compliance with Federal Law No. 152‑FZ "On Personal Data".
How is implementation carried out? Step‑by‑step plan
| Stage |
Duration |
What we do |
| 1. Audit |
2–3 weeks |
Interviews, process analysis, architecture, integration plan |
| 2. Setup and customization |
3–6 weeks |
Structure, roles, BPs, branding (CSS template) |
| 3. Integrations |
2–4 weeks |
1C, AD, email, telephony, EDI |
| 4. Data migration |
1–2 weeks |
Documents, directories, employees from current systems |
| 5. Training and pilot |
1–2 weeks |
Administrators, key users, pilot of 20–30 people |
| 6. Scaling |
2–4 weeks |
Connecting departments, fine‑tuning based on feedback |
- Audit — we record current processes, measure time losses.
- Design — choose portal type, plan integrations.
- Implementation — configure business processes, permissions, interface.
- Test — pilot group tests scenarios, we fix issues.
- Launch — connect all employees, train, hand over documentation.
What you receive after implementation
- Project documentation: architecture, integration scheme, business process diagrams.
- Configured portal with all integrations (1C, AD, telephony, EDI).
- Business process descriptions and instructions for administrators and users.
- 30 days of technical support after launch.
- Access to our knowledge base and migration scripts.
Post‑launch support: how to prevent the portal from becoming obsolete
After six months, many portals become abandoned. To avoid this, we offer packages with fixed SLA and a dedicated administrator. Performance monitoring, platform updates, user administration, development of new modules. Our team has over 10 years of experience and more than 50 implemented corporate portals on Bitrix24. We are a certified 1C‑Bitrix partner, guaranteeing quality and deadlines.
Mobile access. Native Bitrix24 app (iOS/Android) with push notifications, tasks, chats. Responsive web interface for extranet users (no app installation required). Offline access to documents and tasks, sync when connectivity is restored.
Order a turnkey corporate portal implementation
Schedule a free audit – we will evaluate your project, propose architecture, and give clear timelines. Get a comprehensive proposal and see that the portal pays for itself within the first six months. Contact us today.
