Bitrix24 Setup for Travel Agencies
A client calls asking tour details, but the manager can't find their booking — data in one Excel file, correspondence in WhatsApp, passport info in a separate folder. High season starts, need to call last year's clients — but there's no list, only scattered notes. Bitrix24 consolidates the client base, bookings, documents, and communications into one system. A manager opens a client card and sees everything: trip history, preferences, documents, current bookings.
CRM: Client Card
A contact in CRM is a tourist. Standard fields (name, phone, email) supplemented by custom fields:
- Passport Data — series, number, expiry (for visa processing and bookings)
- Birthdate — for congratulations and age restrictions
- Preferences — vacation type (beach, excursions, skiing), budget, preferred countries
- Notes — allergies, special requests, family composition
Company in CRM is a corporate client booking group tours.
Booking Funnel
Deal = tour booking. Funnel stages:
- Inquiry — client contacted, interested in destination
- Tour Selection — manager selects options, sends proposals
- Confirmation — client chose a tour, clarifying details
- Booking — manager books with tour operator
- Payment — invoice issued, awaiting payment
- Documents — visa processing, insurance, voucher issuance
- Document Delivery — everything ready, client received documents
- Completed — client traveled, tour completed
Deal custom fields: country, departure/return dates, hotel, meal plan, number of tourists, operator booking number.
Tours via Smart Processes
For tour catalog, create smart process "Tour": destination, dates, hotel, price, available spots, description. Deal links to specific tour — shows how many spots sold, how many remain.
Seasonal Campaigns
Before season start, remind previous year's clients about your services. Tools:
- Segment — "Clients who traveled to Turkey last summer"
- Email Campaign — early booking with special offer
- Sales Generator — auto-create deals for manager follow-up calls
Document Management
B24 Drive stores passport scans, visa copies, contracts, vouchers. Documents link to contact card and deal. Contract template with auto-fill: name, passport data, tour dates, price — generated from deal.
Automation
- New inquiry → task to manager "Contact within 30 minutes"
- "Booking" stage → task "Book with operator", client notification
- "Payment" stage → SMS with payment details, reminder after 3 days if unpaid
- 7 days before departure → SMS reminder to client, task to manager "Verify documents"
- After return → task "Collect review"
What We Configure
- Booking funnel with custom fields
- Client card: passport data, preferences
- Smart process for tour catalog
- Seasonal segments and campaigns
- Document templates: contract, voucher
- Robots: tasks, SMS reminders, notifications
- Open lines for messenger inquiry intake