Your entire sales pipeline in one place, from first contact to confirmed booking
Your leads, files and pipeline live in one place, each followed by the right advisor. Every enquiry arrives already enriched thanks to AI qualification, and you move straight into quoting and then sending a proposal, with no re-entry. You stay in control of your follow-ups and sales priorities.
Leads, files and pipeline in one place
No more enquiries scattered across inboxes, spreadsheets and chat threads. Each request becomes a tracked file, linked to the client, the itinerary, the quote and every exchange. You see your pipeline by stage and know at a glance where each sale stands and who owns it.
- One enquiry = one file linking client, itinerary, quote and payments
- Pipeline view by stage: from quote to confirmation, through to the completed trip
- A dedicated advisor per file, accountable for follow-up
- Search and filter by stage, advisor, dates or client
- Status history kept for full traceability
Enquiries that arrive already enriched
When a traveller fills in your form, an AI qualification step asks about their duration, budget and destinations. The enquiry reaches you already structured: your advisors save time on the first exchange and open the file with the essential context. The AI never invents a price or an itinerary — it sets the stage, your advisor decides.
- Visitor qualification right after the form is submitted
- Budget, duration and destinations captured and carried into the file
- Conversation transcript available to the advisor
- The advisor takes over with a file that's already framed
Follow-ups and sales actions under control
Sales follow-up no longer relies on anyone's memory. You create and assign actions (follow-up, upsell, win-back) tied to a specific file, with priority and reminders. A sales score surfaces your hottest clients so you focus effort where it matters.
- Actions assignable to an advisor, with priority and snooze
- Sales score to spot opportunities worth seizing
- Clear tracking: open, done, or dismissed
- Every action linked to a file and its client
From file to quote, then to proposal
The CRM isn't an isolated step: it's the starting point of one continuous flow. From the file, you move straight into the quotation engine and then into a proposal sent to the client through a dedicated link — with no double entry. The client finds their itinerary, their price and their dedicated advisor's details.
- Direct continuity into multi-scenario quoting
- Send the proposal to the client via one link, with no re-entry
- The dedicated advisor stays visible on the client side
- Figures lock at confirmation to secure the sale
AI qualification prepares and structures the enquiry; it never sets a price or an itinerary, and never replaces your advisor's judgement. Togoways does not promise automatic leads.