Travel mid office software
for the bit between the sale and the accounts.
The consultant confirms the booking. Three weeks later, the finance team finds out. By which point the deposit is overdue, the supplier wants paying, and nobody's actually sent the client their tickets. travelCRM is the workflow layer that stops that happening.
Used by tour operators, host networks and independent agencies who'd quite like bookings to stop falling between the cracks.
No credit card. Cancel any time.
Where bookings go missing
Front office runs on charm. Back office runs on spreadsheets. The bit in the middle runs on hope. Recognise any of these?
The verbal handoff
The consultant tells the accounts manager 'I've just confirmed the Patel honeymoon' over coffee. Three weeks later: 'Did we ever invoice that?'
The Monday-morning queue
Six new bookings came in over the weekend. Two are missing a supplier confirmation, one has no payment schedule, and one doesn't have a lead passenger marked. You won't find out which is which until you open every one.
Options that expire on Friday
Hotel held 12 rooms on option until the 28th. The consultant forgot. The release happened. The group booking is now scrambling for replacement inventory at retail rates.
Documentation in three threads
Supplier confirmation in one email, e-ticket in another, transfer voucher on WhatsApp, insurance certificate in the consultant's downloads folder. The client phones at 6am from a departure lounge — good luck finding it.
Status by Slack message
'Is the Williams booking ready for invoicing?' 'I think Sara was waiting on the visa confirmation.' 'Where's Sara?' 'On annual leave until next Thursday.'
The end-of-month panic
Accounts can't close the month because eight bookings show as confirmed but aren't invoiced, and nobody's sure if that's a workflow issue or a real revenue gap.
Every booking has a state. Every state has an owner.
travelCRM gives you a queue, not a spreadsheet. A booking sits in a status until somebody moves it forward — and you can see, at any moment, exactly what's waiting on what.
Workflow queue
Filter every active booking by status — quote, confirmed, documents pending, invoiced, paid, commission due. The accounts team starts every morning with a list of what needs their attention, not a hunt for it.
Replaces: shared Excel, 'who's doing what' standups, the morning Slack scroll.
Supplier confirmation tracking
Each component of a booking (hotel, flight, transfer, excursion) tracks its own confirmation status, reference number and option-release date. travelCRM nags before options expire.
Replaces: 'I'll just check my email' as a workflow.
Document hub per booking
Tickets, vouchers, supplier confirmations, passports, insurance certificates — all attached to the booking they belong to. The on-call consultant at 6am can find the e-ticket in three clicks.
Replaces: WhatsApp screenshots, Dropbox folders, 'check your downloads'.
Booking-level audit trail
Every status change, payment, price edit and note is logged with who, when and what. If a client disputes what was quoted six months ago, the answer is one click away.
Replaces: 'I'm pretty sure I told her that' as evidence.
Payment schedule automation
Deposit on confirmation, balance 8 weeks before departure, supplier paid on receipt of statement. travelCRM tracks every leg and flags what's overdue.
Replaces: the calendar full of payment reminders only one person can see.
Consultant-to-accounts bridge
When a consultant marks a booking confirmed, the accounts team sees it instantly — with the price breakdown, supplier costs and commission already calculated. No re-keying, no email forwarding.
Replaces: the 'I'll let finance know' email that never gets sent.
Why a generic project tool won't cut it
Trello, Asana and ClickUp will give you a board with columns. They won't understand that the 'Confirmed' column has six suppliers attached, a deposit due on the 12th, a passport that expires three months before departure, and a commission only payable after the client returns.
travelCRM was built around the travel booking as the unit of work. Move it through its lifecycle, and every related record — invoices, supplier payments, documents, commission — moves with it. No automations to build. No fields to configure.
What's in every plan
- ✓Unlimited bookings and contacts
- ✓Booking workflow with custom statuses
- ✓Supplier confirmation and option-release tracking
- ✓Document storage per booking, encrypted
- ✓Per-booking audit trail
- ✓Payment schedule automation
- ✓Multi-user with role-based access
- ✓Hosted in the EU on AWS and Supabase
Questions agencies actually ask before switching
What's the difference between front, mid and back office in a travel agency?
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Front office is the consultant talking to the client and building the quote. Back office is the finance side — invoicing, supplier payments, commission, accounts. Mid office is the bit in the middle: the queue of confirmed bookings waiting to be processed, document checks, supplier confirmations, the handoff from sales to finance. It's the layer where most independent agencies leak money, because spreadsheets and email don't enforce a workflow.
Do I really need a separate mid office system if I'm a small agency?
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No — and we don't sell one. travelCRM combines front, mid and back office in a single workspace, so a booking moves from quote to confirmed to documented to invoiced to paid without anyone exporting a CSV. The legacy 'mid office' product category came from IATA agencies running a GDS queue between sales and finance teams. If you're under 20 staff, one connected system is almost always the right shape.
How does travelCRM handle the consultant-to-accounts handoff?
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Every booking has a status — quote, confirmed, documents pending, invoiced, paid, commission due, commission received. When a consultant marks a booking confirmed, it appears in the mid office queue automatically. Accounts can filter by status, supplier, departure date or consultant, and act on what's actually due. No more 'did anyone invoice the Hendersons?' Slack messages.
We're a tour operator with our own product, not a retail agency. Does this still fit?
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Yes. Tour operators have the same mid office problem in a different shape — confirming components with multiple suppliers, chasing rooming lists, releasing options, issuing client documentation in stages. travelCRM models bookings as composable records (flights, accommodation, transfers, excursions, insurance) so an operator can manage component-level status, not just trip-level status.
Will it integrate with my GDS or supplier booking platform?
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travelCRM doesn't sit on the GDS pipe — it sits alongside it. Most of our agencies book through Amadeus, Sabre, Travelport, supplier portals (Hays, Classic, dnata) or directly with hotels and DMCs, then record the confirmed booking in travelCRM. We provide CSV import for bulk loading and a REST API for agencies that want a programmatic bridge. We don't pretend to replace the GDS.
How long before our team is actually using it day-to-day?
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Most independents are running live bookings in their first week. There's no implementation project, no Gantt chart, no 'go-live' weekend. You import your contacts and supplier list, agree internally what 'confirmed' and 'documents pending' mean for your team, and start logging new bookings from Monday. Historic bookings can stay in the old spreadsheet until they're closed out.
Stop losing bookings between the cracks.
Two weeks free. No credit card. No demo call required. If it doesn't fit your workflow, walk away — we'll never know.
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