Features of the Caladeo software

CRM & Sales management

Itineraries and proposals creation

Invoicing & Financial tracking

Customization & Settings

Centralize all your contacts, clients and suppliers

Manage all your contacts in one place and never lose important information again. At a glance, access the complete history of interactions, opportunities, documents, and related trips. A 360° view of each client that ensures seamless, personalized, and ultra-professional follow-up.

• Complete, detailed, and customizable profiles
• Management of associated opportunity history
• Integrated client/supplier typology
• Intelligent search and advanced filters
• Fast data import and updates

Visualize your pipeline and track your sales

Visualize and manage your sales cycle with a clear and fully customizable pipeline. Track each opportunity, its progress, value, and conversion probability. Structure your follow-ups, anticipate your results, and improve your team’s performance with an intuitive Kanban view.

• Fully customizable columns and statuses
• Automatic value and probability calculation
• Smooth and interactive Kanban view
• Instant visualization of related tasks
• Ability to manage multiple pipelines

Plan your tasks and follow-ups

Optimize your daily organization with a smart, automated task system. Schedule follow-ups, track deadlines, and trigger actions based on the progress of opportunities. Gain productivity and responsiveness, and ensure impeccable follow-up, without missing any key steps.

• Manual or automated task creation
• Display of deadlines in the pipeline
• Task assignment by user
• Dedicated operational dashboard
• Daily report summarizing actions to be completed

Visualize your activities with the operational dashboard

Gain instant operational insight into your entire daily activity. The dashboard automatically groups all priority actions: overdue tasks, tasks to be completed today or in the coming days, new opportunities to pursue, and upcoming trips. A clear cockpit to organize your day in seconds and stay perfectly responsive.

• Centralized view of all priority actions
• Identification of overdue and upcoming tasks
• List of new business opportunities
• Tracking of planned trips and upcoming departures
• Simplified and highly visual daily management

Reuse your existing quotes

In just a few clicks, reuse any customized quote for a previous trip to create a new one. Instantly adapt essential parameters such as the number of participants, dates, or options, without rebuilding the quote. This represents a significant time saving, allowing you to quickly propose variations or respond to new prospects.

• Instantly reuse your existing quotes
• Automatic rebudgeting of quotes
• Ideal for efficient, customized travel
• No more starting from scratch with each new request

Create custom itineraries

Easily create tailor-made trips with a simple yet powerful visual editor. Add accommodations, steps, activities, transportation, insurance, discounts, and options in just a few clicks. Your itinerary becomes clear, attractive, and professional, ready to be presented to the client as a modern, interactive, and fully personalized proposal.

• Create custom itineraries in just a few clicks
• Pre-filled catalogue of steps and products
• Ultra-fast programme modification
• Generate modern and interactive quotes & proposals
• Clone a previously used quote with one click

Automatically calculate the budget and margins

Your trip budget is automatically calculated based on the prices in your product catalogue. No more manual calculations or juggling with Excel: the system adjusts costs, margins, and prices according to the trip’s composition, the number of travelers, and the currency used. You save time while ensuring your profitability.

• Automatic calculation of margins and selling prices
• Takes into account the number of travelers
• Multi-currency compatible
• Clear summary by expense category
• Option to display or hide price details

Generating professional proposals

Generate modern, clear, and professional proposals in seconds, online or as PDFs. Your clients can review them, communicate directly with their travel agent, ask questions, or approve the proposal with a single click. The result: a significantly higher conversion rate than a simple proposal sent by email.

• Proposal template suitable for all agencies
• Fully customized proposal template available upon request
• One-click PDF download
• Online proposal approval

Financial dashboard

Gain a clear and immediate view of your agency’s performance. Analyze your sales, margins, and results by destination, agent, or period. The dashboard highlights your key performance indicators (KPIs) and helps you manage your business, identify growth drivers, and make strategic decisions with confidence.

• Personalized financial dashboard for each team member
• Advanced filters: country, agents, time periods, client types…
• Visual and intuitive charts
• Quick analysis of key KPIs

Stop flying blind, anticipate everything!

Anticipate your performance with a reliable forecasting system based on your quotes and the actual status of your opportunities. The forecasting dashboard automatically estimates your future revenue and margin in the short and medium term. No more navigating blindly: you finally have a clear vision of your future results to make the right decisions at the right time.

• Automatic and accurate results forecasting
• Based on quotes and opportunity statuses
• Clear short and medium-term projections
• Essential decision-making tool for managing business activity

Easily manage your multi-currency travel

Easily manage trips with prices in different currencies. Enter your product rates in the original currency (USD, CHF, GBP, etc.), and the system automatically calculates conversions, margins, and budgets. The agency can also choose its billing currency, offering complete flexibility for working with international clients and suppliers.

• Product entry in their original currency
• Automatic conversion based on the current exchange rate
• Select the agency’s billing currency

Client & Supplier invoicing

Manage all your invoicing with ease: create and send client invoices, track payments, and record supplier invoices, all in one place. The system centralizes the entire financial process, from proposal to final invoice, while ensuring compliance, accuracy, and time savings. Management of the VAT margin scheme is automated for clients in the European Union.

• Customized invoices generated in seconds
• Complete management of down payments and balances
• Structured tracking of supplier invoices
• Management of the VAT margin scheme

Manage and centralize all your payments efficiently

Centralize all your payments in one place: payments received, pending, overdue, and payments made to your suppliers. Instantly see who paid what, when, and how. The dashboard gives you a complete overview of your cash inflows and outflows, for more effective follow-up and perfectly controlled financial management.

• Centralized client and supplier payments
• Full details: dates, amounts, and payment methods
• Consolidated view of all payments on a single screen
• Immediate identification of missing or incomplete payments

Keep your data secure

Benefit from a reliable and fully secure platform to manage your entire business. Your data and that of your clients are protected by advanced encryption, continuously backed up, and hosted on highly secure European servers. Thanks to full GDPR compliance and precise access control, you can work with complete confidence, guaranteed a safe and controlled environment.

• Secure hosting on European servers
• Daily automatic backups
• GDPR compliance
• Advanced user access management

Control access with custom roles

Control precisely who can view, modify, or approve what within the application. Create roles tailored to your organization (management, agents, accounting, production, etc.) and define access levels for each user. You maintain control over sensitive data while allowing everyone to work efficiently.

• Role creation tailored to each job
• Access rights configurable by module and by action
• Restrictions on sensitive data
• Permissions managed per user

Add your own custom fields

Easily add your own fields to contact, client, supplier, or opportunity records to tailor the application to your business. Specific information, internal notes, operational data, or client-specific details: you structure your data as you wish and create a CRM perfectly aligned with your way of working.

• Custom fields for all your CRM records
• Configuration tailored to your agency’s needs
• Data organization
• Quick and easy field addition

Adapt the software to your ways of working

Create a user interface that truly reflects your brand. Customize your visual identity, documents, sales rules, and business settings to provide your team with an experience perfectly aligned with your brand. Your application adapts to your organization, your ways of working, and your style; not the other way around.

• Visual customization of the application
• Customizable proposal and invoice templates
• Integration of the agency’s terms and conditions of sale
• Configuration of VAT, margins, insurance, etc.
• Setting up opportunity distribution