All features

Built to better sell, manage and organize your trips

22 features grouped into 6 modules. Everything a travel agency needs, in a single platform.

4 features

CRM & Sales management

Client list with prospect/client status and number of projects

Contacts / Clients / Suppliers

Manage all your contacts in one place and never lose important information again. At a glance, find the complete history of exchanges, opportunities, documents and trips linked. A 360° view of each client for smooth, personalized and ultra-professional follow-up.

  • Complete, detailed and customizable contact files
  • Management of associated opportunity history
  • Integrated client/supplier typology
  • Intelligent search and advanced filters
  • Fast data import and updates
Sales pipeline by stage with projects and weighted amounts

Sales pipeline

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 thanks to an intuitive Kanban view.

  • Fully customizable columns and statuses
  • Automatic calculation of value and probability
  • Smooth and interactive Kanban view
  • Instant visualization of related tasks
  • Ability to manage multiple pipelines
Boards of overdue, today's and upcoming tasks

Task management

Optimize your daily organization thanks to an intelligent and automated task system. Plan your follow-ups, track your deadlines and trigger actions based on opportunity progress. You gain in productivity, responsiveness and ensure flawless follow-up, without missing any key step.

  • Manual or automated task creation
  • Deadline display in the pipeline
  • Task assignment by user
  • Dedicated operational dashboard
  • Daily report grouping actions to be completed
Dashboard with tasks, projects and confirmed trips

Operational dashboard

Benefit from instant operational visibility across your entire daily activity. The dashboard automatically consolidates all priority actions: overdue tasks, tasks to complete today or in the coming days, new opportunities to handle and upcoming trips. A clear dashboard 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
  • Monitoring of planned trips and upcoming departures
  • Simplified and ultra-visual daily management

4 features

Itineraries and proposals creation

Actions menu with duplicate quote option

Quotes duplication

Reuse any custom offer from a previous trip in just a few clicks to create a new one. Instantly adapt essential parameters like number of participants, dates or options, without rebuilding the quote. A major time saver to quickly propose variations or respond to new prospects.

  • Instantly reuse your already created quotes
  • Automatic quote rebudgeting
  • Ideal for efficient custom travel
  • Never start from scratch with each new request
Day-by-day itinerary with steps and times

Custom itineraries

Easily create custom trips using a simple yet powerful visual editor. Add accommodations, steps, activities, transport, insurance, discounts and options in just a few clicks. Your itinerary becomes clear, attractive and professional, ready to be presented to your client as a modern, interactive and fully customized quote.

  • Create personalized itineraries in just a few clicks
  • Pre-filled Steps and Products Catalog
  • Ultra-fast Program Modifications
  • Generation of modern and interactive Quotes & Proposals
  • Clone a previously used Quote with one click
Automatically calculated quote summary with price per person and margin

Automatic budgeting

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

  • Automatic margin and selling price calculation
  • Number of travelers taken into account
  • Multi-currency compatible
  • Clear summary by expense item
  • Option to display or hide price details
Client quote with day-by-day programme and price

Professional quotes

Generate modern, clear and professional quotes in seconds, online or in PDF. Your clients can review them, communicate directly with their travel agent, ask questions or validate the quote with one click. Result: a conversion rate well above that of a simple quote sent by email.

  • Quote template adapted to all agencies
  • Fully customized quote template on request
  • PDF download with one click
  • Online quote validation

3 features

Production & Groups

Booking tracking per supplier with confirmation status and amount

Booking tracking

Track the booking status of every service in your trips in real time, for individuals and groups alike. Caladeo centralises the statuses (to book, awaiting confirmation, on option, booked) directly from the trip, with no parallel file and no forgotten follow-up. You know at any time what still needs to be secured before departure.

  • Booking status per service (to book, pending, on option, booked)
  • Centralised view from the trip file
  • Alerts on unconfirmed bookings
  • Tracking that works for an individual trip as well as a group
Group departure file in production with its client files, amounts and production steps

Group departures management

Organise your grouped individual departures without juggling several files. Caladeo brings together the registrations, available seats and payment deadlines of one group departure in a single file, for clear management of the fill rate right up to departure.

  • One file per group departure
  • Tracking of available and booked seats
  • Overview of registrations per traveller
  • Tracking of payment deadlines per participant
Accommodation voucher generated from the client file with travellers and service details

Travel documents & vouchers

Automatically generate the travel booklet, the participant list and the vouchers of every trip, for individuals and groups alike, from the information already entered in Caladeo. No more manual layout to redo before each departure: your travel documents are ready in a few clicks.

  • Automatic generation of the travel booklet
  • Participant list generated from the trip file
  • Supplier vouchers generated automatically
  • Documents updated if the trip changes

2 features

Native AI

AI itinerary generation form based on a brief

AI itinerary generation

Describe your client's wishes and Caladeo generates a tailor-made itinerary proposal in a few seconds. You start from an already structured base that you then adjust freely, instead of building every trip entirely from scratch.

  • Itinerary generated from the client's needs
  • Trip base ready to adjust and personalise
  • Compatible with the agency's service catalogue
Selection of languages and sections to translate automatically

Itinerary translation

Translate your itineraries in one click for your international clients, with no retyping and no external provider. Caladeo translates the trip content while keeping its formatting, ready to be shared in your client's language.

  • Automatic translation of the itinerary content
  • Formatting preserved after translation
  • Useful for international clients and multilingual agencies

5 features

Invoicing & Financial tracking

Financial dashboard: revenue, gross margin, cash collected, monthly revenue and margin, margin by file type

Financial dashboard

Get a clear and instant view of your agency's performance. Analyze your sales, margins, results by destination, by agent or by period. The dashboard highlights your main KPIs and helps you manage your business, identify your growth levers and make strategic decisions with confidence.

  • Custom financial dashboard for each team member
  • Advanced filters: countries, agents, periods, customer types…
  • Visual and intuitive graphics
  • Quick analysis of essential KPIs
Prévisions résultats - logiciel agence voyage

Results forecasting

Anticipate your performance with a reliable forecasting system based on your Quotes and real opportunity statuses. The forecast dashboard automatically estimates your future revenue and margin, in the short and medium term. You no longer navigate blindly: you finally have a clear vision of your future results to make the right decisions at the right time.

  • Automatic and accurate forecasting of results
  • Based on Quotes and opportunity statuses
  • Clear projection in short and medium term
  • Essential decision-making tool to manage your activity
Presupuesto de un expediente con compras en divisas convertidas a euros al tipo del día

Multi-currency management

Easily manage trips with prices expressed in different currencies. Enter your product rates in the original currency (USD, CHF, GBP, etc.), and the system automatically calculates conversions, margins and budgets. Your agency can also choose its invoicing currency, offering complete flexibility to work with international clients and Suppliers.

  • Product entry in their original currency
  • Automatic conversion according to updated rates
  • Choice of invoicing currency for your agency
List of invoices with amounts and due dates

Client & Supplier invoicing

Keep track of all your invoicing with ease: record your client and supplier invoices, track payments and find everything in one single space. The system centralizes the entire financial chain, from quote to final payment, with accuracy and time savings. VAT on margin management is automated for clients in the European Union.

  • Fast entry of client and supplier invoices
  • Complete management of deposits and balances
  • Structured tracking of Supplier Invoices
  • VAT on margin management
List of purchase and sales payments

Payments tracking

Centralize all your Payments in one single space: received Payments, pending, overdue, as well as settlements made to your Suppliers. Instantly find out who paid what, when and how. The dashboard gives you a complete overview of your collections and disbursements, for more effective follow-ups and perfectly controlled financial management.

  • Centralization of client and Supplier Payments
  • Complete detail: dates, amounts and payment methods
  • Consolidated view of all Payments on a single screen
  • Immediate identification of missing or incomplete Payments

4 features

Customization & Settings

Two-step verification screen

Security & Compliance

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

  • Secure hosting on European servers
  • Automatic daily backups
  • GDPR compliance
  • Advanced user access management
Permissions - logiciel agence voyage

Roles & permissions

Manage precisely who can view, modify or validate what in the application. Create roles suited to your organization (management, agents, accounting, production...) and define access levels by user. You maintain control over sensitive data while letting everyone work efficiently.

  • Role creation tailored to each function
  • Access rights configurable by module and action
  • Restrictions on sensitive data
  • Permissions managed by user
List of custom fields by application section

Custom fields management

Easily add your own custom fields to contact records, clients, suppliers or opportunities to adapt the application to your business. Specific information, internal notes, operational data or customer 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
  • Simple and quick field addition
Personnalisation interface - logiciel agence voyage

User Interface customization

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

  • Visual customization of the application
  • Customizable Quote and Invoice templates
  • Integration of the agency's sales conditions
  • Configuration of VAT, margins, insurance...
  • Opportunity distribution settings

Ready to bring it all together?

Book 30 minutes with our team. We'll show Caladeo live, on your actual business case.