All features
17 features grouped into 4 modules. Everything a travel agency needs, in a single platform.
4 features
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.
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.
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.
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.
4 features
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.
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.
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.
Generate modern, clear and professional Proposals in seconds, online or in PDF. Your clients can review them, communicate directly with their travel agent, ask questions or validate the Proposal with one click. Result: a conversion rate well above that of a simple Proposal sent by email.
5 features
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.
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.
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.
Manage all your invoicing with ease: create and send client Invoices, track Payments, and record those from your Suppliers in one single space. The system centralizes the entire financial chain, from Quote to final Invoice, while guaranteeing compliance, accuracy and time savings. VAT on margin management is automated for clients in the European Union.
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.
4 features
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.
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.
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.
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.
Book 30 minutes with our team. We'll show Caladeo live, on your actual business case.
