CRM & contacts
- • Travelers with passport, KTN and airline loyalty numbers
- • Family members, documents, visa history and custom fields
- • Import from Excel, CSV, PDF or Word with duplicate merge
- • Full activity timeline on every contact
Product tour
Every module your agency needs, already connected
USBD CRM is one database and one permission model, so a lead becomes an itinerary, an invoice and a ledger entry without re-typing anything.
Leads & pipeline
- • 12-stage travel pipeline with drag-and-drop Kanban
- • Website form → lead webhook and email capture
- • AI lead scoring and next-best-action suggestions
- • Assign leads and tasks to specific agents
Itineraries & bookings
- • Day-by-day builder with departure/destination airports
- • AI itinerary drafting and version history
- • Flights, hotels, transfers, tours and passengers
- • Booking timeline logging every status change
Quotations & invoicing
- • Multi-service line items with pax and per-person pricing
- • Line-level and invoice-level discounts, taxes and terms
- • Branded PDF preview, download and email delivery tracking
- • Approval workflow: consultant → manager → finance
Accounting
- • Chart of accounts seeded for travel agencies
- • Supplier bills, expenses and bank accounts
- • Automatic ledger posting from booking payments
- • P&L, AR/AP ageing, trial balance and statements
Payments
- • Stripe, PayPal and Razorpay payment links
- • Installment plans and partial payments
- • Refunds with audit trail
- • Receipts emailed automatically
Automation
- • Trigger-based workflows and reminders
- • Approval chains and assignment routing
- • Retry logic for failed deliveries
- • Calendar sync with Google and Outlook
Messaging & marketing
- • Email from your own domain with delivery events
- • WhatsApp and SMS via Twilio
- • Campaigns with open and click analytics
- • AI chatbot with agent handoff rules
AI features
- • Itinerary and quote drafting
- • Email reply generation
- • OCR for invoices, receipts and passports
- • Traveler-facing chat assistant
Geo catalog
- • Thousands of countries, cities and airports
- • Searchable autocomplete everywhere
- • City/airport validation
- • Bulk CSV import and geo admin
Security & RBAC
- • Row-level security per agency
- • Roles, permissions and super-admin oversight
- • 2FA and session management
- • Audit timelines on records
Reporting
- • Sales, margin and agent performance
- • Workload dashboard per agent
- • Supplier and destination profitability
- • Exportable financial reports
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