CRM
Agents, corporate accounts and sales pipelines, built for travel sales.
Book a demoIn travel, the customer is often a company: a tour operator abroad, a sub-agent network, a corporate travel buyer or an event organiser. Wingstack CRM is designed around these accounts, with contacts, contracts, credit terms, markets and booking history in one record, instead of a generic contact list that knows nothing about bookings.
Sales teams track group requests, MICE enquiries and new partner onboarding through configurable pipelines, while account managers see each partner’s production, cancellations and outstanding balance without asking accounting. Because CRM shares data with the booking engine and accounting, every number in an account review is the real one.
- Email (IMAP/SMTP, Microsoft 365, Google Workspace)
- WhatsApp Business API
- SMS gateways
- Web forms and landing pages
- Calendar sync
- Newsletter and marketing tools
- Excel and CSV import
Capabilities
Companies, branches, users and contacts with markets, languages, contract terms and assigned account managers.
Registration, document collection, approval workflows and automatic creation of portal access and credit settings.
Configurable stages for group, MICE, FIT and partnership opportunities with expected value and travel dates.
Production, cancellations, revenue and margin per account, pulled live from bookings and accounting.
Calls, meetings, quote follow-ups and contract renewals assigned to users with due dates.
Conversations linked to the account or opportunity so the whole team sees the latest status.
Segment agents by market, production or product interest and send targeted offers and newsletters.
Store commission levels, markup groups and special agreements, applied automatically in the booking engine.
How it works
- 01Capture
New leads and partner registrations arrive from web forms, email and the agent portal.
- 02Qualify
Sales assigns the account, checks documents and sets markets and terms.
- 03Quote
Opportunities move through the pipeline with quotes built from live inventory.
- 04Activate
Approved partners receive portal access, credit limits and pricing groups automatically.
- 05Grow
Account reviews use real production and margin data to plan the next season.
Benefits
Contacts, terms, bookings and balances in a single account record.
New agents go from registration to first booking without manual setup.
Group and MICE opportunities are visible with value and travel dates.
Decisions are based on actual production, not memory or spreadsheets.
Frequently asked questions
Can we import our existing agent and contact database?+
Yes. Accounts, contacts and notes can be imported from spreadsheets or another CRM, with duplicates checked during the import.
Do we need the booking engine to use the CRM?+
No, the CRM works on its own. Connected to the booking engine and accounting, it adds live production and balance data to each account.
How is the CRM priced?+
Typically per user per month as part of a subscription, with no extra charge for the number of accounts or contacts stored.
Can we design our own pipeline stages and fields?+
Yes. Pipelines, stages, custom fields and required documents are configurable by an administrator without development work.