CRM System

WhatsApp, Instagram and Facebook — in one sales panel.

Momento Travel is a travel agency that organises trips for its clients. Its sales team talks to clients over several WhatsApp numbers, Instagram and Facebook. Advertol built the agency a CRM system around its own way of working.

Challenge

The system had to bring every messaging channel into one place, track each enquiry through the sales stages, and hand the team's rules — which manager works with which client, which details a booking requires — to the system itself rather than to people's attention.

What we did

  • One messaging panel for several company WhatsApp numbers, Instagram and Facebook
  • A staged sales board, from new enquiry to closed sale
  • Managers see only their own clients; new enquiries are taken from a shared queue
  • Automatic messages and reminders tied to the trip date
  • Contracts generated automatically from a Google Docs template
  • Reports, notifications, a passwords section and a three-language interface

Result

  • 3 channels — WhatsApp, Instagram and Facebook — in one panel
  • Sales rules rest on the system, not on a manager's memory
  • Management follows sales in reports by manager, destination and stage
Advertol

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