CRM: Contacts, Conversations, Messages

Travel Business accounts only — Partner accounts do not have a Contacts/CRM module.

Contacts

/user/contacts is your traveler database: names, emails, phone numbers, passport expiry tracking, and history.

Conversations

/user/conversations is a Kanban-style shared inbox for sales and support cases. Cases can be assigned to a team (set up under Team & permissions) and filtered by team from the sidebar.

Messages

Submissions from your website's contact forms land here first, and can be converted into a Contact and a Conversation with one click.

Typical flow

1. A traveler submits your website contact form → a Message is created.
2. Convert it to a Contact and a new Conversation case.
3. Send a proposal built from a Package or personalized itinerary.
4. Track the case to a confirmed booking on your Dashboard.