The Travel Agency CRM for Notion is a complete, fully structured system designed for travel agents, tour operators, and travel planners who want a faster, smarter, and more organized workflow.
This upgraded version includes a redesigned Dashboard, enhanced databases, improved workflows, and fully customizable views—making daily operations easier than ever.

What's New in the Template? (Upgraded Version)

All dashboard views are fully customizable.
You can switch between list, board, gallery, or table layout — depending on your workflow and personal preference.

Your Dashboard is your main control center. Here you’ll find:

Dashboard Overview

The redesigned Dashboard gives you a clear, action-oriented workspace with instantly visible priorities.
It includes smart filtered views, status indicators, and three Quick-Action buttons — all structured to save time and reduce manual work.

Active Clients View

Shows only clients with Active status, helping you stay focused on ongoing trips, upcoming departures, and clients who currently need attention.

Payments Overview (Unpaid & Partially Paid)

A filtered view that highlights:

• Unpaid clients

• Partially paid clients

Perfect for tracking outstanding balances and following up on unpaid invoices.

Tasks – Pending Only

Displays only unfinished tasks, including follow-ups, document requests, booking confirmations, preparation tasks, and other open actions.

Quick-Action Buttons

•  New Client

•  Documents

•  Quick Tasks

These instant shortcuts reduce clicks and accelerate your daily workflow.

What Is Included in the Template?

You can customize all table views in the dashboard — list, board, gallery, or classic table layout.

This enhanced version includes updated structure, improved organization, and smooth cross-linked workflows across all databases:

Included Databases & Systems

Below is a clear list of what your CRM contains:

1️⃣ Clients: Track client details, documents, communication history, preferences, and reservation links.

2️⃣ Documents: Keep all travel documents, forms, PDFs, tickets, and files organized in one place.

3️⃣ Tasks: View only pending tasks so you always know what needs attention next.

4️⃣ Payments: Automatically see unpaid or incomplete payments for easy follow-ups.

5️⃣ Requests & Offers: The Requests & Offers database helps you track incoming travel inquiries and manage the offers you prepare for potential or existing clients.

6️⃣ Reservations: The Reservations database is the operational core of your travel agency system. It stores every trip reservation, organizes essential booking details, and connects seamlessly with Clients, Payments, Documents, and other key databases. Designed for clarity and efficiency, it helps you track upcoming trips, deadlines, documents, and payment progress—all in one structured and easy-to-use space.

7️⃣ Contact History: The Contact History database keeps a complete record of all communication between your agency and each client.
This includes phone calls, emails, WhatsApp messages, video calls, and in-person meetings.

8️⃣ Hotels & Contacts: The Hotels & Contacts database serves as your centralized directory of all hotel partners and accommodation providers your agency collaborates with.

9️⃣ Photo Library: The Photo database is your visual archive for all travel-related images — destinations, hotels, attractions, activities, and even client travel photos (when permission is granted).

🔟 Food Diary: The Food Diary database is a curated record of local and traditional foods from around the world.
Use it to collect culinary highlights, restaurant tips, and iconic dishes that can be recommended to travelers — adding a cultural and flavorful touch to every itinerary.

Who Is This For?

• Travel Agencies

• Independent Travel Agents

• Tour Operators

• Trip Planners

• Virtual Assistants working with booking clients

Perfect for anyone who wants a clean, structured, and professional CRM system inside Notion.