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Operations module

Customer Management with full context

Customer Management keeps the people behind every booking in view. Profiles hold contact details, communication information, travel preferences, and booking history, so your team can serve repeat customers with context.

At a glance

Keep every customer record, preference, and booking connected.

  1. Profiles and contact details
  2. Booking history per customer
  3. Travel preferences

Capabilities

Inside Customer Management

The capabilities below depend on your plan and configuration. Your demo maps them to the way your business works.

  • Customer profiles

    A single profile for each customer, linked to everything they have booked.

  • Contact details

    Store and update the contact details your team needs to reach customers.

  • Booking history

    See a customer’s past and upcoming bookings from their profile.

  • Customer records

    Maintain consistent records rather than scattered spreadsheets and inboxes.

  • Communication information

    Keep communication details and context attached to the customer record.

  • Travel preferences

    Record preferences so your team can recommend relevant products with confidence.

Availability

Customer Management by plan

How Customer Management is offered on each plan. Plans are example structures and can be adjusted commercially.

Compare plans
  • Starter

    Small travel businesses

    Basic

    Core capabilities for smaller teams.

  • Professional

    Growing agencies & operators

    Included

    Included with this plan.

  • Enterprise

    Large organizations

    Included

    Included with this plan.

Travel products

Works across your travel products

Travel verticals that Customer Management supports, depending on the products enabled on your plan.

  • All plans

    Tours

    Create and manage bookable tour experiences.

  • Professional and up

    Experiences

    Curate cultural, local, and signature experiences around every trip.

  • Professional and up

    eSIM

    Provide digital connectivity products to travelers.

Operations

More in Operations

Platform overview
  • All plans

    Documentation

    Confirmations, vouchers, invoices, and receipts, generated from the booking.

FAQ

Customer Management questions

Need more detail? Talk to Sales or browse the FAQ.

What does basic customer management include on Starter?

Starter includes basic customer management: customer profiles, contact details, and booking history. Higher plans extend customer management for larger teams and more complex operations.

Who owns our customer data?

Customer-owned data and business information remain yours, subject to your licensing agreement. Trip Zen owns the underlying software. See Licensing Terms.

Can we see all bookings for a customer?

Yes. A customer’s booking history is available from their profile.

See Customer Management in a demo

Request a demo to walk through Customer Management with your own travel products, teams, and workflows.