[Demo] CRM

[Demo] TravelSmart Agency

Odoo Online for a travel agency managing group tours.

TravelSmart organises group trips for corporate clients across 40 destinations.

Challenge

Booking, supplier payments and invoicing managed across 5 different tools.

Deployed solution

Odoo Online with CRM, Sales and Accounting — the complete booking-to-invoice workflow for 40 destinations.

Results

Booking processing time halved. Supplier payment errors dropped to zero.

Conclusion

TravelSmart Agency now manages 40 destinations with the same operational efficiency as a single one. The consolidation of 5 tools into Odoo eliminated data transfer errors and gave management a clear view of profitability by trip and client.

Project Stages

2024-04-01

Tool Consolidation Study

All 5 existing tools analysed. Data flows and integration gaps documented.

2024-05-15

Design

Booking workflow, supplier payment rules and invoice templates designed.

2024-06-15

Configuration

Odoo Online configured. Destination catalogue, pricing and supplier records imported.

2024-08-15

Data Migration & UAT

Active bookings migrated. Full booking lifecycle tested by operations team.

2024-10-01

Go-live

Go-live ahead of the winter booking peak. First month processed 30% more bookings than the previous year.

"We run 40 destinations from one screen now. Absolute clarity."

Operations Manager, TravelSmart Agency