Chapter 2: Clients

The Client Module – A Powerful CRM

The Client module in TourTools stores contact information about your clients—name, address, phone, etc.—proposal history, current and past travel, information requests and other important information; it is a powerful CRM and marketing tool built right into your TourTools Back Office system.

The Client module represents, first of all, your mailing list. You will create a record for every person or organization that does business with you. Client is also where your marketing efforts are recorded and is where you will begin the booking process. Over time, the records in Client become a treasure chest of information reflecting the destinations of interest, the brochure request history, and the travel history of each of your clients.