Travel & Hospitality
A multi-brand travel agency
Running two brands, two currencies and two legal entities on a chain of tools that never talked to each other.
−90%
less room for manual error
The challenge
Two brands, two currencies, two legal entities — and a sales process held together by people rather than by a system. Between a lead arriving and a trip being paid and reconciled sat WhatsApp, email, spreadsheets, Canva, the CRM and the accounting software, none of them connected: the same information was entered three to five times per sale. Leads came in through four channels with no single point of entry, and the ones that didn't close left no trace at all. Payments marked as paid in the CRM never reached the books, and the knowledge to reconcile them lived in two people's heads and a spreadsheet. The errors already cost money: a hotel booking cancelled because a receipt wasn't forwarded in time, a client overpaid on an exchange-rate difference caught too late, broken formulas in the quoting templates.
What we did
We ran a full diagnosis of the commercial process, from first contact to reconciled payment, and designed a control centre on top of the Zoho infrastructure they already had — native before custom, with a light web layer only where Zoho doesn't reach. It connects sales to finance, so a payment registered against a trip reaches the books, keeping ‘registered’ and ‘confirmed at the bank’ as two distinct states. It gives every channel a single point of entry, so every lead is captured and assigned — including the ones that don’t close today and are next year’s pipeline. It moves quoting into the system with validated calculations, so the spreadsheet stops being the source of truth. And it turns a supplier’s itinerary into a branded proposal automatically, removing the manual step in Canva. Already running: proposals generated from standard templates, an AI agent that assembles each proposal, and a voice agent that takes incoming leads straight into the CRM.
The work
Services
- Automation & AI