Automation
Automate Your Business
Automate common tasks to keep you productive
Agents can configure VacationCRM to automatically send clients emails for final payment reminders, upcoming trips, welcome home, upcoming passport expiration, birthdays, and anniversaries. Templates are customizable to send exactly what you want to your clients.
Key Features
Trip Status
Client’s trip status will update automatically based on payment type, trip date, or deposit due date
Reminders
Auto reminders for client final payments and trip returns
Auto Emails
Automatically send clients emails for birthday, final payment reminder, upcoming trip, welcome home, and more
Dashboard Info
Dashboard sections automatically populate based on client/trip information