CRM specialized in groups · 360º traveler view

A CRM that knows a travel agency's clients travel in groups

This is not a generic CRM with adapted fields. Each client carries their trip history, who they referred, who they usually travel with, and how long it's been since they last booked, so you can reach out with perfect timing.

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Hot score: 94% Win-back

Helena & Carlos Silva

5 trips · Teia: 4 active referrals

Sales funnel Priority

Today's call queue

Contacts ordered by purchase propensity

Offline visual prototype · Client 360 profile

Conceptual visual prototype · fictional content, no connection to real data.

Propensity score Teia referral network History and birthdays

Straight to the point

What the OnWay CRM is

It is the 360 profile of each client: total invested, trips and payments, a timeline of contacts, and the relationship network: who they referred and who that person usually travels with. Everything is pulled from the agency's real history, not typed in separately.

The sales funnel organizes leads by stage and by a propensity score (Hot, Warm, Cold), calculated from history, the referral network, demographics, and recent activity. Anyone who hasn't traveled in a while lands on the win-back list before moving to a competitor.

The scene that repeats itself

Before the right CRM, this is how it goes wrong

If your agency still treats clients like this, you already know the problem.

The database that only grows and never becomes sales

Years of clients piled up in a spreadsheet or notebook, with no one pulling that history to offer the next trip.

The client who left and nobody noticed

Someone who traveled once and never came back doesn't show up anywhere until you suddenly realize it's been a while.

A generic CRM that doesn't understand group travel

Common CRM systems don't know what "who referred whom", "who they travel with", or a "propensity score" for an excursion means.

Clients · 360 profile

Each client's complete profile, in one place

Total invested, trips and payments, a timeline of contacts, and the relationship network with who they referred and who they travel with.

Sales funnel with lead stages and propensity score (Hot/Warm/Cold)
Win-back of clients who went quiet (recency-based)
Call and birthday calendar
Migration of your current database without losing the accumulated history

Clients · 360 profile

Conceptual visual prototype · fictional person and history, no connection to real data.

I want to turn my database into sales

FAQ

Questions about the OnWay CRM

What does the OnWay CRM show about each client?

The 360 profile: total invested, trips and payments, a timeline of contacts, and the relationship network (who they referred and who that person usually travels with).

Does the CRM alert you when a client has gone quiet?

Yes. The system shows who hasn't traveled in a while, so the agency can win them back before they move to a competitor.

Is there a sales funnel?

Yes, with lead stages and a purchase propensity score (Hot, Warm, Cold), calculated from history, the referral network, demographics, and recent activity.

Is the CRM generic or designed for a travel agency?

Designed for agencies that sell group trips. Every feature connects the client to the trip they took, who they referred, and who they travel with, instead of a standalone record without that context.

Can I migrate my current client database?

Yes. On onboarding, the team helps you load your client database and the trips already sold, so you don't start from scratch or lose the accumulated history.

A CRM that knows a travel agency's clients travel in groups

What the OnWay CRM is

Before the right CRM, this is how it goes wrong

The database that only grows and never becomes sales

The client who left and nobody noticed

A generic CRM that doesn't understand group travel

Each client's complete profile, in one place

What else OnWay solves

All features

Excursion finances

Documentation

Questions about the OnWay CRM

See the CRM running with your client database