Guides · 6 min
CRM and ERP for Travel Agencies — One Workspace
Why travel agencies need CRM and ERP together: customers, passports, staff commissions, invoices, and backups in one private workspace.
CRM that does not leave the file
A customer in travel is a passport, a phone with country code, and a history of files. Zeybit’s CRM is the same record the booking uses. Documents stay on the customer and the booking. Staff do not hunt a shared drive named “scans 2024”.
ERP that staff will actually open
Roles: owner, admin, sales, accountant, HR, viewer. Commissions follow the file. Performance ranks by passengers first. Notifications fire when a payment lands or a visa status moves. Super Admin approves new agencies so the platform is not an open signup for junk desks.
Backups you do not have to remember
Encrypted snapshots run after writes and at least every 15 minutes. Optional Google Drive copies. Google Sheets sync if you want a live spreadsheet that is not the source of truth. The portal stays the ledger.
Open a desk: start a 3-day trial on Zeybit.