Manage Customer Database on Findtourgo Guide

Customer data is an invaluable asset for any travel agency. However, if you only store it in Excel or notebooks, you cannot fully exploit its potential. The feature to manage customer database on Findtourgo helps you digitize all information, allowing you to care for clients better and increase return rates.

In this guide, we will show you how to add new profiles, classify them, and track transaction history on the CRM system.

1. Add New Customers to the System

To start building your database, you need to input client information.

First, navigate to the Customer section on the menu. Then, click the orange “Create Customer” button on the right corner.

A detailed form will appear. Here, you must fill in essential fields such as:

• Name: The customer’s full name.
• Country: Where the customer resides.
• Owner: Assign the specific sales staff responsible for this client .

2. Smart Customer Classification

The strength of the ability to manage customer database on Findtourgo lies in detailed classification. Consequently, you can filter the exact group of people you need in seconds.

During the creation or editing process, pay attention to these fields:

• Type: Personal or Business client.
• Source: Where did they come from? (e.g., Sale, Website).
• Stage: Are they New or Returning customers? .
• Priority: Mark their potential level (Medium, High) to prioritize care.

3. Track Transaction History Centrally

Furthermore, the CRM system helps you follow the entire customer journey, not just personal details.

When you access a customer’s detailed profile, you will see the Order History section. This section displays all tours the client has booked, the total amount spent, and departure dates .

Additionally, you can upload Attachments (like passports or visas) directly to the profile to manage everything in one place.

Managing your customer database on Findtourgo professionally turns raw data into real revenue. Right now, start inputting your first clients to experience the efficiency!

👉 Next Step: How do you know if your business is performing well? Read the guide: