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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 expirations, 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