Building a CRM for a Travel Agency in Newcastle ✈️🌍

Last year, I had the opportunity to work on a freelance project with a growing travel agency based in Newcastle. They were looking for a tailored CRM solution to streamline their operations across enquiries, quotes, and bookings.

I developed a fully custom web application that allowed staff to manage the entire client journey—from initial enquiry to confirmed holiday booking. The system also included tools for managing team performance, with features like agent-specific targets, live profit tracking, and performance reports broken down by agent and shop.

Key features included:

• Client & Enquiry Management: Centralised interface to track all interactions.

• Quote & Booking Workflow: Integrated flow from quote creation to booking, including profit margin visibility.

• Staff Management: Admins can assign performance targets and monitor booking activity per agent.

• Profit Reports: Real-time reports showing daily, weekly, and monthly profits, along with a breakdown of profit by agent.

This project not only streamlined the agency’s day-to-day operations but also empowered management with clear performance insights. It was a rewarding build that brought together both technical and user-focused design skills.