Keep customer records
Work from contact profiles instead of searching through disconnected messages and files.
Ogilio Platform
Travel agency software for bookings, customers and follow-up
Keep customer records, leads, tasks and booking reports in one agency workspace. Add travel sales modules that fit the way your team works.
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Interface preview · sample dataThe challenge
Customer follow-up gets lost between bookings and spreadsheets
Agency teams handle enquiries, lead stages, reminders and reservations every day. When those records sit in separate tools, staff must reconstruct the customer history before they can respond or hand over work.
The Ogilio approach
A workspace for the sales and booking work your agency already does
Follow sales opportunities
Use a lead pipeline to see which enquiries need action and which have moved forward.
Assign the next task
Record follow-up activities and due dates so a customer request has a clear next step.
Review reservations
Look up booking details and status in the agency administration area.
Check booking reports
Review order and payment states when monitoring day-to-day activity.
Add selling modules
Use the travel modules available to your plan and supplier setup as your agency expands online.
Features
Travel infrastructure ready to sell
01
Contact profiles
Keep core customer information together for future service and sales conversations.
02
Lead pipeline
Move opportunities through stages and see what is still open.
03
Activities and tasks
Plan reminders, assign follow-up and spot overdue work.
04
Booking administration
Find reservations by customer and review their booking or payment status.
05
Agency dashboard
Bring current sales and operational activity into a shared workspace.
06
Reports
Review booking records and related transaction information from administrative views.
Explore the product
Follow an enquiry through the agency workspace
The active administration area includes customer records, a lead pipeline, tasks and booking reports. Ask to see this sequence with demonstration data.
- 01
Find the customer and lead
Open a contact record and see the opportunity in the CRM pipeline.
- 02
Plan the next action
Record an activity with a due date so the team can identify upcoming or overdue follow-up.
- 03
Review the reservation
Use booking and reporting views to check the order and payment status when a sale becomes a reservation.
Available modules and staff permissions depend on the agency configuration. The dashboard preview on this page uses sample figures.
Actual customer-facing screen
See the booking interface connected to agency operations
The capture shows a public demo booking screen. Contact, lead and task management are confirmed in the application and should be viewed in a guided back-office demo.
Before adoption
Plan, staff and supplier requirements
Review the agency workflow and the selling modules separately.
Core agency work
The current administration area has contacts, a lead pipeline, activities and booking reports. Starter lists a traveler CRM; test the workflow and permissions for your team.
Products and suppliers
Flights and stays depend on plan entitlement, enabled modules, credentials and supplier contracts. B2B agencies and flight-plus-hotel packages start at Pro.
Payment and booking states
The available gateway and the detail of each reservation depend on your configured product and market.
AI and custom scope
AI agents are listed for Business. Custom integrations and dedicated infrastructure need a separate scope or quote.
Use cases
Models for every agency
Retail agency team
Keep enquiries, customers and reservations visible as staff serve travelers.
Growing sales team
Use lead stages and assigned tasks to hand work between team members.
Specialist agency
Maintain a consistent customer history while selling a focused range of travel services.
Agency adding online sales
Connect daily customer management with the booking modules activated for your business.
Why Ogilio
How the agency workflow fits together
Capture the contact
Start with a customer record your team can find again.
Track the opportunity
Keep the enquiry in a visible sales stage until it is resolved.
Plan the follow-up
Add the next activity and due date for the responsible team member.
Review the booking
Use reservation and reporting views when a sale becomes an order.
FAQ
Frequently asked questions
What does Ogilio travel agency software help manage?
Ogilio provides customer contacts, a lead pipeline, follow-up activities, booking administration and reporting views. Available modules and permissions depend on your configuration.
Is there a CRM for travel agencies?
The agency administration area includes contact records, lead stages, tasks and activity views. Ask for a demo of the workflow your team needs.
Can staff track follow-up tasks?
The CRM has activities and due dates so team members can see upcoming and overdue work.
Can I see bookings alongside customers?
The administration area includes customer and booking records. The information available for each booking depends on its product module.
Does the software sell flights and stays?
Flight and stay modules exist in Ogilio. What your agency can sell depends on its plan, enabled modules, supplier access and configuration.
Are payment methods included automatically?
Payment methods need to be configured for your account. Gateway support and commercial arrangements vary by market and setup.
Can an existing agency adopt the software?
Yes. Review your current customer data, team workflow and booking modules before deciding on a migration plan.
How is this different from a white label OTA?
This page focuses on the agency team’s customer, lead and booking work. The white label OTA page focuses on the public booking experience under your brand.
Ogilio
See how Ogilio fits your agency workflow
Show us how you manage enquiries, customers and reservations today. We can walk through the relevant workspace and module options.
