Travel agency · Colombia

Experiencia Viajera

From 40 minutes to 3 per quote.

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Experiencia Viajera's quotes in its pipeline view: each quote as a card in its stage, from new to won, with its value and the advisor handling it.

The problem

Every quote, by hand

Every quote was put together by hand and took about 40 minutes. Information was scattered, and the work depended on what each advisor remembered.

What we built

Quotes screen: counts of active, new and closed quotes, buttons to start a quote, and the team's quote table by stage.

Quoting

Flights, hotels and tours from several providers at once, plus the agency's own commissionable rates. Two built-in assistants help each advisor: one suggests which options to pick, and the other uses AI to draft follow-up messages.

Three screens of the traveler portal on a phone: their trip and its progress, the trip proposal to Cancún with the estimated investment, and the Economy and Standard options with a price per person.

The proposal the traveler receives

Every quote reaches the client as a proposal with the agency's brand, on their phone: the trip summary, the options with a price per person, what to expect at the destination and where their booking stands, in pesos, dollars or euros.

Booking management: total and confirmed bookings, what's still owed and what's been collected, and the list of bookings with each one's balance.

Bookings

Every booking with its deposits and balance, so the team sees what's still owed and what's already been paid.

Corporate accounts: active companies, registered travelers, this month's trips and billing, and one sample company.

Corporate accounts

Companies that travel with the agency get their own portal: they sign up on their own, receive email sequences, and everything stays connected to Odoo.

WhatsApp screen: conversations with their status, a greeting sent, and message templates such as greeting, payment and confirmed.

Messages and alerts

Messages to clients by WhatsApp and email, and automatic alerts to the team on Slack.

Business overview: conversion funnel, the month's revenue forecast, top destinations, monthly activity and the advisor ranking.

The business at a glance

The sales funnel, the month's revenue forecast and the advisor ranking, on one screen.

Panel screenshots use demo data.

What changed

From 40 minutes to 3

A quote that took 40 minutes now takes 3: more than 90% less time spent quoting. And everything now lives in one place.

We went from building every quote by hand in 40 minutes to having it ready in 3. Everything lives in one place and we stopped depending on what each agent remembered. DATADRIVEN didn't just build it — they run it with us.
Experiencia Viajera
Travel agency · 5.0★ on Google (247 reviews)
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