CREATIO / TRAVEL

Creatio for travel companies: from inquiry to tour payment

Manage tour inquiries, selection, bookings, payments, and customer documents in one system, and keep repeat sales from slipping between seasons.

  • Inquiries from the website and messengers
  • Tour selection and booking
  • Repeat sales
TOUR INQUIRY / illustration
  1. Customer and group → on the record
  2. Tour options → offer history
  3. Booking and payment → statuses
  4. Documents → on the deal record
  5. Repeat booking → reminder
The season is under control
150+projectsdelivered
since 2017yearsin the market
Requests from every channelone system
1C, ERPintegrationswebsite and accounting systems
CHALLENGES

Where travel companies lose customers before payment

Inquiries arrive through messengers, calls, and the website, while tour options, payments, and documents are handled in different places.

One request queue

Traveler journey: inquiry, selection, payment, return

Six scenarios to start with.
01

Inquiries from messengers, calls, and the website

What you get: Inquiries from the website, messengers, and calls.
What we do: Each inquiry has a source and an owner.
02

Customers and groups

What you get: Customer record with group details.
What we do: Travel history and preferences.
03

Tour selection and offers

What you get: Options sent to the customer.
What we do: Customer replies saved on the inquiry.
04

Booking and payment

What you get: Booking and payment statuses.
What we do: Payment deadline tracking.
05

Traveler documents

What you get: Contracts and confirmations on the record.
What we do: Documents linked to the deal.
06

Repeat bookings

What you get: Segments by destination and date.
What we do: Reminders for the next season.

Not seeing your case? Tell us about the task — we can review it during the audit.

SERVICES

Scope of work: inquiry pipeline, tour selection, payments, documents

We map the inquiry journey from first contact through travel and customer return, then configure Creatio around your workflows.

  1. Process audit

    We map an inquiry from first contact to payment.
    Process map
  2. Creatio configuration

    Pipelines, records, roles, and fields tailored to your work, with no coding.
    No-code
  3. Integrations

    Website, messengers, and 1C.
    Website · 1C
  4. Data migration

    We migrate customers and their travel history.
    Data cleanup
  5. Manager training

    We walk through the workday for each role.
    Roles and scenarios
  6. Support

    We refine processes after launch.
    Support

The full seven-stage implementation cycle is described on the Creatio implementation page.

INTEGRATIONS

Website, messengers, and accounting: where inquiries come from

Creatio connects to your website, messengers, and accounting systems, with access configured by role.

  • Creatio
  • No-code
  • 1C
  • ERP
  • Kaspi
  • Payment systems
  • Telephony
  • Digital signatures
  • Messengers
  • Website

Website and forms

Website inquiries enter the pipeline with their source recorded.

Lead forms

Messengers

Messenger inquiries are managed on one customer record.

Messenger bots

1C and accounting

Payments and invoices are connected to the deal.

All supported 1C versions

AI in workflows

Draft replies and request analysis can be connected separately.

AI implementation

We connect 1C and ERP, Kaspi and other payment systems via API, telephony, digital signatures, messengers, and websites. We confirm other requirements during the audit.

PROCESS

From first inquiry to launch: four stages

Clear steps, timelines, and your involvement at every stage.

  1. Process audit

    1–7 days
    We map request sources and roles, then choose the first phase.
    What we need from you: Access to processes and a project owner
  2. Configuration and integrations

    3–4 weeks
    We configure the pipeline, customer records, and channel connections.
    What we need from you: Channel list and access
  3. Data migration and training

    1–2 weeks
    We migrate customers and train managers.
    What we need from you: Data exports and staff time
  4. Launch and support

    go-live
    We launch with part of the team, then expand.
    What we need from you: Launch decision

We track tasks in Jira on a project board where you have full user access.

We confirm timelines and cost after the audit.

OUTCOMES

What you will have after the project

01

Configured Creatio

An inquiry pipeline tailored to your work.

02

One request queue

Every channel in one system.

03

Customer records

Groups, history, and documents.

04

Repeat sales

Segments and reminders.

05

Trained team

Guides and support after launch.

CREATIO PROJECTS

Creatio project examples: travel

Companies in the industry that use the Creatio platform.

ТопТур

Kyiv

The list is published on the Creatio customer page.

PRICING

What determines the price: users and channels

We don't offer fixed packages. We start with an audit, then prepare an estimate.

Creatio licenses

Purchased separately

The minimum annual license cost for new customers is US$10,000; the total depends on the number of users. Licenses can be purchased from the vendor, a partner, or Nadvan.

Implementation

Processes, configuration, integrations

The cost depends on the number of channels, integrations, and roles. We estimate it after the audit.

Support

After launch

Refinements and ongoing support.

Creatio licenses are purchased separately: the minimum annual cost for new customers is US$10,000, and the total depends on the number of users. You can buy directly from the vendor, through a partner, or through Nadvan. Implementation cost depends on processes, integrations, and roles, and is estimated after an audit. Discuss your project →

Questions from travel companies

OTHER INDUSTRIES

Marketing and advertising

Creatio for agencies and marketing

GET STARTED

Let's discuss your travel business

Tell us how many managers you have, where inquiries come from, and how you manage customers now.

Discuss your project