Welcome to LeadsFollow
Get started with LeadsFollow CRM - the CRM built specifically for travel agents
3 minutes
Beginner
Welcome to LeadsFollow
Welcome to LeadsFollow, the CRM designed specifically for travel agents. Whether you're managing a single travel agency or a large team, LeadsFollow helps you turn travel inquiries into booked trips.
What is LeadsFollow?
LeadsFollow is a customer relationship management (CRM) system built from the ground up for travel professionals. It helps you:
- Track leads from initial inquiry to booking
- Manage multiple trips for each client
- Never miss a follow-up with automated reminders and tasks
- Collaborate with your team on leads and trips
- Capture leads automatically with custom forms
- Visualize your pipeline with a kanban board
- Get AI-powered suggestions for follow-up communications
Who is This For?
LeadsFollow is perfect for:
- Independent travel agents
- Travel agencies (small to medium)
- Travel consultants
- Team-based travel operations
Key Concepts
Before diving in, here are a few key concepts you'll encounter:
- Leads: Potential customers who have shown interest in your services
- Trips: Individual travel plans for a lead (each lead can have multiple trips)
- Status: The current stage of a lead (New, Qualified, Quoted, Following Up, Booked, etc.)
- Tasks: Reminders and to-dos associated with leads or trips
- Communications: Logged calls, emails, and meetings
What's Next?
Ready to get started? Check out these guides:
- Quick Start Guide - Get up and running in 5 minutes
- Your First Lead - Create and manage your first lead
- Understanding the Dashboard - Navigate your workspace
Need Help?
If you have questions or need assistance:
- Browse our guides for detailed documentation
- Contact our support team
- Check the troubleshooting section
Ready to start? Create your first lead →
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