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:

  1. Quick Start Guide - Get up and running in 5 minutes
  2. Your First Lead - Create and manage your first lead
  3. Understanding the Dashboard - Navigate your workspace

Need Help?

If you have questions or need assistance:


Ready to start? Create your first lead →

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