Kommo CRM Implementation Roadmapfor a Travel Agency
- Сергiй Бондаренко
- Jan 2
- 1 min read
Stage 1. Business Analysis & CRM Design
Goal: Align Kommo CRM with the real sales and service process of the travel agency.
Activities:
Analysis of lead sources
Tour types (package, individual, excursions, VIP, corporate)
Existing tools (Excel, messengers, email)
KPI definition
CRM planning basics:👉 https://www.kommo.com/blog/crm/
Stage 2. Kommo Account Setup
Currency (USD / EUR / local)
Language and timezone
User roles (sales, management, admin)
Stage 3. Sales Funnels Configuration
Main pipeline:
New Request
→ Qualification
→ Tour Selection
→ Offer Sent
→ Decision Pending
→ Prepayment
→ Booking
→ Full Payment
→ Tour Completed
→ Repeat Sales
Additional pipelines:
Excursions
Corporate travel
VIP clients
Partner leads
Stage 4. Contact & Deal Fields
Contact fields:
Country / city
Preferred language
Travel preferences
Past trips
Deal fields:
Destination
Travel dates
Number of travelers
Tour type
Budget
Lead source
Manager
Stage 5. Communication Channels Integration
WhatsApp
Telegram
Instagram Direct
Facebook Messenger
Email
Telephony (optional)
Messenger integrations overview:👉 https://www.kommo.com/blog/crm/
Stage 6. Automation & Salesbot
Automation examples:
Auto-reply to new leads
Task: “Contact client within 15 minutes”
Follow-up reminders
Post-payment service tasks
Salesbot details:👉 https://www.kommo.com/blog/crm/
Stage 7. Reports & Management Control
Reports include:
Leads by source
Conversion by stage
Revenue by manager
Average deal duration
Analytics examples:👉 https://www.kommo.com/cases/crm-for-travel-agencies/
Stage 8. Team Training & Launch
CRM onboarding
Communication standards
Testing with real inquiries
Final adjustments
Business Value Summary
Kommo CRM helps travel agencies to:
Never lose inquiries
Respond faster
Increase sales without hiring more staff
Control sales performance
Build long-term client relationships
Comments