Client

Profiling

The profiling feature is amongst the best b2b Client management feature for travel company. It enables travel companies consolidate client information. It captures the simplest of the profile of the client ranging from basic information to the complex information regarding travel in terms of information about the client, client address, contact person details etc. preferences on accommodation transfer, packages, interests, language and preferred payment mode, currency, access rights/ privileges to the application amongst others. The accommodation preference may be from cheapest available hotel or luxury based hotel as per the market preference and its allotment criteria. The profiling also captures financial information and access to preferred market based payment gateway and hosts of other services. It also facilitates default settings of the client 

Credit Limit

With the intense competition amongst travel companies the clients enjoy a leverage of credit in terms of days / value for making payments. Sriggle- client management software has revolutionized managing the credit of each client on the b2b hotel booking portal.  It facilitates the travel companies manage the credit of their clients seamlessly. This feature enables flexible payments so that you can book services with a pre-approved credit limit. As a result, the travel companies can better serve its clients /customers and maintain financial control and stability. The client is restricted to book the services in case the credit limit is exceeded. In such a scenario, the client needs to take additional approval to increase the credit limit subject to approval process or make part payment immediately to continue with the bookings. 

The travel companies can define currency wise credit limit for each client along with the payment terms for each currency. It facilitates capturing the default currency and the bankers detail – IFSC /IBANK code, swift account information and the bank name and information pertaining to tax – PAN/ TAN /GST and type of tax applicable. The said information is integrated with the finance- namely invoicing and credit note generation. This ensure accuracy and automated follow up. 

Preferred default City /Hotel  & Master itinerary

As part of client profiling in the b2b online travel software the travel companies capture the information on default preferred hotels and cities. While generating the proposed quotation, the said information is picked up and automatically filled in the proposal. This not only enhances prompt and quick response but reduces the number of iterations It also facilities in generating a master itinerary for the client which can be tailor made whenever required. 

Default Templates  

The feature to design and create tailor made templates ensures efficiency, brand coherence and standardization of documents. The use of predefined approved templates enhances the hotel reservation system by streamlining operations and facilitate in generating different travel packages as per templates enhancing client expectations.  

Multiple Currency Assignment

The B2B online reservation software and B2C online reservation software caters to the clients worldwide. Sriggle Client Management feature for travel company facilitates transactions in the preferred currency of the client or destinations requirement. The currencies in which the client would like to do the transactions are all defined as preferences in the client profile. This allows travel companies to do seamless on line bookings abroad and provides transparent pricing in clients' preferred currencies, enhancing accuracy and trust. 

Credit Allowance

Sriggle Client Management software facilitates travel companies to allocate credit to specific Clients. By offering credit for upgrades of services or additional services, travel companies enhance their trip without making an immediate financial commitment It promotes enhanced customer satisfaction and seamless booking process.