Totem · CRM

Every enquiry, ready for action.

Track new requests, client companies, travel consultants, follow-ups, itinerary links, and pipeline value in one workspace built for DMC teams.

Interactive desktop preview of Totem CRM.

10-day Sunspire Coast family trip

Urgent priority · 2 days overdue

Follow up

Agent fam in Frostvale

High priority · Tomorrow

Open

Moonbay honeymoon request

Medium priority ·

Won

Why CRM matters

Generic CRMs do not understand a travel enquiry.

A DMC enquiry is not just a deal name and a close date. It has a travel window, pax, source channel, agency relationship, consultant, proposal, quote, follow-up rhythm, and operational handoff.

Most teams manage that context across inboxes, spreadsheets, itinerary drafts, and costing files. Totem brings it into one operating table.

1
workspace for enquiries, follow-ups, client context, and itinerary handoff.
Live
realtime analytics for pipeline value, overdue follow-ups, stage movement, and owner workload.
spreadsheet versions replaced by saved views, live records, and shared operational visibility.

The Workflow

The enquiry becomes the workflow.

01 · Capture

Add the enquiry without leaving the grid

Record the customer company, consultant, owner, travel dates, pax, source, priority, and estimated value as soon as the request arrives.

02 · Chase

Turn saved views into the morning control room

Overdue follow-ups, urgent work, high-priority enquiries, and trips travelling soon stay one click away.

03 · Shape

Link the enquiry to the working itinerary

Sales context stays connected to the proposal, so operators are not rebuilding the brief when itinerary work begins.

04 · Price

Keep pipeline value visible while the quote comes together

CRM value fields track commercial intent while Totem’s costing workflow handles the detailed pricing work through the linked itinerary.

05 · Handoff

Won work keeps its context

Notes, activity, dates, pax, value, and itinerary linkage remain attached to the CRM opportunity for the team that delivers the trip.

Daily control room

Views for the work your team checks every morning.

Instead of rebuilding filters each day, operators can reopen the exact slices of pipeline that matter to sales, operations, and management.

Overdue

Overdue Follow-ups

Date-aware filters make overdue chases impossible to miss.

Priority

High-priority Enquiries

Priority and owner fields keep urgent requests assigned and visible.

Travel

Travel This Month

Travel date views show upcoming operational load before it becomes a scramble.

Control

Owner and Priority Control

Responsibility and urgency stay visible on every enquiry.

Timeline

Activity Timeline

Notes, calls, emails, meetings, and stage changes explain what happened and why.

Views

Reusable Views

Save the filters your team uses every day and copy view definitions when another teammate needs the same setup.

Realtime visibility

Operational insight, without another spreadsheet.

Every CRM record updates the picture. Track open pipeline, overdue follow-ups, confirmed value, upcoming travel, and team workload from the same enquiry data your operators use every day.

Built for travel relationships

Agencies, consultants, and trips stay separate.

Totem keeps the buying company, the individual consultant, and the specific trip enquiry as distinct records. Repeat business is easier to understand, handoffs are clearer, and every new request starts with the context your team already has.

The context does not disappear when the trip is won.

A won enquiry becomes operational work. Totem CRM keeps the relationship, notes, follow-up history, travel dates, pax, value, and linked itinerary visible to the people who need to deliver the trip.

Sales

Know what to chase and who owns it.

Operations

See the traveller context before delivery starts.

Management

See open pipeline, overdue work, confirmed value, and stage counts where analytics are surfaced.

See It in Action

Bring your enquiry pipeline into Totem.

See how CRM, itineraries, and costings can work as one connected DMC workflow.

We'll tailor the walkthrough to your enquiry, itinerary, and costing process.

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Occasional notes on Totem—new capabilities, launches, and how operators are using AI in the workflow.