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We Are A Talented Software Development Company That Helps Business Build, Launch, And Grow Outstanding Software Products.
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Travel Agency CRM Platform

A CRM platform for travel agencies that centralizes clients, bookings, trips, documents, payments, and commissions in one workspace.

Services
UI/UX Design Services
Client
Travel Agency CRM Platform
Location
USA
Industry
Booking App Development
Results
3
connected products in one design system
9
core modules in a unified interface
30%
fewer steps in core booking flows
Current thumbnail
Team
UI-UX Designer
Technologies
Figma
Figma

Unified Agent CRM

A central workspace where agents track goals, bookings, and daily tasks from one dashboard, replacing scattered tools and manual tracking.
  • Global dashboard with commission and sales goals
  • Trip bookings tracked by supplier, dates, and status
  • Work split across to-dos, trips, and client tasks
  • Multi-currency totals in dollars, euros, and yen
Unified Agent CRM

Booking & Itinerary Management

Tools for building and tracking bookings, routes, and travel packages, with each booking tied to the right traveler and payment.
  • Multiple travel packages per trip in one view
  • Eleven service types: flights, hotels, cruises, tours, more
  • Traveler profiles with documents and verification tasks
  • Trip status tracked from planning to ready
Booking & Itinerary Management

Traveler Client Portal

A self-service space where travelers view and manage their trips, documents, and payments without going through an agent for every request.
  • Trips, documents, and payments in one dashboard
  • Travel map with top destinations and history
  • Passport and document uploads per traveler
  • Direct line to the assigned travel agent
Traveler Client Portal

Finance & Commission Tracking

A unified view of payments, commissions, and financial operations, tied directly to bookings so agents track earnings without separate spreadsheets.
  • Itemized invoices with package price and balances
  • Split billing across multiple travelers by percent
  • Commission goals tracked against monthly targets
  • Payments, receipts, and pre-approvals in one place
Finance & Commission Tracking

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CHALLENGES & SOLUTIONS

During our work on this project, we've faced a lot of complicated challenges. We believe that each challenge has a solution. See yourself!
Challenge #1
Scattered tools and manual work
Solution #1

A single workspace design that brings clients, bookings, payments, and documents into one consistent interface.
Challenge #2
Two audiences, one product
Solution #2

A shared design language across the agent CRM and the traveler portal, with views tailored to each role.
Challenge #3
Many modules, cluttered screens
Solution #3

A modular UI structure that keeps nine dense operational areas readable and easy to navigate.

NEXT PROJECT

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Get in touch!

Let's discover how we can help you reach your goals.
🌐
Danylo Karpa
Danylo Karpa
Head of Strategic Partnerships

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