Five roles, clearly separated
Admin, sales, operations, local operator and finance — menus and data are scoped by role.
One system, from end to end
From the first enquiry,
to margin on the books.
The booking is the single thread. Sales, email, ground operations and finance all work on the same record, and every agency gets its own workspace.
Book a demoOrder deskSingle source of truth
SalesQuotes & follow-up
GroundResources & delivery
FinanceCash flow & margin
InsightReporting & analytics
Order desk
Every enquiry enters the same order pool
Enquiries from website forms and manual entry all land in one pool. Order numbers are generated automatically, and admins assign each booking by product line and team workload.
- Website enquiries and manual entry in one place
- Admins assign each booking to a named owner
- Seven controlled stages, advanced only in sequence
- Every action written to an immutable activity log
Order queueSample interface
Europe tailor-made group12 pax, departing OctoberUnassigned
Japan study tour32 pax, departing NovemberQuoting
Xinjiang private tour6 pax, national holidayConfirmed
Assignment ruleJapan line + group travel + lowest current load
Sales workspace
Documents, quotations, email and follow-up — all on the booking page
Sales see the client's requirements, build quotations, contact local operators and reply to email in one workspace, with every action recorded against the booking.
- Multiple quotation versions kept on file; earlier versions cannot be overwritten
- Gross margin calculated automatically for every version
- Client email filed to the booking, ready to review at any time
- Full activity log of every stage change and edit
Quotation workspaceVersion 3
Client quotation¥ 126,800
Accommodation & breakfastConfirmed
Local transportConfirmed
Driver & guide servicesCosting
Latest email filed to this booking
Email centre
The inbox lives on the booking, so correspondence stops drifting
Client correspondence is grouped into threads and filed automatically against the right booking. When volume is high, threads can be handed over within the team in bulk.
- Send, receive and drafts in one place, threaded automatically
- Saved templates and signatures for faster, more consistent replies
- Automatic reminders when a reply is overdue
- Bulk handover of threads, with a single atomic transfer
Team inboxSample interface
Japan study tourItinerary confirmation and room type changeReply today
Europe tailor-made groupQuery on quotation version 3Awaiting client
Xinjiang private tourVisa document checklistOverdue
Team status5 awaiting reply · respond within 2 hours
Ground operations
Rate requests, arrangements and invoices, handled online with local operators
Request rates from local operators and compare multiple rounds, with costs broken down across eight lines such as accommodation, transport and guiding. Once assigned, operators complete their work and submit invoices from their own account.
- Multiple rounds of rate requests, itemised quotations
- Hotels, vehicles and guides registered on the booking
- Operators see only the bookings assigned to them
- Invoices submitted online and routed to finance for review
Group resourcesPre-departure
HotelsRoom types and name list confirmedDone
TransportVehicles and drivers confirmedDone
GuidesAwaiting airport pickup timeIn progress
TicketsTo be booked on final numbersTo do
Financial settlement
Every payment hangs off the booking
Client receipts are recorded one by one, supplier invoices are declared and reviewed line by line, and margin is visible in real time — finance never has to rebuild the operational data.
- Client receipts recorded per booking
- Supplier invoices reviewed item by item: approved, rejected or disputed
- Gross margin = payments received − approved costs, updated live
- Review notes and discrepancies recorded throughout
Booking reconciliationSample data
Projected margin¥ 18,640
Contract revenue¥ 126,800
Approved costs¥ 102,360
Costs pending¥ 5,800
Business overview
No report assembly needed — booking data is business data
Workspace and dashboards show enquiries, confirmations, groups on the road and settlement progress in real time. Every metric comes from the same source as the booking, and each role sees only what their permissions allow.
- Enquiry volume and conversion overview
- Bookings in progress and group departure status
- Revenue, cost and margin overview
- Team workload at a glance
Business overviewChoose a dimension
Booking stageRole viewTeam workloadTime range
Current viewSettlement and margin overview
Operational data and financial results share one booking definition.
Not just a set of features — a business foundation
Built around organisation, permissions, data and process records, so teams can keep using it and the business can keep growing.
Key processes on record
Assignment, stage changes, quotations and reviews are written to an immutable event stream.
One definition of the business
The same booking spans operations and finance, cutting duplicated rework.
Independent workspaces
Each agency gets its own data space, ready on activation and invisible to others.
Next step
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