Client Management

If you are a Travel company then managing your Clients through PTS could not be easier. With a bespoke system designed to lower time on client administraion.

Call 020 7190 9988 to discuss your business requirements or Book A Demo

Details

Store all client details including contact information.

Overview

A full overview of all aspects relating to your clients from booking suppliers to your clients online itinerary.

Control

Complete control over every aspect of your client in one area.

Client management could not be easier with the PTS software included in your membership. The PTS system is the only software in the UK that offers Travel Agents, Tour Operators, Homeworkers and Flight Only companies the ability to manage all aspects of a booking from point of enquiry to paying the suppliers whilst providing the user with all information pertaining to that client in one place.

The PTS software allows Managers, Users and Accounts departments to all operate from one easy to use online software.

FAQs

How do I manage my clients?

Clients are managed in one easy to navigate area on the PTS software where you can add, amend and store client information.

Can I store client notes and history?

Yes, all communication between the user and the client are stored in order on the PTS software. User, Date and Time details are recorded.

Does a manager have client management overview?

Yes, a Manager has full access to monitor all users’ clients on the PTS software.

Can I manage client transactions?

Yes, the Client Management section includes easy navigation to monitor, manage and schedule payments in from your clients.

Call us on 020 7190 9988 to discuss your business requirements or Contact us.

Speak to PTS today for a free consultation and free business
plan and cashflow forecast designed around your specific business






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