Travel CRM Implementation Checklist: 30-Day Step-by-Step Rollout
Ensure a frictionless transition to your new travel software with our proven 30-day agency implementation timeline.
Week 1: Data Cleansing & Supplier Master Setup
Export your past customer lists, clean up duplicate records, and input your top 20 hotel and transport suppliers with contact details and payment conditions.
Week 2: Contract Rates & Pricing Rules Configuration
Load your active seasonal hotel contracts, set up standard room types, and establish agency default markup or target margin rules.
Week 3: Templates, Itineraries & Pilot Testing
Create reusable day-by-day itinerary templates for your top 5 best-selling holiday packages and run pilot quotations with senior advisors.
Week 4: Team Go-Live & Customer Invoicing
Roll out the platform across all sales staff, configure WhatsApp notification dispatch, and start generating live customer tax invoices.
Frequently Asked Questions
Can we run TourVilo alongside our old system during transition?
Yes. Many agencies run parallel quotations for 1 to 2 weeks during Week 3 to verify pricing accuracy and build staff confidence.
Related TourVilo Platform Features
More Guides in Travel CRM Essentials
Start Automating Hotel Rates & Travel Proposals
Join travel agencies worldwide saving hundreds of hours on manual calculations with TourVilo.