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CRM for travel agencies, built into Gmail

Manage bookings, clients, and supplier details in one place, right in Gmail

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Build a travel agency CRM around how you actually book trips

Set up pipelines for inquiries, active trips, and supplier relationships, without a rigid sales template forced on the way you work.

Streak AI pipeline builder generating a complete "Travel Bookings" pipeline from a plain-text description — with stages (New Inquiry → Booked & Paid), custom columns (Destination, Trip Type, Start Date, End Date, Lead Source, Budget), and saved views (Corporate Travel, Honeymoons, Family Vacations)

Streak Travel Bookings pipeline filtered to active inquiries — sorted by start date, grouped by Trip Type — showing Family Vacation, Honeymoon, and Corporate Travel bookings with destination and budget columns

Streak Travel Bookings pipeline showing custom column types — Destination, Trip Type, Budget, Party Size — alongside automatically tracked fields like Date of Last Email, Days in Stage, and Last Tracked View

Keep every email, booking, and document on one timeline

Each client and trip has a single workspace that pulls in the full conversation history automatically.

Streak Travel Bookings box timeline for Orbit AI Retreat 2026 — showing emails, stage changes, @mentions, and meeting notes — giving the full booking and consultation history for a corporate travel client in one view

Streak Travel Bookings pipeline sharing settings — giving the consulting team, operations staff, and management shared access to all travel bookings with auto-share emails enabled

Streak travel booking box for Orbit AI Retreat 2026 showing linked contacts, upcoming tasks, and email threads — all automatically associated with the right booking record in Gmail

Streak Files tab for Travel Bookings > Orbit AI Retreat 2026 — showing attached documents including Retreat_Agreement_Signed.pdf, OrbitAI_Retreat_Invoice.pdf, Attendee_List_Final.xlsx, Executive_Itinerary.pdf, Retreat_Agenda_v3.docx, OrbitAI_Retreat_Proposal.pdf, and Travel_Requirements_Form.pdf — all stored directly on the booking record

Let AI handle CRM updates while you focus on clients

Streak AI reads your emails, calls, and notes to keep records current and answer questions about any trip.

Streak AI Autofill populating Start Date and End Date columns for bookings in the Travel Bookings pipeline — Smith Family Italy Vacation (Jul 15–24), Thompson Honeymoon (Aug 10–18), AcmeTech Retreat (Sep 5–10), Chen Family Disney (Jul 28–Aug 2), Williams Europe Tour (Sep 12...)

Streak AI-generated summary for Orbit AI Retreat 2026 — Overview: Orbit AI planning a company retreat for 42 employees in Banff, Alberta. Initial discussions positive, preferred dates/budget/accommodation confirmed. History: inquiry received May 28, discovery call held Jun 2, Banff selected as preferred location. Preliminary itinerary and pricing shared Jun 16. Next steps: Nicolas to review proposed itinerary with the team, confirm schedule, finalize bookings.

Streak AI Ask "Did they mention dietary restrictions?" querying the Orbit AI Retreat 2026 box — Answer: "Yes. During the discovery call on Jun 2, Olly mentioned that a few attendees are vegetarian and requested gluten-free options for two team members. This was noted in the meeting notes and later referenced in the Travel Preferences Form received on Jun 11. Catering requirements are expected to be finalized once the attendee list is confirmed."

Streak automation: "Travel inquiry form received" → Create box → AI Autofill fields → Add task to box → Send message to Slack — automatically researching the lead, populating fields from form responses, and routing new inquiries to the right consultant

Reach clients faster with email tools built in Gmail

Send personalized updates at scale and see who's engaged, all from your inbox.

Streak task list for travel booking follow-ups — "Send initial itinerary proposal" (in 7h, Email), "Follow up on hotel selection" (in 12h, Call/Event), "Confirm final headcount" (in 3d) — with grouped Tomorrow and Next week sections

Mail merge

Send reservation updates, trip promotions, and seasonal newsletters personalized with each client's details.

Email tracking

See when a quote or itinerary is opened, then follow up with engaged travelers first.

Snippets

Save replies to common questions so your team answers consistently and fast.

Automate follow-ups and never miss a booking deadline

Turn each stage of your process into tasks and reminders so nothing slips between inquiry and departure.

Streak mobile app showing upcoming tasks for travel bookings — "Confirm final attendee count" (Olivia Chen, in 4hrs), "Review Banff hotel room block" (Nicolas Trevino, in 4hrs), "Finalize airport transfer schedule" (Sherry Lin, in 4hrs) — alongside Recent Boxes: Orbit AI Retreat 2026, Smith Family Italy Vacation, Acme Team Retreat

Gmail Travel Bookings > Orbit AI Retreat 2026 showing linked email threads — "Retreat planning review" (with Preliminary_Itinerary.pdf, Google Meet), "Retreat proposal and itinerary options" (7d ago), "Discovery call follow-up" (12d ago), "Travel inquiry follow-up" (20d ago) — giving the full consultation history in one view

Streak call log from Nicolas T — Allo Outbound Call Answered with Olly about the Orbit AI Retreat 2026 Banff itinerary. Summary: follow-up call to review proposed itinerary, transportation preferences, and team-building activities. Attendees approximately 42. Preferred hotel: Fairmont Banff Springs. Interest in hiking, gondola tours, and team dinners. Hotel room block to be reserved, final proposal to be shared by Jun 20.

Streak automation: "Box changes stage" (Booking Finalized → Booked & Paid) → Add task "Issue travel confirmations" due in 1 day + Send message to Slack "{box.name} paid the invoice", Bot username: Booking Ops — automatically triggering confirmation workflows the moment a booking is paid

Frequently asked questions

What is a travel agency CRM?

A travel agency CRM is a tool for tracking leads, bookings, clients, and supplier relationships in one place. Streak runs inside Gmail, so you manage trips next to the emails they came from.

Is Streak a good CRM for independent travel agents?

Yes. Streak works for solo agents and small agencies because it lives in the Gmail inbox you already use, with no separate app to learn or log into.

Can I customize Streak for how my agency books trips?

Yes. Custom pipelines, stages, and fields let you track inquiries, active trips, and vendor relationships your way. AI Pipeline Creator can build the structure from a short description of your process.

Does Streak work with the tools I already use?

Streak connects with Google Workspace and tools like Calendly, Google Forms, Slack, and Zapier. The Allo integration logs calls, recordings, and transcripts to the right trip.

How is Streak different from a spreadsheet for managing bookings?

A spreadsheet can't see your inbox. Streak links each trip to its emails, contacts, and files automatically, tracks follow-ups, and uses AI to fill in details, so records stay current without copy-paste.

Your travel bookings live in Gmail. So should your CRM.

Try Streak free — installs into Gmail in seconds.

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Streak travel agency Travel Bookings pipeline in Gmail showing 12 New Inquiry, 24 Consultation Scheduled, and 3 Itinerary Proposed — Smith Family Italy Vacation (Family Vacation), Thompson Honeymoon (Honeymoon), AcmeTech Retreat (Corporate Travel) — accessible directly from the Gmail sidebar