One CRM. Six screens. Zero context-switching.

OpenVoy CRM ships as a single workspace with everything your sales team needs to enquire, qualify, quote, win, deliver, and report — all on one canonical record per customer.

Every enquiry, scored and tracked

Capture leads from every channel. Score them on quality. Route to the right designer with assignment rules. Track reply time as a first-class KPI.

  • Quality score per enquiry, with reasoning
  • Assignment rules: source, language, value, designer
  • KPI tiles: total, avg quality, overdue, response time
  • Filter chips: status, activity, sales person, source
OPPORTUNITIES
Total Opportunities
247
Avg Quality Score
7.4
Overdue Activities
12
Avg Response Time
2h 14m
New / Open All Activities All Sales Persons All Sources
NameBudgetStartStatusSourceAgentQ
Anna Bergström €8,400 12 Aug Open Website MR 8.2
David Klein €24,500 02 Oct New Referral JK 9.1
Sofía Méndez €6,200 18 Mar Open Instagram LN 6.8
Hiroshi Tanaka €42,000 15 Sep Open Partner MR 9.4

From offer-sent to paid, with no spreadsheet

Won deals enter the Wins workflow: offer sent, confirmed, paid. Track payment progress, the post-sale checklist, and departures coming up in 30 days.

  • Status track: Offer Sent → Confirmed → Paid
  • Per-deal payment progress and next-payment date
  • Departure countdown for ops planning
  • Overdue-payment alerts with one-click chase
WINS
Total Wins
184
Total Value
€1.24M
Overdue Payments
7
Departing in 30 days
23
Offer Sent Confirmed Paid
NameAgentValueNext payPaidDepartureStatus
Anna Bergström MR €8,400 12 Jul 12 Aug Confirmed
David Klein JK €24,500 02 Sep 02 Oct Offer Sent
Hiroshi Tanaka MR €42,000 15 Aug 15 Sep Confirmed

Itineraries with real components behind them

Trips have their own sub-tabs for Components, Activities, Accommodations, Transportations and a reusable Library. Build once, reuse everywhere, share a public preview.

  • Sub-tabs: Trips · Templates · Components · Activities · Accommodations · Transportations · Library
  • Reusable building blocks across trips
  • Public preview URL with branded hero
  • Per-trip travelers list with passport tracking
TRIPS
TripsTemplatesComponentsActivitiesAccommodationsTransportationsLibrary
Travelers tracked
1,284
Itinerary days
8,402
Flight segments
612
Kenya Family Safari
Confirmed
Hiroshi Tanaka KE-0824-AMB
4
Travelers
8
Days
6
Flights
Andes 14-day Custom
Confirmed
David Klein PE-1024-DK1
6
Travelers
14
Days
8
Flights
Mekong River Group Departure
Confirmed
Group · MJ-09 VN-0925-G09
18
Travelers
11
Days
4
Flights

One trip, three views

Open any trip into General, Itinerary, and Flights tabs. Add travelers, set the public preview, configure CTA buttons, capture feedback after the trip.

  • General · Itinerary · Flights tabs on every trip
  • Travelers table with nationality, DOB, passport
  • Public share with custom hero, CTA, included/not-included
  • Post-trip feedback captured against the same record
TRIP — KE-0824-AMB · KENYA SAFARI
Kenya Family Safari
Hiroshi Tanaka · 4 travelers · 8 days · 6 flights
Confirmed
General Itinerary Flights
1
2
3
4
5
6
7
8
Day 1 — Nairobi arrival
Hemingways · transfer · welcome dinner
€640
Day 2–4 — Maasai Mara
Angama Mara · 3 game drives · hot-air balloon
€8,420
Day 5–7 — Amboseli
Tortilis Camp · Kilimanjaro views
€5,180
Travelers
Hiroshi TanakaJP1979-03-12passport ok
Yuki TanakaJP1981-08-04passport ok
Sora TanakaJP2014-11-22child

The numbers your finance team has been asking for

A real dashboard, not a CSV export. Conversion, revenue, response time, funnel, lost-deal reasons. Filter by sales person, language, source — for any period.

  • KPI strip: opportunities, won, conversion, revenue, reply time
  • Overview chart: opportunities vs won vs lost over time
  • Funnel: total requests → replied → won
  • Lost deal reasons surfaced with percentages
STATISTIC
Opportunities
247
34 open
Won
83
this month
Conversion
34%
+4pp
Revenue
€184K
this month
First reply
14m
avg
Overview Opportunities Won Lost
Funnel
Total requests1,284
Replied1,002
Won437
Lost deal reasons
Budget too high 38%
Timeline mismatch 24%
Chose competitor 18%
No response 12%
Service not suitable 8%
Templates

Reusable offers, itineraries and emails

Your best work compounds. Save offers, day-by-day itineraries, components, and email replies as templates — then drop them into the next deal in seconds.

  • Offer templates with components and pricing
  • Itinerary templates by region and trip length
  • Email templates with merge fields
  • Payment & checklist templates per workflow
Offer
Kenya 8-day Family
Itinerary
Andes 14-day Custom
Email
Quote follow-up · 7d
Checklist
Confirm to depart · 12 steps
Itinerary
Mekong 11-day Group
Payment
25/50/25 split
Users & Roles
Designer, manager, ops, finance, read-only — fine-grained per workspace.
Sources
Track where every lead comes from. Web, partner, social, referral.
Assignment Rules
Round-robin, by language, by destination, by value bracket.
API Keys
REST + webhooks for every entity. Generous limits, audit-logged.
Email Domain
Send from your own domain with DKIM/SPF set up for you.
Phone Numbers
Provision local numbers for sales lines and SMS.
Admin

The settings your IT team will sign off on

Two-level admin: My Account for individual designers, Company for org-wide controls. SSO + SCIM on Scale. Audit log on every change.

Talk to us →

From signup to first deal closed in under a week

1

Set up your workspace

Configure your brand, invite your team, define stages and trip types. Ready in minutes.

2

Import your data

Bring leads, contacts, and trip records over from spreadsheets or any CRM. We help you migrate.

3

Start closing

Move deals through your pipeline, attach trips, and forecast against real numbers from day one.

Travel teams who already made the switch

"We replaced a spreadsheet jungle and two SaaS tools with OpenVoy CRM. Forecasting went from guesswork to a number our investors actually trust."

MR
Maria Rodriguez
Founder, Andes Explorer DMC

"The trip-aware records are the killer feature. Every deal is anchored to a real itinerary — no more 'who was that lead about, again?'"

JK
James Kariuki
Operations Director, Safari Gate Kenya

"We migrated from HubSpot in a week. The pipeline view alone saved us 8 hours per rep, per week. Pricing is finally sane."

LN
Linh Nguyen
CEO, Mekong Journeys

Common questions

Are these separate products I have to buy individually?

No. OpenVoy CRM is one product. Every screen below is a section of the same workspace, included on every plan.

Can I use only the parts I need?

Of course. Each section has its own permissions — you can hide what your team doesn't use, or roll out one screen at a time.

How does it compare to a generic CRM?

Generic CRMs treat every deal as a row. OpenVoy treats every deal as a trip — with itinerary, suppliers, payments, and a public preview baked in. See the comparisons under /compare.

See OpenVoy CRM on your own pipeline

30-minute personalised walkthrough. We import a sample of your leads first.

No credit card required · 14-day free trial · Setup in minutes