Introducing Tasks with Travefy’s Simple CRM

Check out Travefy’s latest feature release—Tasks and Task Lists, plus get tips on how to stay organized and save time with Travefy’s simple CRM tools!

During the webinar we cover:
- Utilizing Travefy’s Tasks and Reminder Notifications
- Creating Pre-Set Task Lists to Match Your Workflows
- Using Built-In Forms Templates + Credit Card Authorization
- Streamlining Your Client Management Using Travefy’s CRM

Webinar recorded on November 3, 2022

Disclaimer: For privacy purposes, NO PERSONALLY IDENTIFIABLE INFORMATION WAS USED OR SHARED IN THIS VIDEO. All client information that is shared in this video is sample information and is displayed for demonstration purposes only. No user information in this video is real nor related to a real person.

[Lefty]

Any chance you guys are working on integrating email automations for clients? Cause that would be amazing!!!!

[guillermocharafedin]

Amazing tool guys! The more I get into it, the more I know it'll be a game changer in our agency.
As soon as we see all the tools and features available in spanish (cause amost all of our pax are from latinamerica), we'll definitely give it a try (I'm already in contact with Katie Pearson, who let me know you're working on that).

[treehuggertravel]

Legends! Can you share the link for the form templates by other users! Thank you .. John :)