About Compass Tools
What is Compass Tools?
Compass Tools is a CRM built for travel agencies to manage leads, build fare quotes, track bookings, and stay in touch with customers every day. It is built around the way a travel agency actually operates — a lead comes in, an agent builds a quote, a customer signs and books, and the team follows up — rather than a generic sales pipeline adapted after the fact.
Who is it for?
Compass Tools is for travel agencies: the agents who handle leads and build quotes, the staff who track ticketing and bookings, and the managers and administrators who need an accurate view of what is happening across the team. What each person can see and do depends on their role.
What does it provide?
Every lead is tracked from first contact through booking, every quote reflects real GDS itinerary data, and every booking's status reflects real ticketing events. The goal is straightforward: give agents one place to work, and give managers a clear, accurate view of what's happening across the team.
- Lead Management — Capture leads from your website or enter them manually, then route them to the right agent automatically.
- Quote & Itinerary Management — Paste a GDS itinerary or build one manually, then send a branded quote your customer can act on immediately.
- Customer Management — Contacts hold every phone number, email address, lead, quote, and booking a customer has ever had with you.
- Booking Management — Track a booking's status accurately from the moment a customer signs through ticketing and confirmation.
- Email Communication — Connect your Gmail account and send quotes, confirmations, and updates without leaving the CRM.
- Automated Follow-Up — Enroll leads in a multi-step email sequence and let scheduled follow-ups send automatically.
- Sales Visibility — A sales board and commission view keep everyone aligned on what's actually closing.
How can I contact Compass Tools?
Use the contact form to ask about a demo, a feature, technical support or billing. How Compass Tools handles information is described on the Security and Privacy pages.