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One record per customer, not one per trip

Repeat customers are matched automatically by phone or email, so a returning traveler's new inquiry lands on their existing contact record instead of starting from scratch. Contact ownership is separate from any one lead, so reassigning a customer to a different agent carries their full history — and any open quotes — with them correctly.

What's included

  • Automatic duplicate matching by phone or email
  • Full history of leads, quotes, and bookings on one record
  • Bulk import for onboarding an existing customer list
  • Ownership and reassignment rules that keep history intact