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Clients

Manage your client database with Rooutie’s built-in CRM.

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Client Profiles

Each client has a detailed profile containing:
  • Contact Info: Email, Phone, Address.
  • Travelers: Details for all family members or companions.
  • Documents: Secure storage for passport numbers and visas.
  • Preferences: Notes on dietary restrictions, seat preferences, and interests.

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Trip History

View a timeline of all past and upcoming trips for this client.

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Notes

Add private notes about interactions, calls, or special requests.