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Clients

Good travel agents remember everything about their clients. Great travel agents don’t need to — because it’s all in the CRM. Rooutie’s built-in client management system gives you a comprehensive profile for every client you work with, including their preferences, travel companions, documents, and full trip history.

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Client Profiles

Each client has a dedicated profile containing:

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Contact Information

• Name, email address, phone number.
• Physical address (useful for sending documents or gifts).

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Travellers

Details for every person who might travel with this client:

• Family members and their ages.
• Travel companions with their own contact details.
• Special requirements per traveller (mobility needs, dietary restrictions, etc.).

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Documents

Secure storage for critical travel documents:

• Passport numbers and expiry dates — so you can check validity without asking again.
• Visa information for relevant destinations.
• Any other documents the client has shared.

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Preferences

Everything you’ve learned about how this client likes to travel:

• Dietary restrictions — vegetarian, halal, allergies.
• Seat preferences — aisle, window, extra legroom.
• Accommodation preferences — hotel vs. apartments, brand preferences, star rating minimums.
• Activity interests — adventure, culture, relaxation, food-focused.
• Budget range — what they typically spend per trip.
• Personal notes — anything else worth remembering (anniversary trips, a fear of heights, they always want an early check-in).

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Trip History

Every trip ever created for this client appears in their profile — past, present, and future. Click any trip to open it directly. See when they travelled, what they spent, and where they went. Use this history to personalise future recommendations.

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Notes

Add private notes to any client profile — call summaries, special requests, follow-up reminders, things they mentioned in passing. These notes are only visible to you and your team. They’re the kind of personal touches that turn first-time clients into lifetime clients.

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Adding a New Client

1. Go to Clients in the agent dashboard sidebar.
2. Click “Add Client”.
3. Enter their details — at minimum, an email address.
4. Save — the profile is ready to receive trips, notes, and documents.

You can also add clients on the fly when creating a new Client Trip, without leaving that workflow.

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Searching and Filtering

Your client list is searchable by name and email. As your client base grows, find anyone instantly without scrolling.