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Enquiries

Every new client relationship starts as an enquiry. The Enquiries section is your lead management system — where incoming interest is captured, tracked, and converted into trips (and revenue). Think of it as a sales pipeline built specifically for travel professionals.

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Dashboard View

The Dashboard gives you a visual overview of your entire pipeline at a glance:

• Pipeline stages — see how many leads are sitting in each stage (New, Contacted, Proposal Sent, etc.). A healthy pipeline has leads moving through stages regularly.
• Conversion rate — the percentage of leads that turn into actual client trips. This is the number that tells you how effective your follow-up process is.

Spot bottlenecks immediately. If lots of leads are stuck at “Contacted” and not progressing to proposals, that’s a signal to improve how you present your services.

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List View

The detailed list of every enquiry, with:

• Source — where the lead came from (website form, direct referral, Rooutie profile, etc.).
• Status — current stage in the pipeline.
• Date received — when the enquiry came in.
• Action buttons — open details, convert to client, or convert to client trip.

Filter and search to find specific enquiries quickly.

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Working an Enquiry

Open any enquiry to see its full detail view:

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Timeline

Every action taken on this enquiry is automatically recorded in the timeline:

• When it was received.
• Every status change.
• Forms sent and filled in.
• Notes you’ve added.
• Communications logged.

This is your audit trail — you always know exactly what happened with every lead.

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Sending Forms

Need more information before you can build a proposal? Send a form directly from the enquiry view.

1. Click Send Form and choose from your form templates.
2. The client receives an email with a link to fill it out.
3. Their answers are automatically saved to the enquiry timeline.

This replaces the back-and-forth emails that slow down the qualification process.

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Converting a Lead

When an enquiry is ready to move forward:

1. Open the enquiry details.
2. Click “Convert to Client Trip”.
3. A new trip is created — pre-filled with whatever information the lead provided.
4. Build out the full itinerary in the Trip Editor and send it as a proposal.

You can also Convert to Client to add the person to your CRM first, then create a trip for them separately.

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Capturing Leads Automatically

Connect a Form to your website’s enquiry form. When someone submits it, a new enquiry appears in your dashboard automatically — no manual entry required.