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Business setup · Hospitality

Travel agency

Holiday requests to quotes, instalment plans for packages, and net-30 corporate travel accounts.

Use in EraAll templates
modules
9
agents
3
workflows
3
sample services
3
site pages
4

What Era prepares for this business

For an agency that sells holidays to families and travel to companies: every request is a lead with destination, dates and number of travellers, a quote goes out within the day, accepted packages are split into instalments that are chased on time, passports and visa dates sit on the traveller, and company accounts get their flights and hotels invoiced at 30 days.

Modules9

  • Sales
  • Quotes
  • Invoices
  • Inbox
  • Campaigns
  • Website
  • Dashboards
  • Workflows
  • AI

Agents3

  • Trip planner

    Turns a holiday or business-trip request into a lead and a draft quote.

  • Documents desk

    When a trip is sold, lists what has to be issued and sent before departure.

  • Instalment follow-up

    Reminds travellers and companies of payments coming due.

Sample services and prices3

Comes with the setup; swap in your own prices.

Cappadocia balloon flight booking₺7,500
Early-booking hotel package — Antalya 7 nights₺42,000
Travel health insurance₺650

Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Travel agencyAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Sales
    • Quotes
    • Invoices
    • Inbox
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Trip plannerReady
    • Documents deskReady
    • Instalment follow-upReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Travel agency

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era