Complete CRM Setup Guide

Getting Started with Hamro Tourist CRM

Your CRM is the heart of your travel agency. This guide will help you set it up for maximum efficiency and booking conversion.

1. Import Your Existing Leads

Don't start from scratch. Import your existing leads from spreadsheets, email lists, or other CRMs. We support CSV, Excel, and direct API connections.

2. Set Up Lead Scoring

Not all leads are equal. Configure lead scoring to prioritize hot leads who are ready to book. Focus your energy where it matters most.

3. Create Automated Workflows

Set up automated follow-up sequences:

• Welcome email for new leads
• Reminder for abandoned bookings
• Post-trip feedback requests
• Re-engagement campaigns for past customers

4. Customize Your Pipeline

Create custom pipeline stages that match your sales process:

• New Lead → Qualified → Proposal → Booked → Deposited → Paid → Completed

5. Enable Mobile Access

Your team is often in the field. Enable mobile access so they can update customer information on the go.

Advanced Features

Integration with Booking System

Automatically create CRM entries when bookings come through your website.

WhatsApp Integration

Send automated WhatsApp messages for faster communication with local customers.

Analytics Dashboard

Track conversion rates, pipeline velocity, and team performance.

Best Practices

1. Update CRM daily — Keep data fresh for accurate insights
2. Train your team — Everyone should know how to use the CRM
3. Regular reviews — Weekly pipeline reviews to identify bottlenecks
4. Automate ruthlessly — Reduce manual data entry wherever possible

Troubleshooting

Leads Not Converting?

• Check your follow-up timing
• Review your lead scoring criteria
• Ensure your team is responding quickly

Data Quality Issues?

• Set up validation rules
• Regular data audits
• Train team on proper entry

Master the CRM, master your business.