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Case / travel / U-ON

Travel agency and U-ON

A case for a travel agency, where we integrated amoCRM with U-ON and put together a clear client route: application, tour selection, reservation, documents, payment, departure and contact again after the trip.

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What hurts

Issues

  • Applications arrive quickly, but then the manager is forced to switch between amoCRM, U-ON, chats and tables.
  • Reservations, documents and payments often live separately from each other, so some stages are lost or duplicated.
  • It is difficult for a manager to see who quickly processes requests, where tourists hang out and at what stage money is lost.

What did you do

Integration and logic

  • We integrated with U-ON so that the manager launches the necessary actions directly from amoCRM, rather than rebuilding the process manually.
  • We put together a single logic: application, selection, reservation, payment, documents, departure and return of the client for the next tour.
  • We added button scripts in the deal card so that each step is completed faster and equally for the entire team.

What was decided in the work

Tasks

  • A button for sending a client to U-ON, a button for requesting documents, a button for fixing payment and a re-touch button.
  • Automatic tasks and reminders for reservations, payments and next actions of the manager.
  • Clear control of the entire tourist route without a gap between systems.

Case skeleton

Case of a travel agency with U-ON and an automated client route

On this page you can further show the integration scheme with U-ON, the stages of the transaction, buttons in amoCRM, the logic of reservations, payments, documents and scenarios for repeat sales after the trip.

U-ON

Integration of the tourist accounting part with amoCRM without breaking the context for the client and the application.

Buttons

Quick actions within a transaction: send to U-ON, reservation, documents, payment, task and signal to the manager.

Automation

Full cycle from the first application to departure and return of the client for the next tour.