Map The Agency Workflow First
List how inquiries arrive, how packages are prepared, how quotations are sent, how bookings are confirmed and how payments are tracked. Software should follow this workflow instead of forcing a generic process.
Separate CRM From Creative Operations
CRM manages leads, customers, follow-ups, quotations and bookings. Creative operations manage package data, fares, brand kits and campaign outputs. Some agencies need both, but they solve different problems.
Check The Data Structure
Travel software should model passengers, hotels, rooms, routes, fares, baggage, meals, visa rates, availability and payment status as structured data. This is what makes reporting and automation possible later.
Avoid Unsupported Launch Claims
Before buying or launching a platform, confirm production hosting, backups, security review, payment integration, email delivery, monitoring and user acceptance testing. A strong MVP still needs launch hardening.