Keep the booking contact available to the people who answer passenger and partner enquiries. Use contact management alongside the journey records, not as a replacement for them.
The person paying for a group booking may not be every person travelling. Decide which details belong to the booking contact, the company and individual travellers.
A contact record helps identify the person asking. The booking supplies the travel context: the sailing, party and selected products. Use them together when a group organiser changes plans or an agency requests another document. Keep permission to contact someone about their booking distinct from permission to send marketing messages.
Find the relevant booking and contact before discussing a change or sending a document. Keep the selected sailing and commercial conditions in view when answering an enquiry.
If you need Gmail, Microsoft 365 or an external CRM connection, define the account and data exchange. Marketing consent and access to personal information need to match your own policies.
Keep contact information and booking communication connected to the service you sell.
Explore Contacts & Communication
Keep a booking connected to the passenger, selected sailing and the vehicle travelling with them.
Explore Reservations & Online Booking
Connect payment providers, sales channels and the systems your team uses.
Explore Integrations & PartnersTell us how ferry crm & contact management fits into your operation and which part you want to improve. We’ll review the relevant workflow and the scope of your setup with you.
