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Overview

Odia’s CRM system helps you manage all your business relationships in one place. From travelers and travel agents to suppliers and general contacts, keep everyone organized and accessible.

Travelers

Manage traveler profiles, travel history, and passenger information

Travel Agents & Agencies

Handle agency relationships, agent contacts, and commissions

Suppliers

Organize supplier organizations, contacts, and service relationships

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CRM Structure

Odia’s CRM is organized into specialized modules for different relationship types, making it easy to manage each type of contact with the right tools and context.

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Travelers

Passenger Management

Your traveler library contains all people who are going or have gone on trips, with complete profiles and travel history

Travel History

Access complete journey records, preferences, and booking patterns for personalized service
Key Features:
  • Complete passenger profiles with personal details
  • Travel document management (passports, visas)
  • Preferences and special requirements tracking
  • Link to CRM contacts for unified records
  • Search and filter by name, email, or travel status
Learn more: Travelers Documentation

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Travel Agents & Agencies

Agency Management

Manage travel agency organizations with hierarchical structure, branding, and commission tracking

Agent Contacts

Maintain individual travel agent profiles within agencies with booking history and performance metrics
Key Features:
  • Parent/child agency relationships
  • Commission rate management
  • Agency branding for white-label Journeys
  • Performance analytics per agency and agent
  • Booking history and revenue tracking
Learn more: Travel Agents & Agencies Documentation

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Suppliers

Supplier Organizations

Organize supplier companies by category and destination for efficient service assignment

Supplier Contacts

Manage individual contacts at each supplier with role assignments and communication tracking
Key Features:
  • Category and area-based organization
  • Multiple contacts per supplier with roles
  • Service relationship tracking
  • Purchase order management
  • Performance and usage analytics
Learn more: Suppliers Documentation

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General Contacts

Beyond the specialized contact types above, Odia allows you to manage general contacts that don’t fit into travelers, agents, or suppliers categories.

General Contact Management

Create and manage contacts for:
  • Business partners
  • Vendors not providing travel services
  • Referral sources
  • Media contacts
  • Other stakeholders
Access: Navigate to CRM > Contacts to view and manage all contact types
Odia supports different contact subtypes for flexible organization:
  • Individual contacts
  • Organization contacts
  • Custom contact subtypes (configure in Custom Fields)
Each contact type can have custom fields for specific data needs.

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Cross-Module Features

Unified Search

Search across all contact types from one interface - find travelers, agents, suppliers, and contacts quickly

Communication History

All WhatsApp messages link to contacts, providing complete communication context regardless of contact type

Custom Fields

Extend contact data with custom fields specific to your organization’s needs - configure per contact type

Analytics

Track relationships, booking patterns, revenue, and performance across all contact types

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Best Practices

Data Quality

Maintain clean, accurate CRM data:
  • Always search for existing contacts before creating new ones
  • Keep contact information current
  • Link related contacts (e.g., traveler to travel agent)
  • Use consistent naming conventions
  • Regularly clean duplicate records
Organize your CRM effectively:
  • Use appropriate contact types (traveler vs agent vs supplier)
  • Leverage custom fields for organization-specific data
  • Tag contacts for easy filtering
  • Maintain detailed notes for VIP relationships
  • Document communication preferences
Build stronger relationships:
  • Track all interactions in one place
  • Review contact history before communication
  • Maintain complete travel preferences
  • Document special requirements
  • Set reminders for follow-ups
Protect contact data:
  • Only collect necessary information
  • Follow data protection regulations (GDPR, etc.)
  • Limit access to sensitive information
  • Obtain consent for data storage
  • Regularly review and clean old data

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Getting Started with CRM

1

Set Up Suppliers

Begin by adding your supplier organizations in CRM > Suppliers. This must be done before you can assign suppliers to services.
2

Add Travel Agencies

Create travel agency profiles in CRM > Travel Agents for partners you work with. Upload agency logos for white-label Journeys.
3

Import or Add Contacts

Add individual contacts as needed. Travelers can be added during Journey creation and will automatically populate your traveler library.
4

Configure Custom Fields

Set up custom fields in Settings > Custom Fields to capture organization-specific contact information.
5

Link Relationships

Connect related contacts - link travelers to agents, agents to agencies, contacts to organizations for unified record-keeping.

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Contact Data Import

Need to import existing contacts from another system? Contact our support team at customer@odia.app for assistance with importing your contact database into Odia.

Travelers

View full traveler management documentation

Travel Agents

View travel agents & agencies documentation

Suppliers

View supplier management documentation

Custom Fields

Configure custom contact fields

Messaging

Link contacts to WhatsApp conversations

Analytics

View contact and relationship analytics