> ## Documentation Index
> Fetch the complete documentation index at: https://help.odia.app/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM

> Manage contacts, relationships, and business connections in one centralized system

## Overview

<Note>
  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.
</Note>

<CardGroup cols={3}>
  <Card title="Travelers" icon="person-walking-luggage" href="/features/travelers">
    Manage traveler profiles, travel history, and passenger information
  </Card>

  <Card title="Travel Agents & Agencies" icon="handshake" href="/features/travel-agents">
    Handle agency relationships, agent contacts, and commissions
  </Card>

  <Card title="Suppliers" icon="truck" href="/features/suppliers">
    Organize supplier organizations, contacts, and service relationships
  </Card>
</CardGroup>

## 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.

### Travelers

<CardGroup cols={2}>
  <Card title="Passenger Management" icon="users">
    Your traveler library contains all people who are going or have gone on trips, with complete profiles and travel history
  </Card>

  <Card title="Travel History" icon="clock-rotate-left">
    Access complete journey records, preferences, and booking patterns for personalized service
  </Card>
</CardGroup>

**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](/features/travelers)

### Travel Agents & Agencies

<CardGroup cols={2}>
  <Card title="Agency Management" icon="building">
    Manage travel agency organizations with hierarchical structure, branding, and commission tracking
  </Card>

  <Card title="Agent Contacts" icon="user-tie">
    Maintain individual travel agent profiles within agencies with booking history and performance metrics
  </Card>
</CardGroup>

**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](/features/travel-agents)

### Suppliers

<CardGroup cols={2}>
  <Card title="Supplier Organizations" icon="building-user">
    Organize supplier companies by category and destination for efficient service assignment
  </Card>

  <Card title="Supplier Contacts" icon="address-card">
    Manage individual contacts at each supplier with role assignments and communication tracking
  </Card>
</CardGroup>

**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](/features/suppliers)

## 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.

<AccordionGroup>
  <Accordion title="General Contact Management" defaultOpen={true}>
    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
  </Accordion>

  <Accordion title="Contact Types" defaultOpen={false}>
    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.
  </Accordion>
</AccordionGroup>

## Cross-Module Features

<CardGroup cols={2}>
  <Card title="Unified Search" icon="magnifying-glass">
    Search across all contact types from one interface - find travelers, agents, suppliers, and contacts quickly
  </Card>

  <Card title="Communication History" icon="message-lines">
    All WhatsApp messages link to contacts, providing complete communication context regardless of contact type
  </Card>

  <Card title="Custom Fields" icon="input-text">
    Extend contact data with custom fields specific to your organization's needs - configure per contact type
  </Card>

  <Card title="Analytics" icon="chart-line">
    Track relationships, booking patterns, revenue, and performance across all contact types
  </Card>
</CardGroup>

## Best Practices

<AccordionGroup>
  <Accordion title="Data Quality" defaultOpen={true}>
    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
  </Accordion>

  <Accordion title="Organization Strategy" defaultOpen={false}>
    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
  </Accordion>

  <Accordion title="Relationship Management" defaultOpen={false}>
    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
  </Accordion>

  <Accordion title="Privacy & Compliance" defaultOpen={false}>
    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
  </Accordion>
</AccordionGroup>

## Getting Started with CRM

<Steps>
  <Step title="Set Up Suppliers">
    Begin by adding your supplier organizations in CRM > Suppliers. This must be done before you can assign suppliers to services.
  </Step>

  <Step title="Add Travel Agencies">
    Create travel agency profiles in CRM > Travel Agents for partners you work with. Upload agency logos for white-label Journeys.
  </Step>

  <Step title="Import or Add Contacts">
    Add individual contacts as needed. Travelers can be added during Journey creation and will automatically populate your traveler library.
  </Step>

  <Step title="Configure Custom Fields">
    Set up custom fields in Settings > Custom Fields to capture organization-specific contact information.
  </Step>

  <Step title="Link Relationships">
    Connect related contacts - link travelers to agents, agents to agencies, contacts to organizations for unified record-keeping.
  </Step>
</Steps>

## Contact Data Import

<Note>
  Need to import existing contacts from another system? Contact our support team at [customer@odia.app](mailto:customer@odia.app) for assistance with importing your contact database into Odia.
</Note>

## Module Quick Links

<CardGroup cols={3}>
  <Card title="Travelers" icon="person-walking-luggage" href="/features/travelers">
    View full traveler management documentation
  </Card>

  <Card title="Travel Agents" icon="handshake" href="/features/travel-agents">
    View travel agents & agencies documentation
  </Card>

  <Card title="Suppliers" icon="truck" href="/features/suppliers">
    View supplier management documentation
  </Card>

  <Card title="Custom Fields" icon="input-text" href="/features/settings#custom-fields">
    Configure custom contact fields
  </Card>

  <Card title="Messaging" icon="message" href="/features/messaging">
    Link contacts to WhatsApp conversations
  </Card>

  <Card title="Analytics" icon="chart-line" href="/features/analytics">
    View contact and relationship analytics
  </Card>
</CardGroup>