Skip to main content

​
CRM Structure

Odia’s CRM organizes your contacts into specialized screens:

Travellers

Passengers going on trips

Travel Agencies

Agencies and their agents

Suppliers

Suppliers and their contacts

​
Travellers Screen

Your traveller library contains all passengers who have gone or are going on trips.

​
How It Works

  • Every traveller you add to a proposal is automatically saved here
  • Search for repeat clients when creating new proposals
  • View complete travel history for each traveller
  • Update information once, and it applies to all trips
1

Search

Use the search bar to find travellers by name
2

View Details & Edit

Click on a traveller to see their profile and travel history
Always search for existing traveller profiles before creating new ones. This maintains complete travel history and avoids duplicates.

Learn More About Travellers

View detailed information about managing travellers, fields, and travel history

​
Travel Agents Screen

The Travel Agencies screen has two tabs: Agencies and Agents.

​
Agencies Tab

Shows all agency organizations.
1

Browse Agencies

View all agency organizations in your database
2

Click for Details

Click on an agency to open its page and see details, agents, commission rates, and booking history

​
Agents Tab

Shows all individual travel agents across all agencies.
1

Browse All Agents

See all travel agents in one list, regardless of which agency they work for
2

Search

Search for specific agents by their name
3

Click for Details

Click on an agent to see their profile and bookings

​
Finding Agencies and Agents

  • Search - Find agencies by organization name or agents by their name

Learn More About Travel Agencies

View detailed information about agency management, commission rates, and branding

​
Suppliers Screen

All supplier organizations are listed in one view. Click on a supplier to see its contacts and details.

​
Understanding the Layout

1

Browse Suppliers

View all supplier organizations in your database
2

Click to Open

Click on a supplier row to open the supplier page
3

View Contacts & Details

Inside the supplier page, see all contacts, linked services, and purchase order history

​
Finding Suppliers

  • Search - Find suppliers by organization name
When adding supplier details to an itinerary service, you can select one of the supplier’s contacts. This contact information will appear on the traveller’s itinerary.

​
Linking Suppliers to Services

You can link supplier organizations to specific services they provide. Linked suppliers will appear highlighted at the top of the supplier list when you’re working with that service in an itinerary.
1

Open a Service

Navigate to the Library and click on a service
2

Go to Supplier & Pricing Tab

Click on the Supplier & Pricing tab
3

Add Supplier

Click Add Supplier, select the supplier organization, and save

Learn More About Suppliers

View detailed information about supplier management, categories, areas, and purchase orders

​
Library Screen

The Library is your complete inventory of everything you offer — accommodations, activities, transportation, dining, and all other services. It also contains Content Cards for adding travel information to proposals.

​
Why Use This Screen?

  • Browse your complete service inventory
  • Update service descriptions, titles, and headlines
  • Add new services to use in proposals
  • Keep service information consistent across all proposals
  • Create reusable Content Cards (travel tips, packing lists, cultural notes) to add to proposals

​
Finding Services

The Library has powerful filtering to help you find exactly what you need:

Search

Search by service title

Category

Filter by service type (Accommodation, Activities, Transportation, etc.)

Area

Filter by destination where service is offered

Tags

Filter by tags for detailed organization

Sort

Sort by creation date, last modified, or alphabetically

​
Using Tags

Tags provide additional organization beyond categories. You can add multiple tags to any service (e.g., “luxury”, “family-friendly”, “adventure”).
Important: When filtering by multiple tags, only services that have ALL selected tags will appear (AND logic, not OR).For example, selecting “luxury” + “safari” shows only services tagged with both.
With tags, less is more. Before creating a new tag, check if a similar tag already exists that you can use.

​
Combining Filters

You can use multiple filters at once for precise results: Example: To find all luxury safari lodges in Kenya:
  1. Category = Accommodation
  2. Area = Masai Mara
  3. Tags = “luxury” + “safari”

​
Content Cards Tab

The Library also has a Content Cards tab. Content Cards are reusable information blocks — travel tips, packing lists, visa requirements, cultural notes — that you can add to proposals. Unlike services, editing a Content Card updates it everywhere it’s been used.

Learn More About the Library

View detailed information about creating services, content cards, organizing your library, and best practices

​
Quick Reference

Now that you understand how the CRM and inventory screens work, here’s what you learned:
  • Travellers - Search and manage passenger profiles, view travel history
  • Travel Agencies - Browse agencies and agents in separate tabs, see commission rates and bookings
  • Suppliers - Find suppliers by name, navigate into a supplier to see contacts and linked services
  • Library - Filter your service inventory by category, area, tags, and supplier; manage Content Cards
Ready to create your first proposal?