01/09Client CRM
Every client, and everything you know about them.
Contacts, notes, lead source, trips past and planned, files and conversations on one profile. Client DNA reads each client's history and tells you the season, budget and style they prefer.
- Passport and ID details encrypted, filled in by the client in the portal
- Import clients and past bookings from a spreadsheet
- Sales and activity reports from day one
Ana Ferreira
Lisbon · client since 2023 · 4 trips
Client DNA
AI summary





