Bring to your discovery call
- ✓Your current stages and the problem to solve
- ✓User roles, branches and record permissions
- ✓An anonymized sample enquiry or booking
- ✓Current software and integration requirements
- ✓Required reports and acceptance criteria
A practical software evaluation
Travel CRM software features to evaluate in a demo
Use a real sales scenario to evaluate software instead of judging a dashboard alone. Review how an enquiry moves through ownership, quotation, follow-up and booking handover, and confirm what your proposed implementation includes.
Explore the workflow
Try the travel demo.
Follow one fictional enquiry through quotation, booking handover and payment tracking. See how sales, operations and finance share the next action.
Try the Travel Demo
Fictional data · no login · no real booking or payment. Your proposal confirms the system we build for your team.
Choose by workflow
When this is the right starting point.
This checklist is for buyers comparing a proposed Travel CRM implementation. BANDEVI’s modules are scoped for each engagement; the feature list is not a claim that every function is already available in a standard subscription.
Compare Travel CRM and Travel ERP before deciding what to build first.
Modules and acceptance
Travel CRM features to discuss and test
These are scope options. Use the example checks to agree what successful delivery means for your team.
| Area | Discuss in scope | Example check |
|---|---|---|
| Lead capture | Required trip fields, source attribution and duplicate handling. | Submit the same enquiry twice and review the agreed duplicate behaviour. |
| Consultant queues | Assigned leads, next actions, reminders and overdue work. | Move a follow-up date and check which queue it appears in. |
| Quotation history | Version history, attachments, status and validity. | Revise a proposal and confirm the original remains traceable. |
| Role permissions | Consultant, manager and branch visibility rules. | Sign in under different roles and test restricted records and exports. |
| Reporting | Definitions for pipeline, won bookings, lost enquiries and source performance. | Compare a report total with its underlying records. |
| Data portability | Agreed imports, exports, retention and handover arrangements. | Review a sample export and confirm which fields and attachments it includes. |
Illustrative workflow
From enquiry to a clear next action
This is a requirements example, not a completed client case study. Confirm your own stages, required fields and exception rules.
- 01Prepare an anonymized customer enquiry
- 02Ask for a consultant and manager walkthrough
- 03Test quotation revision and a missed follow-up
- 04Review the booking handover and report definitions
- 05Record gaps in the written scope before approval
Integrations and data
Confirm the dependencies before committing.
Ask which integrations are live in the demonstration, which need development and which depend on third-party access. Confirm software licensing, provider fees, migration limits and support responsibilities in the written proposal.
Migration and rollout checklist
- ✓Agree field mapping, duplicates and sample imports
- ✓Define test users, permissions and exception cases
- ✓Record integration credentials and ownership responsibilities
- ✓Agree training, acceptance, rollback and handover
- ✓Name the support scope and ongoing charges
Pricing and delivery dates follow a requirements review.
Buyer questions
What to clarify before you start.
Is the dashboard image a delivered customer system?
No. Visuals and workflow examples on these pages illustrate concepts. Request a relevant demonstration and ask which screens, modules and integrations are available for your scope.
Should we compare CRM software with custom development?
Compare workflow fit, ownership, licensing, extensibility, migration and ongoing support. Read the Travel CRM development page and the white-label versus custom CRM guide before choosing.
Can we see a client case study?
Ask for an approved client reference relevant to your requirements. The public project models are illustrative and are not verified customer results.
What should we bring to a demo?
Bring an anonymized enquiry, your current stages, user roles, quotation example and the reports you need. Customer personal information is not needed for the first conversation.
Related reading
Build a better software brief.
Compare the systems
Understand how sales records and booking operations fit together.
Travel CRM versus ERPWhite-label CRM versus custom CRM guide
Review the workflow and questions relevant to this decision.
Read the guidePayment workflow planning
Consider approval rules, repeated events and reconciliation.
Travel payment automation guideTravel CRM development · CRM software evaluation · Travel ERP development
Plan your project
Request a demo around your workflow.
Tell us which task is difficult today and what you need to see in a walkthrough. Modules, migration, integration availability, costs and support are agreed in writing.
Request a focused demoReview the supplier
Check company identity and credential publication status. Ask for applicable business records and an approved client reference.
Agree ownership of source code and data, access, handover and support in your contract.
Share an approved project reference