Enquiries
Walk-in, WhatsApp, Facebook and website enquiries on one board, from new to converted.
Early access
Travel & Visa CRM
The travel and visa CRM built for enquiries that convert.
Turn enquiries into visa cases and trips. SalesKnot's Travel & Visa edition keeps every client, document checklist and payment together, and reminds your team before anything is due.
What's included
The full core CRM, plus what travel & visa teams use.
Visa cases
Numbered cases moving from documents to submission and decision, with fee, appointment and outcome.
Document checklists
Each visa type's checklist copied onto every case, with uploads, verification and expiry dates.
Payments & receipts
Payments and refunds with automatic receipt numbers, balances updated on the case, mistakes voided not deleted.
Reminders
Passports and documents about to expire, appointments coming up and unpaid balances, as tasks every morning.
Office overview
Open cases, approvals, money collected, balance due and enquiries by source on one dashboard.
Automations
Follow-up that happens on its own.
Examples of workflows we set up for travel & visa teams. Every one can be adjusted to your process.
⚡ Enquiry converted
Client created and a visa case opened with its checklistAutomated
Client created and a visa case opened with its checklistAutomated
⚡ Payment recorded
Receipt number assigned, case balance updatedAutomated
Receipt number assigned, case balance updatedAutomated
⚡ Passport expires in 90 days
Follow-up task for the counselorAutomated
Follow-up task for the counselorAutomated
Who it's for
- Visa consultancies
- Travel agencies and tour operators
- Study-abroad and immigration advisers
- Hajj, Umrah and religious travel organisers
Why teams choose SalesKnot
- One price per user, everything included
- Workflows and AI agents in every seat
- Set up, imported and supported for you
- Your data, exportable any time
Questions
Travel & Visa CRM questions
It tracks enquiries, clients, visa cases, documents and payments in one place, so counselors follow up quickly and nothing slips between the first enquiry and the decision.
It is in early access. Book a demo and we'll set up your workspace with the edition and import your existing clients and cases.
Yes. Payments and refunds get receipt numbers automatically, and each case shows the amount paid and balance due.
Get early access to
Travel & Visa.
Book a demo and we'll set up your workspace with the core CRM and the Travel & Visa edition, with your data imported.