Requests scattered everywhere
Enquiries arrive by phone, WhatsApp, Instagram and email. Without a single client record, a follow up gets missed and the prospect books with a faster competitor.
Travel agency
Travel agency software to manage clients, quotes and bookings
Siyaha Pro brings your agency's client requests, quotes, bookings, suppliers and payments into one tool. Every consultant can see where a file stands without digging through WhatsApp threads, inboxes and spreadsheets.
What slows a travel agency down every day
Quotes rebuilt by hand
Each Marrakech stay or umrah package is rebuilt in Word or Excel, with supplier rates copied over and small calculation errors that quietly eat into your margin.
No clear file status
Option held, deposit received, hotel confirmed or not: the answer lives in one consultant's head. When that person is away, nobody can reply to the client.
Payments hard to follow
Deposits, balances and supplier payments sit in separate notebooks or spreadsheets. The manager finds unpaid balances and loss making files far too late.
How a client file moves through your agency
- 1Capture the request
The enquiry is logged on the client record with dates, number of travellers, budget and source channel, then assigned to a consultant.
- 2Build and send the quote
The consultant combines flights, hotels, transfers and excursions from saved supplier rates, applies the margin and sends a clean quote to the client.
- 3Convert to a booking
Once accepted, the quote becomes a booking in one step: services, passengers and amounts carry over with no retyping.
- 4Confirm the services
Each service is confirmed with its supplier, statuses update and travel documents (programme, vouchers, invoices) are prepared for the client.
- 5Collect and close
Deposits and balances are attached to the file, the invoice is issued, and the file is closed after the trip with follow up notes.
Features designed for travel agencies
Clients & CRM
Client records and history
Every client, individual or company, keeps a history of trips, requests and conversations. Before offering a new stay you can see their hotel and room preferences in seconds.
QuotesPackage and stay quotes
Build multi service quotes with the margin visible to your team and a clean presentation for the client. Variants such as riad or hotel, three or five nights, take minutes rather than a fresh start.
BookingsBookings with statuses
Follow each file by status: request, option, confirmed, paid, cancelled. Passenger details, booked services and internal notes all stay attached to the same file, so a colleague can answer the client at once.
SuppliersSupplier directory
Hotels, riads, transport companies and guides are kept in one place with contacts, conditions and notes. Consultants work from the same references instead of their own phone contacts.
Trips & itinerariesDay by day programmes
Write a readable programme for a Fes, Merzouga and Ouarzazate circuit with timings, accommodation and activities, then hand it to the client with their travel documents.
Invoices & paymentsInvoices and payment tracking
Issue invoices from the file, record deposits and balances, and see at a glance what is still owed before the client departs, file by file and consultant by consultant.
Real-world case
Example: a Casablanca family booking a week in Agadir
A family of five contacts your agency on WhatsApp for a week in Agadir during the school holidays. They are torn between two hotels, want an airport transfer and a day trip to Essaouira. The father also asks to pay in two instalments.
With Siyaha Pro
- The consultant creates the client record and logs dates, children's ages and budget.
- She prepares two quote variants from saved supplier rates and sends them the same day.
- The chosen quote becomes a booking and services are confirmed with the hotel and the transport supplier.
- The deposit is recorded, the balance is scheduled and the programme is shared before departure.
The result
The family gets a fast, consistent answer, and any colleague can pick up the file if the consultant is away.
How to choose software for your travel agency
The right travel agency software is not the one with the longest feature list. It is the one your consultants actually open every day, for every request. Before comparing offers, write down where your agency loses time or money today: slow replies, inconsistent quotes, files without a clear status, forgotten deposits.
Start from the client file, not the tool
In an agency everything revolves around the file: one client, one request, one quote, one booking, several payments. Check that the software links these steps without retyping. If an accepted quote has to be copied by hand to become a booking, mistakes will follow. In Siyaha Pro the quote, the booking and the invoice share the same data, which narrows the gap between what was sold and what gets invoiced.
Look closely at sales follow up
Agencies live on follow ups. The software should keep the history of conversations, show who owns each prospect and surface quotes still waiting for an answer. A solid CRM module also helps you reach past clients before busy seasons such as summer or religious holidays.
Test with a real file
During a trial, do not just click through menus. Take a real file from recent weeks, for example a southern circuit with a night in the desert, and run it from request to invoice. You will quickly see whether the tool follows your way of working or forces you into workarounds.
Think about the team and access rights
A three person agency and a fifteen consultant agency have different needs. Check whether you can define roles: consultants see their own files, the accountant sees payments, the manager sees everything. Role based permissions keep negotiated rates and margins where they belong.
Demand a clear view of the numbers
A manager should be able to answer simple questions in minutes: how many quotes are pending, which files depart next week, which balances are still due. One readable dashboard is worth more than a set of reports nobody opens.
Access, language and support
Your team works from the office, from trade fairs and from their phones. Cloud software that runs on any device keeps you working away from the desk. A multilingual interface matters when consultants switch between French, Arabic and English speaking clients. Finally, choose a provider that understands tourism and can help you bring in your existing data.
To go further, read our guide to choosing travel agency software in Morocco, review the available plans or start the free trial and test Siyaha Pro on your own files.
Frequently asked questions
A question about your specific situation? Our team will answer.
Talk to our teamIs Siyaha Pro suitable for a small travel agency?
Yes. An agency with two or three consultants can start with client records, quotes and bookings, then gradually add invoicing or day by day programmes as the team gets comfortable with the tool.
Can we handle outbound trips and stays in Morocco together?
Yes. A file can include flights, hotels abroad, an umrah package or a circuit in Morocco. Services, suppliers and payments are tracked the same way whatever the destination.
How does a quote become a booking?
When the client accepts, the quote is converted into a booking. Services, passengers and amounts carry over automatically, and you only need to confirm each service with its supplier.
Can consultants work from their phones?
Siyaha Pro runs in the browser on desktop, tablet or phone. A consultant can check a file or answer a client while out of the office, within the permissions set for their role.
Does the free trial require a bank card?
No. The trial lasts one month, with no bank card and no commitment. You can enter real files to check that the tool fits the way your agency works.
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