Know every traveler, personally
Preferences, passports, past safaris, and every conversation — a 360° profile that lets any agent serve any client like a regular.
In one line
Stop re-asking clients for passport details and dietary needs. One profile per traveler, shared across your whole team, powering personal service at scale.
How Fika runs your client relationships
- 01
Build a profile once
Contact details, passport and visa data, dietary needs, seating preferences, and celebration dates — captured at first inquiry and kept current forever.
- 02
See the full timeline
Every quote, booking, payment, message, and trip sits on one chronological timeline. Any agent picks up exactly where the last one left off.
- 03
Segment and score
Tag honeymooners, corporate accounts, and repeat safari-goers. Lead scoring surfaces the inquiries most likely to convert.
- 04
Follow up automatically
Birthdays, anniversaries, post-trip reviews, and repeat-booking nudges go out on schedule — never miss a relationship moment again.
CRM capabilities
360° client profiles
Preferences, documents, loyalty history, and lifetime value on a single traveler record.
Communication timeline
Website, WhatsApp, and email threads unified chronologically per client and per booking.
Lead scoring
Engagement and fit scoring so agents chase the inquiries most likely to become safaris.
Segmentation
Honeymoon, corporate, group, and VIP segments with tailored campaigns and offers.
Automated follow-ups
Post-trip reviews, anniversary offers, and re-engagement sequences run themselves.
Team-shared context
Distribute leads across agents with quotas and full context — no client is ever one sick day away from being forgotten.
Fika vs. contact-list CRM
| Capability | With Fika Travel OS | Traditional Workflow |
|---|---|---|
| Client memory | Full profile: preferences, documents, history | A phone number and scattered notes |
| Conversation context | Every channel on one timeline per client | WhatsApp on one phone, email elsewhere |
| Repeat business | Automated anniversaries and re-booking nudges | Remembering to remember |
| Handover | Any agent serves any client with full context | Knowledge walks out with the agent |
| Segmentation | Live segments for campaigns and offers | One long undifferentiated contact list |
Frequently asked questions
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01 Can we import contacts from spreadsheets or another CRM?
Yes. CSV and Excel import maps your existing columns onto Fika profiles, deduplicates on email and phone, and preserves tags and notes.
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02 Is client data private to our agency?
Yes. Your tenant data is isolated, access is role-based, and every profile view and export is written to the audit trail.
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03 Does the CRM track corporate clients too?
Yes. Company accounts group travelers, policies, billing rules, and approval chains under one corporate profile with consolidated invoicing.
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04 Can travelers update their own details?
Yes. The traveler portal lets clients keep passports, dietary needs, and emergency contacts current — updates flow straight into their profile.
Ready to put crm on autopilot?
Start your 14-day free trial today. No setup fees, no credit card required.