Aileron Travels Streamlines Operations with Zoho Bigin CRM Implementation
Project Overview
Aileron Travels operates in the Travel & Tourism sector, delivering a comprehensive range of travel services such as flight bookings, hotel reservations, transport arrangements, visa assistance, and insurance solutions. The company serves both individual and corporate clients, focusing on delivering customer-centric, customized travel experiences.
The Challenge
Implemented Zoho Bigin CRM with five customized pipelines (Air Tickets, Hotels, Transport, Visa/Insurance/Passport, Invoicing)
- Fragmented lead management across multiple service lines (flights, hotels, transport, visa)
- Inefficient task assignment and follow-ups among team members
- Lack of centralized systems for meetings, tasks, and document sharing
- Manual communication and follow-up processes
- No unified tracking for invoices and payments
- Limited visibility into lead and booking status
Zoho Bigin CRM for Seamless Lead Management Content:
Implemented a centralized CRM platform with five custom pipelines (Air Tickets, Hotels, Transport, Visa/Insurance/Passport, Invoicing) for streamlined lead management. Automated assignment, real-time dashboards, shared document access, and integrated client communications allowed the sales team to collaborate more efficiently and deliver a superior customer experience.
Results & Benefits
How Zoho Bigin CRM Helped Aileron Travels
- Streamlined Lead Management – Centralized and automated tracking for leads across air tickets, hotels, transport, visas, and invoicing.
- Automated Task Assignment – Ensured the right team member handles each lead, improving response times and accountability.
- Integrated Communication – Real-time WhatsApp and email automation for faster, more consistent client engagement.
- Centralized Document Access – Enabled secure file sharing for cross-team collaboration and faster service delivery.
- Real-time Sales Dashboards – Provided instant insights for smarter decision-making and improved sales performance.
- Enhanced Invoice & Payment Tracking – Easier, more accurate tracking of billing and collections, reducing revenue leakage.
- Improved Customer Satisfaction – Faster turnaround, better follow-up, and unified service experience for clients.
