Christine AITry Christine
Travel Agent Guide

How to Automate Lead & Client Tracking as a Travel Agent

Independent travel agents waste billable hours hunting down scattered lead details. When the Hendersons text about Italy while you're on a call with the Patels regarding Bali, important preferences like 'gluten-free daughter' or 'no group tours' get lost in iMessage threads. This leads to costly itinerary reworks.

The Current Reality

The Manual Way

Agents copy-paste details from texts and emails into TravelJoy or spreadsheets, often missing main constraints like dietary needs or budget caps during busy seasons.

45 minutes per new lead
  1. Open iMessage or WhatsApp thread to find the client's latest request.
  2. Switch to TravelJoy or ClientBase CRM to locate the client profile.
  3. Manually type preferences, dates, and budget into custom fields.
  4. Cross-reference email attachments for passport copies or deposit receipts.
  5. Create a separate spreadsheet row to track commission potential.

With Christine AI

The Christine Way

Forward texts or voice notes directly to Christine. She pulls out preferences, updates your Google Sheets tracker, and drafts the initial itinerary outline instantly.

You

Forward the Hendersons' iMessage thread to Christine with the note: 'New lead: Italy, June, $12k budget, daughter gluten-free.'

Christine

Christine parses the chat, adds a row to your 'Active Leads' Google Sheet, and flags the dietary restriction in red.

You

Voice note: 'Call just ended with the Patels. They want Bali, luxury villas only, traveling August 10-24. Send them a welcome email.'

Christine

Christine logs the trip dates in Google Calendar, creates a 'Patel Bali' folder in Drive, and drafts a personalized welcome email for your review.

Time Saved Per Week

6.5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Just got off the phone with the Hendersons. They want Amalfi Coast hotels with sea views, absolutely no group tours, and a cooking class in Tuscany. Daughter is gluten-free. Budget is $12k excluding flights. Can you log this?
9:41 AM
Got it. I've added the Hendersons to your 'June Italy Leads' sheet with the gluten-free alert and $12k cap. I also blocked 30 mins on your calendar tomorrow to source sea-view hotels in Positano.
9:41 AM
Thanks. Also, forward that vendor list from my email to the new sheet and remind me to check passport expirations for them on March 15.
9:42 AM
Done. Vendor contacts are imported. I've set a reminder for March 15 to verify passports. Shall I draft an email to the Hendersons summarizing these preferences so they can confirm?
9:42 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

Works via iMessage3-minute setupCancel any timeReal humans in support