Tour Operator CRM

A CRM that was actually built for tour operators.

HubSpot was not built for multi-leg itineraries. Salesforce was not built for group bookings and supplier coordination. Clarix builds you a fully custom CRM that matches exactly how your tours operate — from first inquiry to final payment.

Client record — group booking view
MH
Michael Henderson — Group of 8
Scotland Golf Tour · Departs June 14
Active
3
Past tours
St Andrews
Preferred course
$2,400
Deposit paid
$14,800
Balance due
Deposit ✓Balance due Mar 15Reminder sent
The Problem

Off-the-shelf CRMs were not built for your business.

  • 01
    Itineraries live in email threadsA client's full trip details are scattered across 12 email chains, a shared Google Sheet, and three different staff members' inboxes.
  • 02
    Supplier coordination is manualConfirming tee times, hotel rooms, and transfers means calling or emailing 6 vendors per booking. Every time.
  • 03
    Group bookings break everythingStandard CRMs have one contact per record. Groups of 12 clients on the same tour do not fit the model.
  • 04
    Payment tracking is guessworkWho's paid a deposit? Who owes the balance? Who's on a payment plan? Nobody knows without digging.
  • 05
    No history, no contextWhen a repeat client calls, your staff starts from scratch because there is no single place to see their history.
We were managing six-figure bookings in a Gmail inbox. The moment something went wrong, it was chaos — because no one had the full picture.
Golf Travel Operator, 200+ annual tours
What We Build

One system that holds the entire journey.

Four capabilities built specifically for how tour operators manage clients, trips, suppliers, and money.

01Client Records

Client and group records that match your reality

Every client record holds their full history — past tours, preferences, special requests, and travel companions. Group bookings tie multiple clients to a single trip record. Everyone on your team sees the same complete picture.

Full client record — one view
SR
Sarah Reynolds
3 past tours · Preferred: Ireland Golf
Repeat
Group of 4
Travel party
Window seat
Preference
Gluten-free
Dietary
$0
Outstanding
02Itinerary Management

Itinerary management built in

Each booking holds a structured multi-leg itinerary — flights, hotels, activities, transfers — with dates, supplier names, confirmation numbers, and status. No more spreadsheets. No more digging through email.

Scotland Golf Tour — June 14–21
Day 1 Edinburgh Arrival + Fairmont HotelConfirmed
Day 2 St Andrews Old Course Tee TimeConfirmed
Day 3 Carnoustie Championship RoundAction
Day 4 Kingsbarns + Whisky TourPending
Day 5 Gleneagles King's CourseConfirmed
03Supplier Coordination

Supplier coordination, automated

When a booking is confirmed, Clarix automatically sends supplier confirmation requests, logs responses, and flags anything that has not been confirmed by a set deadline. Your team spends time on exceptions — not routine confirmations.

Supplier confirmation status
Fairmont St Andrews✓ Confirmed
St Andrews Links Trust✓ Confirmed
Highland Transfer Co.⚠ Awaiting
Carnoustie Golf Links⚠ Deadline: Today
Whisky Tour Scotland✓ Confirmed
04Payment Tracking

Payment tracking and deposit reminders

Every booking shows deposit status, balance due, and payment schedule at a glance. Automated reminders go out before balances are due — so your staff does not spend the day chasing payments.

Booking #GT-2241 payment status
Total booking value$17,200
Deposit received$2,400 ✓
Balance due$14,800
Due dateMarch 15, 2025
Last reminderSent March 1 ✓
Next actionAuto-reminder Mar 10
1
System replaces email, spreadsheets & 3+ disconnected tools
Full history
Every client interaction, trip & payment in one record
Auto
Supplier confirmations, payment reminders & follow-ups
Who This Is For

Purpose-built for the travel industry.

Golf Travel Operators

Managing tee time bookings, course allocations, group coordination, and multi-day Scottish or Irish golf tour itineraries.

Adventure & Cultural Tour Operators

Running group tours with multiple legs, activity bookings, guide assignments, and international supplier coordination.

Boutique Travel Agencies

High-touch agencies managing repeat clients, custom itineraries, and complex multi-supplier relationships.

Get Started

Your bookings deserve better than a Gmail inbox.

Book a free discovery call. We'll map your current booking workflow and show you exactly what a purpose-built CRM would look like for your operation.

Free Consultation
Free No commitment Works with your existing tools