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 threads — A 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 manual — Confirming tee times, hotel rooms, and transfers means calling or emailing 6 vendors per booking. Every time.
  • 03
    Group bookings break everything — Standard CRMs have one contact per record. Groups of 12 clients on the same tour do not fit the model.
  • 04
    Payment tracking is guesswork — Who's paid a deposit? Who owes the balance? Who's on a payment plan? Nobody knows without digging.
  • 05
    No history, no context — When 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.

01 — Client 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
02 — Itinerary 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
03 — Supplier 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
04 — Payment 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