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Visual Pipeline for Itineraries
Track every client from initial inquiry to welcome home.
- Drag-and-Drop Pipeline: Instantly see which clients are in the quoting phase, booked, or currently traveling.
- Detailed CRM Profiles: Securely store passport details, frequent flyer numbers, and seating preferences.
- Automated Follow-ups: Trigger automatic emails when a client moves from 'Quoted' to 'Follow-up needed'.

Secure Digital Forms & Waivers
Collect traveler information without the endless email chains.
- Custom Intake Forms: Easily collect dietary requirements, emergency contacts, and travel preferences.
- Digital Waivers: Have clients sign terms, conditions, and liability waivers electronically before booking.
- Auto-Populate CRM: Form submissions automatically update the client's profile in your database.

Automated Consultation Booking
Let clients schedule calls when they are ready to plan their dream trip.
- Calendar Sync: Syncs with Google and Outlook to ensure you are never double-booked.
- Pre-Consultation Questionnaires: Ask about their budget and destination preferences before the call.
- Automated Reminders: Dramatically reduce no-shows with automated SMS and email reminders.

Unified Client Communication
Never lose track of a client's flight update or urgent question.
- All Messages in One Place: Read and reply to Emails, SMS, WhatsApp, and Instagram DMs from a single dashboard.
- Missed Call Text-Back: If you miss a call while on the phone with an airline, OmniSAM texts them back automatically.
- Team Collaboration: Assign specific client conversations to different agents on your team.

Pre-Trip & Post-Trip Automations
Deliver a 5-star concierge experience on autopilot.
- Packing Lists & Tips: Automatically send destination-specific packing lists 7 days before departure.
- Check-in Reminders: Send a quick SMS 24 hours before their flight with online check-in links.
- Welcome Home Sequences: Trigger a personalized 'Welcome Home' email the day after they return.

Automated 5-Star Reviews
Turn happy travelers into your best marketing asset.
- Post-Trip Review Requests: Automatically text or email clients asking for a review 3 days after their trip ends.
- Google & Facebook Integration: Direct clients straight to your Google Business Profile to leave their feedback.
- Reputation Management: Monitor and respond to all your agency's reviews directly from the OmniSAM dashboard.

Ready to modernise your business?
Join the growing number of Australian businesses that use OmniSAM to streamline operations and grow.
