Frequently asked questions and answers


How does TripFlock help my travel business?

As you probably already know, the travel and hospitality industry is a tangled mess which includes millions of apps, web sites, suppliers, software solutions and people.  Few if any of these systems communicate effectively with each other..  If you find yourself jumping through dozens of web sites and software applications each day trying to manage your business - you are not alone!

TripFlock is a one of a kind platform built by travel industry veterans.  The platform provides a personal desktop that allows your travel agency to streamline and organize its entire operation.

Bring all of your applications, booking systems, communications, team members, preferred suppliers and clients into one centralized hub.  Then fully customize and personalize it to meet the needs of your particular travel business.

TripFlock is a suite of business management tools, analytics, social connections and marketing packed into one powerful solution.

Can I customize TripFlock to meet the needs of my business?

Yes, TripFlock is designed to be extremely flexible and adaptable to your particular business.  One of the best things about TripFlock is that it does not force you to change your entire business.  If you prefer, continue using the same tools, GDS, booking sites, and apps that you currently utilize by adding them to your TripFlock desktop.    The platform helps streamline your business operation by organizing all of your favorite tools, communications, files, contacts, and notes into one central location.

The applications and modules included with the TripFlock platform can all be fully customized.   You will not find a more flexible platform within the travel or hospitality industry. 

In addition, if your company has a specific request or feature that is required, our development team is happy to review and implement as quickly as possible.  In fact, our team meets weekly to discuss and implement all of the suggestions we receive from existing customers.

Can I try out the platform before paying?

Yes, Absolutely.   All industry professionals get a 14 day free trial to test out the platform.

What is the different between a personal account and private work space?

A personal account is designed for one individual person only.  Upgrading the account to a private work space allows you to invite all other employees, staff, managers and team members within your company.   A private work space also offers many advanced features for content management, team sharing, collaboration, permissions and many more.

If our large company has many divisions or locations can we setup a separate work space for each entity?

Yes, TripFlock offers many benefits for large organizations.  In fact, one the most powerful features that the platform offers is the ability to streamline communication and collaboration between internal staff, management and related employees.  Please contact us for volume pricing on multiple work spaces.   

Can we customize a private work space with our own branding, content and tools?

Yes, your admin staff can fully customize every aspect of the private work space.  You can add your own company logo and colors. You can customize all of the content and pages with an integrated CMS and also bolt on existing tools and apps.

Can I create custom quotes, proposals and invoices for clients?

Yes, TripFlock provides an easy to use drag and drop designer that allows you to create custom documents for quotes and invoices.  Print or email a PDF to your clients.   Each quote or invoice is branded with your agency's logo and colors.    Customize your documents with photos, text, recommendations, tips, pricing and even create templates for frequently used destinations.    If that is not enough, all of your quotes and invoices are color coded so you can easily track the stage each booking is in.

How do I track and manage payments?

You can track all client payments within an invoice.  As you receive and process payments from clients simply post the payment information and instantly update the invoice balance.  Email payment receipts to your clients with one click.

Can I process client credit cards for payment directly?

Currently, you can call in payments to suppliers as normal or process payments via preferred booking systems.  In the near future, TripFlock does plan to offer an integrated payment processing solution for agencies that wish to process client payments in-house.

What is special about TripFlock pricing?

TripFlock provides travel agents with powerful business management tools combined with marketing, leads and advertising ability.   It is this combination that makes TripFlock so unique.  Our pricing plans include powerful tools but also offer the ability to promote and market your travel business.   It is all included with no extra fees.

Yes, there are many other CRM's, lead services, quote generators, and web site builders available. We challenge anyone to find a solution with so many tools and services bundled together for the same affordable monthly price.   Tip - You won't find it.

How secure is my personal data and information?

Extremely secure.  TripFlock servers are hosted and maintained by one of the largest hosting companies in the world.  Our servers are protected by hardware and software firewalls.  All databases are backed up nightly at off site storage.  All user log in details are encrypted.  Our engineers and developers monitor the network and platform on a daily basis.

Is TripFlock a host agency or reservation system?

Neither.  TripFlock is not a host travel agency and does not provide reservation or booking abilities. It is a open technology platform that allows your company to operate however and with whomever it wishes.   To learn more about our history check out our About Us page.

Can I connect my existing GDS, booking tools and other reservation systems to my account?

Yes, TripFlock provides a feature called Quick Links.  This feature allows you to bolt on and link up access to all of your favorite booking systems, tools and web sites.  Once configured, you can quickly scroll through your links and jump to these applications.  In the future, our development team will work to provide single sign-on access to your Quick Links which will remove the requirement to manually log on each time.  

We also have a browser add on coming very soon that will allow you to click a button and extract booking data from your favorite booking engines and automatically insert this information into quotes and invoices.

Can I connect my existing back office accounting system?

TripFlock provides an internal reporting module to track invoices, commissions and sales. It is designed to replace your existing back office accounting system if you wish.  You can also continue using your existing accounting solution as well.  TripFlock can transmit an email to your accounting staff which details each booking submitted.  In the very near future, we will also provide export abilities that will allow you to export data into TRAMS, Quickbooks and other back office systems.    Our development team is also working on auto syncing applications that will allow you to sync data with other third party accounting solutions.

Is TripFlock designed to replace my existing CRM and other systems?

Yes, TripFlock provides a powerful and easy to use CRM application to manage your entire travel business and clients.  We also provide a simple import tool to assist with getting your existing client records into your new account.    However, you are free to continue using your existing CRM tools if you prefer.   TripFlock is designed to be a personal Desktop first.  So you can easily bolt on and link to any existing tools that you may utilize.   The great thing about TripFlock is that you can pick and choose which tools you wish to use and which you don't.  

Can I import my existing clients?

Yes, TripFlock provides an easy to use import tool.  Simply export your existing client database in Excel format and then import that file right into your TripFlock account.   It is fast and easy.

Can I share CRM records, quotes, invoices, leads and calendar's with my team members?

Yes, you can, as long as you get a private work space.  Within a work space you can create different groups of users called teams.   All users within a team can collaborate on business records together.

How much does this cost?

Individual user accounts start as low as $10 per month currently.   The lower Pro plan only offers the business management tools.   The Pro Plus plan includes all the tools but also provides travel agents with marketing tools, traveler leads and other ways to promote themselves.  Please check our pricing page for more details on pricing plans and special promotions.   Private work spaces start at $49.95 per month.

Are there any start up or hidden costs?

No, there are no others costs.   TripFlock is designed to provide a powerful technology solution at an affordable monthly cost.   

Can I mass email my clients?

Yes, you can.   TripFlock provides a powerful CRM solution for all users.   You can easily select multiple contact records and instantly mass email all of them.   You can even create email templates and mail merge contact fields like first name or last name.   Our development team is also finalizing a powerful HTML newsletter ability.   This new feature coming soon will allow travel agents to customize HTML email templates and insert supplier deals.

Can I build a web site or blog with TripFlock?

Yes, TripFlock provides the industry's most powerful and easy to use web site builder.   You can easily customize your site with drag and drop editors.   Insert content widgets such as photos, videos, HTML, rotating banners, deals, destination content, places, links and much more.   You can even invite suppliers, bloggers, writers and other providers to automatically post content on your site, keeping it fresh and dynamic.   The web site builder also allows travel agents to easily bolt on their favorite supplier booking engines or affiliate links.

How does TripFlock compare to Clientbase Plus or ClientEase?

It doesn't.   It is better, easier to use and more powerful.  Trust Us.    TripFlock is built with today's technologies, social media enabled and designed for travel agents looking towards the future.   Best of all, TripFlock also comes with many other tools and services over and above a typical CRM.

Can I add custom fields to the CRM?

Of course, you can add unlimited custom fields and folders to store records in.  The CRM can be fully customized to meet the specific needs of your agency.

Does TripFlock replace my email system?

Well, in a way yes.    TripFlock has an integrated messaging system that allows you to communicate effectively with clients, other industry professionals, your team members and even your preferred suppliers.   You can send and reply to messages just like a normal email system as long as the other user has an account within TripFlock. We will continue to enhance this messaging system to make it even more powerful and easy to use.   Look out for many new and exciting features coming soon.

In the near future we will provide an ability to sync existing emails from your own pop email account effectively allowing you to manage all internal and external emails from the same interface.   Our goal is to allow you to manage all of your communications including email, chat, phone, text and social media from within TripFlock.

Currently, when you signup, you will configure the account with a preferred email address.    When the platform sends emails out to clients, suppliers or any other people they will be sent from your own personal email address.   So the FROM: address will show as your email address.   When contacts reply to any of your platform emails you will receive these messages back in your normal email client or software.

I work for or manage a host travel agency. Can we use TripFlock for our business?

Whether your agency supports 5 or 5,000 home based agents, there is simply no other platform in the world that offers as many capabilities for host agencies - Period.   There are to many features to list here, but just know that many of the industry's top host agencies have in the past or continue to utilize our technology solutions.   Many new host agencies are joining each month.

Your agency can provide each home based agent with their own personal account, profile, CRM, quote/invoice generator, web site builder, commission reports and more.  

Instantly setup a private work space for your entire organization.   Then, customize that work space with your own agency branding, content, tools, booking systems, preferred suppliers and links.

Does TripFlock come in different languages?

Not Yet, We are planning to offer an integrated language translation tool shortly that will allow all platform users to assist in translating the platform pages.  However, TripFlock is highly flexible and provides a content management system and the ability to customize almost every area of the platform.   So your agency staff already does have the ability to translate its own content pages, labels, link names and other select parts of the platform.

How does the reporting module help me track commissions?

Are you using Microsoft Excel to track commissions?  You are not alone.  TripFlock provides an easy to use and powerful web based reporting solution.  The reporting modules provides custom reports, stats and full color graphs showing how well your travel business is progressing on a monthly or annual basis.   As you create invoices for your clients you can simply click a link to submit the booking to accounting.  .As you submit bookings they are automatically tracked and organized in the reporting module for your review.    

The reporting module displays all pending commissions allowing you to easily keep track of which suppliers have not paid yet.   As commissions come in from the supplier or your host agency you can quickly close out and post a commission to each booking.   So you always see at glance how much revenue you have and how many commissions are still outstanding.

If I own or manage an agency can I distribute leads to my inside and outside agents?

Yes, our integrated lead manager allows you to assign leads to any user within your private work space.

Can I share CRM records, quotes, invoices, leads and calendar's with my team members?

Yes, you can, as long as you get a private work space.  Within a work space you can create different groups of users called teams.   All users within a team can collaborate on business records together.

Can I invite my own clients into the platform?

Yes, TripFlock provides a unique and powerful ability to all travel agents and agencies.  You can invite your own personal clients into a branded version of TripFlock.   This feature effectively allows you to provide a customized trip planning portal for all of your clients.   Your clients will not see the TripFlock logo when they log in.  They will not see any other travel agencies or agents. They will only see your agency's logo, colors, booking links, and preferred supplier content.   You have complete control of what your own clients can do and see.  Streamline communication and collaboration with this one of a kind feature!


What type of support and training do I get?

We provide in depth training tutorials, weekly webinars, live chat and phone support.  In addition, throughout the platform we provide in-line helpful tips, guides and tutorials to assist as you navigate the platform.


Recent Recorded Webinars




Related Articles