Group Operators/Group Leaders Workflow Overview

Once you understand the overall screens of Softrip, you can begin applying your day to day processes to the Softrip application based on the type of travel that you support. 

This document is designed to provide you with an overview of the solutions that the Softrip Application will provide you if you are a Group Operator.  

• Group Sales CRM 

  • Designed to allow you and your team to collect the details regarding the group.

  • Internal communication mechanism built into the platform to allow you to assign tasks that will dispplay on your teams Softrip calendars.

  • Deals are assigned to contacts, allowing you to build opportunities and your contacts in your CRM at once. 

  • Group Opportunities  

  • Group Opportunities Video 

• Group Creation and Quote

  • Provides the ability to create a group.

  • Add supplier details, daily itinerary, and your costs and prices.

  • Customize and send a group quote letter to your passengers. 

  • Group Back Office Overview

  • Group Costs and Prices  

  • Group Documents

• Sell your Group and Manage your Reservations

  • Associate inventory to your Groups

  • Import passenger names and automatically create reservations

  • Provide a group landing page to allow customers to create their own reservations

  • Passenger Management

  • Groups Inventory 

  • Group Summary

  • Groups Landing Page 

• Communicate with your Suppliers

  • Send rooming lists to your suppliers based on your individual contracts

  • Allocate the communication timing for all of the different services on your group

  • Save your emails from your suppliers against your reservations 

  • Supplier Communications

  • Messages

  • Tour Series

  • Drag and Drop email 

• Communicate with Customers and Create Travel Documentation 

  • Send deposit requests and final payment reminders to your passengers

  • Deliver travel documents to your customers

  • Customize your travel documents

  • Customer and Reservation Queues 

  • Group Documents

• Manage Profitability 

  • Manage Inventory & Profitabily