Travel cofounders: keep guest payments updated in CRM

Cofounders at boutique travel operators miss payment records, causing reconciliation gaps and refund risk. That gives finance a single transaction record so reconciliation starts promptly.

Overview

Boutique travel operators risk reconciliation gaps and refunds when payments sit in separate tools. Centralizing every payment as a customer card on your CRM board creates a single source of truth, eliminating missed transactions and enabling finance to reconcile with confidence.

Notable Features

Add or update CRM customer cards
Notify finance of mismatched transactions
Attach payment receipt to customer record