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All featuresClient Management

Every client,a live file.Every touchpoint,one system.

Customer profiles, a self service portal, loyalty coins, AI drafted messages, multi channel outreach and campaigns, all wired to the invoices, payments and reports you already run in Travacco.

Client Type
NA

Nigar Aliyeva

VIP

BS

Baku Steel Co.

Contract

RM

Rashad Mammadov

New

AL

Airfleet Logistics

Priority

2,480

Client Type

98%

Portal

NA

Nigar Aliyeva

VIPActive 2h ago

$3,840

total paid

SalesMessagesCoinsPortal

BAKU → IST

Sep 24

Delivered$480

IST → LON

Oct 06

Confirmed$620

Tour Antalya 5N

Nov 12

Pending$1,200

AI reply drafted EN AZ RU 2s

Send

Magic link sent

Portal opened 2h ago

AI reply drafted

3 languages 2s

Loyalty coin

480 pts VIP milestone

Live Interactive Demo

Try the CRM in action

Explore the client management system with real interactions below.

Travacco.

Client Management Panel

Track all your clients' documents, passport expiry dates, and visa statuses in real time.

Total Clients

5

Passport Warning

2

VIP Clients

1 VIP

NOCLIENT NAMEPHONEEMAILTYPEPASSPORT EXPIRYACTIONS
1+994 50 210 34 56mammad.m@mail.azRetail2026-10-15
2+994 55 890 12 34leyla.a@business.azVIP2031-02-14
3+994 70 456 78 90eldar.h@corp.azCorporate2026-09-01
4+994 51 987 65 43aysel.q@gmail.comRetail2029-07-22
5+994 50 555 44 33rauf.m@holding.azCorporate2030-10-10
Showing 1 – 5 / of 5 clients
1
Bulk MessageMessagingGlobal CoinsAutomationsCheck in RulesPortal SettingsCampaignsMessagesBulk MessageMessagingGlobal CoinsAutomationsCheck in RulesPortal SettingsCampaignsMessages

What you unlock

A customer system with momentum.

All six live under the CRM tab, sharing the same customer object with Sales, Payments and Reports.

01

Clients Management

The register of every customer, one file per client, wired to every invoice, payment and message.

02

Customer Portal

A live self service portal for every client, opened by magic link, mobile friendly.

03

Email Templates + Send

Reusable templates with a rich editor. Single send or bulk to a filtered group.

04

Telegram Bot

Instant new invoice notifications straight to the ops channel your team already lives in.

The file cabinet,

One file.
Every signal.

Every customer is a file, not a row. Filter by Client Type or Portal Status, search by anything, then open the file to see the complete picture.

Retail vs. Corporate & custom company typesPortal status filter (Active / Inactive)Search by name, phone, email or IDSame customer object across every module
NA

Nigar Aliyeva

Portal Retail

Client Type
NANigar Aliyeva
BSBaku Steel Co.
RMRashad Mammadov
ALAirfleet Logistics
Recent invoicesVIP

Phone

+994 55 231 84 22

Email

nigar.aliyeva@mail.az

Coins

480

Portal

Active 2h ago

BAKU → IST$340

Turn a one time customer into a repeat customer.

Sales Entry books the deal. Sales Operations closes the loop. Financial Reports summarizes it. KPI Center measures who did what. Client Management is the layer that turns a one time customer into a repeat customer, with a self service portal, a loyalty program, and outreach tools your competitors are still building in Excel.

Start free
Client Management | Travacco