Sales & CRM

From lead to repeat customer — never lose the thread.

Becko's sales suite tracks every quote, every itinerary, every conversation and every booking — against a single customer record that the whole agency shares.

Lead capture

Every lead, from every channel, in one queue.

Facebook lead ads, Instagram DMs, WhatsApp enquiries, web forms, walk-ins — all routed to the right brand, the right agent, in seconds. No more "did anyone reply to that?"

  • Auto-routing rules per brand, region or agent load
  • Source tracking — see which channel actually books
  • SLA timers on every lead to flag slow responders
  • Auto-link to existing customers based on phone/email
📘 FB lead · Maria — Bali2m ago
📷 IG DM · Rohan — Phuket5m ago
💚 WhatsApp · Sara — Maldives11m ago
🌐 Web form · Davis familySLA 24m
🚶 Walk-in · Mr. SinghLive
Auto-routed · Maria → Agent Nia (Bali specialist) · WhatsApp template "First-touch · Bali" sent automatically.
Quotations

Quotes that actually convert.

Build a quotation from a template or from a live itinerary in 90 seconds. Send a branded, public link the customer can accept on their phone. Track who opened, who shared, and who counter-offered.

  • Reusable quotation templates per destination
  • Branded public share link with one-click acceptance
  • Customer open / share / accept tracking
  • Quote-to-booking conversion analytics by agent
Quotes sent
124
Opened
98
79%
Won
42
34%
Itineraries

Day-by-day itineraries customers want to forward to friends.

Drag in flights, hotels, transfers and activities. Combine multi-destination trips into reusable combinations. Send a public link with maps, photos and your branding — no PDF wrestling.

  • Drag-and-drop itinerary builder, day-by-day
  • Combinations: pre-bundle multi-stop packages
  • Brand-aware itinerary share link with photos & maps
  • Auto-attach to the booking when accepted
Day 1 · Arrival in MaléDay 1
✈ Emirates EK 525 · DXB → MLE10:45
🚤 Speed boat to W Maldives14:30
Day 2 · Overwater blissDay 2
🥞 Breakfast at Fish08:00
🤿 House reef snorkel11:00
💆 Couples spa · AWAY15:00
Customer 360

Every customer, fully understood.

Past trips, preferences, passport numbers, conversations across every channel, outstanding balances, lifetime value — one record, no surprises.

  • Unified profile: bookings, quotes, messages, finance
  • Auto-merge duplicates across WhatsApp / FB / IG
  • Lifetime value, repeat rate, propensity score
  • GDPR-aware data deletion workflow
SK
Sara Khan
Customer since 2022 · LTV $18,940
Trips
7
Avg margin
22%
Repeat rate
86%
🏝️ Maldives · Oct 2025Repeat
🗾 Japan · Apr 20255★
🇮🇹 Italy · Sep 2024Repeat

The full sales toolkit.

Masterview

Every brand, every team, every booking — rolled up in one screen managers actually open.

Team Performance

Conversion rate, margin, quote-to-book time and SLAs per agent — fair, transparent, comparable.

Brand Performance

Drill into each brand's funnel, customer mix, profit and refunds.

Quotation Analytics

What's winning, what's losing, and at what price point. Pricing decisions, made on data.

Customer Insights

Cohorts, churn signals and 'ready-to-book' segments you can market to.

Sales Settings

Configure routing rules, SLA targets, quotation templates and itinerary defaults per brand.

Turn enquiries into bookings — without losing your weekends.

See how Becko's sales suite plugs into your own funnel.

Book a demo