A free travel CRM for agents: your own customers, branded quotes and invoices

Most travel agents keep their customers in a notebook, a spreadsheet and a WhatsApp group. The Idea Holiday marketplace at ideaholiday.com gives approved agents a free* place to keep their own customers and turn them into quotes, invoices and vouchers. This guide explains what is there and what the asterisk means.

Your own customers stay yours

An approved agent can add a customer they brought themselves, such as a walk-in, a referral or a repeat client, under My customers. These customers are never offered to other agents and never count in the marketplace's statistics. The agent collects the money directly, and Idea Holiday takes no commission on them. Idea Holiday earns from a plan, not from your customers.

What you can do for each customer

• Build a quote and an itinerary with the quote builder.
• Share the quote with a link that the customer opens with no login, or download it as a PDF or a Word file.
• Issue a numbered GST tax invoice from the sent quote, with a credit note for corrections.
• Keep a simple payment log and give receipts.
• Give the customer a trip voucher with the traveller names.

Your name on the paperwork

Every agent has a brand profile. On the free plan the quote shows your name and contact details. Larger plans add your logo, colours and tagline, and the top plan removes the Idea Holiday branding altogether, so that the quote looks like yours.

What is free*

The CRM is free to use on the free plan. Larger plans raise the monthly limit and add branding.

Who can use it

Agents whose KYC is approved and whose profile is active. If the customer already has an Idea Holiday request in the last 90 days, you cannot create a duplicate. Our team decides how to handle it, so that your own customers and marketplace customers are never mixed up.

Common questions

Does Idea Holiday take a commission on my own customers?

No. You collect the money directly, and Idea Holiday charges a plan fee instead of a commission.

Can other agents see my customers?

No. Your own customers are never offered to other agents.

Can I share a quote without asking the customer to log in?

Yes. A share link opens the quote with no login.