SafarDeskTRAVEL AGENCY WORKSPACE
عربيStart free

Resources for starting and running a travel agency

Practical guides, original templates and a free planning tool, from the first business idea to a team that can follow every case.

Free agency tools

Agency launch plannerOperational readiness, startup budget and break-even. No signup; inputs stay in your browser.Document intake workload estimatorCompare manual entry with your team’s estimated review time. No document uploads or client data.

Practical guides

Passport OCR for travel agencies: a review-first document intake workflowReduce repetitive data entry without trusting OCR blindly. Learn how to compare transcribed fields, handle MRZ checks and protect client documents.How to start a travel agency: an operational roadmapStart with a defined service, verified local requirements, a realistic cash plan and a repeatable client workflow. Software comes after those decisions, not instead of them.A travel agency business plan and startup budget that separates cash from salesBuild your plan around service income, direct costs, overhead and working cash. Do not treat the full price of a booking as money available to run the agency.How to organize WhatsApp enquiries in a travel agencyGive every enquiry one owner, one case reference and one next action. Keep conversations, document status and balances connected without treating chat history as the whole operating system.How to choose a travel agency CRM: test the workflow, not the feature listCompare a spreadsheet, a general CRM and a travel-workflow workspace using the same fictional case. Prioritize ownership, handoffs, document tracking and clear financial records.

SafarDesk solutions

Travel agency CRM for the work after the first messageSafarDesk connects the client, conversation, travel case, checklist and next action in one Arabic and English workspace.A shared WhatsApp enquiry workflow for travel teamsGive conversations an owner and connect them to client files and cases. SafarDesk supports shared work without pretending a text import is a live WhatsApp connection.Visa case and document checklist management for agenciesTrack the team work around a visa case: required items, received documents, ownership, stages and follow-ups. Decisions remain with the relevant authorities.Travel agency case ledger and balance trackingRecord charges, payments, refunds and discounts against a case. Keep currency and payment method explicit instead of reconstructing balances from chat messages.

Downloadable templates

Travel agency launch checklist: an editable readiness templateA practical checklist for deciding what is ready, what needs evidence and who owns the next step. Download the original CSV or print this page without registering.Travel agency client intake and case tracker templateAn original spreadsheet starter with a case reference, service, owner, stage, missing item and next-action date. Includes a clearly fictional example, never passport or customer data.Travel agency enquiry and follow-up message templatesOriginal, service-focused wording for an enquiry acknowledgement, missing-document request, status update and payment check. Adapt it to the real case and the applicable messaging rules.