Everything about the client, in a few clicks
The platform that unifies bookings, communications, and data into a single dashboard. When a client calls, the operator immediately has everything: client details, Travel Policy, event history, and documents.
| Cliente | BTM |
|---|---|
| Industry | Corporate Travel |
| Anno | 2026 |
| Durata | 12 months |
- UX/UI Design
- Frontend Development
- Database Architecture
- API Integration
- Data Import System
BTM is a corporate travel agency that managed clients and bookings across Excel, email, WhatsApp, and legacy software. Colibryx designed and developed a unified CRM platform that centralizes company and traveler details, parametric Travel Policies, fees, and a complete history of activities. Each operator can access all necessary information in seconds to best serve the client.
Scattered information, slow responses
Bookings on external sites, communications on email and WhatsApp, client details on Excel, Travel Policy on Teams. No single source of truth. When a client called with an emergency, the operator lost precious minutes searching for information.
- Client and traveler data scattered across Excel, PDFs, and local folders
- Travel Policy and fees communicated via Teams, without tracking
- Booking and communication history not centralized
- Operators reliant on individual memory to know clients
- 1
Discovery
In-depth analysis of current workflows, mapping existing data, and joint definition of the vision with the BTM team.
- 2
Design
Design of the operational dashboard and data hierarchies (companies, groups, travelers) to ensure rapid access to information.
- 3
Development
Iterative implementation: first the central CRM, then Travel Policy, fees, event history, and the Excel import system.
- 4
Evolution
Project in production with active roadmap: AI automations and email integration in progress.
A dashboard that unifies everything
A web platform where the operator finds at a glance company details, contacts, Travel Policy, contractual fees, traveler documents, and a complete history of events. Every action (ticket purchased, phone call, document modification) is recorded and visible to the entire team.
Client Dashboard
Unified view of company, groups, contacts, and decision-makers. Contract, fees, and Travel Policy always just a click away.
Parametric Travel Policies
Configurable travel rules per client and group: flights, hotels, trains with classes, budgets, and restrictions. Mass import from existing files.
Event History
Timeline of all actions: tickets purchased, calls, document modifications, Travel Policy updates. The team always knows what was done and by whom.
Import and Automations
Upload of client details from Excel with intelligent matching. Import system for Travel Policy and traveler data, reducing manual entry.
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