Your clients and projects, all in one place

Client directory, pipeline, tasks and mailbox: the Ezus integrated CRM links every client to their projects, documents and conversations.

+$✓
Elux GroupTravel Exclusive AsiaMy Otantik TravelSerendib Travel TailorsTime Change NordicsCorundum ToursColombia MemoriesTLB DestinationsSGA TravelSelected Tours Italy

Your whole client relationship, linked to your trips

Every client is linked to their projects, contacts, documents and conversations. No more searching across three tools.

Client files

One client directory for B2C and B2B alike

Individuals, companies, partner agencies: every client file brings together their projects, contacts and documents, one click away.

  • Several contacts per client: HR, accounting, project lead
  • All their projects and their status
  • Documents in one place: invoices, ID documents, contracts
Qualification

Requests qualified as soon as the project is created

Title, dates, destination, client, number of people, brand: every project is qualified from the start. Add your own custom fields and statuses.

  • Custom fields: lead source, project type, notes
  • Tailored statuses, ongoing or archived
  • A “signed” status counted in your statistics
Tasks

Tasks that create themselves

Set up your default tasks once, with their deadline, and they are added to every new project. Everyone finds their tasks on their dashboard.

  • Default tasks due at D+X
  • Assigned to a teammate or to the client
  • Bulk reassignment when a file changes hands
Mailbox

Client emails filed in the right project

Sync Gmail or Outlook, or use the Ezus shared inbox. Every conversation is linked to its client and projects, and your email templates fill themselves in.

  • Emails sent from a project or a client file
  • Templates with variables, recipients pre-filled
  • Conversations followed, read or archived

Go further

Capture requests, organise your team and steer your business.

1Your web requests, straight into Ezus

With the Ezus API (Premium plan), a form on your website creates the project automatically, and the client too if they don't exist yet. You can also connect Zapier, Make or n8n.

  • Projects and clients created via the API
  • Webhooks on every project creation

2Permissions suited to every role

Four default roles, from Super-Admin to Collaborator. A Collaborator only sees their own files: ideal for your business introducers.

  • Exports and settings restricted to admins
  • Custom roles with the Premium plan

3A dashboard to steer your activity

Track potential, signed and lost projects, filtered by creation or departure date. Each teammate also finds their tasks there.

  • Statistics by status and period
  • Your open tasks, across all projects

Suited to every clientele

Individuals, groups or companies: the same CRM adapts to the way you sell.

The client on one side, the travellers on the other

The client is the one who pays, the travellers are the ones who go. Each has their own file, with their documents and your custom fields.

  • A traveller file for every participant
  • Custom fields: text, number or file
  • A contact becomes a traveller in one click
Honeymoon in Japan
MF
Martin familyIndividual · payer
Client
@
julien.martin@email.comMain contact
Email
€
Deposit invoiceClient documents
Paid
JM
Julien MartinPassport · room 1
✓ Complete
LM
Léa MartinPassport · room 1
✓ Complete
One project, one client, several travellersInteractive

Traveller lists imported, not retyped

Import your travellers from a CSV file by matching the columns, copy them from another project, or send the empty table to your client.

  • CSV import with column matching
  • Copy from an existing project
  • SIG mode: several groups in the same project
School trip · Lisbon
student_name→Last name
first_name→First name
birth_date→Date of birth
passport→Passport (custom field)
A
Group AYear 9 class B
24 travellers
B
Group BYear 9 class C
18 travellers
C
Group CChaperones
4 travellers
Columns matched to your fieldsInteractive

One company, all its contacts

For your corporate clients, each file brings together the right contacts and the project history. Your emails go to the right people.

  • Several contacts per company
  • Project history and statuses
  • Default margin applied in one click
Lumen Group
SA
Sofia Almeidasofia.almeida@lumen.pt
HR
ML
Marc Leroymarc.leroy@lumen.pt
Accounting
ID
Inès Duarteines.duarte@lumen.pt
Project lead
1
Lisbon seminar120 participants
Quote sent
2
Porto convention200 participants
Signed
3
Sintra team building35 participants
Archived
Contacts pre-filled in your emailsInteractive

Tags and custom fields

Sort your clients with coloured tags, find them with AND/OR filters, and add the fields you need.

Multi-brand

Manage several brands in one account and pick the brand for each project, with a default brand per user.

A CRM built for travel professionals

Request a demo
3

views to track your projects

List, pipeline and calendar, with your own columns and filters.

4

default roles, plus custom roles

Every teammate gets access to what they need.

600+

agencies, DMCs and tour operators equipped

In more than 70 countries.

They manage their clients with Ezus

More than 600 agencies, DMCs and tour operators in over 70 countries.

“
Ezus provides everything I need in one place: financial management, proposals, budgets, hotels and trusted suppliers.
Maria FuentesTierras Viajeras · Mexico
“
Automating proposals, budgets and travel documents has saved us a lot of time. Our budgets also look much more professional now, which has increased our sales.
Florencia ReiznerArgentina a la Carta · Buenos Aires
“
We can create attractive proposals and quotes directly from our product catalog in much less time than before.
Chiara FeliciSelected Tours Italy · Rome
Elux GroupLuxury tailor-made travel · Paris — “+25% productivity on building and pricing our proposals”
Video
Travel Exclusive AsiaDMC · Bangkok — “Redoing a quote took 15 to 20 minutes. With Ezus, 5 minutes max”
Video

Frequently asked questions

Everything you need to know about the Ezus integrated CRM.
Another question? Talk to our team

What is a client in Ezus?

The client is the one who pays for the trip: an individual, a company or a partner agency. Each project has one client, who can have several contacts.

What is the difference between a client and a traveller?

The client pays, the travellers take part. Each traveller has their own file, with their documents and your custom fields.

Can I create my own project statuses?

Yes. Create your statuses in the settings, classify them as ongoing or archived, and choose which ones count as signed in your statistics.

How do requests from my website come in?

With the Ezus API (Premium plan), a web form creates the project automatically, and the client too if they don't exist yet. You can also go through Zapier, Make or n8n, and receive webhooks.

Can I import my existing clients?

Yes. Our team can import your clients, suppliers, products and projects from an Excel or CSV file. For travellers, CSV import is done directly in the project.

Who can see what in my team?

Four default roles: Super-Admin, Administrator, User and Collaborator. Only administrators can export data and edit settings. Custom roles are available with the Premium plan.

Can I send my emails from Ezus?

Yes, with the mailbox (Premium plan). Sync Gmail or Outlook, or use the Ezus shared inbox. Every conversation is linked to its client and projects.

How do I keep track of my tasks?

Every teammate finds their tasks on their dashboard, across all projects. Default tasks are added automatically to every new project.

Bring your clients and projects together

A demo tailored to the way your team works.

Request a demo
All features
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Integrated CRM

Turn client data into competitive advantage

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Strengthen your clients relationships by centralizing interactions and loyalty strategies.

Get a demo
Integrated CRM

Centralize your clients information and data

Simplify clients management with a scalable interface.

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All your clients in one place

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Optimize your clients management with our tailored directory, ideal for BtoB and BtoC.

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Client record management : create, view, modify or delete client records easily
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Quick visualization : tailor each proposal to the client’s needs
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Project creation : quickly access the list of all your clients for simplified management
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Advanced clients files

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Optimize your customer management with our tailored directory, ideal for BtoB and BtoC.

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Contact directory : the list of the client's various contacts
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Associated projects : find the history of projects associated with this client
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Associated documents : centralization and creation of documents linked to this client (proposals, quotes, invoices, etc.)
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Full tracking : view all current tasks associated with various collaborators

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Full view of travelers

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Access the traveler list, assign rooms, and customize displays to suit your needs.

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List of travelers : find the list of all travelers according to the project
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Rooming list : access the room allocation list for each traveler
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Customization : Customize the table display by changing specific columns

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Instant overview of your data

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View important information about your projects and collaborators at a glance.

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Today's news : find a summary of current projects and history
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Statistics : track your agency's overall statistics
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The task list : view all the current tasks associated with the various collaborators
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A CRM as customizable as your travels

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An interactive CRM that can be adapted to your needs and your clients.

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Flexible display : filter, add or delete columns from your tables according to your needs
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Visualize your projects : choose from a list view, pipeline view or calendar view to visualize all your projects
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Customizable statuses : manage and automate the status of your projects by changing their status
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Specific exports : export any table from your platform in various specific formats
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A collaborative tool, optimized processes

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Collaborate in real-time with your team through our CRM, sharing and synchronizing client data instantly.

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Task management : assign and track your collaborators’ tasks
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Client catalog : easily reuse clients created and centralized in the catalog
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Secure access : rant or restrict access to employees

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Get a demo
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Connect Ezus to your tools for optimal automation

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Easily integrate Ezus with various tools to automate your projects and improve your operations.

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Simplified connection : integrate Ezus with your marketing tools
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Project automation : automatically generate your projects with connected tools
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Advanced Marketing Tools : benefit from advanced marketing features to optimize your campaigns

Gagnez du temps et restez conforme avec la gestion de la TVA dans l’Union Européenne 🇪🇺

Vous devez jongler avec des règles de TVA souvent complexes, surtout si vous travaillez à l’international. Grâce à Ezus, automatisez la gestion de la TVA intracommunautaire.

Conformité garantie

Ezus s’adapte aux spécificités du régime spécial des agences de voyages (marge) et gère automatiquement la TVA selon la localisation de vos partenaires.

Calculs automatiques

Évitez les erreurs et les litiges grâce à un système qui applique instantanément le bon taux de TVA, même pour les collaborations internationales.

Simplicité au quotidien

Toutes vos données budgétaires et vos factures sont centralisées, ce qui vous permet de gagner du temps et de réduire les tâches administratives manuelles.

Prévention des surcoûts

En évitant tout oubli ou mauvaise application de la TVA, vous protégez votre rentabilité et renforcez votre professionnalisme.

Vous souhaitez en savoir plus ? Consultez notre article détaillé pour découvrir comment Ezus vous aide à gérer la TVA au sein de l’UE

Optimize your customer management

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Centralization of clients data

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Consolidate all clients information in one place for simplified management.

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Improved collaboration

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Share and access clients data with your team in real-time for increased efficiency.

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Task Automation

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Automate the creation and management of clients projects to save time and reduce errors.

Get a demo

Discover the other features

Discover even more features designed to optimize your experience. Each additional tool helps you efficiently manage your operations and improve your daily productivity.

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Accompagnement client Ezus

The support you need, when you need it

Benefit from customized support from the moment you sign up to quickly and efficiently become self-sufficient.

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Double Support

Two dedicated professionals for personalized guidance and technical support.

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Comprehensive Resources

Access to the EZUS Academy, including video tutorials, expert tips, and webinars.

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Daily Support

A real-time chatbox and a complete help center to assist you every day.

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Intensive Follow-Up

Support during the first three months and regular check-ins throughout the year.

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They talk about it better than us

At BDMX we love working with Ezus!

BDMX INCOMING
Local Agency (DMC)

BDMX INCOMING

Sonia and her team

I recommend Ezus to all travel agencies !

Mycomm
Outgoing Travel agency

Mycomm

Soline Larroque

Software that's easy to learn & a team that's available and efficient!

Evasions USA
Local Agency (DMC)

Evasions USA

Lina & Jordan

Ezus has enabled us to significantly improve the presentation of our programmes!

Les voyages d'Angèle
Local Agency (DMC)

Les voyages d'Angèle

Olivier & Angèle

It's a pleasure to work with the Ezus team!

Heaven Travel
Outgoing Travel agency

Heaven Travel

Baptiste and his team

Ezus has been an effective support to our tourism operation !

Voe Travel
Local Agency (DMC)

Voe Travel

Victor, Claudia and their team

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Frequently Asked Questions

How does Ezus facilitate collaboration among my team members?

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How does Ezus help me manage my travelers?

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How can I track all ongoing projects and tasks with Ezus?

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Can Ezus be integrated with other tools I already use?

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Can I customize client files in Ezus?

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How does Ezus centralize my client information?

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Do you still have questions?

frequently asked Questions

What types of documents can I generate with Ezus?

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How can I automate the creation of invoices and quotes?

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Can I reuse document templates for other projects?

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Are the document templates customizable?

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How does Ezus help manage vouchers for clients?

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Can I generate documents in multiple languages with Ezus?

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Do you still have questions?

Our resources

Travel Software for Large Teams: A Practical Selection Guide
Business

Business

Travel Software for Large Teams: A Practical Selection Guide

Travel Software for Large Teams: A Practical Selection Guide
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Travel Industry Software: How to Choose the Right Tools
Business

Business

Travel Industry Software: How to Choose the Right Tools

Travel Industry Software: How to Choose the Right Tools
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Group and MICE Travel Software: A Practical Buying Guide
Business

Business

Group and MICE Travel Software: A Practical Buying Guide

Group and MICE Travel Software: A Practical Buying Guide
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Join Ezus today

Request a demo today and discover how our software can help you reach new heights.

Request a demo