Tour Operator CRM
Manage tour packages, bookings, customers, and guides in one professional spreadsheet. Built for tour operators, travel agencies, and experience businesses.
What's Included
- Tour package catalog
- Booking and reservation tracker
- Customer profiles and travel preferences
- Guide and staff assignment log
- Itinerary and document manager
- Deposit and payment tracker
- Revenue by tour dashboard
- Lifetime updates
The Tour Operator CRM is designed for tour operators, travel agencies, and experience providers who want a clear, organized system for managing bookings, customers, and guides — without expensive booking software.
From inquiry to departure, every booking is tracked and every customer is remembered.
Why a Spreadsheet?
Booking management software for tour operators typically costs $50–$200/month, with extra fees for guides, itineraries, and reporting. For independent operators and small agencies, this template delivers everything — package catalog, bookings, customer records, guide assignments, and payments — for one upfront investment with no recurring costs.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Bookings this month, revenue, upcoming departures, and top-selling tours |
| Tours | Package catalog with destination, duration, price, and availability |
| Bookings | Reservation log with customer, tour, dates, group size, and payment status |
| Customers | Client database with travel history, preferences, and contact info |
| Guides | Staff and guide directory with tour assignments |
| Itineraries | Day-by-day itinerary notes and document checklist per booking |
| Payments | Deposit and final payment tracker with outstanding balance |
Who It’s For
- Tour operators and travel agencies managing group and private tours
- Experience and activity businesses (cooking classes, diving, hiking)
- Destination management companies handling bookings at scale
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.
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