CRM Modules

Everything Your Agency Needs in One Dashboard

Stop juggling spreadsheets, WhatsApp chats, and paper files. EzUmrah gives you a proper cloud CRM with every module a travel agency needs — from lead capture to departure day. Each module works standalone or seamlessly together as a complete agency management system.

👥

Group Bookings

Manage groups from 1 to 500+ pilgrims. Seat allocation, room sharing, guide assignments, and group-wise invoicing.

  • ✓ Add pilgrims individually or bulk upload via CSV
  • ✓ Room & seat allocation per pilgrim
  • ✓ Group-wise payment tracking and reminders
  • ✓ Assign mutawwif and guide to each group
  • ✓ Track group status from inquiry to departure
✈️

Flight Management

Enter flight details manually or connect via GDS API. Generate PNRs, print tickets, and send e-tickets by email.

  • ✓ Manual flight entry & editing
  • ✓ PNR & ticket number tracking
  • ✓ Auto email e-tickets to pilgrims
  • ✓ GDS integration for live flight search
  • ✓ Multi-leg and group flight booking support
🏨

Hotel Management

Track hotel bookings in Mecca, Medina, and beyond. Room types, check-in/out dates, and proximity to Haram.

  • ✓ Hotel database with star ratings
  • ✓ Room allocation per pilgrim
  • ✓ Distance filter from Haram
  • ✓ Check-in/check-out date management
  • ✓ Contracted rates and markup tracking
🛂

Visa Management

Track visa status for every pilgrim. Upload documents, monitor approvals, and get expiry alerts.

  • ✓ Document upload & secure storage
  • ✓ Visa status tracking (pending, approved, rejected)
  • ✓ Auto reminders for visa expiry
  • ✓ Bulk visa document generation
  • ✓ Saudi eVisa and Nusuk integration support
🚌

Transport & Ziyarat

Manage airport transfers, inter-city buses, and Ziyarat tours. Assign vehicles, drivers, and routes.

  • ✓ Vehicle & driver assignment
  • ✓ Route planning for Ziyarat tours
  • ✓ Pickup time notifications
  • ✓ Airport transfer coordination
  • ✓ Multi-leg transport scheduling
📋

Documents Vault

Secure cloud storage for passports, IDs, health certs, Mahram docs, and vaccination records.

  • ✓ Upload & organize by pilgrim
  • ✓ Expiry date alerts for passports & visas
  • ✓ Download & print anytime
  • ✓ Role-based access control
  • ✓ Encrypted storage with audit trail
📝

Quotations & Leads

Capture leads, send professional quotations, track follow-ups, and convert inquiries into confirmed bookings.

  • ✓ Lead capture form integration
  • ✓ Professional PDF quotation generation
  • ✓ Follow-up reminders & task automation
  • ✓ Quote open-rate tracking
  • ✓ Convert quotes to bookings in one click
📄

Invoicing & Payments

Generate branded invoices, track payments, send reminders, and manage installment plans.

  • ✓ Branded invoice generation with your logo
  • ✓ Payment tracking & automated reminders
  • ✓ Installment plan management
  • ✓ Multi-currency invoice support
  • ✓ Payment receipt email automation
✅

Tasks & Team

Assign tasks to team members, set deadlines, and track what's done. Never drop the ball on a booking again.

  • ✓ Task assignment & deadline tracking
  • ✓ Team activity log and audit trail
  • ✓ Internal notes & comments per booking
  • ✓ Role-based permissions (admin, agent, staff)
  • ✓ Daily task summary emails

All 9 modules are included in every plan — from Starter to Enterprise.

See Pricing