Travel Call Data Checklist: 180+ CRM Fields Agencies Should Capture

Travel Call Data Checklist: 180+ CRM Fields Agencies Should Capture

Most teams lose bookings not because they lack leads—but because critical details vanish between the call and the quote. This guide provides a complete, travel‑specific data model with 180+ fields you can map straight into your CRM and booking flows. Use it to standardise capture, reduce repeat calls, and speed time‑to‑quote. Prefer not to do it manually? We’ll also show how to automate the process with structured voice AI.

Why structured call data wins bookings

When enquiries are captured consistently—every time—agents quote faster, fewer details are missed, and customers don’t need to repeat themselves. Complete data means better trip design, higher conversion, and cleaner hand‑offs across commercial and operations. It also powers automation: instant CRM creation, queue routing, and even pre‑filled GDS/NDC bookings.

The 180‑point travel data model (categories)

Below is a practical breakdown you can adapt to leisure, corporate, TMC or OTA contexts. Treat it as your standard for data completeness. Use required vs optional fields, validation rules, and naming conventions to keep data clean.

Tip: define a simple “data completeness” score (e.g., 0–100) and track it per call. Improving this metric usually correlates with higher first‑contact resolution and faster time‑to‑quote.

From call to CRM: mappings and objects

Most travel teams benefit from a dedicated trip entity plus standard CRM objects. Here’s a common approach:

Keep naming consistent, add validation rules, and mark 10–20 fields as required (context‑aware) to prevent junk records. For inspiration, see integrations and ROI calculator.

Real‑time routing to booking systems

With structured call data, you can pre‑fill GDS/NDC bookings and push to consolidators with fewer keystrokes. Use routing rules to assign enquiries by policy fit, budget band, airline preference, region or SLA. This reduces rework and speeds quote turnarounds.

Reducing after‑call work

Governance: consent, GDPR and duty of care

Capture consent and preferences explicitly, store audit trails, and ensure data retention follows policy. For regulated or corporate travel, record approval status and traveller acknowledgements. See our Security & Data Protection information for implementation considerations.

Benchmarks to aim for

Two‑week implementation checklist

How Neural Voice helps (without locking you in)

You can implement the above manually today. Neural Voice adds automation: capture 180+ travel‑specific data points from every call, map them to your CRM and booking systems in real time, and customise exactly what you capture. It’s still your data model—just faster, cleaner, and consistent. See Travel Voice AI or book a demo.

FAQ

• What data should a travel agent collect on a call? Focus on traveller profile, trip context, flights, accommodation, ground, compliance, payment and post‑trip feedback—plus your custom fields.
• Can this map to Salesforce/HubSpot? Yes—use Lead/Opportunity/Case and a custom Trip object, with validation rules and required fields.
• Will this work for TMCs and OTAs? Yes—tune required fields by segment and policy, and add duty‑of‑care extensions.
• How do I avoid repeat calls? Standardise capture, surface preferences to agents, and automate follow‑ups from summaries.

Next steps

Want the checklist implemented for your team? See a live example and try it with your CRM: book a demo. Need help tailoring the data dictionary? Contact support.