CRMs? Tech Tools? Unnecessary tech?

CRMs? Tech Tools? Unnecessary tech?

Author: Host Agency Reviews March 27, 2026 Duration: 20:56

This week’s Friday 15, we're welcoming Katie from Tern! Let’s have some fun, plus some questions to discuss this Friday at 12 pm CST. Join us!

  1. I’m just getting started and trying to wrap my head around using a CRM, but I’m honestly not sure what I should actually be tracking in it day-to-day. Right now, I have client emails, trip details, and notes kind of scattered across different places. What are the most important things a travel advisor should be tracking in a CRM to stay organized and not let things fall through the cracks?
  2. There are so many tools out there, and I feel like every time I turn around there’s something new I “should” be using. How do I actually evaluate whether a tool is solving a real problem in my business versus just adding another layer of complexity or something else to manage?
  3. I feel like there’s a lot of pressure to use all the latest tech as a travel advisor, especially when I’m seeing what others are doing online. From your perspective, what’s something advisors often think they need technology for, but in reality, it might not be necessary or the best use of their time early on?



RESOURCES:

  1. CRMs - https://hostagencyreviews.com/travel-agency-software/category/crm
  2. https://hostagencyreviews.com/page/har-wired


Hosted by the team at Host Agency Reviews, this audio channel blends two distinct formats into one practical resource. The first is Travel Agent Chatter, a quarterly series of spotlight interviews that dive deep into the experiences of working travel advisors. These longer conversations explore the real stories behind the careers, covering the nuances of building a business, personal client triumphs, and the cultural insights gained from a life in travel. The companion series, Friday 15, operates on a completely different rhythm. Every week, a focused fifteen-minute episode tackles specific questions from the travel industry, offering direct advice and timely insights that are both concise and immediately useful. Together, this podcast creates a balanced mix of inspirational narrative and actionable strategy. Whether you're seeking motivation from peer journeys or need quick answers to pressing professional questions, the channel is designed to support the daily realities of travel entrepreneurs. It’s a resource that understands the industry's blend of passion and pragmatism, delivered through the authentic voices of those who are deeply embedded in this world. Tune in for thoughtful perspectives that are as varied and dynamic as the travel profession itself.
Author: Language: English Episodes: 356

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