Expert Tern Travel CRM Setup
Transform your travel business with a professional, white-glove implementation designed for growth.
Running Your Travel Business Shouldn't Feel Overwhelming
Between managing inquiries, following up with clients, and keeping track of bookings, do you ever feel like there just aren’t enough hours in the day? What if you had a system that handled it all for you?
CRM System Customization
Tern has revolutionized the travel industry with their CRM software. Our team is here to take things to the next level by ensuring you have the proper processes and automations for success. Our Tern CRM Setup is all about making your business run smoothly with a hassle-free, “Done-For-You” approach. No need to stress over configurations or complicated system setups. We take care of the heavy lifting so you can focus on what you do best — selling travel!
Comprehensive Workflow Setup
- CRM System Customization
- Task & deadline reminders to keep you organized
- Automation of repetitive tasks to save you valuable time
- Pre-designed email templates to streamline communications
- Personal Tern Workflow Handbook
- Registration forms added directly into your Tern Forms section
What Does “Done-For-You” Really Mean?
When we say we’ll take care of everything, we mean it!
We understand that every travel business is unique. TARC’s Tern CRM Set Up is designed specifically for travel advisors, with an easy setup that eliminates the guesswork.
A “done-for-you” setup means everything is fully customized for you—no tech headaches, no time wasted. We handle the system, automations, and emails so you can focus on growing your travel business.
Think of this as your business game-changer. We’ll set up your Tern CRM to handle all the moving pieces—so as long as you use it, you can stay organized, impress your clients, and never miss another follow-up opportunity.
Our Workflow Process
Collaboration & Strategy, Framework & Design, Implementation & Take-Off
Collaboration & Strategy
Once you have signed up for the service, you will be given a 30-45 minute collaboration schedule to strategize your Business Workflow. During this call, we will determine the task list that is applicable to the type of service your business provides.
Framework & Design
With the workflow and task lists we have developed, we will begin to customize your CRM. We’ll start by compiling templates, forms & questionnaires, email banner designs, etc. - so that you can get a better look at how everything fits together.
Implementation & Take-Off
We will then start implementing the structure to your Tern account and we'll do a couple of tests to make sure everything is accurate before preparing to hand it all back over to you. We'll also provide you with our TERN Workflow Handbook.
Not Ready for Tern CRM Customization?
We get it—jumping into a fully customized CRM might feel like a big step. If you’re not ready for that just yet, it’s no problem! We’ve created a “Do-It-Yourself” solution with ready-to-use email templates designed for travel advisors to help you enhance client your client touchpoints and communications!
Tern Template Library by TARC
Unlock instant access to do-it-yourself customizable email templates for effective client communication. Streamline your outreach and enhance engagement with our ready-to-use template library.
- 3 Lessons
- $399.00
Tired of Missing Deadlines?
- Streamline your workflows
- Keep track of quotes & trips
- Save time with automation
- Store your information on
PCI compliant systems and more!
What is a CRM?
Customer Relationship Manager
A Customer Relationship Manager, also known as a CRM, is a technological system used to manage your company’s database, relationships, and interactions with prospective leads and clients. A CRM helps agencies stay organized while tracking specific workflows at each stage of the sales process. The CRM system also connects agents to their clients in an effort to streamline their processes/procedures while organizing their database to improve profitability.
What can I use my CRM for?
These are just a few things your CRM can do for you!
Sales Cycle
One of the most important tools of a CRM is tracking leads and clients at each step of the sales cycle. By quickly seeing where clients are at in the sales cycle, agents can easily follow-up with them to better build/maintain the relationship.
Maintaing Databases
A business is only as strong as its customer database. By using a CRM, agents can easily access their client's information and segment them based on preferences, locations, and much more. Proper database maintenance will also help with marketing and sales.
Automating Processes
Ever wonder how big corporations stay in contact with their customers from the minute they reach out until they get back home? It's by using a CRM to automate their processes and having email touchpoints that are sent out along the way. You can do this too!
Ready to get started?
Setup your CRM to work for you!
Our team is dedicated to helping create awe-inspiring client experiences that build trust & authority, nurture your client’s decision-making process, and encourage client loyalty.You deserve a break, let us help.
Our goal is to provide a VIP experience for your clients
A fully customized experience, specifically designed in Tern, for your travel business
Client Onboarding
Use a framework that guides new clients through a personalized onboarding process, so they feel comfortable and confident about who they are working with.
Automated Touchpoints
Creating an experience that is both convenient and consistent by using email templates for automated touchpoints throughout the planning process
Workflows & Tasks
Automatically add workflows and task lists with prewritten advisor-facing notes and resource links to keep track of important dates and deadlines for each client.
What is really included?
Everything required for a turn-key agency system.
Email Templates $299 value
Our team is committed to helping you be more successful by providing email templates specifically designed for the types of trips your travel business will encounter.
Download Template Checklist
View Template Library →
Agency Workflow Templates →
Legal Template Discount
We automate your client tasks including Terms & Conditions, credit card authorization forms, and travel protection waivers.
Partnership: TARC has partnered with Laurence D. Gore & Associates for customizable legal templates.
www.travellegaltemplates.comBusiness Task Lists
Our team designs tailored task lists based on different trip types. Each setup includes over 100 email templates and forms designed for your business needs.
- Custom task lists for your business type
- 100+ email templates and forms included
- Highest-quality materials and services
Payment Reminders & Invoicing
Automate your invoicing process with custom reminders and notifications for client payments.
Custom payment reminders
Branded confirmation & invoice templates
Deadline notifications
Forms & Questionnaires
Targeted data collection forms designed to gather specific information from your clients.
Template Creatives
Custom email template headers included for each of your emails to maintain brand consistency.
Important: TERN Subscription Required
Please note: Our TERN CRM Setup service includes customization and personalization of your CRM. However, the TERN CRM Subscription is not included in this cost and must be purchased separately directly through TERN.
We cannot complete the CRM Setup without an active TERN subscription.