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Customers & revenue

Know your customers and your money in numbers

A CRM for your customers and follow-ups, and clear numbers that show what brings in money.

The problem

Customer data is scattered across WhatsApp and spreadsheets, and it’s unclear which channel actually brings bookings and which just spends money.

How Tourfecto solves it

Every customer gets a profile with their conversations and bookings, and Tourfecto links revenue to its source and suggests steps to grow it.

What you can do

A profile for every customer

Conversations, bookings and notes in one place.

Deals & follow-ups

Sales stages and automated follow-up sequences.

Revenue dashboard

Revenue by source, period and tour.

Revenue suggestions

A daily scan that surfaces opportunities, like returning customers or tours that need repricing.

Executive dashboard

The key numbers on one screen.

How it works

1

Customers are added automatically from bookings and chat

2

Follow every customer and deal

3

See what brings in money and focus on it

Explore a use-case example

An illustrative preview with sample data, not a customer screenshot or an actual result. Open the steps to explore.

Step 1

Interested lead → contact → offer → booking

Step 2

Financial example: collected 100 USD · refunded 20 USD · net 80 USD

Step 3

Pending amounts stay separate; different currencies are not added together

Before you start

Add contacts and deals, define sales stages and assign follow-up owners. Record accurate payments for useful reporting.

Limits and costs

Booking value is not collected cash. Collection, completed refunds and pending refunds are separate; each currency is reported independently.

Tools within this service

CRM

Organise contacts and deals, assigning ownership and follow-up tasks.

Revenue insights

Review revenue indicators while distinguishing them from actual cash collection.

Choose the right plan

Review plans and usage limits before subscribing. Availability depends on plan, permissions and required connections; external provider fees are not automatically included.

Starter

79.00 USD / month

Growth

199.00 USD / month

Enterprise

449.00 USD / month

SEO Essential

99.00 USD / month

SEO Growth

249.00 USD / month

SEO Agency

549.00 USD / month

These are the displayed plan prices and allowances; confirm plan details and access to your required tool before choosing.

Compare plans and allowances Confirm the right plan with our team

Which plans include it?

Starter

✓

Professional

✓

Enterprise

✓

SEO Essential

✓

SEO Growth

✓

SEO Agency

✓

Compare all plans

Questions about this feature

Does cancellation mean money was refunded?

No. Cancellation and cash refund are separate actions. Check refund status and the actual amount.

Who can view finances?

Workspace roles and permissions control financial access; it is limited to authorised roles.

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