Know Your Clients. Empower Your Partners.
A lightweight CRM for travel teams to manage clients, advisor contacts, and partner agencies without falling back to spreadsheets.
Collect new leads with AI Forms and send answers straight into your CRM.
Clients
John Smith
Client who came in through one of your enquiry forms.
Source
Website form
Trip
Kenya family safari
Messages
Email + WhatsApp
Contacts
Emily Carter
Advisor contact who can receive private rates and itinerary updates.
Company
Serengeti Advisors
Access
Luxury trade rates
Partners
Serengeti Advisors
Partner agency that groups advisor contacts and shares rate access.
Domain
serengetiadvisors.com
Contacts
18 advisors
Your Contacts Are Everywhere Except Where You Need Them
Contacts everywhere
Spreadsheet CRM
Important relationships stay trapped in spreadsheets and personal inboxes.
Contracted vs. public rates
No Rate Access Control
Special rates are hard to control when access lives in spreadsheets and memory.
Who booked what?
Disconnected Records
It is too hard to see bookings, conversations, and rate access together.
One CRM for clients, contacts, and partners.
Clients & Travellers
Keep each traveller's enquiry, confirmed trip, and conversation history in one CRM profile.
See who enquired, what they booked, and who on your team owns the relationship
Keep trip history and conversations together so handovers stay clean
Turn repeat travellers into known clients instead of duplicate rows
New booking
Mara Escape 2026
Saved on the client
The trip stays attached to John Smith
New conversation
Website chat + WhatsApp
Visible to the team
Messages stay on the same CRM profile
One CRM profile keeps the trip history and conversation history together for the same traveller.
Assign rates once. The right people see the right price.
Assign a rate sheet to a contact or partner and Simbas shows the right rack or nett price automatically.
Contact
Emily Carter
Advisor-level access.
Partner
Serengeti Advisors
Agency-wide access.
Assigned rate sheet
East Africa Trade 2026
Controls rack vs. nett access.
5 Day Safari Itinerary
Verified advisor view
Rack
$2,640
Nett
$2,244
How It Works
Import Your Contacts
Bulk import clients, advisors, and agencies from CSV. Or create them one at a time as enquiries come in.
Organize & Assign
Tag contacts, group advisors under agencies, and control rate access.
See the Full Picture
Click any contact and see their bookings, conversations, rate access, and activity — connected across your entire operation.
Your Contacts Deserve Better Than a Spreadsheet
Start managing clients, advisors, and agencies in a CRM that actually connects to your operations.