PDF Trip Mate — Travel CRM & Dynamic Itinerary Generator
PDF Trip Mate is a custom-built CRM platform designed for travel agencies to manage customers, generate dynamic travel itineraries, and export customized PDFs for clients. The system includes a role-based access setup, enabling travel agents and managers to handle bookings, customer details, and itinerary documents with ease.
Challenge
The key challenges were designing a flexible system to generate dynamic, branded PDF itineraries, building a robust CRM to handle diverse customer data, and ensuring smooth role-based access for agents and admins. We also needed to make sure the platform was user-friendly for quick itinerary edits and updates, while maintaining document accuracy and visual consistency.
Results
We delivered a scalable CRM solution that empowered travel agencies to efficiently manage clients and generate professional, customized PDF itineraries. The system reduced manual work, improved document quality, and provided travel teams with an intuitive platform to handle client requests quickly and accurately.
35%
Improved onboarding process
25%
Increase in user retention
84%
Increase in time spent on website
Conclusion
PDF Trip Mate transformed the complex travel planning workflow into a smooth, digital process. This project strengthened my skills in building CRM systems, integrating dynamic PDF generation, and delivering practical, user-centered solutions. By aligning technology with real business needs, we helped travel agencies elevate their client experience and streamline their operations.