Client & trip management

From first enquiry to confirmed trip.

Turn incoming client requests into structured, trackable trips. Keep client companies, programme requirements, live statuses and team ownership together in one workspace.

Active tickets3 open enquiriesLisbon · Sintra · Cascais
app.orapera.com
Orapera All Tickets interface showing client enquiries and trip statuses
Sent to ClientStatus updated · All details connected
The foundation of every trip

One clear record for every client and every trip.

Keep client companies, incoming requests and live operational progress connected from the moment an enquiry arrives.

01

Clients

Organise the companies and agencies you build programmes for with contacts and trip history in one place.

Client directory
02

Trip tickets

Capture destination, travel dates, group size and programme brief in a structured operational record.

Structured enquiries
03

Live progress

Follow every trip from initial draft and client review to vendor confirmation and final invoicing.

7-stage workflow
The operational challenge

Stop rebuilding the story behind every enquiry.

Travel requests arrive with dates, destinations, guest numbers, preferences and constant changes. When those details sit across inboxes and spreadsheets, teams lose context before planning even begins.

Book a Demo
01

Scattered across inboxes and spreadsheets instead of one shared trip record.

02

Client preferences and company context get repeated on every new request.

03

No clear view of which enquiries are in draft, awaiting client reply or confirmed.

Client directoryEvery client company, contact and trip record in one shared workspace.
Orapera Clients interface showing managed travel companies
How it works

Go from a new request to an operation-ready trip.

A structured workflow designed around the way DMC, MICE and travel teams handle incoming business.

01 · Capture

Capture every request in full.

Create a trip ticket as soon as a client enquiry lands. Keep dates, destination, group size and programme requirements structured so your planning team can start immediately.

  • Client company & primary contact
  • Destination, travel dates & guest count
  • Programme brief & special requirements
New trip ticket

Portugal Corporate Incentive

ClientMeridian Global
DestinationLisbon & Sintra
Dates14–17 Oct · 4 Days
Group size50 Guests · MICE
Workflow stages

Live trip status tracking

✓DraftComplete
✓Sent to ClientComplete
✓Client RepliedComplete
Vendor EnquiryIn progress
Vendor ConfirmedUpcoming
02 · Track

Know where every trip stands.

Follow every enquiry through a clear operational status flow so anyone on the team can see what is in draft, awaiting a client response or moving into vendor confirmation.

  • Clear visibility across all 7 trip stages
  • Instant view of tickets awaiting action
  • Shared context across sales and operations
03 · Connect

Keep every client detail next to the work.

Link every trip ticket directly to the client company behind it. See contacts, active enquiries and programme history without switching between disconnected tools.

  • Centralised company & contact records
  • Active and confirmed trips linked per client
  • Seamless handoff into AI itinerary creation
MG
Meridian Global EventsCorporate & Incentive Client · London
Primary contactClaire Vance
Active tickets3 programmes
Connected workflow

Ready to build itinerary from approved Lisbon & Sintra inventory.

Connected by design

One system around the workflow.

01

Client enquiry

Capture the client, destination, dates and guest brief in one ticket.

02

Trip brief

Connect requirements directly to your approved supplier inventory.

03

Itinerary & proposal

Generate programme options and share an interactive client portal.

04

Vendor & costing

Carry approved trips into vendor confirmations, costing and invoicing.

Built for modern travel teams

Grow without growing the operational chaos.

Whether your team handles corporate incentives, group tours or tailor-made programmes, Orapera gives every enquiry a consistent operational structure.

One

Shared operational record for every client and every trip.

Zero

Disconnected spreadsheets needed to track enquiry status.

Every

Stage connected—from the first client enquiry to itineraries, vendor confirmations, costing and invoicing.

01 Plan·Client & Trip Management→Inventory Management→AI Itinerary Builder
Next: Inventory Management
Client & Trip Management FAQ

Questions, answered clearly.

How does Orapera capture a new client enquiry?+

Teams create a structured trip ticket containing the client company, contact person, dates, destination, guest count and programme requirements from the very first request.

Can we track the status of every trip in one place?+

Yes. Every trip moves through a clear operational workflow—from Draft and Sent to Client through Vendor Confirmed, Invoiced and Confirmed.

Is this a traditional travel CRM?+

No. Unlike a standalone CRM, client records and trip tickets in Orapera connect directly to your destination inventory, AI itinerary builder, proposals, vendor enquiries and costing.

Can multiple team members collaborate on the same trip?+

Yes. Every colleague shares one live operational record for the client and trip, eliminating scattered email threads and personal spreadsheets.

Orapera platform

Make the first enquiry the start of one connected workflow.

Bring client records, trip tickets, inventory, itineraries and operations together in Orapera.