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UNLIMITED. ALWAYS.

Free CRM.
Always.

ĒziCRM is 100% free—forever for travel professionals. Capture every lead, store secure traveler details, and personalize trips down to seat and pillow preferences—all in one cloud-based workspace.

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Why Travel Advisors Love ĒziCRM

Designed by experts for the modern digital concierge.

Grow your pipeline automatically

Built-in lead capture forms (trip quote request, newsletter sign-up, and optional lead magnets) feed straight into your CRM—no copy-paste.

Know your traveler

Store passports securely, favorite destinations, seating aisle/window/middle, loyalty numbers, room types, even pillow preferences—so every booking feels bespoke.

Work faster, not harder

With everything in one place, it makes managing your customers a breeze.

One login, zero spreadsheets

Centralize trip notes, documents, and communications.

Enhanced customer service

Your clients are important to you and they should know it. ĒziCRM takes your customer service to the next level by knowing their travel preferences and acting on them.

Secure and safe

Keep your clients' data safe and secure in one place by utilizing top security of data.

Free Software

Unlimited. Always. There is no cost to use ĒziCRM.

Future-proof

Seamlessly upgrade to à la carte tools (Gift Registry, Group Reservation, Invoicing, Quote Proposal, Client Connect) when you’re ready—your data stays put.

What You Get

A full-featured CRM packed with everything a travel professional needs from day one.

ĒziCRM Customer Management

Free Lead Capture Forms

  • Travel Quote Request, Newsletter Sign-up, Optional Lead-magnet opt-ins (PDFs, travel checklists, mini-guides) with email notification on each submission and automatic addition to your CRM.

Unified Contact Profiles

  • Traveler details: full name, DOB, gender, pronouns, contact info
  • Secure passport data (number, country, expiry)
  • Travel preferences: seating (aisle/window/middle), aircraft cabin, meal type, pillow/firmness, hotel bed type, favorite brands, loyalty numbers
  • Destinations of interest & past trips
  • Notes, documents, and consent logs

How it works

  1. 1Publish a form to your website using the provided embedded code and link in bio.
  2. 2Leads land in your pipeline with email notification to you and automatic addition to your CRM.
  3. 3Open the contact profile and manage the travel details and client preferences.
  4. 4Upgrade easily to ĒziQuote as an option to send professionally designed travel quotes, ĒziInvoice to invoice and manage your travel reservations and more – no migration needed.

Secure & Safe

  • Encrypted at rest and in transit
  • Role-based access for teams
  • Audit trails & consent logging
  • Data export anytime—your data is your data
  • Privacy-first forms with optional PII fields and traveler consent checkboxes

Integration

  • Works with Ēzidash add-ons: Itinerary Builder/Proposals, Automated Groups, Gift Registry, Invoicing & Payments
  • Imports: CSV import from other CRMs

Scale

  • Whether you sell 5 trips a month or 500, ĒziCRM keeps your pipeline tidy and your service personal.
  • Start free—no credit card required!

Ready to simplify every client

relationship?

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