Contact and Task Management

Do you know who in your office last spoke with or visited your agents, companies, students or families, and when?

Can you access all e-mail correspondence with a given contact, from any staff member, any time?

Are your staff 'reinventing the wheel' every time they write an e-mail?

The trav2learn system incorporates Contact and Task management, so all interaction is tracked and retrievable.

Dashboards show each individual staff member a snapshot of the status of their work in progress and the tasks either they or someone else has assigned to them, as soon as they log in to the trav2learn system.

Templates for e-mail and common tasks such as house / company visit checklists or agent updates ensure consistent communication and less scope for human error.