Travel Agency CRM & Invoicing System

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The business situation

A Hong Kong travel agency needed to move away from manual invoicing and fragmented client records. Quotations, invoices, payments, expense tracking and client communications were handled across separate files with no unified system.

What Servadra delivered

Deployed and configured Perfex CRM v3.4.1 as a unified invoicing and client management platform. Built a travel-specific service catalogue covering hotel, bus and guide services priced in HKD. Configured the full billing workflow from estimate creation through to payment recording and credit note issuance.

How the operation works

Estimate created from items catalogue → converted to invoice in one step → payment recorded against invoice → credit note issued where required. All stages tracked in a unified admin panel with bulk PDF export available at every stage.

Key capabilities

• •20+ modules: Customers, Leads, Estimate Requests, Estimates, Proposals, Invoices, Payments, Credit Notes, Items catalogue, Subscriptions, Expenses, Contracts, Projects, Tasks, Support Tickets, Knowledge Base, Media library, Bulk PDF Export, Calendar, Announcements, Activity Log, Pipe Log, Sales Reports, Expense Reports, Staff Management.

Technical highlights

• •Perfex CRM v3.4.1; PHP / CodeIgniter framework; Bootstrap responsive admin theme; built-in bulk PDF export; CSRF-protected admin panel; hosted on Epic Comm (epic-comm.net) infrastructure.

Best for

• •Travel agencies, consultancies and service businesses needing a structured client invoicing and CRM platform without custom development overhead.

Relevant capabilities

See the capability behind this work

Explore the parts of Servadra's delivery model demonstrated by the evidence in this case.

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