Custom Salesforce CRM and reservation system for safari tour operators.
A bespoke Salesforce CRM for a Tanzania safari operator. One system, from first enquiry to final payment.
A forty-second film of Safari PMS: enquiry to quote, priced off the rate book, a trade booking straight off the live availability calendar, and a waiting list that never double-books. Full narrated walkthrough below.
The operator and the problem
Enquiries scattered
Across inboxes and spreadsheets, no single list, no owner.
Quotes drifted from the rate book
Rebuilt by hand, so they drifted from the real rates and park fees.
No single view to payment
Enquiry, quote, booking and deposit never sat in one place.
A day on the system
Quote a trip in minutes, off your real rates
An enquiry becomes a quote priced off your own rates. Your team sees the margin; your agents never do.
Every enquiry in one place: website, email, or entered by a consultant.
Book agents off one live availability board
Book agents straight off a live calendar. Inventory updates the instant you save, so no one oversells.
The live availability board: every camp and room, night by night. Red is sold out.
Never double-book, and never lose a guest
A full camp is a hard stop. The guest drops onto a fair waitlist, so you capture demand instead of losing it.
Try to book a sold-out room and the system blocks it: not available, over inventory.
Key features
Agents never see your margin
Trade logins show the sell price only. Cost, markup and margin are hidden in the data, not just the layout.
Quotes that match your contract
Priced off your own rate book: seasons, board, occupancy, park fees, markup tiers. Not a nights-times-price guess.
Quote in any currency
Sell in USD, EUR or GBP while your costs sit in TZS or KES. The margin maths stays correct.
No double-bookings
One live board. Book from it, and inventory updates the instant you save.
Why Salesforce, not a vertical booking SaaS
You own your data and platform
No vendor can price you out or sunset what you run on.
One system, not five tools
Enquiry, quote, availability, booking and payment on one record.
Under the hood
Proof
- 95-camp rate book, with seasons, park fees and markup tiers.
- 422 real deals and quotes handled.
- Enquiry to quote to booking to payment, proven live.
- Quoting in USD, EUR, GBP and local currencies.
- A hard guard against overbooking.
- The agent wall enforced on every trade login.
Questions
Can you build this on Salesforce instead of buying a booking platform?
Yes. You own the application and your data, and the system is shaped around your rate book. Salesforce platform licensing still applies.
Can agents be given a portal that hides cost and margin?
Yes. Trade logins see the sell price only; cost and margin are hidden in the data, not just the page.
How does it price a quote from a rate book?
Off your own contracted rates: season, board, occupancy, park fees and markup tiers, so the quote matches the contract.
Does it handle multi-currency quoting?
Yes. Quote in USD, EUR or GBP while costs sit in TZS or KES, with the margin maths kept correct.
Can it prevent double bookings?
Yes. It refuses any booking over inventory, a hard stop, and routes over-demand to a fair waitlist.
How long does a build like this take, and what does it cost?
Weeks to a few months, depending on your properties and rate book. Tell us your setup and we will scope it properly.
Do we still need Salesforce licenses, and who owns the data?
You need Salesforce licenses; in return you own the data and the application, with no vendor lock-in on the build.
Does it handle agent and DMC bookings, not just direct?
Yes. Trade bookings capture the agency, contact, reference and consultant, with the agent wall applied.