Magellania CRM Features

20-line itineraries, no headaches

The catalog on the left — hotels, transfers, guides, activities — you click, the service drops into the day. On the right: live cost, markup, client total, payment status.

Multi-currency in one quote (USD, EUR, RUB, ARS, USDT)
Hidden margin — yours alone, clients see clean prices
Branded PDF in 2 seconds

Magellania CRM quote editor with 20 services totaling $15,774

A dashboard that's actually useful

Not pretty charts for the sake of pretty charts — exactly what an agency manager checks every morning: deals in flight, revenue in the pipeline, which regions are selling.

P&L: revenue, supplier costs, gross margin
Pipeline by status — single screen
Regional breakdown of where clients are going

Magellania CRM dashboard with pipeline and P&L

Tour progress at a glance

A kanban board of tour tasks: what to book, what to confirm, what to pay. Your manager won't forget the dinner voucher in El Calafate — the task sits in "Todo".

Tasks linked to the quote and the tour date
Auto-generated from services (quote → bookings)
Inbox for calls and quick notes

An 8-status sales pipeline

Every quote follows its real-world journey: from draft to closed deal. You always see where it's stuck. And you can always move it back — say, from "sent" to "draft" if the client asks for a re-cost.

draft — internal costing
sent — proposal sent to client
confirmed — client confirmed the option
prepaid — deposit received
in_progress — bookings being made
paid — fully paid
completed — trip is done, revenue locked in
closed — deal closed and archived

Status transitions adapt to your workflow: you can require a deposit before moving to paid, or admin approval to cancel a paid deal.

draft sent confirmed prepaid in_progress paid completed closed

Status colors in the UI match these. Statuses can be collapsed into groups.

Tour card "Argentina 2026"

Client: J. Smith

Quote #1: 5 days, Buenos Aires — $3,200 sent

Quote #2: 8 days, BA + Iguazú — $5,100 sent

Quote #3: 12 days, BA + Iguazú + Perito Moreno — $7,800 paid

One client, multiple itinerary options

You know the situation: client says "let me think about it, and could you also price it with Iguazú?" In Excel that becomes three separate spreadsheets. In a generic CRM — three separate deals tied to the same person.

Our way is simpler: one tour card, with as many quotes inside as you need. One client, shared suppliers, shared message history.

One card — one deal in the pipeline
Multiple quotes inside: different routes, dates, budgets
Once the client picks one, you mark it as winner — the rest get archived

Suppliers that remember things for you

No more "I know it's written down somewhere" and a dozen Excel files. A single supplier directory with rates, contacts and history. When you build a quote, services pull in automatically.

Vendors by category: hotels, transfers, guides, excursions
Rates in multiple currencies (track in USD, show in EUR — no problem)
Working history: who you booked, when and at what rate
Contact people and notes (like "only replies on WhatsApp")

Suppliers — categories

Hotels — 47 vendors

Transfers — 12

Guides — 23

Excursions — 89

Supported currencies

USD EUR RUB USDT ARS

Rates pull from central-bank APIs and crypto sources. Any rate can be overridden manually — for example, locked in at the moment of booking.

Quote in any currency 💼

Running tours in Argentina or Latin America? Taking payment in USDT? Then you know how painful juggling exchange rates by hand can be. We handle it all on autopilot.

Enter services in whatever currency suits you
Show the client a proposal in their currency
Internally, keep books in one (usually USD)
Rate is locked at booking — clients aren't hit by surprise swings

PDFs that don't reveal your margin

Your markup is your business. You can set a flat margin on a quote (say, +18%) and it won't appear as a separate line for the client.

The client PDF shows only final prices — your margin is quietly folded into service costs
Internally everything is transparent: margin shown and tracked separately
You can apply a per-service margin or a flat one across the whole quote
The PDF looks clean and professional — no watermarks, just a normal document

What the agency sees:

Hotel × 5 nights	$1,000
Margin 18%	+$180
Total	$1,180

What the client sees in PDF:

Hotel × 5 nights

$1,180

SMTP settings:

smtp.gmail.com:465 (SSL)
noreply@your-agency.com

Audit log:

2026-05-09 14:23 — A. Smith changed status of "BA Tour" → paid
2026-05-09 14:21 — B. Johnson sent PDF proposal to client
2026-05-09 11:05 — C. Brown added a new supplier

The small things that make a tool actually usable

The difference between a "toy" and a system you can actually live in every day.

Your own email: plug in your SMTP — clients receive proposals from your domain
Audit log: who changed what, when. All 28 API endpoints log everything
Roles: three levels — operator (sees own quotes) / manager (full agency) / admin (plus settings)
Multiple companies: one account, several agencies with isolated data. Great for holdings and franchises
Security: httpOnly cookies, revocable refresh tokens, brute-force protection

Everything a travel manager needs, in one window