Manage guest records, contracts, compliance documents, and supplier agreements seamlessly within Salesforce. Prevent duplicate files, enhance collaboration, and retrieve documents instantly with Cartularius - readily available for the fast-moving travel and hospitality industry.
The travel and hospitality industry manages high volumes of guest records, bookings, and regulatory documents, leading to common challenges:
Without the right tools, these challenges can disrupt workflows and frustrate both clients and team members.
Key Features Available for Travel & Hospitality Companies:
Automatically detect and sort contracts, invoices, and compliance documentation upon upload.
Benefit: Reduce manual entry and ensure structured data storage.
Connect guest profiles, reservations, and vendor contracts across related Salesforce objects.
Benefit: Maintain a single source of truth for all travel documents.
Structure documents using predefined hierarchies for hotel chains, travel agencies, and vendor contracts.
Benefit: Ensure every document is stored in the correct place, reducing misfiling.
Store large-scale guest records securely with enterprise-grade cloud storage.
Benefit: Ensure high availability and security of business-critical documents.
Edit supplier agreements and guest invoices directly within Salesforce.
Benefit: Maintain version control and prevent discrepancies in legal and financial documents.
Install Cartularius now and experience the best Salesforce document management solution and enjoy clean and structured data and optimized processes, risk-free for 30 days.