UPFRONT™

What is Up Front?

A  Superb CRM Customer Relationship Management System

Your agents in all offices will have the information on their PCs to be marketers.  They will also have the back office information they need -- they will no longer feel like orphans!

Up Front is the ultimate database marketing tool.  It works with GlobalWare or as a stand alone system for the Independent Travel Agent.    Nothing is easier and nothing is better!

To really find out about Up Front, click on Up Front. This will download the demo to your PC for viewing with Microsoft PowerPoint.

Move Profile into Apollo PNR

            Open a new PNR in Apollo, click on the "To Apollo" button on the    Traveler info browse and the following will be moved into your PNR:

Line 1 - Client Name and Address 

Line 2 - Bus. Phone, Fax Phone, Home Phone, Cell Phone

Line 3 - Email Address

Line 4 - CC Co, CC Number and CC Expire Date

Line 5 - Booking Branch, Client Account ID and Selling Agent

Line 6 - Traveler Name

Line 7 - Frequent Flier Airline and Number

New Invoicing Capability

Add, edit and print custom invoices from Up Front. You may design your own custom invoices for each type of travel. One for cruises, one for tours, etc.

If you are using Mystic for capturing invoices from web booking sites into Up Front look at http://www.magnatechmail.com/mystic_samples/
to see sample invoices MagnaTech can create for your agency. Show your leisure products on your invoices to your corporate clients – a great opportunity to sell leisure to them – it really works!  SMS heartily recommends Mystic to work with Up Front.

Move the invoices from Up Front into GlobalWare.  No need to go through the CRS with non-ARC invoices. Your leisure agents do not have to know any Computer Reservation System.

  Import Account ID's into GlobalWare

Add account ID's directly into Up Front.  Make changes  to account ID's.  Import the new accounts and address changes into GlobalWare.

Capture statistics and additional market info not available in GlobalWare.  Items such as interests, what, where, when, how much, who with, marital status, annual income, family members (including names, ages and birth dates), supplier preferences, plus twelve agency defined fields for other criteria.

Select clients for marketing by mail merge, email merge, or fax merge based on the criteria in the clients file. This is target marketing at its best.

Agents can quickly see client invoice history and personal information.

Specials Query

Finally a way to manage all those faxes from providers! Enter specials you want your agents to sell. Specials drop out when they expire.

Tour and Cruise Query

Give agents quick access to tours and cruises being promoted by your agency, with hyperlink to your provider’s web booking site. Also, a great place to define your standard group packages.

Invoice Action Tracking

Don’t blow your commitments!  Define the activities required to get travelers to their tour or ship, i.e., when credit card payments are due to the provider, when docs are due from the provider, when docs should be sent to the traveler, when a thank you note should be sent to the traveler after his return from the trip, etc.  These items need to be controlled by the agency and should be readily accessible by the owner/manager.

Spreadsheet

Create or edit customized invoices and financial statements used by Up Front and GlobalWare. It is a full fledged program that you may use for any spreadsheet application.

Word Processor

Agents can fax or E-mail a client and do other functions with our simple, yet powerful word processor.

Optional Modules

Automated Credit Card Processing for Merchant Bank

Maximize your profits and greatly reduce your labor costs with our sophisticated agency plastic processing module. This is a real winner!

This tool automatically checks your agency plastic for valid credit card information and expiration dates. Using IC Verify software this option dials directly to credit card agencies to approve agency plastic (with or without address verification) and inputs the results into GlobalWare. It automatically updates invoices and bank accounts for you and greatly simplifies the reconciliation process.

Multi-Office 

  Branch Bank Deposits.  

As the entries are made by your branch cashier, a receipt prints for the customer. When the day is over, print the deposit slip for the bank and then email the file to the home office for automated entry into GlobalWare.

This will save your agency time and money by automating the branch bank deposit process. No more manually entering and verifying those lengthy deposits at the home office. 

 Comparative Branch Financial Statements 

Comparative Branch Financial Statements are also available.

Schedule of Fees

Module	Annual	Monthly
Up Front Single User	$300.00	$30.00
Up Front Multi-User	$700.00	$70.00
Optional Module:
Automated Credit Card Processing*	$250.00	$25.00

 

 

 

 

 

 

 

 

You may select the Annual Prepayment Plan or the Monthly Credit Card Payment Plan, which requires the first and last month’s payments at the inception of the contract.

The Automated Credit Card Processing requires software from CyberCash to access the approval process via modem. 

Installation

Multi-User Installation Fee                 $100

Up Front needs to be installed on your front office network and on a PC which has access to GlobalWare if you want to move data between Up Front and your back office system.