How Transatlantic connected five service lines into one operating system
A multi-service travel management company replaced scattered inboxes and disconnected tools with Pipedrive at the centre — connected to Monday for delivery and Zoho Workplace for collaboration.
Five service lines. One business.
No single view of any of it.
Transatlantic operates across five distinct travel service lines: reservations, ticketing, tours, corporate travel, and VIP protocol. Each line has its own clients, its own workflows, and its own way of managing bookings and relationships. For a long time that worked — because the business was small enough for one or two people to hold it all together.
As the business grew, the absence of a connected system started costing them real money and real clients. Leads were being followed up inconsistently. Corporate accounts were being managed out of personal inboxes. Nobody had a clear view of what was coming in, what was being delivered, or which clients were at risk of going quiet.
Complex operations.
Run entirely on memory and goodwill.
No CRM — client relationships managed from inboxes
Every client contact, booking history, and follow-up commitment lived in personal email accounts. When a team member was busy or unavailable, that relationship was effectively on hold. There was no shared record anyone else could pick up.
Five service lines with no shared pipeline
Reservations, ticketing, tours, corporate, and VIP all ran as separate operations with no central view. Leadership could not see the combined pipeline, identify the most valuable clients across service lines, or spot where revenue was being left on the table.
Leads followed up inconsistently
New enquiries came in across multiple channels and were handled differently depending on who picked them up. Some were followed up quickly. Others went cold. There was no standard process and no system to enforce one.
Reservations and delivery disconnected from sales
When a booking was confirmed, information had to be manually transferred from wherever the sale happened into whatever system was being used to manage delivery. That created errors, duplication, and a constant risk that something important would get lost in the handover.
Pipedrive at the centre.
Monday and Zoho connected around it.
We mapped the full Transatlantic operation before recommending any platform. The right answer was not one tool — it was three tools working together, each doing what it does best, with Pipedrive as the hub that connected them.
Three platforms. Five service lines.
One business that finally runs as one.
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