Case study

How Automation Enabled A Luxury Travel Company To Offer A More Personalized Client Experience

The challenge

Jacada, a company offering private luxury tours, loves planning once-in-a-lifetime tours for individuals who enjoy the adventures of travel and the comforts of home.

Every trip involves hundreds of details, and the Jacada team works tirelessly before, during, and after each one to ensure that every detail is taken care of. Before using Flow Digital, Jacada was spending hours creating its own systems from scratch.

It was expensive. It was time-consuming. Alex Malcolm of Jacada knew that there had to be a better way.

The solution

Jacada first turned to Pipedrive, an off-the-shelf CRM software. Pipedrive was great, but Jacada’s processes were long and tedious, and it was time for some automation magic.

Jacada hired Flow Digital to automate Jacada’s convoluted processes, implement seamless workflows, and turn the “pre-sale” CRM into a “pre-during-and-post-sale” CRM.

Through Flow Digital’s optimizations, integrations, and API, Jacada’s process is automated from the initial welcome email to takeoff—and beyond.

The results

Jacada prides itself on offering customized service for each tour. Flow Digital’s automation enables Jacada to provide the personal touch their clients enjoy.

With all the necessary information at their fingertips, the Jacada team can deliver a smooth, seamless, personalized process.

Jacada believes that life’s greatest luxuries come from turning its simplest pleasures into something exceptional. With the bots humming and whirring behind the scenes, the Jacada team can wow its client with journeys of a lifetime.

“When we think something’s not possible, Nathan will figure out a way to work behind the scenes, in the internal plumbing of the system. We have dozens of complex automations that a standard software can’t provide. Nathan knows how to look at the big picture and find novel solutions to our problems.”

Alex Malcolm,

Founder, Jacada Travel

"YOU NEED FLOW DIGITAL." “We’re able to operate our successful trips as a result of Flow Digital’s systems and checks. They enabled a tremendous amount of automation. If you really want to be confident about a complex system like this, you need Flow Digital.”

Alex Malcolm,

Founder, Jacada Travel