Tours
Each trip you sell, built once day by day — destinations, lodges, meals and what is included, picked from a shared catalogue.
Step 1Everything starts with the tour. SafariPilot carries one record from the tour to the enquiry, the quotation, the booking, the invoice and the receipt — so nothing is re-typed, re-quoted or re-costed between steps.
The record
Most operator tools stop at the quote. SafariPilot carries the same record all the way through to the money, so nothing has to be re-typed between systems.
Six steps, one record, and nothing re-typed between them.
Each trip you sell, built once day by day — destinations, lodges, meals and what is included, picked from a shared catalogue.
Step 1Every enquiry carries a status, an owner and a follow-up date, from new through quoted and won, so nothing goes cold.
Step 2Pick the tour and its itinerary is copied into the quote. Tailor the days for the client, set the price, and send it for online acceptance.
Step 3An accepted quote becomes a booking with its travellers, supplier reservations, payment schedule and a clear record of every change.
Step 4Deposits and balances are invoiced as EFRIS fiscal documents or plain invoices, whichever your company issues, with your own logo.
Step 5Receipt what comes in, and attribute every cost to the lead it was spent on, so you see what each trip actually earned.
Step 6What is inside
One login for the enquiries, the quotations, the documents and the money — so nobody is left keeping a private spreadsheet beside the system.
From the first enquiry to a quotation the client can accept online.
Website enquiries, emails and referrals in one queue, with the client, party size and dates already attached.
SalesStages, owners and follow-up dates, so nothing sits unanswered and nobody has to remember who is on it.
SalesEach tour with its day-by-day plan, and how it is selling — enquiries, bookings, value and margin — read in the tours table.
SalesThe tour's itinerary copied in and tailored for the client, priced, and sent as a document the client accepts online.
SalesWrite to customers from your own address, and keep what was said on the record it belongs to.
SalesThe people and companies you sell to, with every quotation, invoice and receipt you have sent them.
SalesYour suppliers, agents and partners, with the history of every call, email and meeting.
SalesWrite once and reach your customers, your agents or your providers — saved as a draft, sent when you say so.
SalesThe people, vehicles and services a departure is built from.
Travellers and rooming, supplier reservations, deposits and balances, amendments and cancellations — with readiness kept apart from the commercial status.
OperationsLodges, vehicles, guides and activity providers by category, each with the rates you pay them.
OperationsEvery vehicle with its papers and their expiry dates, and what each one costs to run.
OperationsThe guides you use, their rates and the days they are free, so a guide is never booked twice.
OperationsDestinations, hotels and lodges, and inclusion lines kept in one list, so every itinerary reads the same way.
OperationsRenewals, departures and billing on one grid, so the month ahead is visible at a glance.
OperationsWhat you billed, what you paid out, and what is left.
Issue EFRIS fiscal invoices, plain invoices, or both — each company chooses — with VAT broken out and your own logo.
FinanceOne numbered receipt sequence, however the money arrived and whoever recorded it.
FinanceRecord what the company buys from the supplier's invoice or receipt, and post it to expenses in the same step.
FinanceRecord and print the small payments you make to guides, drivers, lodges and other providers — and post them to the books in the same step.
FinanceEvery cost recorded against the job it belongs to, so you know what each trip actually earned.
FinanceRecord deposits and balances received by bank transfer, mobile money, card, PayPal, Pesapal or cash.
FinanceA wallet for the subscription and top-ups, with every movement logged and every receipt kept.
OwnerKeep the books in shillings, quote in dollars if you prefer, at a rate you set and can audit.
FinanceConvert both ways at the rate in force, from either portal, before you quote the figure.
FinanceThe figures, without a spreadsheet in the middle.
Sales, invoices, financial, lead costs and lead profitability — each with its own filters and its own answer.
OwnerEvery report leaves as a spreadsheet, carrying the filters it was read with.
OwnerWhat was read and what was exported, by whom — so a figure has a history.
OwnerThe month in a few figures, the six-month trend and how many things are waiting — each one opening the page behind it.
OwnerWho may do what, and what the platform needs to tell you.
Company owner, administrator, sales, operations, accounts and guides, each with their own reach.
OwnerTurn whole modules on or off for a role, so a guide sees their work and not the books.
OwnerRegistration, permits and identification reviewed before a company earns its verified badge.
OwnerWhat the platform needs to tell you, where you will actually see it.
OwnerA four-step wizard — company, hosting, mailboxes, plan — instead of a settings maze.
OwnerImport leads and customers from a spreadsheet, and take anything back out again as a file.
OwnerAn agent needs to sell. They do not need the company's expenses.
An agent opens on their own desk: their leads, their quotations, their upcoming trips and what is still open.
AgentsThe company's tours and itineraries to quote from — without the company's books or its supplier costs.
AgentsBuild and send quotations on the company's rates; the office sees the same record as it happens.
AgentsA sales agent's reach and no further: no expenses, no payments, no subscription settings.
AgentsGet started
Create a free account and take a single lead through SafariPilot end to end. If it does not save you time by the second one, you will know.