Case Study: Family Twist streamlines travel CRM and invoicing with Sugati

Family Twist - Customer Case Study

Family Twist, a travel company that designs bespoke family holidays and activities across Europe, needed a better way to manage customer relationships, reduce manual work, and streamline proposal and invoicing processes. Before working with Sugati, their after-sales follow-up was weak, automation was limited, and the team spent too much time on accounting and administrative tasks instead of focusing on clients.

Sugati implemented a customizable CRM solution built on Salesforce, including travel-specific features and a highly customized itinerary builder. As a result, Family Twist now has cleaner data, targeted campaigns, automated workflows, branded high-end proposals, and automated invoicing, which improved response times, reduced mistakes, and made payment tracking much clearer.

Family Twist

Magali Déchelette

Chief Executive Officer and Founder