How Simba Sea Trips Optimized Lead Management Across Multiple Brands

Client Background
- 2 Sea Tour: A complementary travel brand offering similar island experiences to cater to a broader tourist audience.
- Soho Café: A cozy, locally-run café designed to serve travelers and enhance the pre- and post-tour experience.
Challenges
Multi-Brand Lead Chaos
Incoming queries from three businesses across multiple channels were difficult to manage manually.
Unstructured Customer Routing
All leads landed in a single inbox with no proper way to segment or prioritize them.
Delayed Lead Handling
Without automation, responses, follow-ups, and service updates were inconsistent.
Uncategorized Customer Intent
Teams had no system to distinguish between new leads, returning clients, or service requests.
Solution
Intelligent Welcome Bot


Clean-Up System
More Benefits
Interest-Based Flows
Depending on the response, users are directed to either the “Tour Options” bot or the “Private Charter” flow.
Tagged & Tracked Leads
Each lead is tagged based on preferences or source (e.g., Tour, Repair, Charter, Café inquiry).
Live Chat Hand-Off
When a user confirms interest, the conversation is handed off to a live agent automatically.
Re-Engagement Routing
Leads reactivating after closure are placed into a “Reopen” stage, triggering follow-up actions.
Implementation
Results
Lead Routing Accuracy Increased
Every inquiry is now auto-segmented based on customer status and interest.
Response Time Reduced
Clients get immediate replies regardless of time or channel.
Live Chat Success Rate Improved
Only qualified leads are transferred to agents, improving closure rates.
Zero Missed Conversations
Every interaction is logged, tagged, and processed automatically.
Better Team Productivity
Every interaction is logged, tagged, and processed automatically.
Higher Lead Conversions
Every interaction is logged, tagged, and processed automatically.
Better Data Visibility
Every interaction is logged, tagged, and processed automatically.
Customer Engagement
Every interaction is logged, tagged, and processed automatically.
Key Data Analysis
- Unified Platform Efficiency: Multiple businesses now operate through a single CRM, reducing confusion and improving workflow.
- Real-Time Lead Segmentation: Automated bots now identify whether a lead is new, returning, or irrelevant—right at the first interaction.
- High-Quality Hand-Offs: Every interested lead is seamlessly handed to a real agent for conversion.
- Reduced Manual Errors: With bots managing routing, follow-ups, and tagging, human error has been significantly minimized.





Lesson Learned
Automation Creates Headspace
Reduced workload means teams focus on customers, not processes.
Segmentation Improves Conversions
Leads are more likely to convert when their journey feels relevant.
Central CRM Enables True Collaboration
Every brand, every team member on one page.
Live Agent Balance Is Crucial
Bot’s filter efficiently, but human touch still seals the deal.
Reopen Logic Encourages Retention
Leads that return aren’t treated like strangers, improving loyalty.
One Platform = Scalable Operations
Centralization simplified operations across business types and scales.