Kaptio CRM & Salesforce Licensing Guide

What's Included in Kaptio

Industry-specific CRM purpose-built for multi-day tour and cruise operators. Kaptio speaks your language—Trips, Itineraries, Passengers, Bookings—not generic Leads and Opportunities.

Trip & Itinerary Management

Kaptio Unique

Purpose-built objects that capture the complete customer journey—from initial interest through booking and travel. Track Trip lifecycle stages (Prospecting → Qualification → Quote → Confirmed → Travelling → Completed) with multiple Itinerary proposals per Trip.

Customer Journey Tracking Quote Management Marketing Automation Ready Lifecycle Stages

Accounts & Contacts

Manage customer relationships with robust account and contact management, including hierarchies and custom fields.

Activities & Tasks

Track all interactions with tasks, events, and activity history. Never lose context on customer communications.

Reports & Dashboards

Build custom reports and dashboards to visualize your data and make informed business decisions.

Custom Objects

Extend your CRM with up to 10 additional custom objects beyond Kaptio's managed package. Kaptio's 400+ travel objects don't count against your limit.

Workflow Automation

Automate business processes with Visual Workflow, validation rules, and process builder functionality.

Mobile Access

Access your CRM on-the-go with Salesforce's mobile app, keeping your team connected anywhere.

Industry-Specific CRM Built on Salesforce

"You get Salesforce Platform included in the Kaptio license to begin with"—with purpose-built objects for travel operators. Kaptio provides 100% of the travel CRM functionality you need from day one. As your business scales, Service Cloud and Marketing Cloud are natural add-ons that many of our customers adopt to expand support and marketing capabilities.

Kaptio on Platform Licenses vs Salesforce Sales Cloud

Platform licenses + Kaptio deliver industry-specific CRM for travel. Sales Cloud adds general-purpose sales automation when needed.

Capability	Salesforce Platform	Platform + Kaptio	Sales/Service Cloud
Accounts & Contacts	✓	✓	✓
Activities & Tasks	✓	✓	✓
Reports & Dashboards	✓	✓	✓
Trip Object (Customer Journey) Travel-Specific	—	✓	—
Itinerary Object (Proposals) Travel-Specific	—	✓	—
Passengers & Bookings Travel-Specific	—	✓	—
Leads (Generic) General Purpose	—	—	✓
Opportunities (Generic) General Purpose	—	—	✓

Key Insight: Kaptio provides industry-specific CRM objects (highlighted in yellow) that speak the language of multi-day tour and cruise operators—Trips, Itineraries, Passengers, Packages. Sales Cloud provides general-purpose sales tools (Leads, Opportunities) that are industry-agnostic.

Platform Limits & Allocations

Understanding your storage, API, and object limits with Kaptio's OEM embedded licenses.

Resource	Allocation	Details
Data Storage	20 MB/user + 10 GB base	Example: 100 users = 12 GB total (100 × 20 MB + 10 GB)
File Storage	2 GB/user + 10 GB base	Example: 100 users = 210 GB total (100 × 2 GB + 10 GB)
API Requests	1,000/user/day + 100k base	Total: 100,000 + (users × 1,000) per 24-hour period
Custom Objects	10 beyond Kaptio	Kaptio's 400+ managed package objects don't count against this limit
Custom Tabs	25	For organizing custom objects and Lightning pages

Good to Know: These limits are generous for typical travel operator usage. Most Kaptio customers never approach these limits—Kaptio's purpose-built objects handle the heavy lifting. Storage and API add-ons are available if needed.

Source: Salesforce ISVforce Guide - OEM User License Comparison

ISV vs OEM Licensing Models

Kaptio offers two licensing models depending on your existing Salesforce relationship.

ISV Model

For Existing Salesforce Customers

Ideal if you already have Salesforce licenses or want to leverage Sales/Service Cloud features.

Seamless CRM Integration

Works with your existing Salesforce org

Leverage Existing Investment

Use your current Sales/Service Cloud features

Two-Vendor Relationship

Purchase Platform licenses from Salesforce, Kaptio from us

OEM Model (Recommended)

For Non-Salesforce Customers

Perfect if you don't currently use Salesforce and want a single-vendor solution.

Single Vendor Simplicity

Everything from Kaptio—one contract, one relationship

Platform Licenses Included

Salesforce platform licenses embedded in pricing

Simpler Procurement

No need to manage Salesforce licensing separately

Note: Cannot be sold into existing Salesforce orgs using Sales/Service Cloud

Expanding Your Capabilities with Salesforce Clouds

Kaptio provides comprehensive travel CRM out of the box. As your business scales, Service Cloud and Marketing Cloud are commonly added to expand customer support and marketing automation capabilities.

Service Cloud

Popular Add-on

Elevate customer support with enterprise-grade service desk capabilities. Very common in the travel industry for handling guest inquiries, emergencies, and post-booking support.

✓Case management with queues & escalations

✓Knowledge base for self-service support

✓Omni-channel routing (email, phone, chat)

Common use case: 24/7 traveler support desk, emergency assistance

Marketing Cloud

Popular Add-on

Enterprise marketing automation that integrates seamlessly with Kaptio's Trip lifecycle. Widely adopted by travel operators for sophisticated customer engagement and retention campaigns.

✓Advanced email campaigns & journeys

✓Customer journey mapping & automation

✓Dynamic segmentation & personalization

Common use case: Abandoned quote campaigns, post-trip surveys

Frequently Asked Questions

Common questions about Kaptio and Salesforce licensing

No, you do not need separate Salesforce licenses to use Kaptio—our solution includes all the necessary technology. Kaptio provides a fully functional, world-class CRM built on Salesforce's platform. However, if you already have Salesforce licenses or wish to purchase them alongside Kaptio, our platform can seamlessly integrate with your existing Salesforce setup through our ISV model.

Kaptio is built natively on the Salesforce Platform, leveraging Salesforce's enterprise-grade infrastructure for security, scalability, and reliability. Think of it this way: Salesforce provides the platform (accounts, contacts, reports, workflows), and Kaptio adds the travel industry expertise (Trips, Itineraries, Packages, Passengers, Bookings).

For Kaptio-only usage: Platform licenses (included in OEM model, or purchased from Salesforce in ISV model). For Kaptio + Lead/Opportunity/Case management: Full Sales Cloud or Service Cloud licenses. KTAPI sync user requires at least ONE full Salesforce license (not Platform). Admins/Developers typically require full Salesforce licenses for complete configuration access.

Yes! Platform licenses include Accounts, Contacts, Activities, Custom objects (up to 10 beyond Kaptio's package), Reports, Dashboards, Analytics, Workflows, validation rules, automation, Chatter for team collaboration, and Mobile app access. Platform licenses do NOT include Leads, Opportunities, Campaigns, Cases (standard Salesforce objects).

ISV (ISVforce) Model is for existing Salesforce customers—purchase Platform licenses from Salesforce + Kaptio licenses from us. OEM Model is for non-Salesforce customers—everything from Kaptio as a single vendor relationship with Platform licenses embedded in pricing.

Yes! Sandbox environments (Developer/Developer Pro) are included in your Salesforce org license, regardless of whether you're using the ISV or OEM model. Sandboxes allow you to test configurations, integrations, and customizations in a safe environment before deploying to production.

Yes, but they're generous for travel operators. With Kaptio's OEM model, you can create up to 10 additional custom objects beyond Kaptio's managed package. Since Kaptio provides 400+ purpose-built travel objects (Trips, Itineraries, Passengers, Bookings, etc.), most customers never need additional objects. Kaptio's managed package objects don't count against your 10-object limit.

Kaptio provides purpose-built objects for travel: Trip Object acts as the overarching container for customer intent (Prospecting → Qualification → Quote → Confirmed → Travelling → Completed). Itinerary Object represents specific configurations and proposals within a Trip. These integrate naturally with marketing automation for targeted campaigns.

Ready to Learn More?

Let's discuss which licensing model is right for your travel business.

Contact Sales

Have questions? Email us at sales@kaptio.com

Understanding Kaptio CRM & Salesforce Licensing