Every tool your travel team uses, in one workspace

Record each enquiry with its destinations, travel dates, travellers, budget and source. Move it through clear stages, give it an owner, and see at a glance which enquiries need attention.

• Enquiry form with destinations, travel dates, travellers and budget
• Eight lead stages, from New Lead through Converted or Lost
• Assign, reassign and bulk-reassign leads across the team
• Search and filter leads by stage, date and keyword
• Import existing leads from Excel or CSV
• Hot, Warm and Cold lead temperature from your own scoring rules
• Look up an existing contact by phone number while adding an enquiry

Keep a running log of calls and notes on every lead, schedule the next follow-up for the right person, and start each day with a clear list of what is due and what is overdue.

• Call and conversation logs on every lead
• Follow-up reminders assigned to a team member
• Due-today and overdue reminder lists
• In-app notifications for your team
• Follow-up report with bulk completion

Build a single customer database for your business. Each profile brings together contact details, documents and the full history of enquiries, quotations and bookings.

• Central customer database with contact details
• Profile view with related enquiries, quotations and bookings
• Customer documents and activity timeline
• Customer status and tier
• Search, filter and CSV export

Put together a quotation from the enquiry's itinerary and your hotel, sightseeing and transport masters. Choose a presentation style, then send it as a PDF, by email or as a web link you can track.

• Builds on the enquiry's multi-city itinerary and nights per stop
• Hotels, sightseeing, transport, flights, cruises and add-ons in one quotation
• Inclusions, exclusions and a pricing summary
• Classic, Modern and Premium presentation styles
• Download as PDF, send by email or share a web link
• See when a shared quotation link is viewed
• Duplicate quotations and track each quotation's stage

Save a finished quotation as a package template, or build one from scratch, and start the next quotation for that trip in a fraction of the time.

• Save any quotation as a reusable package template
• Build and edit templates for popular trips
• Apply a template to start a new quotation
• Suggested packages that match an enquiry

Convert a won enquiry into a booking with its quotation, then manage every service, payment, voucher and invoice from one booking record instead of a dozen chat threads.

• Convert a won lead and its quotation into a booking
• Booking status updates and a full booking timeline
• Services with vendor and voucher details
• Payments received, amounts due and payment proofs
• Invoices and vouchers as PDF
• Cancellations with credit notes and refund vouchers
• Search, filter and CSV export

Attach reminders to a booking and work from one upcoming list, marking each one sent or completed as the trip gets closer.

• Reminders linked to each booking
• Upcoming booking-reminder list
• Mark reminders sent or completed

Give your operations team one board of upcoming trips, with a delivery view for each booking and checkpoints for what still needs to be done.

• Upcoming departures on one board
• A delivery view for each booking
• Checkpoints for pending work

Maintain a profile for every hotel, transporter and partner you work with — contacts, bank and tax details, commission, rating, and the business and payments recorded against each one.

• Vendor profiles grouped by type
• Contact person, phone, email and address
• Bank, UPI, GST and PAN details
• Credit limit, opening balance, business done and payments
• Commission and vendor rating
• Bookings linked to each vendor
• Search, filter and CSV export

Add team members, activate or deactivate their accounts, reset passwords, and see how leads are spread across the team.

• Add and edit team members
• Activate or deactivate user accounts
• Reset a user's password
• Lead workload per team member

Build roles from a catalogue of permissions, fine-tune access per user, and limit which records each person can see — their own, their team's or everyone's.

• Roles built from a permission catalogue
• Per-user permission overrides
• Record visibility by scope — own, team or all
• Idle-session sign-out policy

Plan the team's work on a shared calendar and track tasks on a list or a board.

• Team calendar
• Task list and task board

Track follow-ups, revenue, profit and travel dates, see where your enquiries come from, and export any report to CSV for your own analysis.

• Reports dashboard
• Follow-up report
• Booking revenue and profit analysis
• Travel-date analysis
• Geographic distribution of enquiries
• International vs domestic split
• CSV export

Review team activity by user and keep a log of changes across your workspace.

• Team activity by user
• Change log across the workspace
• CSV export

Start the day with your leads, conversions, revenue trend, priority follow-ups and upcoming trips on one screen.

• Total, hot and converted leads
• Revenue and bookings trend
• Lead sources and top destinations
• Priority follow-ups and upcoming trips
• Recent team activity

Configure company settings, the email account your CRM sends from, your lead sources and lead-scoring rules, and the tax rates you use.

• Company settings
• Outgoing email configuration with a test send
• Lead sources and lead-scoring rules
• Tax rates

Keep your company details, logo, favicon, signature and seal up to date for the documents you send.

• Company details
• Logo and favicon branding
• Signature and seal for documents

Deleted records go to Trash first, so a mistake can be undone before the record is permanently removed.

• Deleted records go to Trash first
• Restore before permanent removal