For travel agencies

Turn more enquiries into confirmed trips

Enquiries arrive by phone, email, website and walk-in. Travel CRM gives your agency one place to capture them, quote them and follow them through to a booked holiday.

The challenge

Where travel agencies lose time today

Most agencies don't lose business because their packages are wrong. They lose it because a follow-up slipped, a quotation took two days, or nobody could find what the traveller asked for last time. Travel CRM is built around the daily rhythm of an agency counter and sales desk.

  • Enquiries live in too many places

    WhatsApp chats, notebooks, emails and spreadsheets each hold part of the picture, and nobody sees all of it.

  • Follow-ups depend on memory

    When the counter gets busy, the traveller who asked for a Kerala quote on Monday is forgotten by Thursday.

  • Every quotation starts from scratch

    Staff retype hotel names, inclusions and day plans for packages you have sold a hundred times.

  • Returning travellers feel like strangers

    Past trips and preferences sit in someone's inbox instead of on a customer profile.

The Travel CRM features that matter most

Built around the work travel agencies do every day

Example workflow

A day in Travel CRM for travel agencies

  1. Capture the enquiry

    Log the destination, dates, travellers and budget as a lead, with its source.

  2. Quote from a template

    Open a saved package, adjust hotels and days, and share the quotation link.

  3. Follow up on schedule

    Log each conversation and set the next reminder so the lead keeps moving.

  4. Confirm and hand over

    Convert the lead to a booking, record payments and track travel dates.

Benefits

What changes for your team

  • Faster first quotationTemplates and masters remove the retyping that slows down every quote.
  • Fewer forgotten leadsDue and overdue follow-ups are visible to the person who owns them and to managers.
  • Consistent service at the counterAnyone can open a customer profile and continue the conversation.
  • Clear view of the monthReports show where enquiries come from, which destinations sell and how bookings add up.

FAQ

Questions from travel agencies

We are a small agency with three people. Is Travel CRM too much for us?

No. The core modules — leads, quotations, customers, bookings and reminders — are useful from the first user. You can add teammates and permissions as you grow.

Can we keep using WhatsApp with customers?

Yes. Keep talking to travellers on the channels they prefer and log each conversation on the lead. A shared WhatsApp and email inbox is in development, and WhatsApp messaging through it needs a WhatsApp Business API account.

Can we import our existing customer list?

You can import existing leads from Excel or CSV using the template in the CRM. For customer lists and other data, talk to us during the demo and we'll review the best way to bring it in.

See Travel CRM built for travel agencies

Book a free demo and we'll show you Travel CRM through the eyes of travel agencies.

Already a customer? Log in to Travel CRM