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.
Lead Management
All leads · 6 shown
- ARNew Lead
Ananya Rao
Kerala · 5N/6D · 12 Dec · Priya S.
- VMProposal Sent
Vikram Mehta
Bali · 6N/7D · 04 Jan · Rahul K.
- STFollow Up
Sara Thomas
Dubai · 4N/5D · 22 Dec · Priya S.
- RGContacted
Rohan Gupta
Manali · 3N/4D · 18 Dec · Aman V.
- FKQualified
Fatima Khan
Singapore · 5N/6D · 09 Jan · Rahul K.
- ANConverted
Arjun Nair
Goa · 4N/5D · 14 Dec · Aman V.
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
Lead Management
AvailableEvery enquiry gets an owner, a stage and a next follow-up date.
Learn about lead managementQuotation Management
AvailableStart from package templates and share a link or PDF the same day.
Learn about quotation managementCustomer Management
AvailableRecognise repeat travellers and see their history before you call.
Learn about customer managementReminders & Follow-ups
AvailableFollow-ups come back to the right person at the right time.
Learn about reminders & follow-ups
Example workflow
A day in Travel CRM for travel agencies
Capture the enquiry
Log the destination, dates, travellers and budget as a lead, with its source.
Quote from a template
Open a saved package, adjust hotels and days, and share the quotation link.
Follow up on schedule
Log each conversation and set the next reminder so the lead keeps moving.
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.
New Quotation
Vikram Mehta · Bali · 6N/7D · 2 Adults + 1 Child
Stays
From the enquiry's itinerary- 3N
Palm Grove Resort
Seminyak · Deluxe Room · Breakfast
- 3N
Rice Terrace Villas
Ubud · Pool Villa · Breakfast
Transport, sightseeing & flights
Airport transfers & intercity · Private SUV
Ubud day tour · Temples and rice terraces
Nusa Penida excursion · Full day, shared boat
Return flights · BLR ⇄ DPS · 3 travellers
Summary
- Hotels
- ₹82,000
- Transport
- ₹18,000
- Sightseeing
- ₹24,500
- Flights
- ₹54,000
- Service charge
- ₹13,500
- Grand total
- ₹1,92,000
Shared link viewed 3 times
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