No server to run.
You do not buy hosting, install the app, or sit with a down machine. You sign in. The workspace stays online.
For travel agencies that sell packages
Every enquiry. A follow-up. A booking.
TravelCRM keeps the enquiry, the quotation, the booking and the GST invoice on one desk. Website, Instagram, WhatsApp and referrals come in as leads. Someone owns the next call.
WebsiteInstagramWhatsAppReferralWalk-in
Illustrative product view. Your own enquiries appear after signup.
Three reasons an agency stays.
The whole trip, one flow.
Enquiry, quotation, booking, the tour on the ground, and the GST invoice. Same traveller. Not five separate files.
Five staff logins.
Owner, sales, operations and accounts share one agency workspace. Travellers do not get a login.
From the first message to a paid trip.
One enquiry stays attached to the quote, the booking, the receipt and the invoice. The team does not rebuild the story in a new file.
Enquiry
Name, destination, source and the next follow-up.
Follow-up
Call, WhatsApp, email or meeting, logged on the lead.
Quotation
Package price, PDF, expiry, then convert to a booking.
Booking
Dates, payment plan, advance and receipt.
Invoice
GST invoice, supplier payment and trip expenses.
Without a desk
- The enquiry lives in a WhatsApp chat
- The follow-up depends on memory
- The quote is a separate PDF in a folder
- The advance receipt is a photo
- GST is rebuilt at month end
With TravelCRM
- Every enquiry has a source and a status
- The next follow-up has a date
- The quotation stays with that traveller
- The receipt sits on the booking
- CGST, SGST and IGST are on the invoice
One WhatsApp enquiry, all the way through.
An example, so you can see the path. This is not a live customer.
The enquiry arrives.
A family asks for Kashmir, six nights, on WhatsApp. It is logged with the source and a call the same day.
The quotation goes out.
The package is priced, a PDF is downloaded, and a follow-up is set before it expires.
The booking is confirmed.
Dates, advance and the balance sit on one payment schedule. The receipt is on that booking.
The trip and the invoice.
Hotel and cab checks, the supplier bill, and a GST invoice with your legal name.
The full path, on the screens.
You still arrange the hotels and cabs. TravelCRM holds the sale, in this order. These views are examples, not a live agency.
1. Enquiry
Destination, source and status. New, contacted, proposal, won or lost. Today’s follow-up sits beside the list.
2. Quotation
The package, the amount, and a PDF. When they accept, the quote becomes the booking.
3. Booking and receipt
Travel dates, advance received, balance due, and a receipt from the same booking.
4. The tour
Hotel confirmed, cab assigned, emergency contact, and whether the trip is still on the road.
5. GST invoice
Your legal name and GSTIN. CGST, SGST or IGST. Download the PDF.
6. Expenses
Hotel, cab and activity bills sit on the same trip. What you owe the supplier stays separate from what the traveller paid you.
Travellers already reply there. Your record should too.
Log the WhatsApp enquiry and the WhatsApp follow-up on the lead. The chat is not the only place the trip exists. If you want a walkthrough of TravelCRM, message us. We reply on the same number.
What is included.
Enquiries
Pipeline, notes, calls and a follow-up date. Sources include website, Instagram, WhatsApp and referral.
Customers and packages
The traveller record, and the trips you already sell, ready for a quotation.
Quotations
Amount, notes, expiry, a PDF, and a conversion into a booking.
Tour operations
Hotel confirmed, cab assigned, emergency contact and vendor notes.
Suppliers and expenses
What you owe the hotel or cab, separate from what the traveller paid you.
Staff
Owner, sales, operations, accounts, or a role you define. Five active logins.
The workspace
One login for the agency.
Enquiries, quotations, bookings and invoices stay with your team.
- 5 staff logins. Travellers do not get a login.
- Another agency cannot open your enquiries.
- Who it is forA travel agency that sells packages and wants one office login.
- Who it is not forSomeone looking for a live flight or hotel booking engine.
- Already registeredSign in with the email from signup.
Questions before you start.
Do I have to run a server?
No. The workspace is hosted. You sign in from the browser. There is no machine at the office to update.
What counts as a staff login?
A person on your team with an email and a role. Travellers are customers, not users. The workspace includes 5 active staff logins.
Does WhatsApp connect automatically?
No. You record the enquiry that came on WhatsApp, and you log the WhatsApp follow-up on that lead. The message itself stays in WhatsApp.
Can I raise a GST invoice?
Yes. Add your legal name and GSTIN on the invoice profile. Invoices can show CGST, SGST and IGST, and you can download a PDF.
Can another agency see my customers?
No. Each agency has its own workspace. Enquiries, bookings, invoices and files stay with that agency.
Open the enquiry desk.
Open the enquiry desk, or message us and we will walk you through it.
