Travel CRM for Travel Agencies
A travel CRM that tracks every enquiry from the first message to the final booking: quotes sent, follow-ups due, which ad the lead came from, and which agent is handling it.
- Enquiry โ quote โ booking pipeline
- Automatic WhatsApp follow-ups
- Lead source tracking from ads
- Agent-wise performance
Since 2019
Delivering digital projects
India + Dubai
Jaipur HQ ยท Dubai partner office
Worldwide
UAE, UK, USA, Australia & more
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Consultation & custom quote
Overview
Travel agencies don't lose bookings because their prices are wrong. They lose them because a quote went out on Tuesday and nobody followed up until Saturday. A travel CRM fixes that. Every enquiry from your travel agency website, WhatsApp, Instagram or ads lands in one pipeline, with the next follow-up date set automatically. We built this from what we learned building sites for Avon Tourism, Up For Trip and Kabayan Travels, where enquiry volume grew faster than the team could track.
- Best for
- Travel agencies with 2โ50 sales agents
- Timeline
- 4โ8 weeks
- Typical budget
- โน45,000 โ โน1,80,000 one-time
- Built with
- Next.js, Node.js, WhatsApp Cloud API, n8n
The problem
What slows travel agencies down today
Follow-ups depend on memory
Agents keep leads in their personal WhatsApp. When an agent is on leave or leaves, the leads go with them.
No idea which ads work
You spend on Google and Meta, but can't say which campaign brought the bookings, only the enquiries.
Quotes take too long
Building a quote from scratch for every enquiry means the first agency to reply wins.
Repeat travellers forgotten
Last year's honeymoon couple is this year's anniversary trip, but nobody remembers to call them.
What you get
Features built for travel agencies
Unified lead inbox
Website forms, WhatsApp, Meta lead ads, Google Ads and calls in one list, with no copy-paste.
Pipeline stages
New โ Contacted โ Quote sent โ Negotiation โ Booked โ Travelled. Drag and drop, with deal value.
Quote builder
Build quotes from saved hotels, transfers and activities, and send a branded PDF on WhatsApp.
Automatic follow-ups
Follow-up reminders for agents and automatic WhatsApp nudges on day 1, 3 and 7 after a quote.
Lead source tracking
UTM and campaign data saved with each lead, so you see cost per booking by campaign.
Agent dashboard
Leads, quotes, bookings and revenue per agent, plus unattended leads flagged in red.
Want to see how this would work for your business?
Send us a WhatsApp or book a free 30-minute call. We'll walk you through it and give you a clear price.
How it works
The workflow, step by step
- 1
Enquiry
Lead arrives from the website, ad or WhatsApp with destination, dates and pax.
- 2
Assigned
Auto-assigned to an agent by destination or round-robin. Instant WhatsApp acknowledgement sent.
- 3
Quote sent
Agent builds the quote from saved components and sends it on WhatsApp.
- 4
Follow-up
Reminders and WhatsApp nudges until the traveller replies or books.
- 5
Booked
Payment recorded, booking passed to operations, and the traveller tagged for next year.
- Unified lead inbox
- Pipeline stages
- Quote builder
- Automatic follow-ups
- Lead source tracking
- Agent dashboard
12
Enquiry
8
Assigned
5
Quote sent
WhatsApp update
Booked: done automatically.

Built on real work
From building travel sites to tracking their leads
Up For Trip sells tour packages, flights and visa assistance through a site we built. Agencies like this get enquiries from many channels at once, and the CRM is designed for exactly that load. We've also automated travel operations, like reading booking screenshots and moving the data into Excel automatically, a workflow described in our n8n automation guide.
- Every channel in one pipeline
- Follow-ups that never get skipped
- Ad spend traced to bookings
- Booking screenshot โ data automation
Pricing
What travel crm costs in India
One-time build, no per-agent monthly fee. Meta WhatsApp charges billed at cost.
Lead pipeline
โน45,000 โ โน81,000
Unified inbox, pipeline and follow-up reminders.
- Website + WhatsApp + Meta leads
- Pipeline stages
- Follow-up reminders
- Source tracking
Sales CRM
โน81,000 โ โน1,35,000
Adds quote builder, WhatsApp automation and agent dashboards.
- Everything in Lead pipeline
- Quote builder + PDF
- Automatic WhatsApp nudges
- Agent dashboard
CRM + operations
โน1,35,000 โ โน1,80,000+
Connects to bookings, invoices and supplier payments.
- Everything in Sales CRM
- Booking handover
- Invoices + payments
- Repeat-traveller campaigns
Compare
Custom travel CRM vs generic CRMs
| Custom travel CRM | Generic CRM (Zoho, HubSpot etc.) | |
|---|---|---|
| Travel fields (dates, pax, destination) | Built in | Custom fields you set up |
| Quote builder for packages | Yes | No, or a paid add-on |
| WhatsApp follow-ups | Native, on your number | Through extra integrations |
| Per-user fees | None | Per agent per month |
| Setup time | 4โ8 weeks | Days, plus customisation time |
Why travel agencies need a travel CRM, not a spreadsheet
A spreadsheet can list leads. It can't remind an agent to follow up, send a WhatsApp nudge on day three, or tell you that 40% of your bookings came from one Meta campaign. A travel CRM does those things automatically, and that's where the extra bookings come from: not from more leads, from fewer forgotten ones.
If you're choosing between tools for WhatsApp specifically, our comparison of WhatsApp automation tools in India explains when a ready-made tool is enough.
CRM, software and website working together
The CRM is the sales side. For operations, like itineraries, supplier bookings, invoices and PNR handling, see our travel agency software. Tour operators running fixed departures should look at tour operator software. And if leads aren't coming in yet, start with a travel agency website built for enquiries.
Talk to the team that builds it
No sales script. Tell us how your business runs today and we'll tell you what to build first, and what it costs.
Or call +91-8529316818FAQ
Frequently Asked Questions
Can it capture leads from Meta and Google Ads automatically?
Yes. Meta lead forms, Google Ads lead forms and website enquiries land in the CRM automatically, with campaign details attached.
Can agents send quotes on WhatsApp?
Yes. Quotes are built from saved components and sent as a branded PDF on WhatsApp from the CRM.
What happens to leads if an agent leaves?
Nothing is lost. All conversations and quotes live in the CRM, so leads can be reassigned in one click.
Is there a monthly per-user fee?
No. It's a one-time build. You pay hosting and Meta's WhatsApp charges at cost.
Can it work for a small agency with two people?
Yes. The Lead pipeline plan is built for small teams and can grow later.
Explore more
Related solutions and guides
- Travel Agency Software
- Travel Agency Website
- Tour Operator Software
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- AI Automation Services
- n8n Automation: 10 Workflows That Save Small Businesses Hours Every Week
- How to Automate WhatsApp Messages for Your Business
- Best WhatsApp Automation Tools in India (Compared)
- What Does a Web Development Agency Actually Do? (And What to Ask Before You Sign)
- All industries we serve
Travel Agency Software
Travel agency software for Indian agencies: itinerary builder, GST invoices, supplier payments and PNR automation, from the team behind our PNR tool.
Read more Travel & HospitalityWebsites & CRM for Travel Agencies
Travel agency website development with package pages, enquiry forms and Google Ads landing pages. Proof: Avon Tourism, Kabayan Travels, Up For Trip.
Read more Travel & HospitalityTour Operator Software
Tour operator software for group tours and fixed departures: live seat inventory, passenger lists, a B2B agent portal and online payments.
Read moreReady to get started with travel crm?
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