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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

Get a Free Quote: Travel CRM

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Projects start from โ‚น45,000Projects start from $900

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Since 2019

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UAE, UK, USA, Australia & more

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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 2โ€“50 sales agents
Timeline
4โ€“8 weeks
Typical budget
โ‚น45,000 โ€“ โ‚น1,80,000 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.

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How it works

The workflow, step by step

  1. 1

    Enquiry

    Lead arrives from the website, ad or WhatsApp with destination, dates and pax.

  2. 2

    Assigned

    Auto-assigned to an agent by destination or round-robin. Instant WhatsApp acknowledgement sent.

  3. 3

    Quote sent

    Agent builds the quote from saved components and sends it on WhatsApp.

  4. 4

    Follow-up

    Reminders and WhatsApp nudges until the traveller replies or books.

  5. 5

    Booked

    Payment recorded, booking passed to operations, and the traveller tagged for next year.

Travel CRM
  • 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.

Illustrative layout. Your screens are designed around your workflow.
upfortrip.com
Up For Trip, built by Focuslink Tech

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
Visit upfortrip.com

Pricing

What travel crm costs in India

One-time build, no per-agent monthly fee. Meta WhatsApp charges billed at cost.

Lead pipeline

โ‚น45,000 โ€“ โ‚น81,000

Unified inbox, pipeline and follow-up reminders.

  • Website + WhatsApp + Meta leads
  • Pipeline stages
  • Follow-up reminders
  • Source tracking
Get exact quote

Sales CRM

โ‚น81,000 โ€“ โ‚น1,35,000

Adds quote builder, WhatsApp automation and agent dashboards.

  • Everything in Lead pipeline
  • Quote builder + PDF
  • Automatic WhatsApp nudges
  • Agent dashboard
Get exact quote

CRM + operations

โ‚น1,35,000 โ€“ โ‚น1,80,000+

Connects to bookings, invoices and supplier payments.

  • Everything in Sales CRM
  • Booking handover
  • Invoices + payments
  • Repeat-traveller campaigns
Get exact quote

Compare

Custom travel CRM vs generic CRMs

Custom travel CRMGeneric CRM (Zoho, HubSpot etc.)
Travel fields (dates, pax, destination)Built inCustom fields you set up
Quote builder for packagesYesNo, or a paid add-on
WhatsApp follow-upsNative, on your numberThrough extra integrations
Per-user feesNonePer agent per month
Setup time4โ€“8 weeksDays, 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.

WhatsApp us
Or call +91-8529316818

FAQ

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.

Still have questions?

Get a quick answer from our team.

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Free quote ยท We reply within 24 hours

Projects start from โ‚น45,000Projects start from $900

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  1. 1

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  2. 2

    Free consultation

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  3. 3

    Clear quote

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