END-TO-END TRAVEL BUSINESS SYSTEM

From First Enquiry
to Paid Booking

TravelCRM covers your entire sales flow — leads, WhatsApp conversations, quote generation, itinerary building, Kanban booking board, and live revenue tracking — all in one authenticated dashboard.

Get This System See Demo
6
Modules in one system
1-click
Quote via WhatsApp or Email
Live
Revenue & pipeline data
Built with React Supabase WhatsApp API PDF Quote Generator Supabase Auth
THE PROBLEM

Travel businesses lose deals
in the gaps between tools

Leads, quotes, itineraries, and payments live in five different places — and nothing talks to anything else.

Too Many Disconnected Tools

WhatsApp for conversations, Excel for quotes, Google Docs for itineraries, and a notebook for bookings — the moment a deal gets complex, something slips through every time.

Slow, Manual Quote Creation

Building a quote from scratch for every enquiry takes hours. Customers waiting for a price often move on to another agency before they even receive the proposal.

No Revenue Visibility

Money collected vs money pending sits in different places. Agency owners have no clear view of how much revenue is confirmed, in progress, or at risk of falling through.

BEFORE VS AFTER

What changes when
TravelCRM goes live

Without TravelCRM

Leads scattered across WhatsApp, email, and phone with no single record
Quotes built manually in Word or Excel per trip — hours of formatting
Itineraries sent as plain text or mismatched PDFs with no template
Bookings tracked in a register or spreadsheet — no pipeline view
Follow-ups missed — hot leads go cold silently
Payments tracked manually — never know exactly what's pending
Owner has no live view of revenue, conversion rate, or pipeline

With TravelCRM

All leads captured and tracked in one dashboard with source and status
Professional quotes generated and sent via WhatsApp or Email in minutes
Itineraries built with a clean day-by-day builder and attached to the booking
All bookings on a Kanban board across 5 clear stages
Follow-up queue shows what needs attention today — nothing missed
Live payment progress bar per booking — collected vs pending at a glance
Dashboard shows leads, conversions, and revenue live at all times
HOW IT WORKS

Six stages, one system,
zero dropped deals

Every trip follows the same clean path — from first WhatsApp to final payment receipt. Each stage tracked, each payment visible.

Travel business
Live revenue tracking per booking
1

Lead Captured

Enquiry arrives from any source and is saved as a lead with destination, travel dates, budget, and group size — all stored in one profile automatically.

2

Chat & Qualify

WhatsApp conversation handled inside TravelCRM — full thread visible per lead. No switching apps, no losing context when picking up a conversation days later.

3

Quote Generated

Clean, printable proposal built with trip details, inclusions, pricing, and terms. Sent directly via WhatsApp or Email in one click — no PDF downloads or formatting work required.

4

Itinerary Built

Day-by-day itinerary created with activities, hotels, and transport per day. Attached to the booking so both client and agent always reference the same plan.

5

Booking Tracked

Booking moves through 5 Kanban stages with live payment progress bar per booking. Overdue payments flagged automatically — owner always knows what needs chasing.

6

Revenue Tracked

Dashboard and reports update live — leads, conversion rate, revenue collected, pending payments, and upcoming trips all visible in one authenticated view.

FEATURES

Six modules. One login.
Full business coverage.

Lead Management

Capture every enquiry with destination, travel dates, budget, and group size. Leads filtered by status, source, and follow-up priority — nothing gets buried.

Source Tracking Priority Flags Follow-up Queue

WhatsApp Conversations

Read and reply to lead messages directly inside TravelCRM. Full conversation history per lead — no app switching, no lost context, no copy-pasting between tools.

Live Inbox Per-lead History Webhook Ready

Quote Generator

Build a clean, printable proposal with trip details, inclusions, pricing, and terms. Send directly via WhatsApp or Email in one click — no PDF juggling needed.

PDF Ready 1-click Send WhatsApp + Email

Itinerary Builder

Create structured day-by-day itineraries with activities, hotels, and transport per day. Attached to the booking so client and agent always reference the same plan.

Day-by-day Shareable Per-booking

Kanban Booking Board

All active bookings on a visual Kanban across 5 stages — Enquiry, Quote Sent, Confirmed, In Progress, Completed. Live payment bar shows collected vs pending per booking.

5 Stages Payment Bar Drag & Drop

Dashboard & Reports

Live data on leads, conversion rate, revenue collected, pending payments, and upcoming trips — all pulled from Supabase and updated in real time behind a secure login.

Live Revenue Conversion Rate Supabase Auth
QUOTE GENERATOR

Professional proposals
sent in minutes, not hours

Fill in the trip details and the system generates a clean, printable proposal. Send it directly via WhatsApp or Email — no PDF downloads, no formatting, no back-and-forth.

Inclusions, exclusions & pricing — all formatted cleanly
One-click send via WhatsApp or Email without leaving the dashboard
Quote history per lead — see what was sent and when
Trip Proposal — Aryan & Family
Maldives · 7 Nights · 4 Adults
Ready to Send
Flights (Return) ₹68,000
Overwater Villa (7N) ₹84,000
Meals (Full Board) ₹18,000
Speedboat Transfers ₹8,000
Travel Insurance ₹4,000
Total Package ₹1,82,000
BOOKING KANBAN

Every booking tracked
across 5 clear stages

The Kanban board gives the entire pipeline at a glance — payment bars show collected vs pending per booking in real time.

Enquiry
Meera G.
Thailand · 6N
₹72K
Quote Sent
Sneha M.
Bali · 5N
₹95K
Kiran P.
Dubai · 4N
₹58K
Confirmed
Raj & Priya
Europe · 12N
₹3.2L
₹1.9L collected
In Progress
Aryan & Family
Maldives · 7N
₹1.8L
Fully collected ✓
Completed
Anita S.
Singapore · 5N
₹88K
Fully collected ✓
Total active pipeline
₹7,13,000
REVENUE TRACKING

Always know what's collected
and what's still pending

Every booking shows a live payment progress bar — total package value, amount collected, and pending balance — so the owner always knows the financial health of every active trip.

TOTAL COLLECTED THIS MONTH
₹4.8L
Across 6 confirmed bookings
Collected: ₹4,80,000Pending: ₹2,33,000
CONVERSION RATE
68%
Leads to confirmed bookings
Travel revenue
Revenue updates on every action
Real-time
TravelCRM demo
Live Demo~30 minutes
Lead captured Quote in 3 min Revenue live
LIVE DEMO

Watch a trip go from
enquiry to payment

See a WhatsApp enquiry arrive, get qualified, converted into a quote, accepted, and tracked on the Kanban board — with payment collected and the dashboard updating in real time.

Lead arrives from WhatsApp
Enquiry captured — destination, dates, group size all saved instantly as a profile.
Quote built and sent in 3 minutes
Professional proposal sent via WhatsApp — client responds the same day instead of waiting for hours.
Revenue updates live on dashboard
Booking confirmed — pipeline value and collected amount update immediately without any manual entry.
Book Your Free Demo
"TravelCRM gave us a complete view of every lead, quote, and booking in one place. We stopped losing clients in the chaos of WhatsApp forwards and Excel files. Our conversion rate improved by over 40% after the first month — and the team actually enjoys using it."
S
Sneha Kapoor
Wanderlust Travel Co., Mumbai
FAQ

Common questions
about TravelCRM

What's included in the Quote Generator?
The Quote Generator lets you add flight costs, accommodation, meals, transfers, activities, insurance, and any custom line items. It calculates the total automatically, applies your branding, and outputs a clean PDF-ready proposal. You can then send it directly from TravelCRM via WhatsApp or Email in one click — no downloading or email attachments needed.
How does the WhatsApp integration work?
We connect your WhatsApp Business number via the official Meta WhatsApp Business API. Incoming enquiries and replies appear inside TravelCRM in real time — linked to the lead or booking they belong to. You reply directly from the dashboard without switching to your phone or the WhatsApp app.
Can I track partial payments?
Yes. Each booking has a payment progress bar that tracks the total package value, how much has been collected, and the outstanding balance. You can log payments manually as they come in — by UPI, cash, or bank transfer — and the progress bar updates instantly. Overdue payments are flagged automatically on the Kanban board.
Can multiple team members use TravelCRM?
Yes. TravelCRM supports role-based team access. Sales agents can manage their own leads and bookings. Team leads or owners see the full dashboard across all agents — including lead volumes, quotes sent, conversion rates, and revenue. There is no limit on the number of users.
Does TravelCRM work for international trips too?
Absolutely. TravelCRM is built for travel agencies handling both domestic and international bookings. Quotes can be built in INR or any other currency, and itinerary builders work for any destination. There are no restrictions on trip type, duration, or destination.
How quickly can we go live?
Most agencies are fully live within 1–2 weeks. This includes WhatsApp connection, team setup, quote template configuration, pipeline customisation for your workflow, data migration from any existing tools, and a training session. We stay closely involved during the first two weeks to ensure everything runs smoothly.
GET TRAVELCRM

Run your travel business
from one dashboard

Book a free demo — we'll show TravelCRM running live with your type of trips in 30 minutes. No commitment required.

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