CRM software for travel agencies, from enquiry to booking

Where does a travel enquiry go cold?

A traveller comparing packages may ask several agencies at once, so the first useful reply matters, and so does the follow-up after the quote goes out. Enquiries that live in agents’ phones are the ones that go quiet. The packages cover the path from first message to booking:

• The first reply: Meta Lead Ads → WhatsApp (₹5,000, up to 7 days) answers each Facebook or Instagram ad lead on WhatsApp within a minute, assigns it to an agent and follows up on day 1, 3 and 7.
• The conversation: WhatsApp & Support Automation (₹12,000, up to 30 days) answers routine questions and hands the rest to an agent with the chat attached.
• The pipeline: Sales CRM Starter (₹18,000, up to 7 days) holds every enquiry by stage, with assignment, follow-up reminders, quotation templates and a sales dashboard for owners, plus team training and a handbook.
• Your own rules: Custom CRM Setup (₹95,000, up to 3 months) is built on your own objects, such as trips, travellers and suppliers, with discount approval rules, role permissions and one record from quotation to invoice.
• The website: the Business Website (₹25,000, up to 30 days) gives you up to 12 designed pages your team can edit, with on-page SEO and enquiry routing.

Itineraries and supplier payments

Day-by-day itineraries and a ledger of what is owed to each hotel and transport supplier are part of a travel agency’s daily work, and neither is a listed item in these packages. Quotation templates in Sales CRM Starter produce a consistent standard quote; an itinerary builder with your hotels, transfers and margins, or a supplier ledger, is designed around your process in Custom CRM Setup and priced in writing.

If suppliers send their invoices as PDFs, Document & Data-Entry Automation (₹16,000, up to 30 days) reads them, checks the fields against your rules and posts them into your CRM or Tally, sending anything uncertain to a person for review.

Starter or custom: which fits your agency?

A small agency selling packages through a few agents is usually well served by the starter: it gets enquiries out of phones and spreadsheets in a week, and a few months of real pipeline data make a larger scope easier to write later, if you ever need one.

An agency with branches, B2B partners, discount approvals or its own trip records needs Custom CRM Setup, which also migrates data from the tools you use today. Bookings themselves, for flights, hotels and transfers, are made in your suppliers’ systems; connecting to a supplier’s booking system is not a listed item and is scoped on the call.

What sits outside the package prices?

Meta’s per-message charges for the WhatsApp Business API, any subscription your CRM platform needs (the starter’s stack is Zoho and Postgres) and your ad spend are paid to those providers. The WhatsApp API cost calculator works out Meta’s charges from your own volumes.

Tax on the packages you sell is a question for your CA: the CRM records what you sell, it does not decide how it is taxed. If your old enquiry list is long and duplicated, CRM Migration & Cleanup (₹9,000, up to 7 days) cleans it before it moves.