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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.

6
Modules in one system
1-click
Quote via WhatsApp or Email
Live
Revenue & pipeline data
TravelCRM Dashboard
Aryan & Family
Maldives · 7 nights
₹1.8L Booked
Sneha Mehta
Bali · 5 nights
₹95K Quote Sent
Raj & Priya
Europe · 12 nights
₹3.2L Payment Due
Built With React· Tailwind v4· Supabase· WhatsApp API· Supabase Auth· PDF Quote Generator
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.

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 a 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
  • Quotes built manually in Word or Excel per trip
  • Itineraries sent as plain text or PDFs with no template
  • Bookings tracked in a register or spreadsheet
  • Follow-ups missed — hot leads go cold silently
  • Payments tracked manually — never know what's pending
  • Owner has no live view of revenue or pipeline

With TravelCRM

  • All leads captured and tracked in one dashboard
  • Professional quotes generated and sent in minutes
  • Itineraries built with a clean day-by-day builder
  • All bookings on a Kanban board across 5 stages
  • Follow-up queue shows what needs attention today
  • Live payment progress bar per booking — collected vs pending
  • Dashboard shows leads, conversions, and revenue live
How It Works

Six stages, one system,
zero dropped deals

Every trip follows the same clean path — from first WhatsApp to final payment receipt.

1

Lead Captured

Enquiry arrives and is saved as a lead with source, destination, and budget.

2

Chat & Qualify

WhatsApp conversation handled inside TravelCRM — full context, no switching.

3

Quote Generated

Clean printable proposal built and sent via WhatsApp or Email in one click.

4

Itinerary Built

Day-by-day itinerary created and attached to the trip for client reference.

5

Booking Tracked

Booking moves through 5 Kanban stages with payment progress shown live.

6

Revenue Tracked

Dashboard and reports update live — leads, conversion rate, revenue, pending.

Features

Six modules. One login.
Full business coverage.

Lead Management

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

Source TrackingPriority FlagsFollow-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 InboxPer-lead HistoryWebhook 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.

PDF Ready1-click SendWhatsApp + 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-dayShareablePer-booking

Kanban Booking Board

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

5 StagesPayment BarDrag & 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 RevenueConversion RateSupabase 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 standard trip details formatted cleanly for the client
One-click send via WhatsApp or Email Quote delivered to the client without leaving the dashboard
Quote history per lead Every version saved — see what was sent and when
Trip Proposal — Aryan & Family
Ready to Send
Maldives · 7 Nights · 4 Adults
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 — move bookings between stages and watch the payment bar fill up as collections come in.

Drag between stagesMove any booking forward with one action
Live payment progress barSee collected vs pending per booking at a glance
Payment overdue flagsBookings with pending balance are highlighted automatically
Active Bookings — Kanban View
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
In Progress
Aryan & Family
Maldives · 7N
₹1.8L
Completed
Anita S.
Singapore · 5N
₹88K
Total active pipeline ₹7,13,000
Travel Business
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
Across 6 confirmed bookings
₹4.8L
Payment Progress ₹4.8L of ₹7.1L
Collected: ₹4,80,000 Pending: ₹2,33,000
Conversion Rate
Leads to confirmed bookings
68%
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
Quote built and sent in 3 minutes Professional proposal sent via WhatsApp — client responds the same day
Revenue updates live on dashboard Booking confirmed — pipeline value and collected amount update immediately
TravelCRM Demo

Run your travel business
from one dashboard

Book a free demo — we'll show TravelCRM live with your type of trips in 30 minutes.

No commitment. We'll reach out on WhatsApp within 24 hours.