Built for Travel Agencies & DMCs

Manage Your Entire Travel Business With Powerful Travel Software

Power your travel business with advanced Travel Management Software. Capture enquiries, create tailored quotations, manage bookings and operations, automate invoicing, monitor payments, and deliver exceptional customer experiences while growing your agency.

10+

Lead Sources

9

Pipeline Stages

100%

Supplier Visibility

Dashboard

Powerful Travel Software Features

Powerful Travel Management Software to automate operations, improve productivity, and create better customer experiences.

Sales

Operation

Marketing

Finance & Accounting

Quotation

Report

Platform

Support

Fixed Departures

Lead Management

Travel Software tracks everything

Bring every online, social, and third-party inquiry into one Travel Software hub, live.

Meta Ads Integration

Automatically capture Facebook and Instagram leads with Travel Software, bringing qualified prospects into your Travel Management Software instantly.

Google & Third-Party Ad Forms

Sync search and display ad forms with Travel Software to capture leads as prospects discover you.

Email-to-Query Engine

Smart email parsing converts customer messages into structured lead records, removing manual data entry work.

Website & Landing Pages

Smart website forms and landing pages capture travel destinations, dates, plus customer preferences.

B2B Marketplace Bridges

Seamless integration with platforms like Tripcrafters & others to capture high-value travel inquiries instantly.

Zapier / n8n Webhooks

Seamless workflows connecting your custom tech stack with third-party apps through secure automation integrations.

Custom CRM Connectivity

Seamless API integration connects data across legacy systems, external tools and databases.

Mobile App Ingestion

Sales executives in the field or remote teams can access, track, and manage new leads instantly through the app.

Bulk Excel/CSV Uploads

Safely import thousands of offline contacts and event leads into your CRM with just a few clicks.

Rapid Manual Entries

Fast panel for walk-in clients and direct calls — keep every customer enquiry properly tracked..

Telephony

Track each call directly within the client file.

The CRM records every customer call interaction natively, helping agents retain complete trip context.

  • ✓Centralized call records, automatically timestamped and connected to each customer profile
  • ✓Call status labels — Connected, No Answer, Busy — for real-time sales pipeline tracking
  • ✓Call duration and talk-time insights to measure and improve sales team productivity
  • ✓Built-in, one-click voice recording playback for effective training, review, and verification
Incoming — Rahul Kapoor 04:12
Outgoing — Sana Mehta Connected
Missed — Arjun Varma No Answer
Recording Available ▶ Play
Pipeline

A clear customer journey, from first lead to lasting loyalty

Color-coded, nine-step pipeline keeps every travel query organized and traceable.

  • ✓Smart inactivity alerts identify unattended travel inquiries automatically
  • ✓Advanced filters — Travel Date, Query ID, Lead Source, Destination
  • ✓ Instant WhatsApp and lead-status actions available directly on every query card

Un-assigned

New travel leads ready for assignment to available sales consultants.

Pending / Cold Queries

Assigned leads are with agents for early discovery, review or hold.

Follow-up

Planned interactions organized with smart reminders.

Proposal Sent / Reverted

Track itineraries shared vs. sent back for revisions.

Confirmed

Approved travel package sales prepared for smooth fulfillment.

Vouchered

Create travel vouchers, flight and hotel confirmations.

Invoiced

Manage ledgers, balances, advances, plus GST tax details.

Completed

Post-trip records, feedback collection, and customer loyalty campaigns.

Cancelled / Lost

Track losses from pricing issues or destination shift.

Team Collaboration

Internal Notes & Follow-ups

Keep your sales team aligned and eliminate missed client touchpoints.

Timeline-Based Notes

Add private lead notes and preferences to each lead record while keeping internal details hidden

Inter-Team Mentions

Mention relevant team members or departments, including Operations and Accounts, to streamline collaboration and improve workflow.

Automated Reminders

Set upcoming callbacks, emails, and WhatsApp follow-ups with precise dates and times.

My Tasks Panel

Manage assigned reminders efficiently so agents always know their next priority.

Missed Follow-up Alerts

Timely alerts on missed follow-ups help managers keep sales activities organized and active.

Historical Activity Log

Keep a secure record of every note, update, status change, and customer communication.

Quotation & Itinerary

From first query to confirmed trip

Create engaging, flexible travel itineraries and share them instantly through every channel.

⧉

One-Click Reusability

Duplicate a proven travel proposal, edit client details, dates, pricing, or itinerary, and reuse it instantly—reducing hours spent on every new quotation.

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AI Itinerary Builder

Create tailored, day-by-day travel itineraries in seconds with AI. Intelligently align destinations, traveler preferences, trip length, interests, and travel needs to deliver polished, organized travel programs while reducing manual planning and saving time.

Auto-Generated Route Maps

Create an interactive Google Maps route instantly, linking every trip destination in sequence so clients can see their complete journey clearly and understand travel plans with ease

Custom Package Creation

Build fully personalized travel itineraries or quickly use ready-made group tour templates. Update destinations, timelines, activities, hotels, and inclusions with ease to create tailored travel plans that meet every client's unique needs.

Multi-Destination Builder

Create multi-city travel plans with ease by linking destinations, transport routes, regional stops, and trip segments into a smooth day-by-day itinerary that keeps every journey detail clearly planned and organized.

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Dynamic Pricing Engine

Keep your itinerary costs automatically updated. Any adjustment to flights, hotels, sightseeing, transfers, or activities instantly updates the final price, helping travel teams create accurate, fast, and error-free quotations.

Multiple Hotel Options

Build polished travel quotations with flexible pricing options such as Standard, Deluxe, and Luxury packages, helping clients compare services, hotels, inclusions, and total trip costs clearly in one place.

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Multi-Currency Support

Create professional travel quotations in multiple currencies with automatic exchange rate conversion. Enable global clients to see precise pricing in their preferred currency, minimizing confusion and building greater trust.

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Quote Revision History

Keep a detailed history of every proposal revision, compare updates across versions, and quickly restore earlier pricing configurations whenever required without risking valuable or vital business data.

Omnichannel Sharing

Create professional travel quotations instantly through WhatsApp, Email, or a secure web link. Keep each proposal polished, accessible, and effortless to share with clients across all digital channels.

📄

PDF / Word Exporting

Create polished, print-ready travel proposals instantly in PDF or editable Microsoft Word formats. Quickly download, print, personalize, or share documents while delivering a professional and consistent brand experience.

Complete White-Label Branding

Add your agency logo and address, replacing platform branding so subagents can share quotes as their own branded trip package.

On-the-Fly Agent Markup

Sub-agents can apply their own custom markups or service charges, instantly updating the total price before sharing it with their end client.

Custom Customer Entry

Easily add each traveler’s personal details directly to the quotation profile for accurate trip planning.

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Tailored Flight Customization

Update flight details easily to suit the traveler's preferred airline, schedule, route, and cabin class preferences.

Operations & Reservations

Where the sale becomes a trip

Bridges sales wins, back-office suppliers, and accounting for error-free logistics.

Negotiated Rate Tracking

Record vendor-specific negotiated rates within the reservation card to protect margins.

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Auto Service Confirmations

Send formal, structured booking requests to hoteliers or vendors with one click.

Direct Supplier WhatsApp

Dispatch instant booking confirmations or urgent updates directly to suppliers.

Dynamic Tour Calendar

Visualize arrivals, departures, sightseeing, and logistical milestones agency-wide.

Master Tour Sheets

Comprehensive manifests with traveler metadata, statuses, and service instructions.

Driver & Guide Sheets

Client-anonymized itineraries for ground handlers with exact pickup times.

Service-Wise Vouchers

Independent vouchers for hotel stays, flight segments, or activity passes.

Combined Tour Vouchers

Merge multi-city segments and hotels into one master itinerary booklet.

Invoice Creation

Convert confirmed quotations into compliant tax invoices with automated splits.

Cut-Off Date Reminders

Notifications remind accounts exactly when balances are due to avoid cancellations.

Automated Payment Follow-ups

Smart reminder queues for outstanding balances via email and WhatsApp.

White-Labeled Vouchers

Client-facing documents use the sub-agent's own logo and address.

Accounting & Ledger

Payment records, easy to track

Manage supplier expenses, cash flow, and payroll seamlessly — all in one platform.

Ledger What it tracks
Hotel Payment Management Payments to hoteliers, with rooming deposits and outstanding balances tracked.
Visa Payment Ledger Visa service fees and embassy payments for faster, smooth approvals.
Tour-Transfer Payment Tracking Payments settled with transport providers and ground logistics partners.
Package Payments Tracking Maintain centralized records for bulk inventory procurement from DMCs.
Agent Payment Sheets Track and settle receivables and commissions across sub-agent networks.
Verification Requests Panel Verify and approve payment receipts before confirming travel bookings.
Petty Cash Ledger Manage minor daily costs related to office upkeep, supplies, travel, and business logistics.
Expense Sheet Management Operating expenses — software, marketing, infrastructure — for smarter profit analysis.
Salary Sheet Automations Protected payroll hub for employee salaries, bonuses, and deductions.
Business Intelligence

Understand your business, beyond bookings

Track sales results, team productivity, supplier dues, and financial performance — all in one view.

Daily Sales Report

Conversion Reports

Company & Business Reports

Agent Statement

Agent Wise Query

User Wise Query

Hotel Supplier Management

Tour & Transfer Providers

Visa, Flight & Meal Services

Check-In & Check-Out Reports

Guest Report

Birthday / Anniversary Tracker

Profit Loss Dashboard

Petty Cash Admin

Tax & VAT Report Engine

Master Data

Set it up once, manage it across systems

A unified platform to configure essential modules, system settings, and travel business rules.

Agents Master

Supplier Directory

B2C Database Management

Market Segmentation

Hotel & Accommodation Master

Meal Plan Matrix

Restaurants & Dining Masters

Vehicle & Fleet Management

Driver & Guide Directories

Transfer & Sightseeing Masters

Ferry Class Matrix

Arrival & Departure Nodes

Destination & Location Master

Currency Configuration Engine

Visa & Travel Insurance Masters

Banking Directory

Query & Lead Classification

Expense Type Definition

Fixed Departure Engine

Feedback Type Forms

My Documents Portal

Guest Document Checklist

Why Travel Agencies Switch

The features that help travel agencies grow with us

Powerful, high-value features that make this travel CRM software platform stand out.

Omnichannel Lead Ingestion Hub

Streamlines lead capture by converting inquiries from Meta Ads, website forms, emails, and marketplaces like Tripcrafters into organized travel queries instantly with no effort.

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Integrated IVR With Contextual Call Logs

Records call results, duration, and voice recordings inside each customer profile, helping travel agents retain trip details, customer needs, and key information.

Proactive Stagnancy Alerts

Automatically spots pending queries with smart alerts, helping teams act fast so qualified travel leads never go cold.

✦

AI-Powered Itinerary Generator With Maps

Generates detailed day-by-day itineraries instantly while seamlessly mapping travel routes on interactive Google Maps for every traveler.

Advanced B2B White-Labeling Engine

Empowers sub-agents and DMCs to apply instant pricing markups, enter customer details, and customize branding across shared quotations and travel vouchers.

Multi-Tiered Hotel Pricing Options

Allows travel agents to showcase multiple hotel options — Standard or Luxury — in one proposal, helping improve bookings and conversion rates.

⧉

One-Click Quotation Reusability

Saves hours of repetitive planning by helping travel agents quickly reuse a proven proposal, refresh dates, and respond faster to new inquiries.

Supplier Cut-Off Date Alerts & Automation

Reduces payment risk with automated due-date and cut-off alerts for accounts teams, helping prevent suppliers from cancelling room blocks or bookings

Granular Supplier & Financial Reporting

Provides advanced, travel-focused analytics for Hotel/Tour/Transfer dues, agent-wise statements, plus real-time profit-and-loss tracking across travel package.

Frequently Asked Questions

CRMtravel Software offers lead management, sales tracking, travel operations management, finance and accounting, AI-powered quotation and itinerary building, automated follow-ups, and advanced reporting. These features help travel agencies, tour operators, and DMCs manage their business from one centralised platform.

2How does CRMtravel Software help travel agencies manage their business?

CRMtravel Software helps travel agencies organise customer enquiries, track leads, manage quotations, create itineraries, monitor bookings, coordinate operations, and manage financial records. By bringing these activities together, it helps teams improve workflow efficiency and customer service.

3Does CRMtravel Software offer an AI-powered quotation and itinerary builder?

Yes, CRMtravel Software includes an AI-powered quotation and itinerary builder that helps travel professionals prepare personalised travel proposals and day-by-day itineraries. Teams can create travel options, organise trip details, and share proposals with customers to simplify the planning process.

4What features does CRMtravel Software provide for tour operators and DMCs?

CRMtravel Software supports tour operators and Destination Management Companies (DMCs) with enquiry management, quotation creation, itinerary planning, booking coordination, supplier management, operational tasks, financial tracking, and business reporting. These capabilities help streamline travel arrangements from enquiry to trip completion.

5 Can CRMtravel Software automate lead management and customer follow-ups?

Yes, CRMtravel Software helps businesses organise incoming enquiries, assign leads to team members, track sales pipeline stages, schedule follow-ups, and monitor pending activities. Lead management and follow-up automation help teams respond more consistently and reduce the risk of missing potential customers.

6Does CRMtravel Software include finance and accounting management features?

Yes, CRMtravel Software includes finance and accounting management capabilities to help travel businesses track invoices, payments, supplier expenses, financial transactions, and profitability. The available workflows help teams maintain better financial visibility across travel bookings and business operations.

7Can CRMtravel Software help travel businesses monitor sales performance and generate reports?

Yes, CRMtravel provides reporting and analytics features that help businesses review sales activities, lead progress, team performance, and financial or operational information. These insights support better decision-making and help managers identify areas that may need attention.

8Who can benefit from CRMtravel travel management software?

CRMtravel is designed for travel agencies, tour operators, DMCs, corporate travel companies, holiday companies, visa consultants, and transport operators. Its centralised management features help travel businesses organise enquiries, quotations, customer information, bookings, operations, and reporting in one platform.

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