Quotes sent and forgotten
You send a package quote and move on to the next enquiry, with nothing reminding you to follow up.
CRM for travel agencies
From “just enquiring” to booked, without losing a single traveller.
Trip enquiries arrive by call, WhatsApp forward and walk-in, and most need a few rounds of quotes before anyone books. Keep every enquiry, quote and follow-up together so no traveller falls through.
Sound familiar?
Group bookings lose track of who paid
A family or group trip has several payments coming in at different times, and reconciling who owes what takes a spreadsheet.
Season rush buries good leads
In peak season, enquiries pile up faster than they can be worked, and the ones that would have booked go cold.
How WTS CRM works for travel agencies
Capture the enquiry
Log every trip enquiry with destination, dates and party size as soon as it comes in.
Follow up on the quote
Schedule the next call after a quote goes out, so interest does not go cold waiting on you.
Confirm the booking
Move the lead to won once confirmed, and keep it as a client for the trip itself.
Invoice and collect
Raise an invoice for the package and track advances and balances as they are paid.
Everything included
Most travel agencies start on the Solo plan at ₹999 a month, after a free trial. Compare plans.
- Lead management — Every enquiry in one pipeline, with its status, temperature and notes kept together.
- Follow-ups and tasks — The next call or message is scheduled, prioritised, and waiting for you each morning.
- Clients and projects — When a lead is won, the relationship carries on in the same place.
- GST invoices and payments — Bill the work you won and see exactly what is still owed.
- Teams and roles — Share one workspace, and give each person only the access their job needs.
- Reports and your data — See how the pipeline is doing, and keep full control of what is in it.
WTS CRM for other teams
Questions from travel agencies
Can I track advance and balance payments for a booking?
Yes, invoices record part payments as they come in, so the advance and remaining balance are always clear.
Can I keep notes on what a traveller asked for?
Yes — destination, dates, party size and any notes stay on the lead, so a follow-up call always starts from where the last one ended.
Does it help during peak season when enquiries spike?
Every enquiry is logged with a follow-up date the moment it arrives, so a busy week does not mean leads get missed.