Lead Pipeline
Visual pipeline from inquiry to booking. Track every lead across channels — web forms, WhatsApp, calls, referrals.
BUILT AROUND / TRAVEL AGENCY
CRM built for travel agencies that actually book trips.
Stop managing bookings in spreadsheets. Get a custom CRM that handles leads, itineraries, payments, and client communication — all in one dashboard built around how travel agencies actually work.
Discuss your workflowTHE EVERYDAY FRICTION
Sound
familiar?
- 01Tracking leads across email, WhatsApp, and phone is chaos
- 02Building itineraries manually takes hours per client
- 03No visibility into which agents are converting and which aren't
- 04Payment tracking across deposits, installments, and refunds is a nightmare
- 05Client follow-ups fall through the cracks
A SYSTEM SHAPED AROUND YOU
The right pieces.
Working together.
These capabilities are a starting point. We scope the final system around your team, integrations, and requirements.
Itinerary Builder
Drag-and-drop itinerary creator with templates. Generate beautiful PDFs to share with clients instantly.
Booking Management
Track bookings, suppliers, confirmations, and deadlines. Never miss a hotel confirmation or visa deadline.
Payment Tracking
Manage deposits, installments, refunds, and commission splits. Automated payment reminders to clients.
Agent Dashboard
Each agent sees their pipeline, targets, and performance. Managers get the full picture.
Client Portal
Give clients a login to view their itinerary, documents, payment status, and travel updates.
MAKING THE RIGHT DECISION
From inquiry to a confirmed itinerary.
A proposed booking workflow
Capture the inquiry, assign an agent, prepare itinerary options and record the client decision. Track supplier confirmations separately from customer payments so an accepted quote is not mistaken for a completed booking.
Make exceptions visible
Rescheduled trips, partial deposits, cancellations and refunds need explicit states. Agent and manager permissions should match who can approve changes and adjust payment records.
Launch the useful core first
Begin with leads and booking status, then scope itinerary generation, reminders and a client portal. Existing travel work is relevant context, but a travel website alone is not evidence of every CRM capability listed here.
POSSIBLE BUILDING BLOCKS
- Next.js
- React
- PostgreSQL
- Prisma
- WhatsApp API
- Stripe
- PDF Generation
BEFORE WE BUILD
A little
clarity.
How long does it take to build a travel agency CRM?+
A focused MVP with lead pipeline, itinerary builder, and booking management takes 8-12 weeks. We launch in phases so you start seeing value fast.
Can it integrate with our existing booking platforms?+
Yes — we build integrations with GDS systems, supplier APIs, payment gateways, and communication tools like WhatsApp and email.
What if we have multiple branches or agents?+
Multi-branch and multi-agent support is built in. Each agent gets their own dashboard, and managers see the full picture across all locations.
Do we own the software?+
100%. You own the code, the data, and the entire system. No per-seat licensing fees, no vendor lock-in.
ANOTHER PERSPECTIVE
Real Estate
View all industries →YOUR NEXT STEP
Let’s talk about
your project.
Tell Raj what you’re working on and where you need help with travel agency crm & dashboard. You’ll discuss fit, scope and the next steps before committing to a build.
RK
Raj Kumar
Founder & developer · Your direct point of contact