Sample
Quote · FIT
Golden Triangle
- HotelsDelhi, Agra, Jaipur
- TransfersVehicle type rate
- SightseeingSIC, FIT, and GIT
- MealsBy city and vehicle
For destination management companies
A complete CRM for a DMC, from sales, accounts, and operations to follow-up and staff.
Travel CRM supports the whole company. Sales, accounts, operations, follow-up, and staff management stay in one account, with hotels, transfers, sightseeing, and meals priced into FIT and GIT quotes, bookings, and invoices.
Build the days, price FIT or GIT, and send the version.
Stay with the enquiry until the customer decides.
Carry the accepted quote into reservations and letters.
Invoice, record payments, and read the reports.
Run the trip after it is sold: services, letters, and the operations list.
Assign the work and follow each task through.
Keep the people on the desk, their roles, and who is looking after the work.
Product
Built for the people who price the trip.
Staff stay in one console: the rate sheet they maintain in the morning is the rate the quote uses in the afternoon. Roles decide who can see a menu, edit a page, or only view it.
A separate account for each company
Each company keeps its own destinations, users, and quotes. Sign-in is the company code, the user, and the password.
Rates that follow the date
Hotel periods, inactive dates, and destination surcharges apply when the travel date falls inside the range you set.
A quote you can stand behind
Versions sit under the original quote. Email and WhatsApp carry the same priced itinerary off the desk.
Modules
The desks a destination company grows into.
Quote making, operations, and accounts are on the desk today. HRMS, leave, and a fuller customer book are being added to the same company account, with the same sign-in.
On the desk
Operation
The trip after it is accepted: reservations, service lines, and letters for hotels, transfers, sightseeing, and meals, with a filterable operations list.
On the desk
Quote Maker
FIT and GIT quotes built day by day from the catalog. Versions stay under the original quote. Email and WhatsApp send that priced itinerary.
Coming
HRMS
Staff records for the people who already sign in: who they are in the company, and the role that decides what they can open. This module is still being added.
Coming
Leave Management
Leave for those same people, so a manager can see who is away before a quote or a task is assigned. This module is still being added.
On the desk
Account
Invoices, payments, and the accounts calendar. Profit and loss and vendor statements sit with the reports for that company.
On the desk
Task Management
Tasks on a calendar, assigned to people in the company, with a status the desk can follow.
On the desk
Director Dashboard
The home desk for the signed-in company: quotes, bookings, invoices, upcoming departures, and destinations, for the dates you choose.
On the desk
Agent Management
Agencies kept with the destination they sell. Search and import the agent record a quote can use.
Coming
Customer Management
Today the guest is named on the quote, the booking, and the tour board. A customer book of its own, kept with that company, is still being added.
On the desk
Notification
A live bell with an unread count, a popup as the notice arrives, and a dropdown that opens the related quote, task, or booking. History, filters, preferences, and an optional sound are still being added.
On the desk
SSO
Single sign-on for a company that already uses it, alongside the company code, user name, and password.
Notification management
A notice while the person is still on the desk.
Notifications are real time and belong to the signed-in user. The bell updates when a notice arrives. Opening one marks it read and goes to the record it is about.
Bell with an unread count
The count sits on the bell. It shows how many notices that person has not opened yet.
Instant popup
A notice appears on the desk as it is sent, without waiting for a refresh.
Dropdown
The bell opens a list of title, message, and time for the notices still unread.
Open the record
Choosing a notice marks it read and opens the quote, task, booking, or other desk record it points to.
Still being added for the same bell: read and unread shown together, mark all as read, a history, filters for module, priority, and date, preferences for each user, and a sound the person can turn on or off.
Customer support
Support stays open, day and night.
Travel CRM customer support is available 24 hours a day, 7 days a week, for the company signed in to the desk.
Catalog
The rate sheet lives next to the quote.
Destinations hold cities, age types, currency, and bank details. Hotels, agents, vendors, transfers, sightseeing, meals, and miscellaneous services hang off that map.
Vehicle type rates are chosen the way the quote already works: the selected vehicle, or the All Vehicles rate when that vehicle has none. A date-range surcharge for the destination and the cities you tick is added on top.
| Stay | Room | Single | Double |
|---|---|---|---|
| 01 Nov – 20 Dec | Deluxe | 6,400 | 7,200 |
| 21 Dec – 05 Jan | Deluxe Surcharge | 8,100 | 9,000 |
| 06 Jan – 31 Mar | Deluxe | 6,400 | 7,200 |
Quotes
Days, services, and a price that adds up.
The builder walks a quote from the enquiry through hotels, transfers, sightseeing, meals, and extras. FIT and GIT use the ticket and vehicle rates you stored. Sub-quotations keep their own version cards.
Hotels
Occupancy, room type, and the rate period that matches the night. Optional costs stay visible before the summary.
Transfers & sightseeing
SIC, private, and group tickets. Age bands on sightseeing. The vehicle share uses the type selected for that service.
Send it
Email the quote, or send it on WhatsApp. An optional assist can draft a quote, find a similar one, or suggest a hotel when you turn it on.
After the quote is accepted
Bookings, letters, invoices, and the reports around them.
Reservations
Create the booking from the quote. Preview letters for hotels, sightseeing, transport, meals, and miscellaneous services.
Accounts
Raise the invoice, record payments, and keep the operations calendar for accounts, payments, and follow-ups.
Reports
Profit and loss, rate comparison, vendor statements, analytics, and a user audit of what changed on the desk.
Data protection
Each company’s records stay inside that company.
Quotes, agents, hotels, and the guest named on a trip are stored against one company account. Another company on Travel CRM cannot open them.
Sign-in, not a shared password
A person signs in with a company code, a user name, and a password. The password is stored as a one-way hash, not as readable text. The desk then uses a signed token. The key that signs that token is not kept in the product source.
Rights follow the role
A role decides who may view, add, change, or delete catalog, quotes, bookings, invoices, and settings. A menu or a page can be hidden from someone who should not see it.
A record of what changed
The user audit keeps sign-in and the creates, changes, and deletes made on the desk. Guest details on a quote are visible to people in that company who are allowed to open quotes.
AI suggestions are taken from that same company catalog and its past quotes. A draft is not the quote until a person reviews it. If a language model is switched on, the email rewrite uses the prices Travel CRM already calculated and does not invent amounts. With no model key, suggestions stay on the company’s own catalog rules.
AI on the quote desk
A first draft from the catalog you already trust.
The assist sits on the quote, not in a separate chatbot. It reads the signed-in company’s destinations, hotels, and transfers, then waits for a person to accept the draft.
Write the trip in a sentence
A prompt such as nights, destination, party size, and FIT or GIT becomes a draft: dates, cities, a hotel, and airport transfers when the catalog has them.
Find a quote you have done before
Similar quotes are matched from this company’s own history — destination, FIT or GIT, nights, and party size — so the desk starts from a known pattern.
Suggest a hotel, then price it properly
Hotel ideas come from past selections and whether a rate exists for the travel date. The email and notes rewrite keeps the calculated price. It does not make up a figure.
DMC
Staff turn an enquiry into a reviewable draft, pull a similar past quote, and send an email whose amounts still come from the pricing engine.
Agent
The agency receives a quote built from the DMC’s hotels, transfers, and tickets, sized to the party they sent. A revision starts from that quote, not from a blank page.
Customer
The guest sees an itinerary and a price that were checked against the catalog. The draft is a starting point for the desk. It is not sent until someone on the desk accepts it.
Mobile application
The same account, three apps.
Travel CRM on the phone uses the same company sign-in as the desk. Android and iOS share one app, with a version for the DMC, the agent, and the guest. Rate sheets, roles, and the full day-by-day builder stay on the web desk.
DMC staff
Desk, quotes, reservations, and accounts. Staff can open the queue and create or edit a quote while they are away from the desk.
Agents
Home, quotes, trips, and vouchers. An agency follows the enquiry, the booking, and the voucher for the customer they are looking after.
Customers
Today, the trip, and the voucher. The guest can read the itinerary and the voucher for their own booking, not another company’s files.
Walkthrough