Core CRM

Every traveller enquiry, worked to a confirmation.

Capture enquiries from your website, WhatsApp, Instagram and phone into one queue. Work them in a Kanban that mirrors your day, assign agents, chase follow-ups and see exactly where the money is stuck.

6
pipeline stages
0
leads lost to inbox
1
timeline per query
custom sources
Queries — Pipeline
Open queries
48
Quoted value
₹18.4L
Win rate
31%
Chintan Thakur
Manali · 4N/5D
Quoted
Aman Verma
Bali · 6N/7D
Negotiation
Priya Nair
Kashmir · 5N/6D
Qualified
Rohit Shah
Dubai · 3N/4D
Won
What's inside

B2C Travel CRM, in detail

One queue for every channel

Website forms, WhatsApp, click-to-call and walk-ins create a Query with source attribution, so you know which channel actually pays.

Stages that match your desk

New → Contacted → Qualified → Quoted → Negotiation → Won. Drag on the board or bulk-move from the table view.

Nothing slips

Next-follow-up dates, overdue badges and a daily digest keep every warm traveller from going cold.

Team-ready

Assign by destination, budget or workload. Owners see everyone's pipeline; agents see only their own.

Context before you dial

Calls, WhatsApp threads, quotations, payments and documents are stitched onto the query in one scrollable timeline.

Numbers you can act on

Win rate per agent, per source and per destination — plus value sitting in each stage right now.

Included

Everything shipped with B2C Travel CRM

Query stages with drag-and-drop
Duplicate detection on phone/email
Travel dates, pax and auto nights calculation
Budget, destination and trip-type fields
Notes, tasks and reminders
Bulk import from Excel
Source attribution and UTM capture
Role-based access for agents and owners
Query-level quotations, invoices and payments
Search across every query field
How it works

Four steps, start to finish

STEP 01
Enquiry lands

Website form, WhatsApp message or manual entry creates a Query with the traveller's details.

STEP 02
Qualify & assign

Add dates, pax and budget; the query is routed to the right agent automatically.

STEP 03
Quote & negotiate

Build the itinerary, share it, and log every follow-up against the same record.

STEP 04
Confirm & invoice

Mark the accepted quotation confirmed — the GST invoice and payment schedule generate themselves.

FAQ

Questions agencies ask

Can I import my existing leads?+

Yes — bulk Excel import maps your columns to TraWe fields, with duplicate checks on phone and email.

Do agents see each other's queries?+

No. Agents see their assigned queries; owners and managers see the whole pipeline.

Can I add my own stages?+

Pipelines and stages are configurable per workspace, so you can mirror how your team actually sells.

Is my data safe?+

Every record is scoped to your workspace with row-level security, hosted in India and exportable at any time.

See B2C Travel CRM on your own data

Book a walkthrough — we'll set up a workspace with your destinations and packages so you can judge it with real trips, not a demo dataset.