Travel Agency CRM
A travel agency CRM built around enquiries: leads from your agency website, your package-feed site and the AI Travel Assistant chatbot land in one inbox. Each lead has a status, an owner and notes, and can be marked as spam or closed. A browser notification fires when a new one arrives, and the automatic reply you set in settings goes out straight away. When the lead becomes a client, link it to a customer record. Trips keep that customer's quotes and invoices together, and traveller profiles hold the passports and documents the client uploads through your website.
- CSV
- Lead and customer export
- Trips
- Quotes and invoices grouped
- Docs
- Passports stored per traveller
What you get
- Lead inbox with statuses and open/close
- Assign leads to an agent
- Notes, spam marking and CSV export
- Browser notifications for new leads
- Automatic reply to new leads
- Customer database with CSV export
- Trips group a customer's quotes and invoices
- Traveller profiles with uploaded documents
How it works
A lead arrives
From a website form, a package-feed site enquiry or a chatbot conversation. You get a browser notification and the client gets your automatic reply.
Work it
Assign it to an agent, set its status, add notes, or mark it as spam. Use Draft with AI for a reply with recommended packages, or generate an AI quote from the lead.
Link it to a customer
Attach the lead to an existing customer or create one. Trips group that customer's quotes and invoices.
Keep the paperwork
Traveller profiles store passports and other documents. Clients upload them from their online quote or invoice.
Who it's for
- Agencies where several agents share one inbox and need to know who owns what
- Owners who want leads and customers exported to CSV for their own reporting
- Agencies handling repeat clients with several trips a year
- Consultants tired of chasing passport copies by email
Frequently asked questions
Where do leads come from?
Lead capture forms and newsletter sign-ups on your agency website, enquiries from your package-feed site, and conversations with the AI Travel Assistant chatbot.
Can I export my data?
Yes. Leads and customers both export to CSV.
Can clients upload their own documents?
Yes. Clients upload traveller documents from the online quote or invoice on your website, and they are stored on the traveller profile.
Can more than one agent work the inbox?
Yes. Leads are assigned to an agent, and each one has a status, notes and an open or closed state.
From the blog
Guides and insights for travel agents, related to Leads, Customers & Trips.
- Why South African Travel Agents Are Losing Leads Before They Even Respond
Over 60% of travel enquiries in South Africa go cold within the first hour. Here's why — and what to do about it.
- WhatsApp for Travel Agencies: The Complete Guide to AI Chatbots in South Africa
WhatsApp is how South Africa does business. Here's how travel agencies are using AI chatbots to handle enquiries, send quotes, and capture leads on the…
- The 2026 ITC Survival Guide: Automating Quotes, Bookings and Follow-Ups
Let’s talk about the elephant in the room: you’re bleeding hours doing unpaid work for tire-kickers. A September 2026 poll by Travel News South Africa just…
Ready to see Leads, Customers & Trips in action?
Book a free demo and we'll walk you through exactly how it works for your agency.