Travel deals are perishable and revision-heavy. Track itinerary versions, held options and advances against departure dates that will not wait. From ₹899/user/month.
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Quick answer
Enquiries arrive on WhatsApp, itineraries are built in a document and quotes go out by email. The record of what was offered lives in a sent folder, and the record of who is still deciding lives in a consultant's head.
The cost is measured in unbooked effort. An agency that produces five itinerary versions for an enquiry that never converts has spent a working day, and nothing in the system says how often that happens.
Travel is date-bound and price-volatile. An enquiry departing in three weeks is urgent regardless of value, and a quote that ages past its rate validity reopens a negotiation everyone thought was finished.
Seven stages carry it: enquiry, itinerary drafted, quotation sent, revisions in progress, options held, advance received, booking confirmed. Two of them, revisions and held options, are where the trade actually lives.
Enquiry ends when travel dates, passenger count and a budget band exist on the record. Without those three, a consultant is designing a holiday for an imaginary customer, which is the most expensive habit in the business.
Quotation sent means a versioned itinerary with a price and a validity date. Options held means supplier holds with release dates are recorded. Advance received means money arrived, and it is the only stage in travel that reliably predicts a departure.
The timings below suit outbound leisure packages. Domestic short breaks compress the sequence into days, and group or MICE movements extend the decision considerably.
| Stage | What it means | Exit criteria (evidence) | Typical time |
|---|---|---|---|
| Enquiry | Traveller requirement captured | Dates, passengers and budget recorded | Same day |
| Itinerary drafted | Route and hotels proposed | Version one prepared and shared | 1 to 3 days |
| Quotation sent | Priced offer with validity | Price and validity date on the file | 1 to 2 days |
| Revisions | Client adjusting the plan | Each version saved and counted | 3 to 14 days |
| Options held | Supplier holds in place | Hold and release dates recorded | 2 to 7 days |
| Advance received | Booking committed | Advance receipt attached | Decision point |
Sort by departure. Enquiries leaving within forty-five days with no contact this week come first. Then held options approaching release. Then confirmed bookings with balances due. Then visa and document pends.
Add one question the meeting usually avoids: which enquiries have passed three revisions with no advance? Setting a limit is a commercial decision, and making it in a meeting is far cheaper than making it by exhaustion.
Pipeline by departure month, the only forecast that matches how money arrives. Conversion by destination and source, which shows where the agency competes well. And revisions per confirmed booking, an effort report most offices have never seen.
A board only reflects the discipline that already exists. If consultants quote from personal WhatsApp and never record a version, no revision report can exist. Start with departure dates and quotation versions, and add the rest after a season.
This is not a booking engine, a distribution system or accounting software. A held option here records a supplier hold rather than creating one, so the two must be kept in step. It manages enquiries, itineraries, follow-ups and payments.
Read next: lead management software, WhatsApp CRM, sales automation, CRM for small business, CRM by industry, India pricing.
Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.
Enquiries are quoted, revised four times and then go silent, and nobody can tell which are still worth chasing.
Every enquiry carries a departure date and a next action, so the board can be worked by urgency and dead files are closed with a reason.Departure-date prioritisation
Hotel and airline options are held on the phone and released without warning, and the client is told the price has changed.
Held options carry release dates on the deal, so the agency chases a decision before the hold lapses rather than after it.Held option release dates
Consultants spend days rewriting itineraries for enquiries that were never going to book.
Revision counts are visible per enquiry, so the team can see where effort is going and set a limit before further versions are produced.Revision effort visibility
Advances arrive but balances are chased late, and cancellations land close to departure when suppliers no longer refund.
Advance and balance are separate tracked steps with due dates, so payment follow-up happens on a schedule rather than in a panic.Advance and balance tracking
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