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Travel Agent CRM

Stop Losing Bookings to Unanswered Enquiries

HelloGrowthCRM tracks every travel enquiry from first WhatsApp to confirmed booking — with automatic quote follow-up, group tour management, and repeat customer campaigns built in for Indian travel agents.

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✈️

Wanderdesk · Travel CRM

Enquiries · itineraries · bookings · payments

Open

2

Confirmed

1

Total

3

Add enquiry

TravellerTripBudget (₹)Stage·
Mehta family (4)Bali · 6N/7D320000
Honeymoon · RaoMaldives · 4N210000
Corporate offsiteGoa · 3N (25 pax)850000

Quick answer

Is HelloGrowthCRM right for Travel Agent CRM?

Yes. HelloGrowthCRM gives Travel Agent CRM a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons. It's built for the problems these teams actually hit — like solo agents juggle enquiries across two phones and three WhatsApp numbers, and the customer who messaged the old number never gets a reply — rather than generic sales busywork.
  • Enquiry pipeline: destination enquiry → itinerary sent → quotation approved → booking confirmed → balance paid — every step tracked per traveller
  • WhatsApp itinerary delivery: send formatted itinerary PDFs and travel documents directly to clients via WhatsApp — instant, paperless, professional
  • Quote follow-up automation: if a client hasn't responded to your package quote in 3 days, a follow-up WhatsApp is sent automatically

See pricingBook a demo

01

The enquiry that converts somewhere else

The quote you sent, then forgot

A family contacts you about a Bali package. You spend 45 minutes putting together a custom itinerary and send it on WhatsApp. They say they'll discuss and get back to you.

Three days pass. A week. You're busy with other enquiries. Two weeks later, they book the same trip through MakeMyTrip. The package was almost identical. The only difference was that the other agency followed up twice.

Lost to silence, not to competition

Most travel agencies are losing 30-40% of their enquiries not to competition but to silence.

HelloGrowthCRM's automatic follow-up sequences ensure every enquiry gets chased at 3, 7, and 14 days — so you win back bookings your team would otherwise forget to chase.

02

Group tours without the coordination chaos

One departure, a dozen moving parts

Managing a 25-seat Rajasthan group departure on WhatsApp is a full-time job. Someone hasn't paid their advance. Someone else needs a different room type. Two passengers cancelled and you need to fill those seats from the waitlist.

Every passenger tracked in one record

HelloGrowthCRM gives your group tour a dedicated record with per-passenger seat allocation, payment status, document submission, and special requirements. Automated reminders go to passengers with pending balances.

You can see at a glance whether your departure is financially covered or at risk — weeks before the travel date.

03

Repeat bookings from past travellers

Your most valuable asset is already in your contacts

Your past clients are your most valuable asset. They already trust you. They've already travelled with you. But most travel agencies have no systematic way of reaching out to them when the next travel season arrives.

The right offer at the right season

HelloGrowthCRM records each client's travel history and triggers automatic WhatsApp messages at the right time — a Diwali package to your November travellers, a summer hill station offer to your May travellers, an anniversary trip suggestion to clients who mentioned their anniversary on their last booking.

Repeat bookings that used to depend on clients remembering to call you start arriving consistently.

AI & Intelligence

AI Features Built for Travel Agents

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Explore AI Agents

All AI features included on every paid plan. No add-ons.

Challenges we solve

The problems holding this industry back — and the fix

Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.

  • Solo agents juggle enquiries across two phones and three WhatsApp numbers, and the customer who messaged the old number never gets a reply.

    All enquiries converge into one WhatsApp-connected pipeline regardless of which number or channel they arrived on, with an instant acknowledgment and a follow-up task, so a one-person operation responds like a team.Single enquiry pipeline

  • Package quotes are typed fresh each time, and a customer asking again next week gets a different price from memory.

    Quotes are created and stored against each enquiry, delivered on WhatsApp with one tap, and remain on the customer record, so repeat questions get consistent answers and follow-ups reference the exact package discussed.WhatsApp quote delivery

  • Group tour bookings mean tracking thirty travellers' payments, documents, and meal preferences in a notebook that one spilled chai can erase.

    Each group tour is a pipeline with every traveller as a tracked contact - payments, documents received, and special requests logged per person - so the agent sees outstanding items per group at a glance from the mobile app.Group tour management

  • Festival and holiday season demand peaks, but the agent only markets to whoever happens to call, never to the past customer base.

    Past customers segmented by destination and travel month receive Diwali, summer-vacation, and long-weekend package campaigns over WhatsApp automatically, generating bookings from people who already trust you before they start searching.Seasonal package campaigns

  • Sub-agent and hotel-supplier commissions are settled from memory at month end, and disagreements cost both money and relationships.

    Log each booking's source partner and notes against the deal record, so month-end reconciliation works from a clean list per partner instead of memory, keeping sub-agent relationships smooth and disputes rare.Partner booking records

  • The customer was excited on the call, you said you would send the itinerary, and by the time you did the mood had passed and so had the booking.

    The itinerary goes out as a share link with the deposit payment link on it, so the customer can hold the trip in the same minute they are excited about it rather than in the week they think about it.Deposit link on the itinerary

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • Enquiry pipeline: destination enquiry → itinerary sent → quotation approved → booking confirmed → balance paid — every step tracked per traveller
  • WhatsApp itinerary delivery: send formatted itinerary PDFs and travel documents directly to clients via WhatsApp — instant, paperless, professional
  • Quote follow-up automation: if a client hasn't responded to your package quote in 3 days, a follow-up WhatsApp is sent automatically
  • Group tour management: manage group departures with confirmed seats, waitlist, and per-passenger payment tracking — all in one view
  • Repeat customer reminders: automatically message past clients when their preferred travel season approaches — win back loyalty without a marketing team
  • Visa and document checklist: send personalised document requirement lists for each destination via WhatsApp and track submission per traveller
  • B2B corporate account management: track corporate travel clients separately — their travel policies, preferred hotels, and booking frequency
  • Anniversary and festive season campaigns: automatically send personalised trip suggestions to clients around Diwali, anniversaries, and long weekends
  • Referral tracking: log which satisfied traveller referred a new client and trigger a thank-you message with your referral programme offer
  • DPDPA compliant: client travel data stored securely under Meru Technosoft Pvt. Ltd. as DPDPA Data Fiduciary — free plan at ₹0, no credit card required

HelloGrowthCRM by the numbers

$12
per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0
free forever starter plan — no credit card required
14-day
trial included on paid plans
259+
live integrations, from WhatsApp to Tally and QuickBooks
500+
teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

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Prefer email? Write to sales@hellogrowthcrm.com