CRM for Travel Agencies

CRM Built for Travel Agencies & Tour Operators

Convert more leads and retain more customers. Track My Tour CRM helps travel agencies track inquiries, manage quotations, automate follow-ups, and build lasting client relationships.

Travel Agencies
3× More Follow-Ups CompletedISO 27001 & SOC 2 Certified360° Client View

Grow Your Travel Business with Smarter CRM

Lead Capture & Pipeline

Capture leads from WhatsApp, website, and referrals in one inbox. Track every inquiry through a visual sales pipeline from contact to confirmed booking.

Inquiry & Quotation Tracking

Create professional quotations in minutes. Track which quotes were sent, opened, and converted — and follow up at the right time.

Automated Follow-Up Reminders

Never lose a lead due to missed follow-up. Set automated reminders and let the system nudge your team at the perfect moment.

Client Profiles & History

Maintain a complete history of every client — past trips, preferences, budget range, and communication logs. Personalise every interaction.

Repeat Booking Management

Identify and nurture repeat customers. Track anniversaries, past tour dates, and preferences to drive loyalty and repeat revenue.

WhatsApp & Email Integration

Send quotations, booking confirmations, and updates via WhatsApp and email directly from the CRM. Keep all communication in one thread.

Everything Included, One Platform

No add-on modules or separate contracts — every capability below ships as part of Track My Tour.

Lead Capture & Pipeline
Inquiry & Quotation Tracking
Automated Follow-Up Reminders
Client Profiles & History
Repeat Booking Management
WhatsApp & Email Integration

Why Travel Agencies Use Track My Tour as Their CRM

Most CRMs are built for SaaS or e-commerce. Track My Tour's CRM is wired into your bookings, invoices, and fleet — so customer data and trip data live together.

More follow-ups completed with automated reminder workflows

WhatsApp

Send quotations and follow-ups directly from the CRM

360°

Client view — bookings, invoices, payments, and history in one place

The Lead Management Problem Every Travel Agency Faces

Running a travel agency in India means juggling hundreds of inquiries at the same time — across WhatsApp, phone calls, email, and walk-in customers. Most agencies lose 30–40% of potential bookings simply because follow-ups fall through the cracks. A lead arrives on Monday, the quotation goes out on Tuesday, but by Friday the customer has already booked with a competitor who called them twice more. Without a structured CRM pipeline, your team's productivity depends entirely on individual memory and discipline.

Track My Tour's CRM was built specifically for India's travel agency reality. It captures every inquiry — regardless of which channel it comes from — into a single pipeline visible to your entire team. Follow-up tasks are assigned automatically based on inquiry status. Quotation approval workflows prevent unauthorized discounting. And when a customer is ready to book, converting the quotation to a confirmed booking takes a single click, automatically triggering vehicle assignment, driver dispatch, and invoice generation.

Unlike generic CRM platforms that require months of customization, Track My Tour CRM is connected to your booking and operations data from day one. When you look at a client record, you see their full history — every past trip, payment record, preferences, and communication log — all in one screen.

Security & Data Compliance

Client data — passport details, payment history, and communication logs — is sensitive personal data, and travel agencies serving corporate clients increasingly need to demonstrate how it is protected. Track My Tour is built on role-based access control, encrypted data storage, and complete audit logging across the platform, and is certified to ISO/IEC 27001:2022 and SOC 2 Type II standards.

For agencies with formal vendor security review processes, this means the platform can be evaluated against standard information-security questionnaires without exception requests for basic controls like encryption at rest, access logging, or incident audit trails.

Independently Audited & Certified

Enterprise-grade security & compliance

Your data is protected by globally recognised, independently audited standards.

ISO/IEC 27001:2022 Certified Seal

ISO/IEC 27001:2022

Information Security Management

SOC 2 Type II Certified Seal

SOC 2 Type II

Security, Availability & Confidentiality

From First Inquiry to Final Invoice — In One Platform

  1. 1

    Capture Every Lead

    Log inquiries from WhatsApp, phone, email, or website form into the CRM pipeline. Each lead automatically gets a contact record, inquiry details, travel dates, and a follow-up task assigned to the right team member. No inquiry falls through the cracks.

  2. 2

    Send a Professional Quotation

    Build itemised quotations with tour packages, accommodation, transport, guide fees, and GST breakdown — in under 2 minutes. Send via WhatsApp or email directly from the CRM. Track which quotes were opened, forwarded, or ignored.

  3. 3

    Convert and Confirm the Booking

    When the client approves, convert the quotation to a confirmed booking with one click. The system automatically creates the booking record, assigns vehicles from your fleet, dispatches duty slips to drivers, and moves the lead to confirmed status.

  4. 4

    Invoice and Follow Up for Repeat Business

    Generate GST-compliant invoices on confirmation. After the trip, the system logs the customer as a past traveller and schedules follow-up reminders for anniversaries, upcoming travel seasons, or upsell opportunities — turning one booking into a loyal repeat customer.

Explore Related Solutions

CRM works best as a connected system. If your team is evaluating a specific piece of the workflow, these related solutions go deeper:

Frequently Asked Questions

Common questions about Travel Agency CRM

Let's move your mobility operations forward

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See how Track My Tour can streamline your operations. Pick a convenient time and we'll walk you through the platform.