Travel agency CRM

CRM for travel agencies that sell on WhatsApp

Travellers compare several agencies before they book, and the one that replies first with a clear quote usually wins. Telemantix helps travel agencies manage every enquiry, quote and follow-up in one CRM, and reply faster on WhatsApp.

It works for tour operators, holiday specialists, visa and corporate travel teams — anyone who turns enquiries into bookings.

Why travel agencies use Telemantix

Enquiries from every channel

Website forms, WhatsApp, Meta and Google lead ads and CSV imports in one list (connectors depend on your plan).

Quote-to-booking pipeline

Stages like enquiry, itinerary shared, quote sent, negotiation and booked.

WhatsApp from one number

Share itineraries, PDFs and images from a shared business number.

Follow-up reminders

Schedule a call or WhatsApp follow-up after every quote so none go unanswered.

Deal values

Record the package value and see the total value of quotes in play.

Repeat travellers

Returning customers are matched to their earlier enquiries by phone or email.

Manage travel enquiries, quotes and follow-ups in one place

A travel enquiry usually needs several back-and-forth messages: dates, number of travellers, budget, hotel preferences. In Telemantix, that conversation happens in the shared WhatsApp inbox and is saved on the lead, so any agent can pick it up. A bot flow can collect the basics before an agent replies.

When the quote is ready, move the lead to the quote-sent stage and set a follow-up. My Day reminds the agent to check back, and managers can see how many quotes are waiting and what they are worth.

app.telemantix.com/pipeline
CRM for travel agency – Telemantix sales pipeline board with deal values in each stage

Respond faster and book more trips

New enquiries are assigned to an agent automatically, and an SLA timer flags any that wait too long. Automation can create the first follow-up and alert a manager when a follow-up is missed, so peak-season enquiries are not lost.

For seasonal offers, send an approved WhatsApp template to past enquiries or a chosen segment and follow up the replies in the inbox.

  • Custom fields for destination and travel dates
  • Email quotes from your own mailbox
  • Reports by source and agent
app.telemantix.com/automation
CRM for travel agency – Telemantix automation rules with triggers and actions

How travel agencies use Telemantix

  1. Connect your channels

    Link your website forms, ads and WhatsApp Business number.

  2. Set up your booking stages

    Create stages from enquiry to booked and add custom fields for trip details.

  3. Quote and follow up

    Share itineraries on WhatsApp or email and schedule the next follow-up.

  4. Close and review

    Mark bookings as won and see which sources and agents convert best.

Frequently asked questions

Can Telemantix create itineraries or book tickets?

No. Telemantix is a sales CRM for managing enquiries, quotes and follow-ups. You create itineraries and bookings in your usual tools and share them from the CRM.

Can I send quotes on WhatsApp?

Yes. Send PDFs, images and messages from the shared inbox, and they are saved on the traveller’s record.

Can I run seasonal WhatsApp offers?

Yes. Send approved WhatsApp templates to a selected segment and follow up the replies. Meta bills its message charges directly.

How is Telemantix priced?

There is a free plan for one user, and paid plans with a base price plus a fixed price per extra user. See the pricing page for details.

Can several agents share the enquiries fairly?

Yes. New enquiries can be assigned by rotation or to the agent with the fewest open leads, and an SLA timer flags any enquiry that has not been contacted in time. Managers see every agent’s open quotes and overdue follow-ups, which helps during peak season when enquiries arrive faster than usual.

Reply faster, book more trips

Keep every travel enquiry, quote and follow-up in one CRM.

[email protected] +91 99103 43016 (WhatsApp)