Lead pipeline
Capture every inquiry, assign it to an agent, and move it through stages with notes, tags and reminders.
Turn every travel inquiry into a booking.
Leads, WhatsApp, Instagram, itineraries and invoices in one CRM built for travel agencies. No inquiry lost again.
10x
Faster lead response
1
Inbox for every channel
24/7
Bot-assisted replies
100%
Built for travel agencies
Your whole agency, on one screen.
Tasks due, new leads, sources, conversions and today’s pulse, live the moment you log in.
- Live lead counts
- Source breakdown
- Today’s pulse
From first message to booked.
Every inquiry travels the same eight stages. Click any stop to see what TripzoCRM does there.
New Enquiry
Contacted
Qualified
Plan & Quote Sent
In Pipeline
Negotiating
Awaiting Payment
Booked
Stage 1 of 8
New Enquiry
A message lands on WhatsApp. The bot answers in seconds, day or night, with the trips that match.
Playing. Click any stop to jump.
Call Not Picked, Future Prospect and Lost & Closed keep every other lead on the board.
RD
Rohan Deshmukh
+91 90000 00101
New Enquiry
AdventureWhatsApp
Ladakh & Kashmir Explorer 9D/8N
Ladakh & Kashmir Explorer 9D/8NActivity
- Hi! Ladakh in June for 4 of us?Auto-reply sent in 6sNew Enquiry
One platform. Every part of the trip.
From the first unread message to the settled invoice, built around the way travel agencies already work.
WhatsApp inbox
Two-way WhatsApp Business chats attached to each lead, with bot flows for the first reply.
Instagram DMs
Reply to DMs inside the CRM and turn social conversations into qualified leads.
Bookings & invoices
Convert a lead into a booking, raise the invoice and track payments on one timeline.
Hotels & rates
Your own properties with per-room rates, feeding straight into every quote you build.
Packages & itineraries
Day-wise itineraries with hotels, sightseeing and pricing, shared as a public link.
WhatsApp and Instagram, one inbox.
Most travel inquiries arrive as a chat. TripzoCRM puts every one in the same pipeline and answers the first message for you.
Powered by Meta
Connected through Meta’s official WhatsApp Business Platform and Instagram Messaging API, so every message, media file and read receipt arrives exactly as your customer sent it.
- Two-way Business API conversations, attached to the lead
- Instant first reply, then handover the moment an agent types
- The 24-hour reply window tracked and flagged before you send
- Packages, brochures and your contact card sent in-chat
Conversations that keep going without you.
The bot sends the messages an agent would send anyway, then steps aside the moment a human starts typing.
Instant first reply
Answers within seconds of the first message, with the trips that match the question.
Quote follow-up
Nudges a customer who opened the itinerary and went quiet, without an agent remembering.
Payment reminder
Chases the balance before departure with the amount, due date and a link to pay.
Booking confirmation
Sends trip details, inclusions and cancellation policy the moment payment lands.
Departure countdown
What to pack, where to reach and who to call, a few days before the trip.
Seats running out
Tells everyone who viewed a departure when only a handful of seats are left.
Document collection
Chases IDs, passports and permits on a schedule, and stops once they arrive.
Post-trip feedback
Asks for the review and shares the photo drive once they are home.
Reel reply
Every DM from a reel gets answered with the trip that reel was about.
Ad keyword match
Reads the phrase from your campaign and sends the packages assigned to it.
Story reply capture
A story reaction becomes a lead, with the conversation already attached.
Package carousel
A swipeable set of trips with prices and a View Itinerary button on each.
Handover to agent
The bot goes silent the moment your team starts typing. Nobody talks over anyone.
Window warning
Flags the 24-hour reply window before it closes on an unanswered DM.
Needs-review escalation
Anything the bot cannot answer safely goes to a human queue, with the reason.
Profile-aware greeting
Greets by name and puts their handle and follower count on the agent’s screen.
The number every owner actually asks for.
Every night, three figures per agent: what they closed, what they still owe an answer, and what they never touched. Most CRMs show a pipeline. This one shows who worked it.
- Closed
- Booked or lost. An outcome either way.
- Pending
- Still open, still owed an answer.
- Missed
- Theirs, and untouched all day.
Daily report
Yesterday, 42 leads
0
Closed
0
Pending
0
Missed
AgentClsdPendMiss
- PNPriya Nair640
- RMRahul Mehta471
- SQSana Qureshi530
- ARArjun Rao156
TripzoCRM
Live11:40 amSun, 20 Sept
Good morning,
Priya
58
0
New today
8
Unread chats
24
Open tasks
Search the app — chats, leads, invoices…
Quick links
Customer chats
DMs & reels
8Leads
Pipeline & follow-ups
Settings
Profile & appearance
HomeWhatsAppInstagramLeadsSettings
Your agency, in your pocket.
The same inbox, pipeline and catalogue as the desktop, for the half of the job that happens away from a desk.
Push notifications
A new lead buzzes the right agent, not the whole team.
Reply anywhere
Full WhatsApp and Instagram threads, with takeover.
Log expenses on the spot
At the hotel desk, before the receipt is lost.
Instant updates
Improvements arrive over the air. No store, no waiting.
Download the app
Simple pricing for agencies.
Start free. Upgrade when your pipeline grows, not before.
Starter
Freefor 14 days
For small agencies trying the platform.
- Up to 3 team members
- Lead pipeline & tasks
- WhatsApp inbox (single number)
- Packages & public booking pages
Growth
Most popularLet’s talkbilled monthly
For growing agencies running several channels.
- Unlimited team members
- WhatsApp + Instagram channels
- Itinerary builder & departures
- Invoices, payments & reminders
- Daily performance reports
- Mobile app for the whole team
Scale
Customtailored
For multi-branch operators and DMCs.
- Multi-organization support
- Master-admin controls
- Trip-level P&L and finance books
- Custom integrations & SLAs
- Priority onboarding
Every plan includes onboarding, data migration and WhatsApp Business API setup.
Built for travel, not bent into shape.
Every feature, from WhatsApp threads to day-wise itineraries to trip-level profit, exists because a real agency asked for it.
Travel-native records
Packages, departures, seats, itineraries and per-trip margin are first-class records, not custom fields on a deals table.
The inbox is the product
Your customers message on WhatsApp and Instagram, so the inbox is built in, not sold as an add-on.
Priced for agencies
Start free, pay when your pipeline grows, and keep every feature on every plan that needs it.
The things agencies always ask.
Yes, and we set it up with you during onboarding. Once connected, every conversation flows into TripzoCRM automatically and your existing number keeps working as before.
Stop losing bookings to unread messages.
Set TripzoCRM up in an afternoon and watch the next inquiry land where you can act on it.
Free for 14 days. No credit card.