Service 04
CRM for travel agencies
The inquiry you lost last month probably wasn't lost on the itinerary. It was lost between an Instagram DM, a WhatsApp thread and someone's memory. We put the whole thing in one place — built around how a trip actually gets sold — and put Attensia on top to answer it 24/7.
The pipeline, out of the box
- 1Inquiry
- 2Qualified
- 3Itinerary sent
- 4Proposal
- 5Deposit
- 6Booked
- 7After the trip
How a travel inquiry actually moves
Every off-the-shelf CRM ships with the sales process of a software company. This is the one your team already runs — we just stop it from living in five different apps.
01
Inquiry
A DM, a WhatsApp, a form. It lands in one place, not in three inboxes.
02
Qualified
Destination, dates, party size and budget captured before anyone picks it up.
03
Itinerary sent
Built from live vendor information instead of last season’s document.
04
Proposal
Priced, branded and out the same day — with the invoice already behind it.
05
Deposit
The payment link goes with the proposal, not in a follow-up email two days later.
06
Booked
Suppliers, documents and deadlines tracked against the trip, not someone’s memory.
07
After the trip
The review request and the next-trip follow-up fire on their own.
What's included
Set up for your agency, not handed over as an empty account with a login.
A pipeline shaped like a trip
Stages that match how a booking actually happens — inquiry, itinerary, proposal, deposit, travel, return — not the generic lead-to-close of a software company.
Capture on the channels travelers use
Instagram DMs, WhatsApp, Telegram, the web form and paid campaigns all create the same clean contact. No copy-paste, nothing lost between apps.
Itineraries, proposals and invoices
We have built the quote-to-invoice flow for an agency before: drag-and-drop itineraries pulling live vendor data, then proposals and QuickBooks invoices out the other side.
Follow-up that no one has to remember
Sequences by stage and by trip date, so the traveler deciding in two weeks is not waiting behind the one traveling in six months.
Commissions and supplier tracking
What is owed, by whom and when — visible in the same place as the booking instead of in a spreadsheet only one person maintains.
Reporting a business can act on
Cost per lead by campaign, reply time, conversion by advisor and by destination. Numbers you can decide with, refreshed on their own.
Attensia lives inside it
The first reply is the only sample of your service they have
A stranger sending a first inquiry cannot tell yet whether you know the destination. What they can grade is how long it took you to answer. Attensia — our AI sales concierge — sits inside the CRM and answers every inquiry the moment it lands, asks for destination, dates and party size, and hands your advisors a conversation that is already qualified.
Speed on the acknowledgment, judgment on the advice. Deciding where a family of six should go in August still has your name on it.
Already running a CRM?
Then we connect to the one you use
Plenty of agencies have already paid for a CRM and trained a team on it. Moving is not the point — the pipeline, the capture and the follow-up are. We build the same system on top of what you already run, and Attensia works your leads inside it.
See the integrations we buildReady to stop losing inquiries to the gap?
Bring us one week of your inquiries and we'll show you where they slow down — before you decide anything.
Book a Strategy Call
