CRM for travel agency enquiries and package sales
A CRM for travel agency sales is software that records every holiday enquiry with dates, travellers and budget, follows it up until the trip is booked, and tracks payments due.
AutoDial CRM keeps tour packages, add-ons, WhatsApp itineraries and deposit balances beside every traveller's calls and chats.
- Tour packages and add-ons in a searchable catalog
- Itinerary PDFs and photos sent from saved WhatsApp templates
- Deposits and balances shown as paid and due on each booking
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What is a CRM for a travel agency?
A CRM for a travel agency is software that logs every holiday enquiry, the trip quoted and each follow-up, then tracks the booking’s payments and the traveller’s next trip. AutoDial CRM runs this on the agents’ phones, built on its lead management app.
Travel enquiries are chatty and slow to close. A couple asks on Instagram about a honeymoon, wants three hotel options, goes quiet while they compare prices with another agency and then books three weeks later on WhatsApp. AutoDial CRM keeps that whole thread on one traveller screen, with tabs for the calls, the WhatsApp conversation, remarks, reminders and the enquiry’s details. Custom fields hold the travel dates, number of adults and children, budget and room preference. Packages from your catalog, and add-ons such as airport transfers or a snorkelling trip, attach to the enquiry, and the itinerary goes out as a PDF or photo set from a saved WhatsApp template. Once the traveller pays a deposit, the enquiry turns into a paid client and the trip is recorded as a sale holding the deposit received and the remaining balance. Agents can work from Android or iPhone; since the October 2026 release the only thing missing on iPhone is reading the handset’s call log.
CRM for travel agency benefits
WhatsApp enquiries kept
Chats sit in a shared business inbox and turn into leads in one tap.
Packages in a catalog
Tour packages and add-ons are picked from a list, not retyped in every quote.
Itineraries sent in one tap
Saved templates carry the PDF, photos or video for each package.
Deposits and balances
Every booking card shows the deposit received and the balance outstanding.
Repeat trips remembered
Yearly reminders bring past travellers back before their usual holiday.
CRM for travel agency: packages, add-ons and quotes on WhatsApp
Most agencies sell a set of standard trips with endless small changes. In AutoDial CRM the standard trips live in the package catalog, which accepts custom packages such as “Ubud 5 nights” or “Komodo 3-day liveaboard”, not only monthly or yearly plans. Extras go in the product catalog: private driver, airport transfer, temple tour, travel insurance referral. A searchable picker attaches them to the enquiry, so a filter later finds every family who asked about Nusa Penida in July. New packages can be added on the fly while you are on a call.
Quotes travel by WhatsApp. Save a template per package with the itinerary PDF, hotel photos or a short video attached, and sending it takes one tap from the lead. For a seasonal offer, a bulk WhatsApp sender campaign can reach past travellers or a filtered group of leads, greet each by name and city, and report who read and replied.
CRM for travel agency: enquiries from Instagram, ads and WhatsApp
Holiday leads arrive from several directions, and each one gets a source tag: Instagram, Facebook, Google, Website, WhatsApp, Referral or a custom tag for a travel fair or partner. Form leads from ads reach the app through a Google Sheet or API that it checks on a schedule. WhatsApp enquiries are answered in the in-app WhatsApp CRM, where unread and unreplied badges show who is waiting, and any chat can be made into a lead with a single tap. When an agent leaves, the chats stay in the business account.
After a call, an automatic WhatsApp can thank the caller and share the agency’s package list, and a day-by-day WhatsApp follow-up series can keep a quiet enquiry warm until a person takes over.
CRM for travel agency workflow
| Moment | What the team does | What AutoDial CRM does |
|---|---|---|
| Enquiry | A traveller messages on WhatsApp or fills an ad form | The chat becomes a lead in one tap; form leads arrive from a Google Sheet or API, tagged by source |
| First call | The agent asks dates, group size and budget | Custom fields save the answers; the after-call sheet sets stage and next follow-up |
| Quote | The agent proposes a package | Package and add-ons attached; a template sends the itinerary PDF on WhatsApp |
| Follow-up | The traveller compares offers | A reminder rings on the agreed day; an optional drip series keeps in touch |
| Booking | The traveller pays a deposit | Lead becomes a paid client; the sale shows the deposit paid and balance due |
| Before travel | The agency collects the balance | A reminder on the balance date; revenue cards show the month's collections |
| After the trip | The agency asks for a referral and plans the next trip | A yearly repeat reminder brings the traveller back next season |
CRM for travel agency limits
AutoDial CRM handles enquiries, follow-ups, WhatsApp and payments; it is not a travel booking system. It does not build itineraries, price hotels from supplier rates, book flights or connect to any airline, hotel, GDS or online travel agency, so an agency that needs those should keep its booking platform and use AutoDial CRM for the sales side. It does not store passports or process visas. Instagram and Facebook leads need a Google Sheet, API or webhook in between, as there is no direct connection. Leads export to CSV, not a native Excel file.
CRM for travel agency example
An illustration, not a named customer. A tour agency in Denpasar, Bali, Indonesia, has an owner and 3 sales agents selling Bali and Lombok packages to visitors from Australia, India and Singapore. About 300 enquiries a month arrive, most through Instagram and WhatsApp. The package catalog holds 12 standard trips and the product catalog 20 add-ons. A typical family package costs about IDR 8 million (roughly US$450), with 30% paid as a deposit and the balance due a month before arrival. In a typical month 45 enquiries book; each booking card shows the balance still owed, and agents call those travellers when the balance reminder rings. Each traveller gets a yearly reminder a month before their usual holiday season. Paying yearly, the four users cost the agency about US$11.16 a month.
CRM for travel agency price
One plan with every feature, priced per user. Pay every 3 months, or pay yearly and save about 33%.
AutoDial CRM, per user
₹199/user/month
Billed ₹2,388 per user per year
Start free trialInstall free on AndroidThe iPhone app has every feature except the phone's call log. USD prices: INR converted at 95.32 on 14 Oct 2026, plus 20%.
What is included
- Dialer that replaces your phone app, with caller details on every call
- Auto dialer by SIM or WhatsApp, with auto redial
- Follow-up reminders that ring like an alarm
- Auto WhatsApp after calls, status changes and sales
- WhatsApp CRM live chat and bulk WhatsApp
- Leads, custom fields, tags and status pipeline
- Import from Excel, CSV, Google Sheets or an API
- Paid clients, payments and renewal reminders
- Team lead assignment and team call logs
- Staff attendance, live location and route map
- Call analytics and lost lead tracking
- Backup and restore on a new phone, 40+ languages
CRM for travel agency FAQ
What is CRM in travel and tourism?
CRM in travel and tourism is the way an agency or tour operator records every enquiry, quote, booking and past traveller, so follow-ups and repeat trips are not left to memory. AutoDial CRM is a phone-based CRM that does this next to the agency's calls and WhatsApp chats.
What is the best CRM for a small travel agency?
The best CRM for a small travel agency is one that handles WhatsApp and phone enquiries well, because that is where most holiday leads talk. AutoDial CRM keeps each traveller's chats, calls, packages and payments together, with per-user pricing, so a 3-person agency pays for 3.
Is AutoDial CRM a CRM for travel agency teams?
Yes. AutoDial CRM fits the sales side of a travel agency: enquiries are leads tagged by source, packages and add-ons come from a catalog, and booked trips become sales with deposits paid and balances due. It does not book flights or hotels.
Is there a free travel CRM available?
Yes, a few travel CRMs offer free plans with limits. AutoDial CRM has no install fee, and its full plan costs ₹199 (US$2.79) per user a month when you pay yearly.
Is there a CRM for travel agency businesses in India?
Yes. AutoDial CRM is available in India with rupee pricing and calls from the agent's own SIM, and it works the same way for agencies in Indonesia, the Gulf, Europe or elsewhere.
Can I send an itinerary PDF on WhatsApp from the CRM?
Yes. Make one saved template per package that holds the day-by-day itinerary as a PDF, plus hotel photos or a clip if you like; a single tap on the traveller's lead shares it through WhatsApp.
Can I keep holiday packages and add-ons in the CRM?
Yes. Packages go in the package catalog, which accepts custom packages rather than only monthly or yearly ones, and add-ons such as airport transfers or day tours go in the product catalog. New ones can be added while you are quoting.
Does the CRM build itineraries or book flights and hotels?
No. AutoDial CRM has no itinerary builder and no link to airline, hotel or GDS booking systems. Itineraries made elsewhere are sent as attachments from WhatsApp templates.
What is the best CRM for agencies?
The best CRM for an agency depends on how it sells: agencies that win business by phone and WhatsApp need calling and chat in the same record. AutoDial CRM is built for that kind of travel or service agency, while agencies that sell mainly through email campaigns may prefer an email-led CRM.
How do I follow up a traveller who stopped replying on WhatsApp?
Set a reminder to call them on a fixed day and let a WhatsApp follow-up series send short messages in between. The WhatsApp CRM marks chats that are unread or unreplied, and the series stops as soon as an agent takes over the conversation.
Can I remind past travellers about next year's holiday?
Yes. A reminder can repeat yearly, for example a month before a family's usual school-holiday trip, and it can send a WhatsApp message when it fires.
How much does a CRM for travel agency cost with AutoDial CRM?
AutoDial CRM costs ₹299 per user a month billed every 3 months (₹897), or ₹199 per user a month billed yearly (₹2,388). In US dollars that is $3.79 or $2.79 per user a month.
Your next call is ringing.
Install AutoDial CRM, import your leads and let the dialer, the WhatsApp and the follow-up alarm do the remembering.