Travel CRMby Agatti One

NewIntroducing Travel CRM — Phase 1

Run Your Travel Business Smarter. From Leads to Bookings, All in One CRM.

Manage travel enquiries, customers, quotations, bookings, vendors and team activities from one organized workspace. Built for travel agencies and tour operators ready to move beyond spreadsheets.

Book a Free DemoExplore Features
Existing customer? LoginRuns in your browser, nothing to install

24 features live today — everything a travel desk runs on, in one workspace

DashboardLead ManagementCustomer ManagementQuotation ManagementBooking ManagementOperations BoardVendor ManagementFollow-ups & RemindersHotel MasterRoles & PermissionsReports & AnalyticsPackage Templates
Booking RemindersDestinations & CitiesSightseeing MasterVehicle MasterAirline MasterCruise MasterTeam & User ManagementActivity & Audit LogCalendar & TasksOrganization SettingsCompany ProfileTrash & Restore

The everyday problem

Still Managing Your Travel Business Across Excel, WhatsApp and Multiple Tools?

Most travel businesses grow on spreadsheets and chat apps. It works until the enquiries, the team and the supplier list get bigger — and then details start slipping through the gaps.

  • Leads scattered across different sources

    Enquiries arrive by phone, chat, email, website and walk-ins, and each one lands somewhere different.

  • Missed customer follow-ups

    A promised callback slips on a busy day and the traveller books with someone who replied faster.

  • Time-consuming quotation preparation

    Hotels, transfers and sightseeing are retyped for trips you have quoted many times before.

  • Disorganized bookings

    Payments, documents and travel dates are tracked in separate sheets that drift out of date.

  • Vendor information spread across files

    Supplier contacts, bank details and what you owe them live in one person's phone or an old spreadsheet.

  • Limited visibility into team activities

    Managers can't see who is working on what, which leads are stuck, or what is due this week.

Before Travel CRM

  • Spreadsheets
  • Manual reminders
  • Scattered customer information
  • Repetitive quotation work
  • Difficult booking tracking

With Travel CRM

  • Centralized leads
  • Structured reminders
  • Organized customer profiles
  • Managed quotation workflows
  • Centralized booking information

Why teams switch

One workspace instead of ten spreadsheets

Every enquiry, quotation, booking and supplier stays connected — so your team stops copying details between WhatsApp, Excel and email.

11

Core modules live

Leads to bookings, vendors and reports — available now

24

Features in Phase 1

Built for the daily work of a travel desk

5

Business types served

Agencies, tour operators, DMCs, B2B desks and sales teams

Zero

Installs needed

Runs in the browser on laptop, tablet and phone

Product tour

Explore the Software Built for Travel Professionals

Click through the main modules to see how Travel CRM organises a travel business. Previews use sample data.

Available now

Business Dashboard

Start every day with a clear picture of what needs attention: new enquiries, follow-ups due, bookings in progress and how the business is trending.

  • Key numbers at a glance

    Total, hot and converted leads, conversion rate, and the revenue and bookings trend.

  • Priority follow-ups

    See which enquiries need a call today and which are already overdue.

  • Upcoming trips

    Departures in the coming weeks, so pre-travel work is never forgotten.

See it in a demoLearn more about Business Dashboard

Features

Everything a travel sale needs, from first enquiry to departure

Core modules for sales, quotations, bookings and operations, plus the masters, permissions and reports that hold them together.

Sales & Lead ManagementAvailable

Capture, assign and follow up every travel enquiry until it converts.

Record each enquiry with its destinations, travel dates, travellers, budget and source. Move it through clear stages, give it an owner, and see at a glance which enquiries need attention.

  • Incoming lead queue
  • Stages from enquiry to conversion
  • Hot, warm and cold leads
  • Assignment and reassignment
  • Lead activity logs
  • Import from Excel or CSV
Explore Lead Management
Quotation ManagementAvailable

Create polished quotations quickly using reusable package templates.

Put together a quotation from the enquiry's itinerary and your hotel, sightseeing and transport masters. Choose a presentation style, then send it as a PDF, by email or as a web link you can track.

  • Quotations from your own masters
  • Package templates
  • Save a quotation as a template
  • Classic, Modern and Premium styles
  • Shareable quotation link
  • PDF download and email
Explore Quotation Management
Booking ManagementAvailable

Track every confirmed trip with its services, payments and owner.

Convert a won enquiry into a booking with its quotation, then manage every service, payment, voucher and invoice from one booking record instead of a dozen chat threads.

  • Central booking register
  • Booked services and vouchers
  • Payment tracking
  • Booking ownership
  • Booking reminders
  • Duplicate detection
Explore Booking Management
Available

Daily workspace

Reminders & Follow-ups

Follow-up reminders, booking reminders and in-app notifications that keep work moving.

  • My reminders
  • Booking reminders
  • Notification centre
  • Due today & overdue
  • Status tracking
Learn more about Reminders & Follow-ups
Available

Customer management

Customer Management

A central customer database with every traveller's history in one profile.

  • Central customer database
  • Customer profiles
  • Search and filter
Learn more about Customer Management
Available

Vendor & supplier management

Vendor Management

Organise hotel, transport, DMC and activity partners in one supplier directory.

  • Vendor profiles
  • Bank and tax details
  • Outstanding dues
Learn more about Vendor Management
Available

Travel inventory masters

Travel Inventory Masters

Maintain destinations, cities, hotels, sightseeing, vehicles, airlines and cruises.

  • Destinations & cities
  • Hotels & room types
  • Sightseeing
Learn more about Travel Inventory Masters
Available

Team management

Team & Role-Based Access

Add users, control what each role can see and do, and keep ownership clear.

  • User management
  • Roles & permissions
  • Record visibility
Learn more about Team & Role-Based Access
Available

Reports & analytics

Reports & Analytics

Activity, follow-up, revenue and travel-date reports for the whole business.

  • Activity reports
  • Follow-up reports
  • Geographic distribution
Learn more about Reports & Analytics
Available

Operations

Operations Board

Upcoming departures on one board, with a delivery view for each booking.

  • Upcoming departures
  • Delivery view
  • Pending checkpoints
Learn more about Operations Board
Available

Workspace

Organization Settings

Company profile and branding, outgoing email, lead sources, scoring rules and tax rates.

  • Company branding
  • Email settings
  • Lead scoring rules
Learn more about Organization Settings
View the complete feature list

How it works

Get Your Travel Operations Organized in Four Steps

Travel CRM follows the path every trip already takes through your business, from the first enquiry to the day the traveller departs.

Step 1

Capture and Organize Enquiries

Every enquiry becomes a lead with its destination, dates, travellers and source, so nothing lives only in a chat thread.

  • New enquiries land in an incoming queue to be claimed
  • Leads carry a stage and a hot, warm or cold temperature
  • Existing leads import from Excel or CSV

Built for travel

One CRM, shaped around how your kind of travel business works

Agencies, tour operators, DMCs and B2B desks share the same basics, but each runs them differently. Pick yours to see the workflow.

All solutions

Phase 1 — Early Access

Be Among the First Travel Businesses to Experience Our CRM

We're introducing the first phase of our Travel CRM, designed to help travel professionals organize their daily operations and build more efficient workflows.

Request Early AccessSchedule a Product Demo

Available now

Available

Part of the Phase 1 release.

In development

In development

Built into the product and being rolled out. Availability is confirmed during your demo.

  • Add-on Services
  • Communication Center
  • Lead Source Integrations
  • Marketing & Campaigns
  • Accounting & GST
  • Traveller Portal
  • B2B Travel Partners
  • Vehicle Diary
  • Supplier Marketplace

Planned enhancements

Planned

On the roadmap. No release dates are promised.

  • Online Payment Collection
  • GST e-Invoicing (IRN)

Product benefits

Less chasing. More selling.

Travel CRM doesn't promise magic numbers. It removes the everyday friction of scattered information, so your team spends its time on travellers instead of searching for details.

Book a Free Demo

  • One place for the whole trip

    Enquiry, quotation, booking, supplier and payment details sit together, so nobody pieces a trip together from five apps.

  • Continuity when people are away

    Activity logs and customer history mean any team member can pick up a conversation where it left off.

  • Repeatable ways of working

    Templates, masters and stages turn individual habits into a consistent process the whole team follows.

  • Decisions based on your own data

    Reports on sources, destinations, travel dates and revenue replace guesswork with what actually happened.

Why Travel CRM

Why Choose Our Travel CRM?

Built by Agatti One specifically for the way travel businesses sell and operate.

  • Travel-specific workflows

    Itineraries, travel dates, hotels, transfers, sightseeing and vendors are built in — not bolted onto a generic CRM.

  • Centralized business information

    Leads, customers, quotations, bookings and suppliers share one workspace instead of separate sheets.

  • Organized team collaboration

    Ownership, assignment and permissions make it clear who handles what.

  • Practical daily operations

    Reminders, follow-up lists and the operations board are designed for the working day of a travel desk.

  • A product that keeps evolving

    Phase 1 is the start. Early-access customers see what's in development and help shape what comes next.

Security & access

Control who sees what in your business

Customer and supplier information is the heart of a travel business. Each company works in its own workspace, and Travel CRM gives you practical controls over access and ownership. Ask us during the demo for details of our hosting and data-handling practices.

  • Role-based permissions

    Build roles from a catalogue of permissions and fine-tune access for individual users.

  • Record visibility by scope

    Limit each person to their own records, their team's, or every record in the workspace.

  • Clear record ownership

    Leads and bookings are assigned to named users, and accounts can be deactivated when someone leaves.

  • Activity and audit log

    Activity reports and a change log show who did what across the workspace.

  • Recoverable deletions

    Deleted records move to Trash first and can be restored before they are permanently removed.

  • Secure sign-in

    Your team signs in over HTTPS, passwords are stored hashed, and idle sessions sign out automatically.

Product walkthrough

See a complete trip move through Travel CRM

Follow one enquiry from the moment it arrives to the confirmed booking and pre-departure reminders.

Recorded walkthrough coming soon

We're recording a full product tour. Until then, the best way to see Travel CRM is a live demo with our team.

Book a live demo

FAQ

Questions travel businesses ask us

Can't find what you're looking for? Our team is happy to help.

See all FAQs
Who is Travel CRM for?

Travel agencies, tour operators, destination management companies, B2B travel businesses and travel sales teams — any team that handles enquiries, sends quotations and manages bookings.

What can I do with Travel CRM today?

Phase 1 covers lead management, follow-ups and reminders, customer profiles, quotations and package templates, bookings with payments and vouchers, the operations board, vendor management, travel inventory masters, team roles and permissions, and reports.

What does “Phase 1” mean?

Phase 1 is the first public release of Travel CRM. The core modules are available now; further modules — such as the communication center, marketing and accounting — are in development. Early-access customers start on the core and see new modules as they are released.

Is it a web application, or does it need installation?

It's a web application — there is nothing to install. Travel CRM runs in the browser, and its screens adapt to phones and tablets as well as desktops.

How does the free demo work?

Book a demo and tell us a little about your business. Our team will get in touch to schedule a walkthrough built around how you handle enquiries, quotations and bookings.

How does onboarding work?

After your demo we help you set up your workspace — your company profile, your team's accounts and roles, and the destinations, hotels and sightseeing your quotations draw on. How long it takes depends on your team and the records you bring, so we agree a realistic plan with you.

Can I import my existing leads?

Yes. Leads can be imported from an Excel or CSV file, using a template you can download from the CRM. For customers, suppliers and other records, tell us how they're stored today and we'll review the best way to bring them in.

Can I control what each team member can see?

Yes. Roles are built from a catalogue of permissions, individual users can have their access adjusted, and each person's record visibility can be limited to their own records, their team's or all records.

Ready to Simplify Your Travel Business Operations?

See how Travel CRM would work with your enquiries, packages and team. The demo is free and built around your workflow.

Book Your Free DemoExplore Travel CRM

Already a customer? Log in to Travel CRM