Travel Agency CRM
Travel Agency CRM
Created specifically for the needs of travel agencies on award-winning Zoho CRM, Travel Agency CRM delivers outstanding value with an astounding array of features.
Smarter Client & Project
Management
Transform how you manage clients and projects with AI-powered automation. Predict project timelines, automate billing, and streamline collaboration — all from one intelligent platform.
Built for firms that bill time and deliver results
From onboarding to final invoice, every workflow is designed around how professional services teams actually work.
Use historical project data and AI modelling to forecast delivery dates, flag bottlenecks before they happen, and keep every engagement on track from day one.
Generate accurate invoices from tracked time and milestones automatically. Reduce billing disputes, shorten payment cycles, and eliminate manual reconciliation entirely.
Give clients a real-time view of project progress, deliverables, and communications — without email threads. A dedicated portal keeps every stakeholder aligned.
Why firms choose Zoho
Whether you run a consultancy, agency, legal firm, or IT services company, Zoho adapts to your engagement model — fixed fee, time & material, or retainer.
Zoho gives you a live view of team capacity, skill sets, and availability so you can plan resources weeks ahead, avoid burnout, and maximise billable utilisation across every engagement.
Automate onboarding checklists, approval chains, recurring reports, and client updates. Set rules once and let Zoho handle the follow-through — every time, without reminders.
Everything your team needs in one place
Six core capabilities that cover the full lifecycle of every client engagement.
Plan, assign, and track tasks across every project with Gantt charts, Kanban boards, and milestone tracking — all in one unified workspace.
Log billable and non-billable hours from desktop, mobile, or browser with one click. Timesheets auto-populate invoices and profitability reports.
Create, send, and e-sign service agreements and SOWs from built-in templates. Track renewal dates and trigger alerts before contracts lapse.
In-context comments, file sharing, and threaded discussions keep your team and client on the same page — without switching to a separate chat tool.
See margin, cost, and revenue per project at a glance. Identify which clients and service lines drive the most value and where to improve pricing.
Control who sees what with granular permissions for clients, subcontractors, and internal staff — keeping sensitive data exactly where it belongs.
Book a free consultation and see how Zoho can automate your workflows, improve client satisfaction, and grow your firm's profitability from day one.
Anywhere. Anytime. Any Device.
Everything in One Place
Anywhere. Anytime. Any Device.
Everything in One Place
Smarter Client & Project
Management
Transform how you manage clients and projects with AI-powered automation. Predict project timelines, automate billing, and streamline collaboration — all from one intelligent platform.
Built for firms that bill time and deliver results
From onboarding to final invoice, every workflow is designed around how professional services teams actually work.
Use historical project data and AI modelling to forecast delivery dates, flag bottlenecks before they happen, and keep every engagement on track from day one.
Generate accurate invoices from tracked time and milestones automatically. Reduce billing disputes, shorten payment cycles, and eliminate manual reconciliation entirely.
Give clients a real-time view of project progress, deliverables, and communications — without email threads. A dedicated portal keeps every stakeholder aligned.
Why firms choose Zoho
Whether you run a consultancy, agency, legal firm, or IT services company, Zoho adapts to your engagement model — fixed fee, time & material, or retainer.
Zoho gives you a live view of team capacity, skill sets, and availability so you can plan resources weeks ahead, avoid burnout, and maximise billable utilisation across every engagement.
Automate onboarding checklists, approval chains, recurring reports, and client updates. Set rules once and let Zoho handle the follow-through — every time, without reminders.
Everything your team needs in one place
Six core capabilities that cover the full lifecycle of every client engagement.
Plan, assign, and track tasks across every project with Gantt charts, Kanban boards, and milestone tracking — all in one unified workspace.
Log billable and non-billable hours from desktop, mobile, or browser with one click. Timesheets auto-populate invoices and profitability reports.
Create, send, and e-sign service agreements and SOWs from built-in templates. Track renewal dates and trigger alerts before contracts lapse.
In-context comments, file sharing, and threaded discussions keep your team and client on the same page — without switching to a separate chat tool.
See margin, cost, and revenue per project at a glance. Identify which clients and service lines drive the most value and where to improve pricing.
Control who sees what with granular permissions for clients, subcontractors, and internal staff — keeping sensitive data exactly where it belongs.
Book a free consultation and see how Zoho can automate your workflows, improve client satisfaction, and grow your firm's profitability from day one.
Manage Every Aspect of your
Travel Agency
Finally!
Finally!
A Lead Capturing Machine
A Lead Capturing Machine
Capturing leads from multiple channels was never this easy! Whether it’s webforms or social media,
live chat or spreadsheet, you can now capture every single lead centrally and nurture them effortlessly. Let’s see how!
Lead From Website
With the Travel CRM you get your enquiries via website or landing pages straight inside your CRM. You can even set rules for the distribution of these leads amongst your team members.
Lead From Livechat
With Zoho SalesIQ integrated with the Travel CRM software, you can track website visitors in real-time, know which all pages they are browsing, chat with them and convert them as leads.
Lead From Social Media
With the best Travel Agency CRM you can not only monitor and participate in social media activities from one place but create a lead (or contact) in just one click from Facebook or Twitter account.
Lead From Spreadsheet
With Travel CRM you can now import all your leads via xls, xlsx, csv, or vcf format. So if you are still using spreadsheets to manage your leads – import them all in just a few clicks.
The Science of
The Science of
Lead Follow-up
Lead Follow-up
Lead nurturing is an art every salesperson needs to master. While you have to hone that skill yourself, Travel CRM software can ensure that you don’t miss even a single follow-up! Here’s how the CRM helps make follow-ups super-easy!
One-Click Follow-Up
With the Travel Agency CRM you can send predefined email templates (Itinerary, Thank You Email, etc), create follow-up tasks, and update fields (“Lead Status” to be updated to “Contacted”): all in one click.
Manage Your Tasks
Using Travel CRM software you can create tasks for yourself, allocate to team members, and set reminders. The contextual view helps you prioritize tasks and be on top of your To-Do list.
Never Miss a Meeting
With Travel CRM you can create all your meetings, have them on an intuitive calendar, invite customers and internal team members to these meetings.
Log Your Calls
Using Travel CRM software you can keep track of all your scheduled calls, record the details of inbound and outbound calls and create follow-up tasks.
Super Esay
Super Esay
Invoice Generation
Invoice Generation
Guessing games can be fun a lot of times! But, not when it comes to measuring the profitability of your trips. Well, with the best Travel CRM, you can take the guesswork out! Here’s how the CRM calculates trip profitability automatically, every time.
Create Awesome Quote
You can create a variety of awesome quote templates using the Travel CRM. These quotes can then be instantly sent to your customers via email from within the CRM itself.
Convert Quote to Invoice
Once the quote is approved by your customer, you can convert them into an invoice in just one click using Travel CRM software. You can then start recording the payments made by your customer.
Make Reservations
Using Travel CRM you can manage all your vendors and their contacts, send reservation requests via Email, track them till they confirm, and record all payments.
Generate Vouchers
Reservation vouchers can be created in a jiffy and sent to the customers in a single click using Travel CRM software. The issued vouchers can be used to avail the services from the vendors.
Manage Products
Using Travel CRM you can create all the products that you sell to your customers or buy from your vendors. These products are used in quotes, invoices, and vendor reservations.
Fully Centralized
Fully Centralized
Contact Management
Contact Management
What turns your customers into raving fans? A meticulously organized trip, of course! And doing this becomes super-easy when you can manage every minute detail about your passengers in one single place. No missed details, no goof-ups!
Record Pasengers
Using Travel CRM you can record all the passengers traveling on a trip and classify them as “Primary Contact”, “Guest” or “Primary Contact and Guest”.
Update Contact Details
Using Travel CRM software you can send your contacts the option to update their details (Passport details, date of birth, etc.) instead of you doing it. This improves the accuracy of data and saves time.
Supercharge Your
Supercharge Your
Repeat Business
Repeat Business
Want your customers to buy more and often? Well, who does not! The best Travel CRM lets you do just that. Market your upcoming trips via meticulously crafted email campaigns and inspire wanderlust. Let’s see how!
Awesome Campaigns
With Zoho Campaigns integrated with Travel CRM, you can create awesome email and social media campaigns to market your popular destinations, monitor results, and take action.
Earn Testimonials
With the Travel CRM software you can send testimonial requests to your customers in one click. Once submitted by the customer, the details get stored instantly inside CRM.
Organize
Organize
Fixed Departure
Fixed Departure
The Travel CRM is tailored to map fixed departure trips perfectly. You can now define your fixed departures with start date, end date, maximum booking capacity for passengers and accommodations, and more. Here’s how!
Fixed Departure
Besides custom tour (FIT) you can also handle fixed departure using the Travel CRM software that includes the creation of a fixed departure, capturing of leads, trips, passengers, invoices, and vendor reservations.
Automate Booking Form
With the best Travel CRM in place you can embed the booking forms for your fixed departure on the website. Once the booking form is submitted: it instantly creates contact, trip, and passengers. The booking form is additionally priced.
Built For
Built For
Every Size
Every Size
No matter how large or small your travel agency is, it deserves a beautiful system that manages all data centrally, can be accessed from anywhere and everywhere, and makes your life easy with automation. What are you waiting for?
Meaningful Dasboards
The Travel CRM software comes with 40+ standard reports and 30+ standard dashboards which are distributed across different modules like leads, trips, quotes, invoices, vendors, products, activities, etc.
Emails Inside CRM
With the Travel CRM you can send and receive all your emails without leaving CRM, share customer emails with colleagues, and get quick email notifications of the emails from prospects and customers.
User Access Rights
The Travel CRM software provides you with a wide variety of options for user rights and data sharing via users, roles, profiles, groups, data sharing rules, fields, and links permissions.
Customization
You get all customization options in the Travel CRM. You can create/hide modules, create/remove fields, modify field values, create/modify views, related lists, create new workflows, reports and dashboards.
Integration Framework
The Travel CRM integrates with Zoho Campaigns, Zoho Survey, Zoho SalesIQ, Zoho Creator, Zoho Reports, G Suite, PandaDoc, Twilio, RingCentral, Ringio, and a lot more.
Awesome Workflow
The Travel CRM comes with 25+ standard workflow rules across fixed departures, leads, contacts, trips, quotes, invoices, and vendor reservations. You can of course create your own rules.
