Travel agencies · India
Travel Agency CRM for India: From Enquiry to Post-Trip
Every enquiry from Instagram, WhatsApp, JustDial, Google and referrals lands in one list, source-tagged, with an owner and a next date on each. Stage rotting flags the quotation nobody has chased. And post-trip is a stage, not an afterthought.
Which CRM should an Indian travel agency use?
KudosCRM gives an Indian travel agency one pipeline from new enquiry through requirement captured, quotation sent, revisions and follow-up, booking confirmed on advance, balance and documents, vouchers, and post-trip — with every enquiry in one list, an owner and a next date on each, and stage rotting that flags a quotation nobody has chased.
Here is the boundary, before you read another 2,000 words
KudosCRM does not build itineraries, keep supplier ledgers or file GST. It keeps the sales record straight so the tools that do have a true record to work from.
Buy something else
If you lose them at the quotation
Because building a day-wise itinerary and costing it takes too long, a travel-specific tool with an itinerary builder is the right purchase. KudosCRM does not have one.
- No itinerary builder
- No day-wise costing engine
- No supplier or DMC ledgers
This is us
If you lose them at the follow-up
Because a quotation sat unchased for a week in peak season, KudosCRM is built for exactly that.
- Rotting limits flag what nobody has touched
- The follow-up task writes itself when a quotation is sent
- Every enquiry in one list, with an owner and a next date
What pipeline stages do Indian travel agencies run?
Seven stages, ready on day one, renamed to match how your consultants already talk.
- New enquiry
- Requirement captured
- Quotation sent
- Revisions and follow-up
- Booking confirmed
- Balance, documents, vouchers
- Travelling and post-trip
New enquiry
A traveller writes on WhatsApp after an Instagram reel, calls from a JustDial or Google listing, fills the website form, or is referred by a past customer. In peak season an agency can see fifty or more a day, and the one answered within minutes tends to be the one that books. In KudosCRM every enquiry lands in one leads list with its source and is assigned by round-robin to a consultant, so nothing depends on whoever saw the message first.
Requirement captured
Destination, travel dates, adults and children, budget, hotel category, departure city, meal preference, passport validity for international trips. These are custom fields on the lead, so the requirement sits on the record instead of a chat scrollback. A stage can require them, and the server blocks the move until dates and pax are filled.
Quotation sent
The consultant costs the itinerary from supplier or DMC net rates, adds the margin, and sends a branded quotation. A quote that takes two days loses to one that takes two hours. Send a priced quotation from KudosCRM Quotes with line items, a per-line tax percentage and a public accept link — or build the itinerary elsewhere, attach the PDF and log the send. Either way the stage has a date, and stage rotting flags quotations that have gone unanswered.
Revisions and follow-up
Hotel swaps, date changes, a discount request. Each revision is a note with a timestamp, so the consultant and the owner are looking at the same history rather than two different memories of the same call.
Booking confirmed (advance received)
The stage requires the advance amount, so a booking is only confirmed when money has actually arrived. From here the traveller is a customer and the record must not disappear into a separate spreadsheet.
Balance, documents and vouchers
Balance due and documents pending are stages with dates, so an overdue balance or a missing passport shows on the board rather than surfacing the week of departure. Vouchers and confirmations attach to the deal.
Travelling and post-trip
Post-trip is a stage, not an afterthought: it creates the review and referral tasks. Tag past travellers by destination and travel month and build next season's audience on those tags.
Where do your travel enquiries come from?
Instagram, Facebook and WhatsApp enquiries
Meta lead forms route through Zapier or Make to a KudosCRM inbound endpoint. DMs and WhatsApp enquiries are logged by the consultant with a form on their phone, or through a WhatsApp Business provider via the API.
JustDial, Google Business Profile and website forms
The website form is a KudosCRM form, embedded with one script tag. Listing enquiries that arrive by email land in the connected inbox and file against the contact automatically, or any webhook-capable tool posts them in as leads.
Referrals and repeat travellers
Record the referrer on the deal and keep the referring traveller's own contact linked. Tag past travellers by destination and month so next season's outreach starts from a list, not a memory.
B2B sub-agents and DMC enquiries
Agent enquiries are leads with the agency as the company. Tag those deals B2B and filter the board by that tag to see agent volume and value alongside retail. KudosCRM tracks deal value, not cost or margin.
Your old Excel and WhatsApp history
Import past customers and open enquiries from CSV or XLSX with column mapping, so the first day in the CRM starts with your last three seasons already in it.
The owner’s view
What the owner sees each morning
Enquiries with no first call
The ones that will go cold today.
Quotations past their rotting limit
Sent, unanswered, unchased.
Balances due this week
Before departure, not after.
Departures in the next seven days
And whether documents are complete.
Reports and dashboards are built in. The numbers come from the stages.
The features a travel agency actually uses
Getting the enquiry in
Working the enquiry
Quoting, chasing and keeping
Pricing
What it costs
The setup call is free — about 30 minutes, we build the pipeline with you, and you keep the workspace whether or not you continue. Then 14 days of Pro, free, with no card at any point.
Free
Solo / testing
Enough to see the board working before you commit.
Basic
Small agencies
Booking pages, three pipelines, ten forms.
Professional
Most agencies
Unlimited pipelines, sequences, ticketing, forms, booking pages and website chat.
Enterprise
Groups and chains
For operators running several brands or offices.
Per seat per month, billed annually, before GST. Same figures as the pricing page.
What KudosCRM does not do for travel, yet
Travel-specific tools sell the modules below. If they are why you are buying, they are the better fit and we would rather you knew now.
No itinerary builder or day-wise costing engine. Build the itinerary in the tool you use today, attach it to the deal, and use KudosCRM Quotes when a priced line-item quotation with an accept link is enough.
No supplier or DMC ledgers, rooming lists or movement charts. Operations documents live in your existing sheets; the deal holds the confirmations and amounts.
No GST-specific invoicing. Invoices carry a per-line tax percentage, but there is no GSTIN field, no CGST/SGST/IGST split, no TCS line and no e-invoicing. Your accounting software remains the tax record.
No native WhatsApp inbox on production yet. WhatsApp reaches KudosCRM through the API and a WhatsApp Business provider; a native inbox is in development.
No native Android or iOS app. KudosCRM is a responsive web app you add to the home screen, with push notifications.
We build the enquiry-to-post-trip pipeline with you, free
About 30 minutes, screen shared. You keep the workspace and the imported data whether or not you continue.
Bring your list
Past travellers and open enquiries as CSV or XLSX, from your current CRM or the spreadsheet everyone actually uses.
We map and import it
Destination and travel month land in their own fields, so next season's outreach starts from a list.
We build enquiry to post-trip with your stage names
Required fields on dates and pax, rotting limits on quotations, and Gmail or Outlook plus two-way Google Calendar connected.
FAQ
Frequently asked questions
What is the best CRM for a travel agency in India?
It depends on where you lose bookings. If you lose them at the quotation, because day-wise itineraries take too long to build and cost, buy a travel-specific tool with an itinerary builder — KudosCRM does not have one. If you lose them at the follow-up, because a quotation sat unchased for a week in peak season, KudosCRM is built for exactly that: stage rotting flags quotations nobody has touched, and a workflow creates the follow-up task the moment a quotation is sent.
Can KudosCRM handle the Diwali and summer rush?
Yes, and the rush is what the design is for. Fifty enquiries a day arrive in one list rather than five WhatsApp accounts, round-robin assigns each to a consultant so nothing waits for whoever saw the message, and lead scoring ranks them so your best consultant works the best enquiries. A lead-created workflow raises the first follow-up task automatically, which is the step that slips when everyone is busy.
Does KudosCRM create itineraries and quotations?
Quotations yes, itineraries no. KudosCRM Quotes sends a priced quotation with line items, a per-line tax percentage and a public accept link, and the accepted quote converts to an order and then an invoice. There is no itinerary builder and no day-wise costing engine — build the itinerary in the tool you use today, attach it to the deal, and log the send.
Does it track advances, balance payments and vouchers?
Yes, as stages with required amounts and dates rather than as an accounting ledger. Booking confirmed requires the advance amount. Balance due and documents pending are stages with dates, so an overdue balance or a missing passport shows on the board rather than surfacing the week of departure. Vouchers and confirmations attach to the deal. The tax record stays in your accounting software.
Where is my customer data stored?
In India. KudosCRM is hosted on AWS in Mumbai, region ap-south-1, with the app, database and file storage all in-region.
Does KudosCRM work with WhatsApp?
Through the API and a WhatsApp Business provider, enquiries reach KudosCRM as leads and file against the contact. Consultants can also log a DM in seconds with a form on their phone. A native WhatsApp inbox inside KudosCRM, where your team reads and replies next to the record, is in development and not in the product yet. If a native inbox is the deciding factor, wait for it rather than switching now.
What does the free setup for travel agencies include?
About 30 minutes, screen shared. We import your past travellers and open enquiries from Excel or your current CRM with destination and travel month in their own fields, build enquiry to post-trip with your stage names, set required fields on dates and pax and rotting limits on quotations, and connect Gmail or Outlook plus two-way Google Calendar so each departure sits on one calendar. Then 14 days of Pro free, no card.
Selling property rather than trips? See CRM for real-estate agents in India, or compare us with Zoho CRM in India.