Lead management
All plansEach lead carries destination, departure date, nights, pax, status and source. Filter, assign and bulk-update leads across your team.
- 8 lead statuses from New to Matured
- Assign leads to team members
- Bulk actions and filters
Travel CRM features
TripClap CRM follows a trip the way your team works it: capture the lead, follow up, send the itinerary and quote, confirm the booking, and collect the money. Here are all 26 features, grouped by step, with the plan each one is on.
Step 1 · Capture
Every enquiry, from every source, in one list with the trip details your team needs.
Each lead carries destination, departure date, nights, pax, status and source. Filter, assign and bulk-update leads across your team.
Leads from the TripClap travel marketplace flow straight into your CRM with no setup.
Pull enquiries automatically from Facebook Lead Ads, Google Ads lead forms, your website, custom webhooks, Typeform and Calendly. 3 sources on Pro Plus, unlimited on Enterprise Elite.
Learn more about lead integrations →How to import Facebook leads →Move off spreadsheets in one go: import your existing leads from Excel.
Travel CRM vs Excel →A saved contact book of every traveller you've worked with, ready for repeat trips.
Step 2 · Follow up
Reply first, follow up on time, and see exactly where every deal stands.
See every upcoming departure and every follow-up in calendar view, synced with Google Calendar.
Learn more about departure and reminder calendars →A sales pipeline with amount, priority, stage, close date and owner for every deal, plus conversion rate and average deal size.
Learn more about prospect tracker →A workflow builder that runs on lead events: auto-assign, send follow-ups, update sheets. Includes ChatGPT and Google Sheets steps, run logs and failure tracking, plus n8n and Zapier connections.
Total leads, matured leads, win rate and monthly revenue at a glance, with a 6-month trend and leads by status and source.
Learn more about dashboard →Step 3 · Quote
Send a priced, good-looking itinerary while the traveller is still interested.
Build day-by-day itineraries from a template library: copy a past trip, generate one, or drag and drop. Choose a design and share it as a link or PDF.
Create, price and preview tour packages in grid or list view and share them with leads. Use AI-curated packages from TripClap AI as a starting point.
Learn more about tour packages →Search hotels through Google and search flights from inside the CRM while you build the quote, with a flight bookings module and a prepaid wallet for paid services.
Learn more about hotel and flight search →Step 4 · Book
Confirm the trip and keep suppliers, vouchers and vehicles in order.
Create and issue booking vouchers for every confirmed lead.
Learn more about booking vouchers →Keep hotels, transporters and other suppliers in one place, ready to use in quotes and bookings.
Learn more about vendor management →Manage your own fleet and hotel inventory if you run ground operations as a DMC or tour operator.
Learn more about cab and hotel inventory (beta) →Step 5 · Get paid
Bill correctly, collect online, and know who still owes you money.
Create invoices that show your company's GST number and your Google review rating.
Learn more about GST invoices →GST invoicing for travel agencies →Send Razorpay and Cashfree payment links so travellers can pay online.
Learn more about payment links →Split a booking into instalments and track each due date.
Learn more about payment schedules →Every payment received and due, per lead and across the agency.
Learn more about payment ledger →Record payment in from the traveller and payment out to suppliers, with multiple entries, and see the profit on each booking right on the lead.
Learn more about profit per booking →WhatsApp Business
Built on the official Meta Cloud API. A shared team inbox, a templates manager, broadcast campaigns and support for multiple phone numbers.
AI Assistant
Ask in English, Hindi or Hinglish: “Show my new leads”, “Who departs in the next 7 days?”, “List unpaid invoices”. It answers only from your agency's data, respects each user's permissions, and on Enterprise Elite can set up automations for you. Your data isn't used to train AI.
Learn more about AI Assistant →Read about the AI Assistant →Reports and team
Performance report with target vs achieved by user, payment and payment-link reports, package-payment reports, and source-wise and user-wise lead reports.
Learn more about reports →Give every team member their own login: 3 on Growth, 10 on Pro Plus, unlimited on Enterprise Elite.
The CRM header shows your agency's logo and company name, so it looks like your own system to your team.
A named relationship manager on call, WhatsApp or email, meeting booking, support tickets and a tutorials library, in Hindi and English.
Integrations
Connect your lead sources, payment gateways and automation tools. See all integrations →
By business type
Fast replies, quotation PDFs that win, and every booking and payment in one dashboard.
Travel CRM for agencies →Packages, departures, vendors and vouchers for outbound and inbound tours.
Travel CRM for tour operators →Tour costing, supplier management, payment schedules and WhatsApp for agent partners.
Travel CRM for DMCs →Features FAQ
TripClap CRM covers the whole trip cycle for travel businesses: lead capture from Facebook, Google, your website and the TripClap marketplace; lead management and follow-up calendars; a prospect tracker; an itinerary builder and tour packages; hotel and flight search; booking vouchers; vendor management; GST invoices; Razorpay and Cashfree payment links; payment schedules; WhatsApp Business; automations; reports; and an AI Assistant.
Growth includes lead management, TripClap marketplace leads, calendars, the dashboard, the payment ledger, profit per booking, reports and the AI Assistant. Pro Plus adds the itinerary builder, tour packages, prospect tracker, vouchers, vendors, GST invoices, bulk upload, lead integrations, payment links and hotel and flight search. Enterprise Elite adds WhatsApp Business, automations with n8n and Zapier, payment schedules, cab and hotel inventory and unlimited integrations and users.
Yes. The 7-day free trial runs on Enterprise Elite, so every feature is unlocked. No credit card is needed.
Yes. On Pro Plus and Enterprise Elite you can build day-by-day itineraries from templates, copy a past trip, generate one, or drag and drop, then share it with the traveller as a link or PDF.
Yes. Enterprise Elite includes WhatsApp Business on the official Meta Cloud API, with a shared inbox, message templates, broadcast campaigns and multiple numbers.
Yes, on Enterprise Elite. The workflow builder runs on lead events such as a new lead or a status change, can use ChatGPT and Google Sheets steps, and connects to n8n and Zapier. Every run is logged so you can see what happened.
Yes. On Pro Plus and Enterprise Elite you can create invoices that show your company's GST number, along with booking vouchers for every lead.
Facebook Lead Ads, Google Ads lead forms, website forms, custom webhooks, Typeform, Calendly, Razorpay, Cashfree, WhatsApp Business (Meta Cloud API), Google Calendar, n8n, Zapier, Google Sheets and ChatGPT through Automations. Automations, n8n and Zapier are on Enterprise Elite.
Your trial runs on Enterprise Elite. No credit card needed.