CRM for travel agencies
A travel agency CRM that turns trip inquiries into booked travelers
Track every inquiry from first message to final balance. Your AI manager qualifies travelers on WhatsApp, chat and phone, day or night, and logs each trip in your pipeline.
CRM included in every plan, from $39/month. AI manager included.
New inquiry
Trip details gathered
Quote sent
Deposit paid
Quick answer
What should a travel agency CRM include?
A travel agency CRM should capture trip inquiries, track quotes and follow-ups, collect deposits and balances, and remember travelers for their next trip. Clientager does this with a pipeline built for trips, traveler records with passport-name and preference fields, quotes from your packages with pay-by-link, and automations for balance reminders. Its AI manager answers WhatsApp, calls and email 24/7 and qualifies each inquiry before your agents step in.
Built for travel agencies and tour operators
Your Travel Agency CRM comes set up with the stages and fields travel agencies and tour operators actually use. Change anything, add your own.
Pipeline stages
- New inquiry
- Trip details gathered
- Quote sent
- Deposit paid
- Won
What each record holds
- Destination of interest
- Travel dates and flexibility
- Number of travelers
- Budget per person
- Trip type (honeymoon, family, group)
- Name as on passport
- Departure city
- Room and seat preferences
- Past trips
- Balance due date
Trip inquiry pipeline
Every inquiry moves from new to trip details gathered, quote sent and deposit paid. Each card shows the trip value and the agent assigned, so nothing waits for a reply.
Traveler records
Store destination interest, dates, group size, budget, passport names, seat and room preferences, and past trips. Custom fields cover anything else, such as visa status or dietary needs.
Packages and quotes
Add tours, packages and add-ons to the catalog. Build a quote with line items, tax and discounts, print it as a PDF or send it by email with a secure payment link.
Deposits and balance collection
Send separate invoices for the deposit and the balance. Payments go to your own Stripe, Razorpay or PayPal account and invoices are marked paid automatically.
Agent assignment and tasks
Route inquiries to the agent who knows the destination. Tasks with due times remind them to send options, confirm details or chase documents.
Smart lists for campaigns
Save filters like past honeymooners, families who traveled last summer or inquiries that did not book. Send each list a targeted email or SMS from a template.
Conversion reports
See leads by source, quote-to-booking rate, pipeline value, revenue collected and the share of inquiries that arrived after office hours.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Qualifies the trip on first contact
When someone messages about Bali in October, the AI manager asks dates, group size, budget and trip style, and fills those fields on the contact.
Opens the inquiry in the pipeline
It creates the inquiry in the right stage with an estimated value and a task for the agent to send options, so the hand-off is clean.
Answers common travel questions
Package inclusions, payment schedules and what to bring are answered 24/7, by message in the traveler's own language, from the information you provide.
Sends payment links and reminders
Once a quote is accepted, it can send the deposit link and schedule balance reminders before the due date.
Scores leads for your agents
Each inquiry gets a hot, warm or cold score, a short summary and a suggested next step, so agents call the most likely bookers first.
How a travel agency runs on Clientager
- 01
The late-night inquiry
A couple asks about a honeymoon at 11pm. The AI manager replies, gathers dates, budget and preferences, and opens a hot lead.
- 02
The agent builds options
In the morning the assigned agent sees the summary, picks packages from the catalog and sends a quote.
- 03
Follow-up and acceptance
An automatic follow-up goes out after three days. The couple accepts and pays the deposit through the link.
- 04
Balance and documents
Tasks remind the agent to collect passport names, and the balance invoice goes out before the due date.
- 05
The next trip
A year later the couple gets an anniversary trip idea, and the conversation starts again with their full history on file.
Automations ready to switch on
- When New contact from WhatsApp or website chat→ Assign to the destination specialist and create a task to send options within 4 hours.
- When Pipeline stage changes to Quote sent→ Wait 3 days, then send a follow-up email asking if they have questions.
- When Quote accepted→ Send the deposit invoice and add the tag Booked.
- When Invoice paid→ Move the trip to Won and create a task to collect passport details.
- When No booking for 365 days→ Send a where-to-next email with seasonal ideas and tag Repeat traveler.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Inquiries spread across WhatsApp, email and personal phones.
- Quotes go out and nobody follows up.
- Deposits and balances are tracked in a spreadsheet and chased by hand.
- Past travelers are forgotten after the trip ends.
Clientager Travel Agency CRM
- Every inquiry lands in one pipeline with an assigned agent.
- Automatic follow-ups after each quote.
- Deposit and balance links that mark themselves paid.
- Traveler history and smart lists that bring repeat bookings.
Why a travel agency CRM beats a shared inbox
Trip inquiries arrive everywhere: WhatsApp, email, phone, website chat and walk-ins. In a shared inbox it is hard to tell who replied, what was quoted and when the balance is due. A travel agency CRM puts each traveler in one record with every conversation, quote and payment on a timeline. Clientager adds a pipeline built for trips, so you can see at a glance which inquiries need options, which quotes need a follow-up and which bookings still owe a balance.
The result is fewer lost leads and less time hunting through messages. When a traveler calls back, any agent can pick up where the last one left off, because the full history is in front of them. Managers can see every agent's open inquiries and quotes in one place, spot the ones that have gone quiet, and reassign work when someone is away. Reports show which sources bring the trips that actually book.
Answer first and win the booking
Travelers often ask several agencies at once, and the first useful reply tends to win. Many of those messages come in evenings and weekends. Clientager's AI manager answers WhatsApp, calls, SMS, chat and email 24/7, and replies to messages in the traveler's own language. It asks the questions your agents would ask, such as dates, group size, budget and trip style, and saves the answers as fields on the contact.
By the time your agent logs in, the inquiry is already qualified, scored as hot, warm or cold, and sitting in the right pipeline stage with a suggested next step. Your team spends its time building great itineraries, not collecting basic details. If a traveler asks something the AI manager cannot answer from your package information, it passes the conversation to an agent with a task rather than guessing.
Deposits, balances and repeat travelers
Getting paid on time matters when you are holding rooms and seats. Clientager lets you send a deposit invoice when a quote is accepted and a balance invoice before the due date, each with a secure payment link through your own payment account. Paid invoices update automatically, and automations can move the trip to Won and create a task to collect documents.
After the trip, the traveler stays in your CRM with their destinations, preferences and spend. Smart lists let you reach past honeymooners on their anniversary, families before school holidays, or anyone who inquired and did not book. Repeat travelers cost far less to win than new ones. Because every past trip, quote and message is on the traveler's timeline, your next offer can be personal rather than a generic newsletter.
- Separate deposit and balance invoices
- Payment links through your own account
- Smart lists for seasonal campaigns
Questions about the CRM
What is the difference between a travel agency CRM and an AI manager?
The CRM holds your travelers, trip pipeline, quotes, payments and reports. The AI manager is the agent that answers inquiries on WhatsApp, phone, chat, SMS and email. In Clientager the AI manager qualifies each traveler and writes the details into the CRM, so your agents start every conversation with the facts already filled in.
Can I import my existing traveler database?
Yes. Import from any spreadsheet or CRM export via CSV. Clientager maps columns to fields like destination, travel dates and passport name, flags duplicates by phone and email, and lets you merge them. Add custom fields before importing if you track extra details such as visa status.
Can junior agents use the CRM without seeing revenue?
Yes. Staff accounts can manage travelers, inquiries, messages and tasks without seeing payments, billing or revenue reports. Owners and managers see everything. Starter includes 2 team logins, Growth 5 and Scale unlimited, and the activity log shows who changed each record.
Can I split payments into deposit and balance?
Yes. Send a deposit invoice when the quote is accepted and a balance invoice closer to departure. Each has a pay-by-link through your own Stripe, Razorpay or PayPal account and is marked paid automatically. Automations can remind travelers before the balance is due.
Does the AI manager book flights or hotels for me?
No. The AI manager handles conversations with travelers. It gathers trip details, answers questions from your package information, sends quotes and payment links you set up, and creates tasks for your agents. Your team still makes supplier bookings in the systems you already use.
Can different agents handle different destinations?
Yes. Assign inquiries to team members by destination or trip type, either by hand or with an automation when a new contact arrives. Each agent sees their tasks with due times, and managers can see everyone's pipeline and workload. Unassigned inquiries are easy to spot in a smart list.
How much does it cost?
The CRM is included in every Clientager plan, with plans from $39/month. You can book a live demo to see the trip pipeline and quotes in action, and you can get a refund before the AI agent goes live if it is not the right fit.
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