Convert trip inquiries into bookings with instant itinerary sharing, automated payment reminders, real-time travel updates, and post-trip feedback collection.
Managing multiple inquiries while travelers expect instant responses
Trip inquiries come at all hours. By the time you respond next morning, they've already booked with a competitor.
Sending PDFs via email gets lost. Clients call repeatedly asking "what time is the flight?" or "which hotel?"
Deposits promised but not paid. Following up manually for each booking takes hours every day.
Flight delays, hotel changes, tour cancellations - communicating urgent updates to travelers while they're traveling is chaotic.
Once trip ends, customers disappear. No reviews collected, no referrals requested, no repeat bookings.
Managing 20+ people for a group tour with different requirements, payments, and documents is a nightmare.
Automate inquiries, bookings, and traveler communication
When prospects message asking about destinations, instantly share curated trip packages with pricing, inclusions, and booking options.
When message contains destination keywords (Kerala, Goa, etc.) → Look up packages for that destination → Send package summary with pricing → Include key inclusions and duration → Offer detailed itinerary on request
Guide interested travelers through destination selection, date preferences, group size, and budget to create customized itinerary proposals.
Step 1: Capture destination interest → Ask travel dates Step 2: Collect group size and composition Step 3: Understand budget preference Step 4: Note any special requirements (honeymoon, family, adventure) Step 5: Generate custom itinerary proposal Step 6: Share pricing and booking link
After sending customized itinerary, trigger follow-up sequence with testimonials, destination highlights, and time-limited offers.
Day 1 (after quote): Check if itinerary received OK Day 2: Share testimonials from similar trips Day 3: Add limited-time booking incentive Day 5: Final reminder with urgency (prices may change) Day 7: Ask if they booked elsewhere or need different options
Automatically remind travelers about deposit deadlines, balance payments, and share payment links at the right time.
Deposit due -3 days: Reminder with payment link Deposit due date: Due today reminder Deposit due +2: Overdue reminder Balance due -7 days: Balance reminder with summary Balance due -3: Urgent reminder (hotel blocking) Balance due date: Final payment reminder
7 days before departure, start sending packing tips, weather updates, documents checklist, and day-wise itinerary reminders.
Day -7: Documents checklist + weather update Day -5: Packing tips + destination highlights Day -3: Day-wise itinerary overview Day -1: Day 1 detailed schedule + pickup info Day 0: Departure wishes + emergency contacts During trip: Daily schedule reminders
During the trip, instantly notify travelers about schedule changes, pickup times, or any issues with quick action buttons.
When schedule change occurs → Identify affected travelers → Send immediate notification with details → Explain reason (positive framing) → Include relevant contact info → Request acknowledgment
After trip completion, collect feedback, request Google reviews, and offer referral discounts for future bookings.
Return day +1: Welcome back + quick feedback request Return day +3: Request Google review (if feedback positive) Return day +7: Share referral code + next trip suggestions Return day +30: Check if planning another trip Return day +90: Anniversary reminder + special offer
For group tours, manage registrations, collect documents from each member, track payments, and send group-specific updates.
Step 1: Send group registration link Step 2: Collect individual details and documents Step 3: Track payments for each member Step 4: Send group status updates weekly Step 5: Share common itinerary and important info Step 6: Individual reminders for pending items
Send targeted campaigns for long weekends, school holidays, and festival seasons with early-bird deals to past travelers.
Target: Past travelers + inquiry database Segment: By past destination preference Timing: 6-8 weeks before season starts Content: Seasonal packages with early-bird pricing CTA: Reply for detailed itinerary
For international trips, provide visa requirement info, document checklists, and application status updates automatically.
When message asks about visa/documents for country → Send country-specific visa requirements → Include document checklist → Mention visa fee and processing time → Offer document assistance service
Track every traveler from inquiry to post-trip referral
CRM Lite add-on: +$10/mo on Pro plan, included in Business
Travel agency automation capabilities
| Capability | Starter | Pro | Business |
|---|---|---|---|
| Instant Trip Catalog | ✓ | ✓ | ✓ |
| Trip Planning Flows | ✓ | ✓ | ✓ |
| Quote Follow-Up Automation | ✓ | ✓ | ✓ |
| Payment Reminders | ✓ | ✓ | ✓ |
| Pre-Trip Information Flow | ✓ | ✓ | ✓ |
| Real-Time Updates | ✓ | ✓ | ✓ |
| Post-Trip Feedback | ✓ | ✓ | ✓ |
| Group Trip Management | - | ✓ | ✓ |
| Seasonal Campaigns | ✓ | ✓ | ✓ |
| Visa Document Assistance | ✓ | ✓ | ✓ |
Travel agencies handling multiple bookings need the Pro plan. Automated quote follow-ups, payment milestone reminders, 7-day pre-trip sequences, and post-trip feedback flows ensure no traveler falls through the cracks.
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