Softwings

Travel Agencies CRM Software

ERP Software - Coimbatore

All-in-One CRM Software Designed Exclusively for Travel Agencies

Running a travel agency is exciting — but managing leads, customers, itineraries, invoices, and payments manually can quickly become overwhelming.

That’s why we created a powerful, all-in-one CRM software specially built for Travel Agencies.

Our Travel CRM helps you:

✔ Generate and manage leads
✔ Convert inquiries into confirmed bookings
✔ Onboard customers smoothly
✔ Create and manage travel itineraries
✔ Generate quotations & GST invoices
✔ Collect and track payments
✔ Monitor sales, profits & performance reports

Everything you need to run and scale your travel business — in one system.

Generate & Capture High-Quality Leads Automatically

Growth begins with leads — and managing them properly decides your success.

Our CRM allows you to:

  • Capture leads from your website automatically

  • Import leads from Facebook Ads & Google Ads

  • Manually add offline inquiries

  • Track source of each lead

  • Assign leads to your sales team

  • Set follow-up reminders

  • Monitor conversion status in real time

With our intelligent lead tracking system, you’ll never lose a potential customer again.

Lead Status Tracking Made Simple

Track your leads through stages like:

  • New Inquiry

  • Contacted

  • Proposal Sent

  • Negotiation

  • Confirmed Booking

  • Lost

This gives complete visibility into your sales pipeline.

ERP Software - Coimbatore

Smooth & Professional Customer Onboarding  

First impressions matter in the travel industry.

Once a lead is confirmed, our CRM helps you move them seamlessly into the onboarding stage:

  • Collect customer KYC details

  • Store passport & ID documents securely

  • Capture travel preferences

  • Store emergency contact details

  • Save visa documentation records

  • Maintain complete travel history

All customer data is stored in one centralized, secure dashboard.

Your team can access all customer information instantly — no searching through emails or WhatsApp chats.

Powerful Itinerary Management System

Creating travel itineraries manually in Word or PDF can be time-consuming and inconsistent.

Our CRM allows you to:

  • Create professional day-wise itineraries

  • Add hotel details, transfer information & sightseeing activities

  • Attach images and descriptions

  • Customize tour inclusions & exclusions

  • Generate branded itinerary PDFs instantly

  • Edit and resend updated plans easily

You can save itinerary templates for:

  • Domestic tours

  • International packages

  • Honeymoon packages

  • Group tours

  • Corporate travel

This helps your team prepare proposals faster and close deals quicker.

GST Invoice Creation & Compliance Made Easy

Managing GST manually is risky and time-consuming.

With our CRM you can:

  • Generate GST-compliant invoices

  • Automatically calculate CGST / SGST / IGST

  • Maintain invoice numbering system

  • Track tax liability

  • Download printable invoice copies

  • Maintain invoice history

All financial records stay organized and audit-ready.


Payment Collection & Tracking System

Cash flow is the backbone of any travel agency.

Our CRM helps you:

  • Track advance payments

  • Record balance payments

  • Accept multiple payment modes (UPI, bank transfer, card, cash)

  • Set due date reminders

  • Monitor pending payments

  • Generate payment receipts

You can clearly see:

  • Total amount received

  • Outstanding balances

  • Upcoming due payments

  • Overdue collections

No confusion. No missed payments.

Complete Sales & Performance Reports

Data drives decisions.

Our reporting dashboard gives you real-time insights into:

Sales Reports

  • Monthly revenue

  • Yearly sales performance

  • Package-wise revenue

  • Destination-wise bookings

  • Sales executive performance

Lead Management Reports

  • Total inquiries received

  • Conversion rate

  • Lead source performance

  • Follow-up status

  • Lost lead analysis

Profit & Loss Reports

  • Revenue summary

  • Expense tracking

  • Commission breakdown

  • Vendor payments

  • Gross & net profit calculations

You can export reports anytime for financial review or management meetings.

 
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