PRODUCT 01 · OPERATIONS

Travel CRM Enquiry, quote, payment and voucher on one record.

          IN PRODUCTIONMANAGED OR SELF-HOSTEDAP-SOUTH-1
        

crm.valuearc.tech/pipeline LIVE

Dashboard

Pipeline

Quotations

Payments

Suppliers

Reports

Pipeline OCT

Filter New enquiry

OPEN ENQUIRIES

VALUE IN PIPELINE

₹41.2L

WON THIS MONTH

            ENQUIRYVALUESTAGEUPDATED
          

Kerala 7N · Mehta family ₹2,84,000 Quoted 12 Oct

Bali honeymoon 6N ₹1,96,500 Confirmed 09 Oct

Ladakh group · 14 pax ₹7,40,000 Follow-up 08 Oct

AP Aparna moved Bali honeymoon 6N to Confirmed · 2m ago

TRAVEL CRM — PIPELINE, PRODUCTION TENANT

Modules in the standard tenant

Enquiry sources into one record

Weeks of standard onboarding

Record from enquiry to voucher

WHY IT EXISTS

We ran the agency first, then wrote the software.

A travel quote carries suppliers behind it, a hold date on the payment, and a voucher that has to exist before anyone flies. General-purpose CRMs model the sale and stop, so the second half ends up in spreadsheets.

BEFORE

01 Enquiries arriving on three phones and one inbox

02 Quotes rebuilt from scratch for every repeat route

03 Payment status known only to the person who collected it

04 Vouchers assembled by hand the night before departure

AFTER

01 One inbox per team, with owners and response timers

02 Quote templates per route, priced from live supplier rates

03 Payment links, holds and reminders tracked on the deal

04 Vouchers generated from the confirmed itinerary

⇤⇥

MODULES

What the tenant includes.

01 Pipeline

Enquiries from WhatsApp, web forms and calls arrive on one board with an owner, a response timer and a value figure finance can reconcile.

StagesSLA timersAssignment

02 Quotations

Route templates priced from contracted supplier rates, with margin rules applied and a client PDF that regenerates when a component changes.

TemplatesMargin rulesPDF export

03 Payments

Links, partial collections and hold dates live on the deal, reconciled against the gateway each night.

RazorpayPart paymentsReconciliation

04 Suppliers

Hotels, DMCs and transport with contracted rates, blackout dates and named contacts.

Rate cardsBlackoutsContacts

05 Vouchers & docs

Itineraries, vouchers and visa checklists are generated from the confirmed booking.

Auto-generateVersionedBranded

06 Reports

Season performance by route, agent and supplier, with exports for accounting.

CohortsMarginsExports

            MODULE 01OF 06
          

Pipeline

STEP 01

The enquiry arrives

WhatsApp, the web form and the phone all create the same record. Duplicate detection links a returning traveller to their history before an agent opens it.

STEP 02

The quote is priced

Choose the route template, set nights and pax, and the margin rule prices it against the contracted supplier card.

STEP 03

The booking is held and paid

A payment link with a hold date goes out on WhatsApp. Reminders run on a schedule, and the deal reaches Confirmed when the gateway settles.

crm.valuearc.tech/pipeline LIVE

Dashboard

Pipeline

Quotations

Payments

Suppliers

Reports

Pipeline OCT

Filter New enquiry

OPEN ENQUIRIES

VALUE IN PIPELINE

₹41.2L

WON THIS MONTH

            ENQUIRYVALUESTAGEUPDATED
          

Kerala 7N · Mehta family ₹2,84,000 Quoted 12 Oct

Bali honeymoon 6N ₹1,96,500 Confirmed 09 Oct

Ladakh group · 14 pax ₹7,40,000 Follow-up 08 Oct

AP Aparna moved Bali honeymoon 6N to Confirmed · 2m ago

1Unified enquiry inbox

2Live pipeline value

3Stage moves logged to the deal

INTEGRATIONS & STACK

It plugs into what the agency already pays for.

Everything is API-first. If a supplier can send a rate file, we can read it; custom integrations are quoted separately.

MESSAGING

WhatsApp Business APIGmail / OutlookSMS gateways

PAYMENTS

RazorpayStripeBank transfer reconciliation

SUPPLY

TBORate-card importsCustom DMC feeds

STACK

PostgresNode & TypeScriptReactAWS ap-south-1

QUESTIONS

Before you book a walkthrough.

Yes. We take CSV or a database dump, map it to the schema with you, and run the import twice — once into a sandbox tenant you check, then into production on cutover night.

Both. Most agencies take the managed tenant in ap-south-1. If you need it in your own account, we deploy it there and hand over the runbooks.

Two weeks for a standard tenant: week one is data and rate cards, week two is templates and training. Custom supplier feeds add time and we quote them separately.

Per-seat monthly with a floor, plus a one-time onboarding fee. Custom modules are quoted as project work. We will put real numbers on a call.

See it on your own bookings.

Send one season of enquiries and we will run the walkthrough on your own data.

Start a project→

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