B2B Travel Operations Architecture
Sales & Relationship Architecture

Travel CRM Solutions

Convert more enquiries into confirmed bookings. Travixo Travel CRM brings all inbound leads, customer travel histories, sales pipeline stages, and automated follow-ups into a unified sales workstation.

Designed For

Who This Travel CRM Serves

  • Travel Agencies & Consultancies: Managing high volumes of custom leisure enquiries across phone, web, and chat.
  • DMC Partner Sales Teams: Managing overseas agent partnerships, seasonal rate contracts, and account credit lines.
  • MICE & Corporate Travel Desks: Coordinating multi-stakeholder corporate accounts with recurring business travel requirements.
Sales Bottlenecks

Friction Eliminated by Travixo CRM

  • Unfollowed Proposals: Sales reps sending proposals into the void without automated reminders or open tracking.
  • Lost Customer Context: When travellers return a year later, reps start from scratch because past preferences were never recorded.
  • Lead Distribution Confusion: Inbound leads sitting unassigned in email inboxes while travellers book elsewhere.
Functional Depth

Capabilities of Travixo Travel CRM

Omni-Channel Capture

Aggregate inbound enquiries from websites, landing pages, Meta ads, WhatsApp Business, and emails into one live stream.

Visual Sales Pipelines

Kanban-style deal stages: New Enquiry, Requirements Gathered, Costing, Proposal Dispatched, Negotiating, Won, and Lost.

Follow-Up Cadences

Configurable automated reminders for sales reps via email, SMS, or WhatsApp at predefined intervals after proposal dispatch.

Traveller Profile Memory

Store dietary preferences, passport expiration reminders, preferred airlines, hotel room preferences, and family details.

B2B Agent Accounts

Manage travel agent partner accounts, credit balances, wholesale commission structures, and agency-level document branding.

Client Segmentation

Segment clients by destination affinity (e.g. Europe luxury, Southeast Asia budget, Safari enthusiasts) for targeted re-engagement.

Proposal Tracking

Real-time alerts when a client opens your quotation, views specific hotel recommendations, or downloads the voucher.

Sales Metrics

Track lead conversion rate per agent, destination profitability, average time to quote, and lost deal reasons.

Frequently Asked Questions: Travel CRM

Can we connect our website enquiry forms and WhatsApp to Travixo CRM?
Yes. Travixo CRM includes webhook endpoints and direct integration capabilities for website forms, WhatsApp Business API, and inbound emails, creating leads instantly with automated agent assignment.
Can we manage both retail travellers and B2B corporate or travel agent accounts?
Yes. The system supports multi-tier account structures, allowing you to differentiate direct retail clients from corporate clients (with travel policies) and B2B sub-agents (with credit terms and commission tiers).
Does the CRM track proposal open rates and client interactions?
Yes. When digital quotations are generated and sent, the CRM tracks when the client views the proposal, which itinerary days they spend time reviewing, and when they accept the proposal.
Engineering Partnership for Travel Enterprises

Ready to Modernize Your Travel Operations?

Whether your business requires unified itinerary workflows, travel ERP accounting, automated quotation pipelines, or custom software architecture, our engineering team in Jaipur is prepared to assist.

Confidential Project Review
Dedicated Travel Operations Architecture
Clear Engineering Roadmaps