Lead management
Capture enquiries, assign agents, and track every stage from New to Confirmed on one pipeline board.
Travelling Dreams CRM
The only platform you need to manage your travel agency — from lead capture and GST quotations to bookings and customer support.
A CRM shaped around how your agency actually works
Six core modules that connect sales, operations, and finance on one travel-native workspace.
Customer profiles
Maintain contact history, interests, consent, tags, and trip context your whole team can trust.
Booking management
Run confirmed trips with travel dates, passengers, stages, dues, and operations visibility.
Task management
Keep follow-ups, quotations, and handoffs on track so nothing slips through WhatsApp threads.
Reporting & analytics
See revenue, pipeline value, pending payments, and team performance in real time.
Communication tools
Queue customer updates and campaign events with consent-aware audience lists.
Operational KPIs that matter for travel CRM teams
Track conversion, follow-up discipline, and execution speed with metrics leaders act on daily.
How agencies use Travelling Dreams CRM every day
Practical workflows for sales, operations, and finance teams on one connected platform.
Lead management & engagement
- Capture leads from all sources in one inbox
- Track follow-ups with clear agent ownership
- Monitor conversion from enquiry to quoted stage
Sales pipeline & performance tracking
- Move deals through structured quote stages
- Measure agent and team conversion trends
- Hand off confirmed sales to operations without data loss
Booking & operations management
- Coordinate hotels, transport, and itinerary days
- Track trip stages from confirmation to completion
- Manage payments, GST invoices, and pending dues
Connected case study workflow
Move faster without losing the customer story
Teams work from a single source of truth — sales sees leads and quotes, operations sees bookings and suppliers, owners see revenue and plan access.
Start free workspace
Better leads
Every enquiry lands in a shared pipeline — assigned, staged, and visible to owners and agents.
Faster sales
Follow-up to GST-ready quotation in minutes using packages, hotels, and transport from your catalog.
Full history
Customer, quote, package, and booking records stay linked so context never gets lost.
Better tracking
Dashboard KPIs show pipeline health, pending dues, and trip stages in one view.
Better service
Operations teams see confirmed bookings with supplier and payment readiness built in.
Built around real CRM users, not just features
Each role gets exactly what they need to close faster, deliver better trips, and keep customers informed.
As an agency owner, I can monitor revenue, pending dues, and team performance from one command dashboard.
As a sales agent, I can move leads to bookings quickly without losing customer context or follow-up history.
As an operations admin, I can manage hotels, transport, itineraries, and booking stages in a single workflow.
Designed for owner, sales, and operations workflows
Each team sees the information they need, with one connected customer and booking context.
For Agency Owners
- Live revenue and pending dues overview
- Team-wise lead and booking performance
- Subscription, users, and access governance
For Sales Teams
- Lead capture to quotation in one flow
- Follow-up board with conversion tracking
- Lead-to-booking handoff without data loss
For Operations Teams
- Package, hotel, transporter, and destination mapping
- Trip stage tracking from confirmation to completion
- Payment and voucher readiness visibility
Move from fragmented tools to one CRM command center
Reduce operational friction and improve response speed across the full travel customer lifecycle.
Category
Legacy tools
Spreadsheets
Travelling Dreams CRM
Lead tracking
Manual entry in notebooks
Scattered Excel rows
Automated CRM pipeline
Quotation flow
Word templates & calls
Copy-paste errors
GST-ready structured quotes
Supplier data
Phone calls to hotels
Multiple rate sheets
Central hotel & transport catalog
Team coordination
WhatsApp threads
Version conflicts
Role-based shared workspace
About the platform
The travel CRM Indian tour operators search for
Multi-tenant SaaS where each agency gets its own workspace for leads, packages, suppliers, quotations, bookings, and subscription-based access — with itinerary days, GST invoice fields, and India destination catalogs built in.
Best for Tour operators, DMCs, and sales desks
Core flow Enquiry → quote → package → booking → payment
Pricing Free Basic, then team & pro plans
Regions Himalaya, heritage, beach circuits
Start free, upgrade when your team grows
Every new agency signup starts safely on Free Basic. Admins can upgrade from the subscription module.
Free Basic
Free
forever
Starter CRM access for a solo agency owner.
- Up to 1 user
- Dashboard
- Leads
- Customers
- Bookings
- Users
Basic Team
₹1,499
/ month
Small agency workspace with package and quotation operations.
- Up to 2 users
- Dashboard
- Leads
- Customers
- Bookings
- Users
Professional
₹4,999
/ month
Full travel CRM access for growing agencies.
- Up to 10 users
- Dashboard
- Leads
- Customers
- Bookings
- Users
Frequently asked questions
Click any question to reveal the answer. Everything tour operators ask before switching CRM.
Travelling Dreams CRM is a cloud-based travel agency CRM built for tour operators, destination management companies (DMCs), and multi-agent sales desks in India. It connects lead capture, package costing, hotel and transporter inventory, GST-ready quotations, booking stages, payments, and agency branding in one workspace — so sales and operations stop juggling spreadsheets and WhatsApp threads.
Independent travel agencies, inbound/outbound tour operators, Himachal–Kashmir–Rajasthan specialists, corporate travel desks, and growing teams that need role-based access (owner, admin, agent). If you quote packages daily, track follow-ups, and coordinate hotels plus transport, this CRM is shaped for your workflow — not generic B2B sales pipelines.
Generic CRMs track contacts and deals; Travelling Dreams CRM tracks travel-specific objects: itinerary days, destination catalogs, room rates and meal plans, transporter routes, quotation validity, GST invoice fields, trip stages, and agency-scoped supplier data. You do not need custom modules to run a tour business — the product already speaks the language of Indian travel sales.
Yes. On eligible plans you can prepare quotations with GST percentage, tax amount, invoice number, invoice date, and acceptance status. This keeps finance and sales aligned when clients ask for formal proposals before confirming a Manali, Goa, or international group departure.
Yes. The supplier inventory module stores hotels with room categories and seasonal rates, transporter partners with vehicle and route notes, and a reusable India travel catalog (regions and destinations). Package builders pull from this inventory so costing stays consistent across agents.
Yes — the Free Basic plan gives a solo agency owner dashboard, leads, customers, bookings, users, and settings access at no monthly cost. Upgrade to Basic Team or Professional when you need packages, quotations, Excel import/export, reports, campaigns, or more user seats.
Each signup creates a separate agency tenant with isolated data, branding, subscription plan, and user limits. Super Admin manages platform subscriptions and shared travel catalog governance; agency owners control their own CRM records. Your customer PII never mixes with another agency's workspace.
Yes. Agent users are scoped to records assigned to them, while owners and admins see the full agency pipeline. This reduces data noise for field sales teams and protects customer context during handoffs from enquiry to operations.
On Basic Team and above, agencies can use Excel import and export to onboard legacy lead lists, hotel rate sheets, and catalog rows faster — useful when migrating from spreadsheets or another tool without retyping hundreds of rows.
Typical flow: capture enquiry → assign agent → follow up and quote → build or attach a package → confirm booking → track payments and trip stage. Status fields and dashboards make it visible when a lead is stuck in follow-up versus ready for operations — a common bottleneck in travel sales.
The leads module supports status tracking (New, Follow-up, Quoted, Confirmed, and related stages), assignment, and pipeline visibility on the dashboard. Teams report faster response times when every enquiry has an owner and stage instead of living in personal inboxes.
Agency data is tenant-scoped at the application layer. Role policies restrict agents to assigned records; platform Super Admin access is limited to subscription metrics and catalog governance — not your agency's private leads or customer contact details.
Yes. Agency settings let you configure branding, colors, and messaging used across CRM outputs so clients see your agency identity — not a generic template — on proposals and customer-facing materials.
Click Start Free, complete agency signup (owner account + free subscription), then log in to add users, import catalog data, and capture your first lead. No credit card is required for the Free Basic workspace.