Capture enquiriesManual, website and campaign leads
B2C / B2B TRAVEL CRM
Travel CRM Software for Travel Agencies and Tour Operators
TravBizz gives travel agencies and tour operators a connected workspace for enquiries, quotations, itineraries, customers, suppliers, payments, marketing and reporting—without switching between disconnected tools.
Built for travel workflows
B2C and B2B ready
Role-based access
390Active queries
147Confirmed
Manage the pipelineStages, owners and follow-ups
Quote and collectItineraries, invoices and payments
Control your teamProfiles, roles and permissions
AS
“TravBizz gives our sales and operations teams one clear place to manage enquiries, follow-ups and bookings.”
Travel agency ownerRK
“The dashboard and query workflow make it easier to see what is pending and what needs action next.”
Tour operations managerNP
“Itineraries, billing, suppliers and reports remain connected, so the team spends less time switching tools.”
Travel business director
COMPLETE TRAVEL BUSINESS WORKSPACE
Everything your team needs from first enquiry to final service delivery.
Every module works around the same customer and query, giving sales, operations, accounts and management a clear shared view.
Live dashboard
Monitor enquiries, confirmed value, collections, supplier payables, service mix, tours and team performance.
Query management
Track customer requirements, travel details, stage, priority, owner, notes and every follow-up from one screen.
Itinerary builder
Create day-wise proposals with hotels, transfers, sightseeing, flights, cruises and package pricing.
Travel masters
Maintain hotels, tariffs, suppliers, services, room types, meal plans and reusable travel inventory.
Billing and payments
Manage quotations, invoices, client receipts, balances, refunds and supplier payments with connected records.
Marketing
Create organised WhatsApp and email campaigns with audiences, queues, delivery status and campaign reports.
Reports and MIS
Analyse sales, quotations, invoices, suppliers, ledgers, activities, users, destinations and performance.
Users and controls
Define profiles, roles, permissions and ownership so every user sees the information required for their job.
MANAGEMENT DASHBOARD
See the health of your travel business at a glance.
The organization dashboard brings the most important live numbers into a single view, helping managers spot pending work and act quickly.
- Total, confirmed and upcoming queries
- Collections received and supplier payables
- Pipeline and service mix visibility
- Monthly trends, tours and invoice status
- Destination, lead-source and team performance
ENQUIRY AND SALES PIPELINE
Keep every enquiry organised, searchable and accountable.
Sales teams can work from a structured query list with customer, service, travel, passenger, stage, owner and created-date information.
- Quick search and advanced filters
- Owner, stage and service-based tracking
- Clear status labels and totals
- Fast edit and detail access
- Global CRM search across key modules
ITINERARIES AND PROPOSALS
Create professional travel plans and use the right presentation for every customer.
Build detailed itineraries and select the template used for preview, PDF download, email and WhatsApp sharing.
- Structured day-wise itinerary creation
- Multiple travel services and package options
- Default and image-led A4 templates
- Connected quotation and pricing workflow
- Consistent output across PDF, email and WhatsApp
TRAVEL MASTERS AND SUPPLIERS
Reuse organised inventory instead of entering the same information repeatedly.
Travel masters keep commonly used hotels, services and rates ready for sales and itinerary teams.
- Hotel masters with destination and category
- Multiple price records under each master
- Fast search, filters, edit and status controls
- Import tools for efficient data setup
- Connected supplier and service information
ONE CRM, MULTIPLE TEAMS
Simple for daily users. Powerful enough for managers.
Sales
Capture enquiries, manage stages, follow up and create proposals.
Operations
Coordinate services, documents, suppliers and upcoming departures.
Accounts
Track invoices, collections, balances and supplier payables.
Management
Review dashboards, reports, workloads and business performance.
MARKETING WORKSPACE
Run WhatsApp and email campaigns from the same system that holds your customer data.
Build focused audiences, launch campaigns and monitor sent, failed, pending and opt-out status from one dashboard.
- WhatsApp and email campaign support
- Client, company, mixed and group audiences
- Safe queue-based sending workflow
- Live campaign status and action controls
- Logs and reports for campaign review
REPORTING AND DECISIONS
Turn daily CRM activity into useful business insight.
Use detailed reports and filters to review queries, sales, destinations, owners, services, invoices, suppliers and operational performance.
- Date, owner, stage, service and source filters
- Sales, quotation, invoice and billing reports
- Supplier, ledger and itinerary reporting
- Client, activity, user and attendance reports
- Excel and PDF export options
USERS, ROLES AND ORGANIZATION
Configure the CRM around your company and the way your team works.
Manage users, profiles and roles while keeping company information, templates, currencies and communication settings under one organization area.
- Active, inactive, invited and deleted users
- Profiles, roles and query assignment visibility
- Organization details and branding
- Currency, package terms and templates
- WhatsApp and channel configuration
PRODUCTIVITY AND FOLLOW-UPS
Help teams stay focused on what needs attention next.
Reminders, query notes, attendance and activity visibility keep daily work organised and reduce missed actions.
- Calls, tasks and payment follow-up reminders
- Query-linked notes with pin and archive controls
- Working time and attendance reporting
- Role-aware access to assigned query notes
- Clear activity history for better accountability
DATA AND ADMINISTRATION
Keep business data organised with practical administration tools.
Import records, review import history, export data, manage backups and access API controls from a dedicated administration workspace.
- CSV import history and result tracking
- Export, backup and recycle-bin controls
- Storage visibility and cleanup tools
- API documentation and settings
- Administrative transparency for imported records
MORE THAN A SALES CRM
A connected operating system for modern travel businesses.
WhatsApp connected
Keep conversations and travel follow-ups close to the customer record.
Email workspace
Manage communication history and customer documents from the CRM.
Bookings and activities
Coordinate confirmed work, tasks and service delivery from one system.
Attendance
Review working time, idle time, login activity and team attendance reports.
Weather and widgets
Give users useful travel and productivity information inside their workspace.
API ready
Connect website enquiries and other travel systems through controlled integrations.
FREQUENTLY ASKED QUESTIONS
Everything you need to know before choosing TravBizz CRM.
TravBizz is designed for travel agencies, tour operators and teams managing B2C or B2B travel sales and operations.
Can TravBizz manage both B2C and B2B enquiries?
Yes. Teams can manage direct customers, corporate or agent enquiries, quotations, follow-ups, bookings and account activity in one system.
Does the CRM include itinerary and quotation tools?
Yes. The itinerary workflow supports day-wise travel plans, services, package options, pricing, PDF output, email and WhatsApp sharing.
Can different team members have different access?
Yes. Profiles, roles, permissions and query ownership help control what sales, operations, accounts and management users can access.
Can website enquiries enter the CRM?
Yes. TravBizz supports controlled integrations and API-based enquiry capture from connected travel websites and other lead sources.
READY TO SEE TRAVBIZZ IN ACTION?
Book Free Demo
Discover how one CRM can simplify your complete travel business.
Book a personalised demo for your B2C or B2B travel team.