Features
CRM & Lead ManagementAI WhatsApp AutomationTrip & Itinerary BuilderHotel & Room AllocationBus & TransportPayments & InvoicingCoupons & PricingAnalytics & Live P&L
Use Cases
Group Tour OperatorsAdventure ExpeditionsPilgrimage OrganizersCorporate MICELeisure TravelDestination ManagementEducational TravelInbound OperatorsOutbound Agencies
Products
B2B Travel CRMB2C Travel CRMTour Operator PlatformB2B Booking PortalB2C Booking PortalWebsite DevelopmentMobile App DevelopmentSupport Ticket System
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Travel Agency CRM & Software
for Modern Travel Agencies

Stop juggling spreadsheets and group chats. TravelyOS unifies your leads, bookings, payments, and team into one powerful platform.

Module 1: Sales & CRM

Turn travel inquiries into confirmed bookings faster

Connect your website, Meta ads, and social channels into one unified inbox. TravelyOS automatically assigns leads, sends WhatsApp follow-ups, and prevents promising inquiries from slipping through the cracks.

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Priya Sharmavia Instagram
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AI-Powered CRM & Lead Intelligence

Embed beautiful, conversion-optimized forms on your website that feed directly into your sales pipeline. No more copy-pasting from emails to spreadsheets.

  • βœ“ Embeddable low-latency booking widgets for landing pages
  • βœ“ Automated round-robin assignment for your sales agents
  • βœ“ Visual dragging pipeline with custom lifecycle stages
CRM

AI WhatsApp Automation

Stop manually texting confirmation messages. TravelyOS triggers custom WhatsApp messages based on trip application stages, payment statuses, and specific triggers automatically.

  • βœ“ Automated pre-departure payment reminders
  • βœ“ Event-triggered post-trip feedback & reviews
  • βœ“ Broadcast critical delays or updates silently in bulk
Module 2: Operations

Flawless trip execution with zero double-bookings

Stop tracking buses and hotel rooms on messy spreadsheets. Our dynamic inventory engine syncs your allocations in real-time across every active trip, eliminating human error.

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Centralized Trip Builder

Plan, build, and manage every group trip from a single centralized screen. Allocate hotel rooms, bus seats, and vendor assignments instantly without ever double-booking your inventory.

  • βœ“ Visual itinerary & day-wise segment builder
  • βœ“ Automatic allocation conflict detection
  • βœ“ One-click vendor margin tracking & cost assignment
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Hotel Allocation Manager

Assign rooms, track occupancy, manage vendor contacts, and catch double-bookings automatically- across every simultaneous trip your agency runs.

  • βœ“ Rooming list manifest generation in seconds
  • βœ“ Dynamic margin tagging depending on room tiers
  • βœ“ Conflict alerts prevent overlapping reservations instantly
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Module 3: Finance & Commerce

Automate revenue collection and maximize profit margins

From automated payment links to destination-specific discount coupons, TravelyOS provides the financial infrastructure to run your agency securely and profitably.

Instant Payment Collection

Native payment links. Accept payments instantly via UPI, Cards & NetBanking with zero manual cross-reconciliation across accounts.

  • βœ“ Razorpay & Cashfree two-way webhook sync
  • βœ“ Invoice PDF autogeneration sent instantly to clients
  • βœ“ Partial payments and automated EMI installments

Multi-Variant Itineraries

Offer varying pricing tiers (e.g., Standard vs Luxury packages) for the same trip with unique logistical inclusions under one link.

  • βœ“ Isolate inventory mapping according to ticket class
  • βœ“ Consolidated sales links to boost conversion rates
  • βœ“ Track tier-based profitability analytics

Coupon & Pricing Engine

Create targeted discount coupons with granular usage limits, strict expiry timelines, and restrictive destination-specific rules to drive impulse bookings.

  • βœ“ Percentage off or flat-rate coupon logic generation
  • βœ“ Maximum usage thresholds to prevent abuse
  • βœ“ Real-time redemption dashboard and analytics tracking
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Financial Analytics & Live P&L

Generate trip-level P&L statements instinctively. Reconcile invoices accurately and export audit-ready financial reports in one click.

  • βœ“ Live profit & loss margins across every destination
  • βœ“ Ledger sync for incoming and outgoing vendor liabilities
  • βœ“ Instant Excel and Google Sheet CSV exporting

Ready to see it in action?

Get a personalized walkthrough of the entire platform and see exactly how it maps to your agency’s operational workflow.