Every inquiry in one pipeline,
nothing slips through.
TravelyOS pulls leads from Instagram, WhatsApp, Meta ads and your website into a single visual pipeline- then assigns, scores and follows up automatically so your agents only work the leads that matter.


Leads are coming in. Theyβre just not getting worked.
Inquiries land in five different places- DMs, the website form, the ads inbox, personal WhatsApp. By the time someone replies, the traveler has already booked with whoever answered first.
One pipeline for every channel
Website, Instagram, WhatsApp and ad leads flow into a single pipeline the moment they arrive- attributed to their source.
Instant, fair assignment
Round-robin or rule-based routing drops each lead onto an agentβs plate in seconds, with a follow-up timer attached.
A pipeline you can actually see
Drag leads across stages- New, Quoted, Negotiating, Won- so the whole team knows where every deal stands.
Hot leads float to the top
Engagement and intent signals score each lead so your closers spend the day on the bookings most likely to land.
From first message to
confirmed booking
A pipeline built around how travel actually sells- fast first touches, lots of follow-up, and clear ownership at every stage.
Capture from everywhere
Website widgets, Meta and Instagram lead-form sync, and WhatsApp click-to-chat all feed the same pipeline- no copy-pasting between apps.
Auto-assign to the right agent
Round-robin keeps the load even, or route by destination, language or trip value so specialists get the deals they close best.
Work it to a win
Full conversation history, quotes and the next action due- all on one card- with manager visibility into whatβs about to close or slip.
Built for closing, not just collecting
The little things that turn a busy inbox into booked revenue.
Follow-up reminders
Every lead gets a next-action date. Overdue follow-ups surface at the top so nothing is forgotten.
Tags & smart segments
Tag by destination, budget, group size or season and build filtered views your team can work as call-lists.
Quote & conversation history
Every message, quote and note lives on the lead card, so any agent can pick up where another left off.
Bulk import
Drop in an old Excel sheet or exported WhatsApp contacts and TravelyOS maps them into clean lead profiles.
Source attribution
See which channels and campaigns produce the leads that actually convert into trips.
Roles & permissions
Give each agent their own queue while managers keep a full view across the team.
Frequently asked questions
Everything you might be wondering about this part of the platform.
Explore related features
Stop losing bookings to a slow inbox
See how a unified pipeline and instant assignment changes your close rate. Book a walkthrough tailored to your agency.