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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.

βœ“Capture leads from every channel into one place
βœ“Auto-assign to agents with round-robin rules
βœ“Visual pipeline with custom lifecycle stages
TravelyOS visual lead pipeline with source tracking

Built to hold up at scale.

Real outcomes agencies see once this runs inside TravelyOS instead of across spreadsheets and chats.

4 min
Average first-response time
0
Leads left unassigned
100+
Agencies running their pipeline
TravelyOS platform
The difference

Leads are coming in. They’re 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 agent’s plate in seconds, with a follow-up timer attached.

πŸ“Š

A pipeline you can actually see

Drag leads across stages- New, Quoted, Negotiating, Won- so the whole team knows where every deal stands.

πŸ”₯

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.

How it works

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.

01
πŸ”Œ

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.

02
🧭

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.

03
βœ…

Work it to a win

Full conversation history, quotes and the next action due- all on one card- with manager visibility into what’s about to close or slip.

More in the CRM

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.

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Quote & conversation history

Every message, quote and note lives on the lead card, so any agent can pick up where another left off.

πŸ“₯

Bulk import

Drop in an old Excel sheet or exported WhatsApp contacts and TravelyOS maps them into clean lead profiles.

πŸ“ˆ

Source attribution

See which channels and campaigns produce the leads that actually convert into trips.

πŸ”

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.

Yes. You can sync Meta lead-ad forms and connect Instagram so DMs and ad inquiries land directly in your TravelyOS pipeline, attributed to the right campaign.
Absolutely. Auto-assignment routes everything to you, but you still get the unified pipeline, follow-up reminders and stage view- exactly where solo operators lose the most leads.
Yes. Rename, reorder, add or remove lifecycle stages to match how your agency sells- from β€œNew” all the way to β€œTravelled”.
No. The embeddable widget and form endpoints are stable, and you can also forward inquiries by email or capture them via WhatsApp, so there’s always more than one path in.
Managers get a live view of response times, leads per stage, win rates and overdue follow-ups per agent- without anyone filling in a report.

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.