B2B Travel CRM Software for Travel Agencies
One platform to manage bookings, leads, quotations, and the relationships between your agency, your sub-agents, and your suppliers. Built to help B2B travel businesses grow their network and run leaner.
Key Features of B2B Travel CRM
Everything a B2B travel agency needs to manage clients, partners, and suppliers- and run day-to-day operations from a single platform.
Email to Query
Turn every incoming email into a trackable query. Instead of inquiries getting buried in a shared inbox, TravelyOS converts them into structured queries your team can assign, action, and close.
Assign Lead
Convert incoming emails into organized queries and route them to the right team member automatically- nothing sits unattended or gets forgotten.
Communication
Reply, follow up, and keep the full conversation history attached to each query, so whoever picks it up has the complete context from the first message.
Lead & Query Management
Every inquiry and potential booking, captured and managed in one pipeline- from first contact to confirmed sale. No lead slips through, no opportunity goes cold.
Lead Capture
Inquiries from website forms, email, and social channels are captured and recorded automatically- no manual entry.
Lead Classification
Sort leads by source, type of request, and potential value, so your team always knows where to focus first.
Lead Assignment
Route each lead to the right salesperson or account manager based on rules you define.
Lead Follow-Up
Stay on top of every lead with structured follow-ups across email, phone, and meetings.
Tracking & Monitoring
See the live status of every lead as it moves through each stage of your sales process.
Turnaround Time
Get notified when a lead goes unanswered, and track response times to keep your team accountable.
Roles & Permissions
Control who can see and do what, based on each team member’s role and responsibility.
Multi-Currency
Work with multiple currencies and automatic conversion for international clients and partners.
Client / Agent Communication
Keep every conversation with your clients and sub-agents in one place. Send and receive messages from within the platform, with the full history attached to each contact.
Track all correspondence, pull up past conversations instantly, and send personalized messages with attachments and itineraries- no switching between your inbox and your CRM, no lost threads.
Quotation Creation
Build professional, accurate quotations in minutes- not hours. Configure once, send instantly, and keep every quote consistent with your brand.
Customizable Templates
Start from branded templates with your logo and details, so every quote looks consistent and professional.
Flexible Pricing
Configure pricing by destination, dates, accommodation, and transport- and adjust on the fly for each client.
Multi-Currency Support
Send quotations in your client’s preferred currency, with conversion handled automatically.
Quotation Preview
Show clients and agents exactly what they’ll receive before you hit send. Preview every quotation with visuals, itineraries, and descriptions laid out the way the recipient will see them.
A clean, presentation-ready view lets you tailor each quote- adjust the wording, imagery, and level of detail for each client or agent- so everything you send looks polished and on-brand.
Supplier Communication
Stay connected with every supplier- hotels, airlines, transport, and ground operators- from one place. Send requests, confirm availability, and coordinate bookings without leaving the platform.
A dedicated channel to your supplier network keeps real-time updates on availability, pricing, and special offers in one thread, so booking coordination stays fast and nothing gets lost across endless email chains.
Auto-Generated Invoice
Generate accurate invoices automatically the moment a booking is confirmed- no manual drafting, no missed charges, no delays.
Automatic Generation
Invoices are created the moment a booking is completed, eliminating manual work and human error.
Customizable Templates
Match your branding with your logo and personalized messaging on every invoice.
Dynamic Pricing
Totals are calculated automatically from booking details, taxes, and fees.
Multi-Currency
Issue invoices in your client’s preferred currency.
Tracking & Management
Full visibility into invoice status, payment history, and outstanding balances.
Voucher
Issue professional service vouchers in seconds. Generate a voucher per service, or combine an entire trip into a single document.
Choose a service-wise voucher for individual components- flights, hotels, transfers, tours- or a single combined voucher for the whole trip. Details are auto-populated from the booking, so there’s no manual copying and nothing gets left out.
Daily Duty Sheet
Give your drivers and guides a clear plan for every day. Assign duties and generate complete duty sheets in a few clicks.
Each duty sheet pulls together the day’s itinerary, pickup points, client details, timings, and contact information- so on-ground coordination is clear and nothing depends on a last-minute phone call to confirm.
Supplier Payment
Track what you owe every supplier and when. Record payments, monitor dues, and keep your vendor accounts clean.
Capture supplier name, invoice number, amount due, and payment terms in one place. The platform monitors payment status across all your suppliers so payments stay timely and accurate- and nothing slips quietly into overdue.
Petty Cash
Keep day-to-day expenses under control. Manage your petty cash fund, log every spend, and stay audit-ready.
Fund Management
Set up and maintain your petty cash fund, with running balance and replenishment tracking.
Expense Tracking
Record and categorize small expenses- office supplies, fuel, meals, repairs- as they happen.
Receipt Management
Attach digital copies of receipts to each entry for validation and audit compliance.
Salary Sheet
Calculate, track, and generate staff salaries without spreadsheets. Run payroll for one employee or your whole team.
Enter each employee’s salary, allowances, and deductions once, and the platform calculates pay based on attendance, leave, and bonuses. Generate detailed statements showing the full breakdown- for individual or bulk payments.
Tax / Profit & Loss Report
Understand your numbers and stay compliant. Generate tax and P&L reports straight from your booking data.
Taxes are calculated automatically from your transactions, with reports summarizing taxable bookings, tax amounts, and codes. Customize by your tax requirements or jurisdiction, so filing stays accurate and effortless.
Master Data
Keep all your core data in one organized place. Manage agents, clients, suppliers, hotels, transfers, destinations, vehicles, drivers, and guides from a single source of truth.
Store and update contact details, contract prices, and historical data, and manage employee profiles with their roles, permissions, and responsibilities- so the rest of the platform always runs on accurate, up-to-date information.
Agents
Manage your entire agent network in one database. Track every agent’s details, performance, and account in real time.
Keep contact details, expertise, and performance metrics for each agent, assign them to specific salespeople, and monitor their total bookings, payments, and productivity- so you always know who’s driving your business.
Suppliers
Maintain a centralized record of every vendor you work with. Store details, services, and contract terms in one place.
Track each supplier’s contact details, services offered, and agreement terms, monitor their performance, and keep collaboration smooth- so your sourcing stays organized as your network grows.
Multi-Company Management
Run multiple travel businesses from a single platform. Manage each company separately while overseeing everything centrally.
Centralized Platform
Operate several companies from one login, with a single unified overview.
Data Segregation
Keep each company’s financials and client records separate and secure.
Custom Branding
Set distinct logos, colors, and fonts per company.
Unified Customer Management
Manage customer relationships centrally across all companies.
Flexible Access Control
Define user permissions and access levels per company.
Scalability
Grow from two companies to dozens without changing systems.
Frequently Asked Questions
Everything you need to know about the B2B Travel CRM- answered in plain words.
See the B2B Travel CRM in Action.
Talk to our team. We’ll walk you through the platform using your real workflow- leads, quotations, suppliers, and agents.