B2C Travel CRM Software for Travel Agencies
Built for agencies selling directly to travelers. Capture every inquiry, build itineraries in minutes, stay on top of follow-ups, and collect payments- all from a single dashboard your team will actually enjoy using.
Key Features of B2C Travel CRM
Everything a customer-facing travel agency needs to turn inquiries into booked trips- and keep travelers coming back.
Graphical Dashboard
See the health of your entire business the moment you log in. A clean, visual dashboard surfaces the numbers that matter- leads, conversions, payments, and upcoming trips- without you digging for them.
Lead Flow
Track daily and month-wise lead flow at a glance, so you can spot trends early.
Lead Status & Source
See conversion rates and which channels bring your best leads, visualized clearly.
Tasks & Follow-ups
Today’s tasks and pending follow-ups, front and center.
Payments & Trips
Scheduled payments and upcoming departures, tracked in real time.
Lead & Query Management
Every traveler inquiry, captured in one pipeline- no matter where it comes from. Import in bulk, sync from your ad channels, or capture straight from your website.
Multiple Sources
Bring leads in from Excel, your website, and social ad campaigns- automatically.
Direct CRM Management
Organize, assign, and action every lead from one clean interface.
Social Sync
Connect Facebook and Instagram lead forms so new inquiries land instantly.
Website Capture
Embed lead-capture forms that feed straight into your pipeline.
Follow-ups
Most travel bookings are won on the follow-up. TravelyOS makes sure none of them slip- every call, meeting, and task is scheduled, reminded, and logged.
Schedule reminders for every lead, log the outcome of each interaction, and keep a complete history against each contact- so anyone on your team can pick up the conversation without missing a beat.
Contacts Management
Build a rich, searchable record of every traveler you work with. The more you know about your clients, the more personal- and profitable- every trip becomes.
Store contact details and preferences, track travel history and special requests, and categorize client profiles so your team can deliver personalized communication that wins repeat business.
Itinerary Builder
Build a polished, costed itinerary in under two minutes. Pick your services, apply your markup, and share it- by email, PDF, or link- while the client is still on the phone.
Automatic Costing
Service costs are calculated automatically as you build, with your markup applied.
Multiple Sharing Options
Send as a branded email, PDF, or shareable link in one click.
Professional Templates
Clean, visually appealing designs that make your quotes stand out.
Query Integration
Build the itinerary straight from the original inquiry- no re-keying.
Auto-Generated Invoice
Generate accurate, branded invoices the moment a booking is confirmed- no manual drafting, no errors.
Booking details populate automatically into customizable, branded invoice templates, so professional invoicing is a single click. Billing stays timely and your records stay clean.
Voucher
Issue professional service vouchers in seconds. Generate a voucher per service, or combine an entire trip into one document.
Choose service-wise vouchers for individual components or a single combined voucher for the whole package. Details auto-populate from the booking, improving record-keeping accuracy and saving time.
Tax / Profit & Loss Report
Stay compliant and understand your margins. Generate detailed tax and P&L reports straight from your booking data.
Taxes are calculated automatically from your transactions, with clear summaries of taxable bookings and tax liability. Customize reports by your jurisdiction so filing is accurate and effortless.
Masters
Keep all your operational data in one organized place- clients, suppliers, hotels, activities, transfers, and destinations.
Maintain contact information, contract pricing, and historical data, and manage employee profiles with their roles and permissions- so the rest of the platform always runs on accurate, up-to-date information.
Users & Team Management
Give every team member exactly the access they need- and nothing they don’t. Build teams, define roles, and keep your data secure.
Roles & Permissions
Assign roles and control exactly what each user can see and do.
Team Collaboration
Create teams so the right people work together on the right leads.
User Administration
Add, modify, or remove users in seconds as your team changes.
Activity Logging
Track activity across the platform for accountability and security.
Frequently Asked Questions
Everything you need to know about the B2C Travel CRM- answered in plain words.
See the B2C Travel CRM in Action.
Talk to our team. We’ll walk you through the platform using your real workflow- leads, itineraries, payments, and follow-ups.