Travel Lead Management & Pipeline
Capture, qualify, and convert travel leads from WhatsApp, web forms, and social ads into paying clients.
Key Capabilities & Highlights
Record inquiries from WhatsApp, social media, your website, email and phone
Pipeline from New to Quotation Sent, Follow-up, Won or Lost
Assign leads to an agent or a team, with visibility limited by role
Follow-up task scheduling with calendar reminders
Lead Conversion Workflow
Inquiry Arrival
Incoming message creates a lead record with passenger contact details and preferred destination.
Agent Allocation
A manager assigns the lead to an agent or team, who sees it in their own list.
Quotation Issuance
Agent prepares and shares a proposal directly into the traveler's WhatsApp chat.
Status Progression
Lead moves across pipeline columns from Inquiry to Quoted, Follow-up, and Won.
Why Agencies Love This Feature
Zero Lost Inquiries
Every prospective traveler is captured in a structured pipeline rather than lost in chat history.
Faster Follow-ups
Due and overdue follow-ups surface as in-app reminders, so hot inquiries are not left waiting.
Source ROI Tracking
Analyze which marketing channels (Google Ads, Facebook, Referrals) deliver high-margin bookings.
Frequently Asked Questions
Can we customize our lead pipeline stages?
Not yet. Every agency uses the same stages (New, Contacted, Quotation Sent, Follow-up, Won, Lost, Unsuccessful), which keeps reports comparable. Custom stages are on the roadmap.
Can a lead be converted to a customer?
Yes. Converting a won lead creates the customer record and carries over their contact details, so nothing is retyped.
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