TripzoCRM

TripzoCRM is the operating system for travel agencies — built end to end so no inquiry gets lost in a WhatsApp thread, an Instagram DM, or a forgotten follow-up. Everything your team touches from first message to final invoice lives in one app, scoped to your organization and nobody else's. UNIFIED INBOX • Every WhatsApp and Instagram conversation in one thread-per-customer view • A bot answers first and hands the customer straight to a human agent the moment someone starts typing — no talking over each other • Send a package, a brochure, or your sales contact card straight from the chat • See the 24-hour reply window before you send, so a message is never rejected by WhatsApp for arriving too late LEAD PIPELINE, BUILT FOR TRAVEL • Eleven pipeline stages that match how a trip actually gets booked — New Enquiry through Booked or Lost & Closed • New leads are auto-assigned to whichever agent has the lightest queue • Every teammate can see every lead, so anyone who has cleared their queue can pick up someone else's • Log a call outcome and set a follow-up in two taps, right after you hang up PACKAGES, ITINERARIES & QUOTES • Browse your agency's package catalogue and send one to a customer mid-conversation • Build a costed, day-wise itinerary for a specific customer — hotels, transfers, sightseeing — and share it as a branded public link • Manage departures (batches) with their own seats, pricing and dates INVOICES & PAYMENTS • Turn a confirmed trip into an invoice and record part-payments as they land • Every balance is calculated on the server, so what you see always matches what the customer sees TRIP-LEVEL FINANCES • Track what each departure actually earned after hotels, transport and permits • Log an expense the moment it happens — at a hotel desk, on a bus, at a counter — with everything but the amount optional DAILY ACCOUNTABILITY REPORTS • Every morning, see what each agent closed, what's still pending, and — the number that matters — what they never touched all day • Tap into any lead straight from the report BUILT FOR AGENTS ON THE MOVE • Push notifications the moment a new lead arrives, a customer replies, or a follow-up comes due • The same inbox, pipeline and catalogue as the desktop — not a cut-down companion • Improvements ship automatically, so you're never stuck waiting on an app store update for a fix TripzoCRM is invite-only: your organization's administrator creates your account. It is not a public app for individual travelers — it's the tool your agency runs on.