Can the system remind me of departure dates, advance payments, and follow-ups?

Yes. Cratio's workflow engine fires WhatsApp nudges, callback tasks on the agent's dialer, and manager loop-ins on whatever cadence you configure — Day-3 / Day-7 / Day-14 from a departure-date custom field, or any pattern you choose. The onboarding team helps wire your travel cadence during setup.

Can I capture leads from Meta Lead Ads and travel portals automatically?

Yes. Meta Lead Ads flow into the lead inbox natively. MakeMyTrip B2B, JustDial, your website forms, and WhatsApp inbound all land in one queue with source captured. No Zapier needed for the main channels.

How do I see repeat customers and their past trips?

Custom fields hold destination, pax, budget, and preferences on every lead. The contact record shows every past enquiry and booking. Filters surface repeat travellers, and the agent sees full history before they reply.

What happens to a buyer's history and chat if an agent leaves?

All data — WhatsApp threads, file attachments, call logs, and notes — stays in Cratio on the lead. The new agent picks up the full context. Nothing leaves on a personal phone.

TOURS & TRAVELS CRM

From enquiry. To call. To booking.

Q: Can I send WhatsApp messages, brochures, and my own itinerary PDFs to buyers from Cratio?

Yes. Cratio uses the official WhatsApp Business API with approved templates and a shared team inbox — one thread per buyer. Send brochures, your own itinerary files, payment links, or any document. Every message is logged on the lead. Cratio doesn't generate itinerary PDFs, but you can attach your own.

Capture from MakeMyTrip B2B, JustDial, Instagram, WhatsApp. Auto-assign by destination. Call from your SIM. Send WhatsApp. Track till travelled.

Book a demo

50+ travel agencies on Cratio · 15+ years building CRM in India

01CRM

PIPELINE VALUE

₹18,42,500

+23% WoW

Enquiry42

Itinerary28

Booking14

Travelled3

02Call Tracking

TODAY · TEAM

2,478

Total Calls

Connected Calls1,476

Connection Rate59.6%

Avg Duration / Call2m 48s

Avg Calls / Agent42

● AUTO-LOGGED · REAL-TIME SYNC

03WhatsApp

DAY 3 · ITINERARY

Auto follow-up sent

Looking at the Bali 5N6D package

10:30 AM

Travel dates?

10:31 AM

Sep 10–16, 2 adults

10:32 AM

Customised quote sent ✓✓ 📎

10:33 AM

OFFICIAL API · APPROVED

Trusted by 50+ tour operators across India

From Goa-weekend specialists to outbound houses doing Bali, Dubai, and Europe.

BUILT FOR

Built for every kind of travel team in India

Same Cratio core, calibrated for the workflow each sub-segment actually runs.

Domestic tour operators

Goa, Kerala, Himachal, Andamans, Rajasthan packages. Family + group bookings. ₹40k–2L tickets, 3–10 day decisions, walk-in + WhatsApp heavy.

Outbound tour operators

Bali, Dubai, Thailand, Europe, Vietnam packages. Higher tickets (₹1.5L–8L), longer cycles, visa-driven. Instagram + MakeMyTrip B2B + referral leads.

Sub-agent networks

B2B reseller and aggregator desks — sell through small travel agencies and channel partners. Bulk enquiry volume, shared rate sheets, repeat sub-agent relationships.

Before vs After

Transform Your Travel Sales in 7 Days

See how Indian tour operators handle enquiries, calls, WhatsApp, and follow-ups before and after Cratio.

Transform Your Travel Sales in 7 Days
Without CRM	With Cratio CRM
Enquiries scattered across Instagram, WhatsApp & Excel	All enquiries captured in one CRM
Hot enquiries sit untouched for hours	Auto-routing to the right agent in seconds
Buyers wait for callbacks while competitors quote	Instant WhatsApp acknowledgement template
Agent calls happen on personal SIMs — no audit trail	Mobile call tracking & recordings
Generic CRM fields don't fit travel sales	Custom fields for Destination, Departure date, Pax, Budget
No visibility into agent activity or destination ROI	Reports & dashboards customized for travel

Result

Faster response. Smarter calls. Better follow-ups. More bookings.

Every package enquiry — Insta DM to MakeMyTrip — in one inbox.

Every package enquiry lands in one place.

Native capture from the channels Indian travel sales actually runs on. WhatsApp inbox stays at the centre, not as an afterthought.

8 LEAD SOURCES

MakeMyTrip B2B

OUTBOUND + CORPORATE ENQUIRIES

TBO Holidays

AGGREGATOR B2B

JustDial

LOCAL DOMESTIC PACKAGES

Instagram + Meta Lead Ads

REELS-DRIVEN DISCOVERY

Google Ads / SEO

HIGH-INTENT LONG-TAIL

WhatsApp inbound

FIRST TOUCH FROM INSTA BIO

Tripadvisor / OTA repeat

REPEAT TRAVELERS DM DIRECT

Website forms & chat

OWNED FUNNEL

ALSO CAPTURED

Sub-agent referrals

Walk-ins & phone calls

CRATIO

Platform

CRM

Call tracking

SALES PIPELINE · LIVE

New

₹13.6 L

Vinod & Aarti S.

₹1.92L

Patel family

₹1.42L

Sahyadri Trekkers

₹4.80L

Iyer family

₹1.78L

Kapoor family

₹2.65L

Mehta & friends

₹98k

Qualified

₹13.4 L

Karan & Reema M.

₹2.65L

Joshi family

₹1.42L

Rahul & friends

₹98k

Anand corporate

₹6.20L

Reddy family

₹2.10L

Quote sent

₹7.3 L

Faizal K.

₹3.40L

Singh family

₹1.85L

Nair & wife

₹2.05L

Booked

₹4.1 L

Kapoor family

₹2.65L

Sandeep & friends

₹1.42L

The CRM workflow

Enquiries, Calls, WhatsApp & Workflows. One CRM.

Capture enquiries from every travel channel, customize fields for the industry, automate follow-ups, and run reports built for Indian travel desks.

PHASE 01

Capture Every Enquiry

Auto-capture from MakeMyTrip B2B, JustDial, Meta Lead Ads, WhatsApp inbound & website forms.

Portal & ad lead capture
Duplicate detection
Walk-in & sub-agent quick-add

PHASE 02

Instant WhatsApp Replies

Approved-template acknowledgement fires before the buyer pings another agency.

Instant WhatsApp response
Shared team inbox
Send brochures, attachments, payment links

PHASE 03

Assign Leads. Track Calls.

Route by destination, source, deal size, or round-robin. Mobile call tracking on the agent's own SIM.

Auto-assign by destination
SIM-based call tracking
Call logs & recordings

PHASE 04

Customize Fields & Stages

Lead form pre-configured for travel — Destination, Departure date, Pax, Budget. Edit later without code.

Custom fields for travel
Custom stages & sub-stages
Package-type segmentation

PHASE 05

Automate Follow-Ups

Workflow engine fires WhatsApp nudges, callback tasks, and manager escalations on your cadence.

Day-3 / Day-7 reminders
Idle-enquiry revival drips
Departure-date reminders (configured)

PHASE 06

Reports & Dashboards

Measure response time, conversion by destination, repeat-customer share, and lost-reason analysis.

Conversion by destination
Agent first-response time
Repeat-customer share

Proof

The travel teams running on Cratio

From a 5-agent local agency in Sikkim to a 40-user outbound house in Delhi — one CRM, transparent pricing, every channel travel sales runs on.

50+

tour operators on Cratio

15+ years

building CRM for Indian sales teams

30+

lead sources connected — portals, ads, Excel, API

All in one CRM

Built for travel sales teams

Manage travel enquiries, follow-ups, calling, and WhatsApp conversations from one connected CRM.

Pipelines built for travel sales teams

Manage enquiries, packages, follow-ups, and bookings in one travel CRM.

1 of 5

READY TO USE TRAVEL CRM

Ready to Use CRM for Indian Tour Operators

Same Cratio platform — with the lead form, stages, workflows, and reports pre-configured for tour operators. Edit anything later without code.

Lead form

Lead form customized for travel sales

Custom fields

DestinationDeparture datedatePax countPackage typedropdownBudget₹Special requirementsAttachmentsfileSourcedropdown

Stages

NewQualifiedQuote sentBookedTravelledCancelled

Workflows

Prebuilt workflows

MakeMyTrip + JustDial + Meta Lead Ads auto-capture into the inbox
Day-3 / Day-7 follow-up reminders on silent enquiries
Departure-date reminders (configured to your cadence)
Idle-enquiry revival drip at week 3
WhatsApp template trigger on stage change
Post-trip review request workflow

Reports

Prebuilt reports

Enquiry-by-destination volume
Conversion by package type and source
Agent first-response time
Repeat-customer share
Lost-reason analysis

Pipeline view

From enquiry to booking — what runs at every stage.

The five stages every travel desk works in. The automations that fire between them — without anyone setting reminders.

Lead in

Pulled from MakeMyTrip / JustDial / Meta Lead Ads
WhatsApp acknowledgement in under 10 seconds
Auto-routed to the agent by destination

0 enquiry leaks

Qualified

Agent calls with full context from SIM dialer
Custom-field updates (pax, departure date, budget)
Lead tagged Hot · Warm · Cold

Hot in under 30 min

Quote sent

Agent attaches own quote/itinerary file on WhatsApp
Day-3 idle-enquiry follow-up workflow armed
Manager alerts on stalled enquiries

No silent drops

Negotiation

Agent logs price + inclusions in-app
Approval workflow on discount thresholds
Auto-task: confirm payment + travel docs

Booking momentum

Booked

Won — revenue + destination logged to dashboard
Lost — reason tagged, drip queued
Post-trip review request workflow

Sharper next season

Enquiries lost between channels and CRM

<10s

WhatsApp acknowledgement on every new enquiry

100%

Calls logged + recorded against the lead

Every lead

Reminded, followed up, escalated on time

CUSTOMER STORY · TRAVEL, JAIPUR

Holiday enquiries arrive in seasonal spikes from Instagram, JustDial and our website. Cratio holds every enquiry on one pipeline, the WhatsApp templates let us reply in minutes, and the workflow nudges keep my agents chasing the silent ones — without anyone setting reminders.

Pradnya Bose

Director · Tigerline Holidays, Jaipur

RESULTS · FIRST 90 DAYS

First-response time

7 minwas 14 hrs

Calls / agent / day

48was 19

Repeat-traveller share

51%was 28%

Why Cratio

Generic CRM bends. Cratio is shaped for travel sales.

A travel desk runs on WhatsApp, mobile calls, and date-anchored follow-ups. Most CRMs were built for Western SaaS pipelines and bolt these on. Cratio ships them ready.

Generic CRM bends. Cratio is shaped for travel sales.
Capability	Generic CRM	Cratio for Tours & Travels
WhatsApp Business inbox & templates	Add-on module or external tool	✓Integrated WhatsApp Business API, templates, shared team inbox — one thread per buyer
Capture from MakeMyTrip B2B / JustDial / Meta Lead Ads	Requires Zapier or custom dev	✓Native portal capture + JustDial + Meta Lead Ads + WhatsApp inbound — all into one inbox
Field customization for travel sales	Blank fields and stages — your team configures it over 3 weeks	✓Custom fields (Destination, Departure date, Pax, Budget, Source) and travel stages pre-wired on day one. Edit later without code
Follow-up workflows & escalations	Build-your-own workflow with calendar reminders or a third-party tool	✓Workflow engine fires WhatsApp nudges, callback tasks, and manager loop-ins on the cadence you configure during onboarding
Mobile call tracking from agent's SIM	Separate dialer app + licence	✓Native mobile app with SIM-based calling, auto-logging, and recording — owner audits every booking conversation
Repeat-customer view	Generic contact record	✓Custom fields hold destination + pax + budget + preferences; filters surface past travellers before the agent replies

FAQ

Common questions from tours & travels teams

Yes. Cratio uses the official WhatsApp Business API with approved templates and a shared team inbox — one thread per buyer. Send brochures, your own itinerary files, payment links, or any document. Every message is logged on the lead. Cratio doesn't generate itinerary PDFs, but you can attach your own.

Related products and guides

See It in Action

Run your travel desk on one CRM.

CRM, mobile call tracking, WhatsApp, custom fields, and workflow automation — bundled for Indian tour operators. Book a 30-minute personalized demo to see how Cratio fits your travel sales process.

Book a demo

Personalized walkthrough for your travel desk

From enquiry. To call. To booking.

Built for every kind of travel team in India

Transform Your Travel Sales in 7 Days

Every package enquiry lands in one place.

Enquiries, Calls, WhatsApp & Workflows. One CRM.

Capture Every Enquiry

Instant WhatsApp Replies

Assign Leads. Track Calls.

Customize Fields & Stages

Automate Follow-Ups

Reports & Dashboards

The travel teams running on Cratio

Built for travel sales teams

Pipelines built for travel sales teams

Ready to Use CRM for Indian Tour Operators

Lead form customized for travel sales

Prebuilt workflows

Prebuilt reports

From enquiry to booking — what runs at every stage.

Lead in

Qualified

Quote sent

Negotiation

Booked

Generic CRM bends. Cratio is shaped for travel sales.

Common questions from tours & travels teams

Related products and guides

WhatsApp CRM

Lead automation

Sales CRM

Pricing — ₹399/user, lifetime

Run your travel desk on one CRM.