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SF Travel CRM · Travel CRM software India

Travel CRM Software for Travel Agencies & Tour Operators in India

From lead to booking. From payment to profit. SF Travel CRM is built for travel agencies, outbound tour operators, holiday package companies, corporate travel desks and DMCs — not just an expense claim module.

Expense in Sales Funda® is a separate module for staff claims. Travel CRM is the full operating system for running a travel business across India.

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Travel CRM software India — SF Travel CRM dashboard with leads, sales and profit KPIs

Live product · astra.salesfundaa.com/apps/travel · Built on SF Astra

What it is

One system for the full travel journey

Leads, omnichannel follow-ups, multi-item quotations, day-wise itineraries, booking files, GST invoices, client collections, supplier payables and booking-level profit — on one cloud platform.

Leads CRM

Capture, assign and nurture domestic & international enquiries with follow-up discipline.

Quotations

Multi-item quote builder with hotels, activities, transfers, markup, GST and versioning.

Itineraries

Day-wise plans clients can read — reusable templates for standard circuits.

Bookings

Confirmed trip dossier: pax, sale value, cost, payments, vouchers and documents.

Cash & payables

Customer installments separate from supplier liabilities and cutoffs.

GST & MIS

Tax invoices plus core operational reports for sales, cash and profitability.

End-to-end flow

How work moves in SF Travel CRM

  1. 01 CustomerRetail or corporate client profile with preferences and history.
  2. 02 LeadEnquiry with destination, dates, pax, budget, source and salesperson.
  3. 03 Follow-upToday / overdue queues — call, WhatsApp or email without losing the thread.
  4. 04 QuotationMulti-option proposals with cost, markup, discount, tax and expected profit.
  5. 05 NegotiateVersioned quotes (v1, v2, v3) with full audit of what changed.
  6. 06 Booking1-click convert quotation to an active booking file.
  7. 07 InvoiceGST-aware tax invoices linked to the booking.
  8. 08 CollectionInstallment schedule, receipts and outstanding dues.
  9. 09 Supplier payHotel / DMC / transport payables with due dates and cutoffs.
  10. 10 Net profitSelling price minus cost of services — per booking, destination and salesperson.

Command center

Real-time travel operations dashboard

See leads, follow-ups, quotations, bookings, collections, outstanding, supplier payables, cost and net profit — filter by today, month, custom range or salesperson.

SF Travel CRM dashboard with KPI cards, pipeline and destination charts

Dashboard — KPIs, travel pipeline, top destinations, travel type mix and lead sources

SF Travel CRM sales, collection, profit charts and follow-ups due

Sales · collection · profit, booking status, 6-month trends and follow-ups due

  • Pipeline funnel: Leads → Quotes → Bookings → Won
  • Sales vs collections charts; destination and travel-type mix
  • Lead source attribution and employee-wise views
  • Action lists: follow-ups due, overdue, pending payments, upcoming departures

Leads & follow-ups

Lead 360° — enquiry workspace that converts

Capture, assign, nurture and convert domestic and international travel enquiries with Call, WhatsApp, follow-up and quotation actions on one screen.

SF Travel CRM Lead 360 screen with status, pax, budget, source and activity timeline

Lead 360° — status, budget, pax, source, assignee, quick actions and activity timeline

  • Lead dossierName, mobile, email, destination, dates, pax, budget, FIT/GIT, package tier, source, campaign, assignee, priority and notes.
  • Pipeline stagesNew → Contacted → Follow-up → Quotation sent → Negotiation → Won / Lost.
  • 1-click actionsCall, WhatsApp, Note, Follow-up and Quotation from the lead card.
  • Smart follow-up queuesToday, overdue and upcoming — with reschedule, remarks and an immutable timeline.
  • Customer linkingMatch or create profiles by phone to avoid duplicates.

Customers & quotations

Customer 360° and a fast quotation engine

Turn one-time holidaymakers into repeat clients — and send branded proposals in minutes with cost, tax and margin visibility.

  • Customer 360°Profile, enquiries, follow-ups, quote versions, bookings, invoices, outstanding and travel history / LTV.
  • Multi-item quote builderHotels, activities, transfers, sightseeing, transport and custom services on one proposal.
  • Margin guardNet cost + markup − discount + GST = total — expected gross profit before you send.
  • Versioningv1 / v2 / v3 without losing history; 1-click convert accepted quote to booking.
  • Multi-option proposalsPresent tiered options (e.g. 4★ vs 5★) in one elegant quote.
  • Omnichannel dispatchWhatsApp link, web proposal with Accept CTA, watermarked PDF.

Inside the app

  • CRM Leads · Follow-ups · Customers
  • Sales Quotations · Itineraries · Bookings
  • Masters Destinations · Packages · Hotels · Activities · Suppliers
  • Finance Payments · Invoices · Profit & Loss
  • Reports MIS · GSTR-1 · GSTR-3B

Itineraries & bookings

Day-wise plans and a full booking dossier

  • Day-wise builderFlights, hotel check-in/out, transfers, sightseeing, activities, meals (CP/MAP) and leisure blocks.
  • TemplatesSave circuits (e.g. 5N/6D Kerala, 4N/5D Dubai) and reuse in seconds.
  • Booking fileCustomer & lead reference, dates, adult/child pax, sale value, net cost, expected profit, paid and pending.
  • Operations hubCustomer payments, supplier payments, GST invoices and documents (passport, tickets, visa, insurance).
  • VouchersHotel vouchers, transport slips and DMC passes from the same booking.

Masters & suppliers

Destinations, packages, hotels, activities and vendor network

Standard catalogs so quotations pull verified rates instead of retyping every time.

  • DestinationsCountry, state, city — linked to packages, hotels and activities.
  • PackagesName, category, duration, base cost, recommended sell and inclusions.
  • HotelsStar rating, room categories, meal plans, supplier linkage and seasonal tariffs.
  • ActivitiesCity tours, safaris, parks and more — with net cost, retail rate and handler.
  • Supplier 360°GSTIN, PAN, bank details, credit days, payables ledger and linked services.

Finance & profit

Collections, supplier payables, GST and real margins

Never confuse customer advances with agency earnings. Client cash and supplier liabilities stay segregated.

  • Customer paymentsBooking-linked receipts, installment milestones (advance → pre-departure), UPI/NEFT/card/cash with digital receipts.
  • Supplier payablesWhat you owe hotels, transporters and DMCs — due dates, cutoff alerts, paid vs pending audit.
  • GST invoicingBooking → invoice → payment; B2B/B2C; IGST or CGST+SGST; professional PDF invoices.
  • Booking-level profitSelling price − cost of services = gross profit — by booking, destination, salesperson and period.

MIS, GST & reports

MIS that leadership actually uses

Leads, sales and finance on one report — with CSV exports for leads, bookings and payments, plus GSTR-1 / GSTR-3B under Reports.

SF Travel CRM MIS report — leads, sales, finance cards and CSV export

MIS Report — leads · sales · finance, source/employee breakdown and CSV export

  • MIS snapshotTotal / won / lost leads, conversion, quote value, booking sales, collected, outstanding, supplier payable, gross profit, invoices.
  • GST return-ready exportsGSTR-1 and GSTR-3B paths under Reports for accountant handoff.
  • WhatsApp & emailTemplates, quotation sharing, balance reminders — logged on the customer timeline.
  • AutomationFollow-up alerts, installment reminders and quote follow-up nudges where configured.

SF Astra

Travel CRM built on SF Astra

SF Travel runs at astra.salesfundaa.com/apps/travel — same Sales Funda® / SF Astra stack your team already trusts, with role-based access for sales and operations.

  • Lead enquiry summaries and Hot / Warm / Cold style prioritisation support
  • Draft WhatsApp / email follow-ups and reminders from context
  • Conversational MIS in English or Hindi — ask about sales, pending dues or supplier payments
  • Role-based access: Admin, Sales Manager, Sales Executive, Accounts / Operations
  • CSV import/export and mobile-friendly workflows for field consultants
How SF Astra works Open Travel app

Built for travel businesses

Who SF Travel CRM is for

Configured around how your agency or tour operation actually works — subject to requirement and technical feasibility.

  • Travel agencies
  • Tour operators
  • Holiday package companies
  • Travel consultants
  • DMCs
  • Corporate travel desks
  • Domestic tour operators
  • International / outbound operators
  • Group / GIT operators
  • Custom holiday planners
  • Honeymoon specialists
  • Adventure travel companies

Travel CRM software India

Travel agency CRM demos across top Indian cities

SF Travel CRM is cloud software for travel businesses nationwide. Explore city guides for Travel CRM software near you — or book a demo from anywhere in India.

Looking for travel agency CRM, tour operator software or holiday package management software in your city? Start from the hub or discuss your workflow with Sales Funda®.

FAQ

Travel CRM software — common questions

What is Travel CRM software?

Travel CRM software helps travel agencies and tour operators manage leads, follow-ups, quotations, itineraries, bookings, GST invoices, collections, supplier payables and booking-level profit on one system.

Is SF Travel CRM available across India?

Yes. It runs in the cloud on SF Astra. Sales Funda® supports demos and partner coverage in major Indian cities including Mumbai, Delhi, Bengaluru, Hyderabad, Chennai, Pune, Ahmedabad and Kolkata.

Is Travel CRM the same as expense software?

No. Expense is for staff claims. Travel CRM is the operating system for a travel business — lead to booking and payment to profit.

Does it support GST for Indian travel agencies?

Yes. GST-aware tax invoices linked to bookings, plus GSTR-1 and GSTR-3B paths under Reports.

Who should buy travel agency CRM / tour operator software?

Travel agencies, tour operators, holiday package companies, DMCs, corporate travel desks, travel consultants and domestic or outbound operators who need one system instead of Excel + WhatsApp.

Clear difference

Travel CRM vs Expense module

SF Travel CRM is complete business management for travel companies — leads through bookings, GST, payables and profit.

Expense in Sales Funda® is a module for staff / field expense claims against an organisation (accounts expense request) — useful inside broader CRM/ERP setups, but not a travel agency operating system.

Need staff expense claims only?

See the Expense capability inside Purchase & Inventory / Accounts — or discuss a Travel CRM setup if you run an agency or tour operation.
Expense module Discuss Travel CRM

Your process

Customized Around Your Travel Workflow

Your lead sources, quotation style, installment rules, supplier cutoffs and reporting may differ from another agency. SF Travel CRM can be configured around your process — subject to requirement and technical feasibility.

  • Lead stages, assignment rules and follow-up cadence
  • Quote items, markup rules and multi-option proposal style
  • Booking, voucher and installment milestones you use
  • Roles for sales, accounts and management

Configured and adapted around your workflow — subject to requirement and technical feasibility.

Discuss Your Workflow How it works
01Your process

Tell us how your business works.

02Your requirements

Roles, approvals, data and reports you need.

03Your application

Configured and customized around your workflow.

Ready to run your travel agency on one system?

Tell us how your leads, quotes and bookings work today. We will walk through SF Travel CRM on real screens — and share the digital catalog.

Discuss Your Workflow Download catalog PDF 92 35 35 35 35