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.