Travel CRM
Travel CRM for Indian travel agencies and tour operators.
Triplli keeps every enquiry, itinerary, estimate, payment and invoice of your agency on one ticket. It is built for the step that wins the booking: replying with a price while the customer is still on WhatsApp.
Looking for one part? See the itinerary builder or the travel quotation software.
Leads and tickets
Every lead is one ticket, from enquiry to invoice.
A travel agency CRM should not make you convert an enquiry into a quote into a booking. In Triplli the ticket you open when the customer messages is the one that carries the itinerary, the estimate, the receipts and the invoice, all under one ticket number.
- Only the customer's name is required to start
- Note where the lead came from: WhatsApp, Instagram, referral
- Status from new to paid, or lost in one tap
WhatsApp enquiries
Made for agencies that sell on WhatsApp.
Triplli works beside your WhatsApp instead of reading it. Send the customer a form link that belongs to their ticket; the dates and travellers they fill land on that ticket, with nothing to match or retype. When the PDF is ready, Share on WhatsApp opens the chat with your covering message.
- One form link per ticket, in your logo and colour
- Share on WhatsApp opens the chat, you press send
- Nothing is ever sent to a customer on its own
Itinerary builder
A day-wise itinerary builder you can use on a phone.
Each day is a title, start and end timings, and the sightseeing, transfers and meals tapped from your catalogue. Write a template like “Rajasthan 5 days” once, import it on the next ticket and adjust. Send the itinerary PDF on its own, with no money on it, or go straight to the estimate.
- Templates you write once, with up to three photos a day
- Drag to reorder, on the phone as well
- Options side by side: by road or by heli, 3 star or 4 star
Quotes and estimates
Travel quotation software with your markup on every line.
Each line is an item, a quantity, your cost and your markup in rupees or percent. The total and your margin update as you type. The estimate PDF shows the price per adult, per head or as a trip total, at the detail you choose, and never your cost.
- No default markup, no margin floor
- Rate age beside every remembered price
- Paste a supplier rate list from email or WhatsApp
UPI and GST
UPI payments, receipts and GST invoices.
Your UPI ID and your own QR print on every estimate, receipt and invoice, so the customer pays you directly with no gateway fee. Record a payment and the receipt is ready with the balance on it. When the trip is paid, one invoice covers it, with a GST tax invoice version under your GSTIN.
- Your UPI QR on every document
- A receipt per payment, numbered by financial year
- GST tax invoice at the rate you type
Choosing a travel CRM in India
What to ask before you pick one.
Most CRMs are built for sales teams with a pipeline. A travel agency needs a price out fast, in a document that looks like the agency. These are the questions worth asking any of them, with our answers.
Can you quote from your phone?
Every screen, including the day editor and the estimate, is built for a phone and a laptop equally.
Can you quote on day one?
There is no catalogue to fill first. What you type on a ticket is remembered, and supplier rate lists paste straight in.
Is the markup yours?
You type it on each line, in rupees or percent. No default table, no margin floor.
Can the customer ever see your cost?
No. Cost and margin never print on a customer document, at any detail level.
Do the PDFs look like your agency?
Your logo and brand colour on eight designs. The software's name is a small line at the foot.
Is it built for India?
Rupees in lakh grouping, your UPI ID and QR on every document, receipts numbered by financial year.
Does it make GST invoices?
Yes, a tax invoice version with your GSTIN, at the rate you type for that invoice.
Will it message your customers?
Never. You send every PDF and every reminder yourself, in your own words.
What is a travel CRM?
Software that keeps every enquiry, quote, customer and payment of a travel agency in one place. Triplli is a travel CRM built around the part that wins bookings: replying to a lead with a priced, branded estimate while the customer is still on WhatsApp.
Is Triplli a travel CRM for small agencies in India?
Yes. It is made for Indian agencies of one to three people who sell domestic and international packages from a phone and a laptop. Prices are in rupees with lakh grouping, payments go to your UPI, and the invoice has a GST version.
Can Triplli capture leads from WhatsApp?
Triplli works alongside your WhatsApp rather than reading it. Open a ticket with the customer's name, then send the form link that belongs to that ticket in the chat. The customer fills dates and travellers on their phone and it lands on the ticket, with nothing to match or retype. You send every message yourself.
Does Triplli have a day-wise itinerary builder?
Yes. Each day has a title, start and end timings, and items tapped from your catalogue. Import a template, adjust the days, drag to reorder, and send the itinerary PDF on its own or go straight to the estimate. Templates carry up to three photos a day.
Can customers pay through Triplli?
Your UPI ID and your own UPI QR print on every estimate, receipt and invoice, with the amount due. The customer pays you directly and no gateway takes a fee. Record the payment and the receipt is ready.
Does Triplli make GST invoices?
Yes. Add your GSTIN in Setup and the invoice has a tax invoice version. You type the GST rate for that invoice and it shows the taxable value and the GST inside the agreed price. Receipts are numbered by financial year.
Is it tour and travel CRM software for tour operators as well?
Yes. Tour operators use the same ticket: templates for the circuits you sell again and again, options side by side (by road or by helicopter, 3 star or 4 star), and your own markup typed on each line.
How long does it take to start?
A day. There is no catalogue to fill first. Type a hotel and a rate on your first ticket and Triplli remembers it, or paste a supplier rate list from email or WhatsApp. We set up your logo, brand colour and UPI QR.
Your next enquiry is already typing.
Send us your agency name and city. We set up your logo, your colour and your UPI QR, and you can send your first estimate the same day.
rdp@joblane.ca