Four doors, one inbox
WhatsApp chats, website enquiry forms, phone calls logged by an agent and counter walk-ins all become the same kind of lead. Repeat numbers merge into the existing traveler instead of creating a duplicate.
Lead Inbox
WhatsApp messages, website forms, logged calls and walk-ins arrive in one Lead Inbox. Each one is assigned, timed and tracked until it books, or until you record why it was lost.
GATE A1 · On screen
Unassigned and overdue leads surface first, so nothing sits in a personal phone.
| Lead | Source | Trip | Owner | Next follow-up | Stage |
|---|---|---|---|---|---|
| Rao family | Goa · 5N · 4 pax | AR | Today 16:00 | Quote sent | |
| S. Mehta | Website | Dubai · 4N · 2 pax | KP | Today 12:30 | Drafting |
| N. Kulkarni | Call | Kerala · 6N · 2 pax | AR | Tomorrow 10:00 | Contacted |
| J. Thomas | Walk-in | Singapore · 5N · 3 pax | Unassigned | Overdue 40m | New |
| Bhatia group | Manali · 4N · 6 pax | VS | Closed | Lost · price | |
| Sharma couple | Website | Bali · 6N · 2 pax | KP | Closed | Booked |
Capabilities
WhatsApp chats, website enquiry forms, phone calls logged by an agent and counter walk-ins all become the same kind of lead. Repeat numbers merge into the existing traveler instead of creating a duplicate.
Route leads by destination, source, branch or round robin. Domestic hill-station enquiries can go to one desk and international honeymoon enquiries to another, automatically.
A lead cannot be saved without a next follow-up time. When that time passes without action, the lead turns red on the agent's board and on the manager's.
Set a WhatsApp or email message to go out a fixed number of hours after a quote. If the customer replies, the sequence stops and the agent is notified.
Close a lead as lost with a reason: price, dates changed, booked elsewhere, no response or visa concerns. Reports show which destinations and sources lose most, and why.
Every message, call note, quote version and payment sits on a single timeline, so whoever picks up the lead next knows exactly where it stands.
Route map
From WhatsApp, the website form, a logged call or a walk-in.
Rules pick the right agent or desk within seconds.
Reminders and automatic messages keep it moving.
Trip Builder drafts the plan and the costing.
Booked moves to the Booking Desk. Lost keeps its reason.
Passenger manifest
Enough to quote without calling the traveler back for basics.
See which fare class includes itCommon questions about Lead Inbox.
Yes. Upload a CSV or Excel file, match your columns to lead fields once, and choose owners during import. Follow-up dates in your sheet carry over.
Yes. Messages are sent and received through the official WhatsApp Business Platform using your agency's own number, so customers keep talking to the number they already know.
Reassign their open leads in bulk. Follow-up times move with the leads, and the new owner sees the full history.
Roles decide it. Agents see their own leads, branch managers see their branch, and owners see everything across branches.