Bring to your discovery call
- ✓Your current stages and the problem to solve
- ✓User roles, branches and record permissions
- ✓An anonymized sample enquiry or booking
- ✓Current software and integration requirements
- ✓Required reports and acceptance criteria
Enquiries, quotations and follow-ups
Travel CRM development for travel agencies
Give consultants one place to understand an enquiry, own the next action and hand confirmed work to operations. BANDEVI can plan a Travel CRM around your agency’s sales process, starting with the records and stages your team needs.
Scope agreed around your workflows, roles and existing systems.
Explore the workflow
Try the travel demo.
Follow one fictional enquiry through quotation, booking handover and payment tracking. See how sales, operations and finance share the next action.
Try the Travel Demo
Fictional data · no login · no real booking or payment. Your proposal confirms the system we build for your team.
Choose by workflow
When this is the right starting point.
Start with CRM if enquiries arrive through several channels, follow-ups depend on personal reminders, or quotation history is difficult to share. Agencies, tour operators and DMC sales desks can each need different fields and approval rules.
Compare Travel CRM and Travel ERP before deciding what to build first.
Modules and acceptance
Travel CRM features to discuss and test
These are scope options. Use the example checks to agree what successful delivery means for your team.
| Area | Discuss in scope | Example check |
|---|---|---|
| Enquiry ownership | Lead source, consultant, destination, travel dates, passenger count and next action. | An unassigned enquiry appears in a review queue; reassignment keeps its history. |
| Customer context | Trip preferences, communication notes and consent or contact preferences where needed. | A consultant can find earlier enquiries without exposing records outside their role. |
| Quotation stages | Proposal versions, validity, follow-up dates and reasons for a lost enquiry. | A revised proposal retains the earlier version and records the next follow-up. |
| Sales reporting | Stage counts, overdue actions and source reporting using agreed definitions. | Reports use the same stage definitions as the consultants’ working screens. |
| Booking handover | Agreed transfer of accepted quotation and customer details into operations. | Operations receives required booking details once confirmation criteria are met. |
Illustrative workflow
From enquiry to a clear next action
This is a requirements example, not a completed client case study. Confirm your own stages, required fields and exception rules.
- 01Capture the enquiry and source
- 02Assign a consultant and next action
- 03Record requirements and quotation versions
- 04Follow up or record the lost reason
- 05Hand confirmed details to booking operations
Integrations and data
Confirm the dependencies before committing.
Website forms can supply structured enquiries. WhatsApp, email, accounting and existing booking tools need a separate review of provider access, licensing, consent and available APIs. A WhatsApp link is not an automated conversation sync.
Migration and rollout checklist
- ✓Agree field mapping, duplicates and sample imports
- ✓Define test users, permissions and exception cases
- ✓Record integration credentials and ownership responsibilities
- ✓Agree training, acceptance, rollback and handover
- ✓Name the support scope and ongoing charges
Pricing and delivery dates follow a requirements review.
Implementation plan
Make each milestone reviewable.
Use this proposed delivery sequence to agree the work, dependencies and sign-off points. Dates follow the requirements review.
Agree the workflow
Map an enquiry, quotation revisions and the booking handover.
Agree before moving on: Reviewed workflow, module list and acceptance checks.
Review the proposed screens
Walk through the records, roles and exceptions before the build is approved.
Agree before moving on: Approved screen flow and a list of decisions still needed.
Test with sample data
Check permissions, imports, integrations and reports using agreed scenarios.
Agree before moving on: Reviewed test results, migration mapping and launch criteria.
Prepare the handover
Agree training, account ownership, data exports and the support process.
Agree before moving on: Handover records, named responsibilities and support scope.
Scope and support
Know what your proposal includes.
Use the written agreement to confirm deliverables, ownership and the ongoing working relationship.
Build and integration scope
Confirm modules, roles, migration volumes, available provider access and acceptance checks. Separate initial development from third-party licences and usage charges.
Access and handover
Agree hosting responsibilities, administrator access, source-code and data ownership, exports, training and handover records.
Support after launch
Confirm the support contact, working hours, response expectations, defect coverage and how future changes are quoted. Include recurring hosting and maintenance costs.
Review business records and credentials · Evidence and verification
Your demo brief
Choose the workflow you want to see.
Start with the task that matters most to your team. These choices prepare an editable brief on the demo request page; they do not submit an enquiry.
A focused walkthrough can review your current process, role permissions, sample records and gaps to include in the proposal.
Use anonymized examples when discussing customer or booking records.
Buyer questions
What to clarify before you start.
Is Travel CRM the same as Travel ERP?
CRM supports enquiry and sales work. ERP supports confirmed bookings, suppliers and delivery operations. Connect them when the handover needs shared records.
Can our spreadsheets be imported?
Share an anonymized sample. Agree field mapping, duplicate handling, validation and which history needs to be retained before confirming migration scope.
Can consultants have separate access?
Discuss roles, teams, branches and record visibility. Ask the demo to show what a consultant can and cannot view or change.
What does Travel CRM development cost?
Cost depends on users, modules, migration, integrations and support. Request a written scope with initial and ongoing charges; this page does not publish a fixed package price.
Related reading
Build a better software brief.
Compare the systems
Understand how sales records and booking operations fit together.
Travel CRM versus ERPHow travel agencies use CRM software
Review the workflow and questions relevant to this decision.
Read the guidePayment workflow planning
Consider approval rules, repeated events and reconciliation.
Travel payment automation guideTravel CRM development · CRM software evaluation · Travel ERP development
Plan your project
Request a demo around your workflow.
Tell us which task is difficult today and what you need to see in a walkthrough. Modules, migration, integration availability, costs and support are agreed in writing.
Request a focused demoReview the supplier
Check company identity and credential publication status. Ask for applicable business records and an approved client reference.
Agree ownership of source code and data, access, handover and support in your contract.
Share an approved project referenceSpecialist travel workflows
Connect the service your team needs next.
DMC operations
Plan destination services, supplier coordination, itineraries and booking files for a destination management company.
Explore DMC softwareCustomer self-service
Agree which booking updates, documents, invoices and support requests customers can access.
Plan a customer portalCare after launch
Define training, issue reporting, maintenance and enhancement responsibilities in your support agreement.
Review support scope