Travel and tourism
Travel CRM for tour operators and travel agents
Turn an enquiry into an itinerary, a quote with your markup and a confirmed booking with an advance. Passport, visa and balance-due dates never slip through.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1EnquiryA traveller asks for a destination, dates and budget through a call, ad or portal.
- Stage 2Itinerary sentA day-wise itinerary with price is built and shared by WhatsApp or email.
- Stage 3RevisedThe traveller asks for changes and revised versions are tracked against the same lead.
- Stage 4Advance paidThe booking amount is collected and the dates are held with suppliers.
- Stage 5BookedHotels, flights and transfers are confirmed and vouchers are issued.
- Stage 6TravelledThe trip runs, with support on call and any changes logged.
- Stage 7FeedbackThe traveller rates the trip, and repeat or referral offers follow.
What is a travel and tourism CRM?
A travel CRM follows each trip from the first enquiry to the feedback call after the traveller is home. Gandiv stores destination, dates, number of travellers, budget, hotel class and passport or visa details on the lead. Agents build an itinerary, cost it from supplier rates, add their markup and share a clean quote. Advances and balance instalments are tracked with payment links, vouchers are generated at confirmation, and reminders flag passport expiry and visa deadlines. Managers see which destinations and sources bring paying travellers rather than only enquiries.
Why travel and tourism teams need one
Problem
Itineraries are rebuilt from scratch for every enquiry.
With Gandiv
Saved day-wise templates by destination are copied, edited and sent in minutes.
Problem
Supplier rates and your margin live in different sheets.
With Gandiv
Costing records supplier price, markup and final quote on one screen, with margin per trip.
Problem
Balance payments are chased by memory.
With Gandiv
Advance and instalment schedules send payment links and show who is overdue before departure.
Problem
A passport turns out to be expiring a week before travel.
With Gandiv
Passport expiry and visa status fields raise alerts well ahead of the trip.
Problem
Travellers revise the plan five times and the versions get mixed.
With Gandiv
Each revision is saved with date and price so the final quote is always clear.
Problem
Past travellers are never contacted again.
With Gandiv
Feedback calls and seasonal offers bring repeat bookings and referrals.
Key features
Itineraries
Itinerary builder with reusable days
Assemble a trip from saved days, hotels, sightseeing and transfers, adjust for the traveller and share a clean PDF. Revisions are versioned on the lead, so you can always see what was sent and when.
- Day-wise templates by destination
- Versioned revisions on the lead
- PDF shared on WhatsApp
Itineraries
- Day-wise templates by destination
- Versioned revisions on the lead
- PDF shared on WhatsApp
Costing
Supplier costing with your markup
Enter hotel, transport, activity and visa costs per supplier, then apply a markup by percentage or fixed amount. You see the cost, selling price and margin before you send the quote, and can compare options.
- Supplier-wise cost lines
- Markup by percent or amount
- Margin visible before sending
Costing
- Supplier-wise cost lines
- Markup by percent or amount
- Margin visible before sending
Payments
Advance, balance and instalments
Set the booking advance and balance schedule against the trip, and send payment links through Razorpay. Receipts are logged on the booking, and an overdue list helps the team chase before the supplier deadline.
- Advance and balance schedule
- Payment links on WhatsApp
- Overdue list before departure
Payments
- Advance and balance schedule
- Payment links on WhatsApp
- Overdue list before departure
Documents
Passport, visa and traveller details
Hold traveller names exactly as on the passport, passport number and expiry, visa type and application status. Alerts fire when a passport has less than six months of validity or a visa step is pending.
- Passport and visa fields per traveller
- Six-month validity alert
- Visa stage tracking
Documents
- Passport and visa fields per traveller
- Six-month validity alert
- Visa stage tracking
Vouchers
Vouchers and confirmations in one click
Once suppliers confirm, generate hotel vouchers, transfer slips and a trip summary with contact numbers. Travellers get everything on WhatsApp, and your ops team has one booking record for the whole trip.
- Hotel and transfer vouchers
- Trip summary with emergency contacts
- Sent to traveller on WhatsApp
Vouchers
- Hotel and transfer vouchers
- Trip summary with emergency contacts
- Sent to traveller on WhatsApp
Repeat trade
Feedback and repeat-trip nudges
After the trip, a feedback call and message collect ratings and testimonials. Anniversary, school-holiday and festival offers go to past travellers in the destinations and budgets they liked.
- Feedback call task after return
- Offers by past destination
- Referral tag on new leads
Repeat trade
- Feedback call task after return
- Offers by past destination
- Referral tag on new leads
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | Destination · Travel dates · Adults and children · Budget per person · Hotel class · Passport number and expiry · Visa required · Departure city |
|---|---|
| Automations | Itinerary follow-up - 1 day after sending · Advance reminder - 2 days before hold expires · Balance payment reminder T-15 · Passport expiry alert (under 6 months) · Post-trip feedback call on return day |
| Reports | Enquiry to booking by destination · Margin by trip and supplier · Balance outstanding before departure · Source-wise bookings · Feedback scores by destination |
| Message templates | Itinerary and quote · Advance payment link · Booking confirmation · Voucher pack · Welcome back and feedback request |
| Call script | Ask destination, travel dates, number of adults and children, budget per person and hotel class. Confirm departure city and whether passports are valid, then promise an itinerary with price on WhatsApp by a set time. |
Fields
Destination · Travel dates · Adults and children · Budget per person · Hotel class · Passport number and expiry · Visa required · Departure city
Automations
Itinerary follow-up - 1 day after sending · Advance reminder - 2 days before hold expires · Balance payment reminder T-15 · Passport expiry alert (under 6 months) · Post-trip feedback call on return day
Reports
Enquiry to booking by destination · Margin by trip and supplier · Balance outstanding before departure · Source-wise bookings · Feedback scores by destination
Message templates
Itinerary and quote · Advance payment link · Booking confirmation · Voucher pack · Welcome back and feedback request
Call script
Ask destination, travel dates, number of adults and children, budget per person and hotel class. Confirm departure city and whether passports are valid, then promise an itinerary with price on WhatsApp by a set time.
By role
Owner or travel head
- Bookings and margin by destination
- Outstanding balance before departure
- Source and agent performance
Sales agent or telecaller
- Itinerary and quote on the same lead
- Follow-up reminders after sending
- Payment link on the call
Operations and visa desk
- Supplier confirmations and vouchers
- Passport and visa checklist
- On-trip changes logged
Integrations for this industry
Related industries
Frequently asked questions
Can I build itineraries inside Gandiv?
Yes. Create reusable days and trips by destination, edit them per traveller and share a PDF. Versions are saved on the lead.
How does supplier costing and markup work?
You enter the cost per supplier item and apply a markup. The quote shows the selling price while your team sees cost, markup and margin.
Can it send passport expiry reminders?
Yes. Passport expiry is a date field, and alerts can be set to warn staff and the traveller when validity is under six months or before a visa deadline.
Do you handle GST and TCS on tour packages?
You can add tax lines to the quote, but the rates and treatment depend on the package and your registration. Confirm the GST and TCS position with your CA before invoicing.
Does it book flights or hotels?
No. Gandiv holds the lead, itinerary, costing and payments. You still book through your suppliers or booking engine and then record the confirmation.
Start with the travel and tourism template
Your pipeline, fields and messages are created for you. Change anything later.