01 · Platform

Travinci CRM

One platform. Six layers. Your whole travel business.

From the first enquiry to the final payment — leads, AI conversations, quotes, bookings, partners, people and money, working as one system.

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Everything it ships with

6 layers.
50 modules.

Every module below is part of the product — not a roadmap, not an add-on tier.

Layer 1 of 6 · Lead Layer

Leads & Customers

Every enquiry captured. Every customer remembered.

All your enquiries — website, Facebook, WhatsApp, calls — land in one pipeline, get assigned to the right salesperson automatically, and never slip through the cracks.

10 modules
A person reviewing customer enquiries on a laptop
01

Lead Pipeline & Distribution

One place for every enquiry
  • Every enquiry arrives with destination, travel dates, travellers and preferences already structured
  • New leads go to the right salesperson automatically — by team, channel and how busy they are
  • A 17-stage pipeline shows exactly where every deal stands, from first call to booked
  • No lead sits unattended: response deadlines with alerts, and untouched leads return to the pool
  • Sensitive numbers — margins, profitability, personal data — stay hidden from anyone who shouldn't see them
  • Manager dashboards: KPIs, pipeline, sources, owners and an action center in one view
✦ AI inside
  • AI Sales Copilot — summarises each lead, senses buying intent, flags objections and drafts the next reply
  • AI Revenue Queue — a daily 'who to call first' list for every seller, scored on urgency and money at stake
  • Best time to call — learns when each customer actually answers, and respects Do-Not-Call
  • Speaks your customer's language — replies drafted in any global language
  • Nothing sends itself — every AI suggestion waits for a human click
02

Response SLA & Lead Auto-Return

No enquiry goes cold on someone's desk
  • Every lead carries a first-response deadline from the moment it lands — the clock is visible on the lead itself
  • Leads left untouched past their hold time return to the pool automatically and are offered to someone else
  • Breach, approaching-breach, unassigned-too-long and overdue-follow-up are each tracked separately, not lumped into one alert
  • Managers see response time per salesperson, per team and per channel — who answers fastest and who is sitting on enquiries
  • Every hold, return and reassignment is logged with a reason, so a slow deal can be traced back to the hour it stalled
  • Thresholds are yours to set: first-response hours, follow-up grace period, unassigned limit and approaching-breach warning
✦ AI inside
  • Escalation before the miss — the manager is alerted while the deadline can still be saved, not after it is blown
  • Team performance scoring — response speed and follow-up discipline roll into a live picture of how the floor is selling
03

Customer Master

One customer record, their whole history
  • Every customer exists exactly once — no matter how many number formats or names they used
  • One profile holds the entire relationship: every enquiry, quote, booking, payment, call, message and document
  • See where a customer is in their lifecycle — first enquiry, repeat traveller, lapsed, or won back
  • Engagement, missing details and monthly growth visible at a glance
  • Easy import and export of your existing customer lists
✦ AI inside
  • Customer behaviour profile — where they travel, what they spend, how far ahead they book and which channel they answer on
  • Repeat and lapse signals — spots who is due to travel again and who has gone quiet long enough to chase
  • Lifetime value and journey view, so the team can see what a customer is worth before they discount the next quote
  • Duplicate records merge themselves in the background, keeping one clean history per person
04

Facebook, Instagram & Google Ads

Paid leads, in your CRM instantly
  • Leads from Meta lead ads appear in the CRM in real time
  • Google Ads enquiries land in the same pipeline — one place for every paid channel
  • If anything goes down, a backup sweep recovers every lead — nothing is ever lost
  • You always know which ad, form and campaign each lead came from — and what it cost you
  • Spend, source and campaign travel with the lead all the way to the booking, so you can see which ads actually pay
✦ AI inside
  • Repeat enquiries enrich the existing lead instead of creating clutter
  • Every new ad lead is auto-assigned the moment it arrives
05

Exotel Calls & Missed-Call Capture

The phone becomes a lead source
  • Click to call any lead from the CRM — the customer sees your business number, never a personal one
  • Every call is recorded and attached to the lead, with duration and outcome logged automatically
  • A call from an unknown number becomes a lead on its own, with the number and time already filled in
  • Inbound calls route to the salesperson who owns that customer, and to the next available rep if they are busy
  • SMS from the same screen, sent through DLT-registered templates so it is compliant in India
  • Call status, missed calls and callbacks all show on the lead timeline beside messages and emails
✦ AI inside
  • Missed calls are auto-assigned to the rep with the lightest open pipeline, so nobody waits for a callback
  • Repeat callers are matched to their existing record instead of creating a second one
06

Trip Bookings

Trips, not spreadsheets
  • Flights, hotels, visas, transfers and activities grouped into one trip per customer
  • A risk board shows what's pending — visas, ticketing, open issues — before it becomes a problem
  • Money links to the trip, with pending amounts recalculated automatically
✦ AI inside
  • Drop a ticket, voucher or visa PDF — AI reads it and creates the structured booking for you
07

Timeline, Messages & Follow-ups

The full story of every customer
  • Every email, WhatsApp, call, SMS and note in one chronological timeline
  • Tasks and follow-ups with priorities and due dates — with completion ratings
  • Real-time notifications with links that take you straight to the lead
✦ AI inside
  • Reminder robot — checks every minute; overdue items escalate to managers after 24 hours
  • AI-written drafts are labelled, with a predicted open rate
08

Documents & Upload Links

Documents without the back-and-forth
  • Send customers a secure link — they upload passports and photos themselves, no login needed
  • Links expire on your schedule (1, 3 or 7 days) and can be revoked instantly
  • Sensitive documents sit behind a dedicated permission — and you're warned before anything expires
09

Email & Payments on the Lead

Money and mail where the deal is
  • Emails go out from the seller's own mailbox, so customer replies thread back naturally
  • A complete payment ledger per lead: methods, statuses, refunds, receipts
✦ AI inside
  • Auto instalment plan — the quote's payment schedule builds itself and self-corrects as money arrives
10

Live Customer Chat

Chat that updates the CRM by itself
  • Chat with customers in real time; full transcripts saved to the lead automatically
✦ AI inside
  • When a chat ends, AI summarises it, updates the lead status and creates the follow-up task
  • Deal status only ever moves forward — AI can never accidentally downgrade a hot lead
  • The system remembers similar past customers — and how they converted — to judge each new one
Layer 2 of 6 · AI Layer

Conversations & AI

An AI workforce on calls, WhatsApp and email — with a human always in charge.

AI that calls new leads within minutes, reads WhatsApp conversations, sorts your email, and even lets you talk to your CRM in plain language — governed by budgets, guardrails and approvals.

11 modules
A team member messaging customers from a desk
01

AI Controls

You decide where AI runs
  • Turn AI on or off per company, per team — from one console
  • Credentials stored encrypted; every settings change is logged with who and why
✦ AI inside
  • One kill switch — instantly stops all AI across the platform if you ever want to
  • Spending stays yours: budgets, per-request cost caps and rate limits
02

AI Brain

The intelligence behind every lead
  • Works with OpenAI, Claude, Gemini, DeepSeek and more — if one provider fails, another takes over automatically
  • Every AI decision is logged: what it cost, what data it used, what happened next
✦ AI inside
  • Travel Lead Brain — a 12-point verdict on every lead, ending with the exact opening line your seller should say
  • Learns from your history — similar past leads and their real outcomes inform every score
  • Guardrails — AI can never promise discounts, quote prices or confirm payments on its own
  • Explainable — every recommendation shows 'why this score' in plain terms
  • Core scoring works even with AI switched off — you're never dependent
03

AI Voice Bot

A caller that never sleeps
  • Full recordings and speaker-tagged transcripts of every call
  • Bulk campaign dialling with pacing, pause and resume
  • Inbound calls matched to existing customers — or turned into new leads
  • Analytics per agent, per campaign, with cost tracking
✦ AI inside
  • Calls every new lead automatically within minutes of it arriving
  • After each call: summary, customer mood and to-dos created in the CRM automatically
  • Knows the customer's destination, budget and language before it dials
  • Built-in manners: quiet hours, consent, monthly quotas and Do-Not-Call enforced
04

Calls & SMS

Professional calling, zero setup
  • Click-to-call from any lead — behind a masked business number, both sides recorded
  • SMS with Indian telecom (DLT/TRAI) compliance built in
  • Incoming calls route to the salesperson who owns that customer
✦ AI inside
  • Missed calls become leads automatically — and go to the least-busy eligible seller
05

Integration Hub

25+ services, one switchboard
  • Ready connections: Razorpay, Stripe, Booking.com, MakeMyTrip, Skyscanner, Amadeus, Gmail, Zapier, WhatsApp and more
  • Switch any integration on or off, rotate keys, and see usage and cost per service
✦ AI inside
  • Fallback chains — you rank AI providers; if the first stumbles, the next takes over
06

WhatsApp for Teams

Official WhatsApp, run like a call centre
  • A shared team inbox: claim, transfer and hand back conversations — with full history
  • Approved templates for one-click campaigns; per-customer opt-in and opt-out
  • Conversations reach the agent who owns the booking
  • Slow replies escalate to the manager automatically
✦ AI inside
  • AI summary of any WhatsApp thread on demand
  • Inbound WhatsApp messages create leads automatically and appear on the timeline
07

WhatsApp AI Automation

AI reads the chat, you approve the update
  • Works with your operators' WhatsApp Web sessions, capturing transcripts
  • An admin console shows the AI queue: retry, approve or reject anything
✦ AI inside
  • AI reads whole conversations and proposes CRM updates — status, intent, urgency, follow-up timing
  • Careful by design — a deal is only 'converted' on an explicit booking confirmation
  • Human-in-the-loop — nothing touches the CRM until a manager approves
  • Complaints, refunds and big-ticket bookings escalate to managers automatically
08

Email Command Center

Every mailbox, one workspace
  • Connect Gmail, Microsoft 365 or any mailbox; see everything in one inbox
  • Link any email thread to a lead, booking or vendor
  • Each person sees only the mailboxes they're entitled to
✦ AI inside
  • AI sorts mail into enquiries, quotes, payments, complaints, visas and tickets
  • Suggested actions right from the inbox: create lead, draft reply, forward to operations
  • One click turns a vendor's quote attachment into a rate card; photos are read too
  • Emergency access to a colleague's mailbox — time-boxed and fully audited
09

Team Chat, Helpdesk & Meetings

Your team, in the same room
  • Direct and group chat with file sharing, presence and read receipts
  • Company announcements with polls and read tracking
  • An internal helpdesk with deadlines and satisfaction ratings
  • Video meetings, scheduled or instant, with invites
10

AI Chat Tasks

The assistant that remembers
  • Ongoing jobs the AI assistant tracks to completion, linked to real CRM records
  • Closing summaries you can rate; quiet tasks get a nudge
11

AI Engine — Talk to Your CRM

Ask in plain language, it gets done
  • No-code automations: 'if a lead goes cold for 3 days, send a follow-up'
  • Workflows can pause, branch and even ask the AI a question mid-flow
✦ AI inside
  • A conversational agent with ~48 skills — leads, quotes, bookings, payments, payroll and more
  • It can navigate screens, open forms and fill fields for you, at human pace
  • Voice in, voice out — talk to it and hear it answer
  • It checks permissions first, plans the steps, does the work and double-checks itself
  • Gets smarter on your data — every interaction is captured for improvement
Layer 3 of 6 · Travel Layer

Quotes, Bookings & Operations

From beautiful quote to happy traveller — on rails.

Build branded itineraries in minutes, book live hotels and flights, and let operations run themselves after the deal closes — vendors chased, payments tracked, vouchers generated.

11 modules
Travel documents and an itinerary being prepared
01

Quote Builder

Branded itineraries in minutes
  • Day-wise itineraries: hotels, flights, activities, transfers, meals, visas, insurance
  • Gorgeous branded PDFs — cover page, day cards, payment schedule, your agent's card
  • Send by email or WhatsApp from the seller's own mailbox; every version tracked
  • Structured instalments and a passenger list on every quote
✦ AI inside
  • The right GST/TCS applied automatically — package vs standalone, PAN-aware
  • You know the exact moment a customer opens the quote
  • A 'Pay Now' button inside the PDF itself
  • Hotel prices re-checked against live inventory before the customer pays
02

Package Builder

Build once, sell everywhere
  • Reusable multi-city tour packages with seasons and validity windows
  • Inclusions, exclusions, payment terms and cancellation slabs — structured, not free text
  • Gallery images and a downloadable brochure PDF
✦ AI inside
  • One click publishes the package to your public website — SEO fields, FAQs and trending flags included
03

Live Hotel Booking

Search, book, done
  • Live inventory: search → rooms → book → confirmation, with online payment
  • Multi-room searches with star, nationality and currency filters
  • Your own contracted hotels alongside live inventory
  • Share a hotel quote on WhatsApp — logged against the lead
✦ AI inside
  • Impossible to double-book — a repeated attempt returns the existing confirmation
  • Search results load with photos instantly
04

Flight Desk

Fare to ticket in one flow
  • Search → fares → seats & meals → book → ticket; one-way, return and multi-city
  • Budget airlines and full-service carriers, including NDC fares
  • Your markup, convenience fee and airline preferences per company
  • Cancellations with refund summaries, reschedules and e-tickets by email
  • Agency wallet balance visible before every booking
05

Post-Sale Operations

After 'booked', it runs itself
  • Every confirmed quote becomes an operations file automatically, service by service
  • Purchase orders to vendors with documents locked once issued
  • Customer payment milestones generated from your own payment rules
  • One finance approval queue: receipts, vendor payments, expenses — with ageing reports
  • Travel vouchers and passenger manifests generated as PDFs
✦ AI inside
  • Files move forward automatically as vendors confirm — no manual pushing
  • A daily robot chases customers on WhatsApp and email, and vendors sitting on orders
  • A payment that covers flights and hotels creates those bookings by itself
06

Fleet, Routes & Transfers

Every car, every route, priced
  • Vehicle catalogue with capacity, amenities and driver details
  • Rate cards per vehicle and route: day rates, night charges, extra km, cancellation slabs
  • Bulk onboarding from a three-sheet Excel workbook, with a safe dry-run
07

Activities Catalogue

Sightseeing rates that stay fresh
  • Vendor-sourced activity rates with markup and computed final price
  • Rates flag themselves: active, expiring within 15 days, expired
  • Type 'expiring' in search and see exactly what needs renewal
08

Vendor Management

Know your suppliers
  • A supplier book with contacts, coverage areas and escalation paths
  • Contract, licence and tax-document expiry tracked on a watchlist
  • Performance stats per vendor from real operations
09

Visa Pricing

Best visa price, automatically
  • Visa costs by country and vendor, with markup
  • The best price flows straight into quotes — and never blocks a quote from being made
10

Destinations & Products

One shared geography
  • Country → state → city autocomplete, so everyone spells 'Phuket' the same way
  • A master list of what you sell: flights, hotels, packages and more
11

Corporate Travel Bridge

Serve corporate clients properly
  • Employee travel requests flow in with approval queues
  • Company travel wallets with admin-approved deductions
  • Tickets issued and delivered to the portal; cancellations preview the refund before you commit
Layer 4 of 6 · Partner Layer

Partner Network

A sales army that manages — and pays — itself.

Onboard freelance travel agents in minutes, tier them Bronze to Diamond, cascade targets down the hierarchy, and let commissions calculate and pay the whole chain automatically.

3 modules
Two colleagues shaking hands on a partnership
01

Freelance Agent Program

Your flagship growth engine
  • Agents self-register, complete KYC and e-sign the agreement digitally — joining letter included
  • Bronze → Diamond tiers with their own commissions, perks and banners
  • Leaderboards, streaks and rankings that keep the network competitive
  • Targets set in bulk and cascaded down the hierarchy, with drift analysis
  • Customer payment links with public checkout — tax-aware
  • A built-in deal desk: agent asks, you counter (max twice), GM locks, done
  • A mini-HR for agents: attendance, leaves, training, support tickets
✦ AI inside
  • Commissions calculate and pay the entire upline chain the instant a booking confirms — and reverse on cancellation
  • A nightly engine promotes tiers, resets cycles and re-grants perks automatically
  • A health score per agent: conversion, speed, follow-ups, satisfaction
  • Cost radar — see which agents are close to a tier jump and what it will cost you
  • Preview any commission-rule change before it takes effect
  • Identity documents compared only as encrypted fingerprints — never raw
02

In-House Seller Program

The same engine for your employees
  • Seller profiles created automatically for every Sales hire
  • Incentive slabs, claims and payouts with batch approval
  • Leaderboards and health-score rankings across the team
✦ AI inside
  • Tiers evaluated on real metrics with automatic promotion
  • Monthly, quarterly and yearly targets roll over by themselves
03

Team Management

The org chart that routes your leads
  • A drag-and-drop team tree built from your real employees and roles
  • Per-team lead gates: who's eligible, how much capacity, which channel
✦ AI inside
  • Change a team's settings and it propagates to every member — across employees and agents alike
  • The hierarchy heals itself if anything gets out of sync
Layer 5 of 6 · People Layer

People — HR & Payroll

Hire to exit, without the paperwork.

One employee record from day one to last day — logins provisioned automatically, attendance feeding payroll, and salaries computing themselves.

5 modules
An HR team reviewing paperwork together
01

Employee Master

One record per person, forever
  • Complete profiles: personal, IDs (validated), bank, emergency contacts, documents
  • A position-history timeline of every role and department change
  • Set an exit date and access shuts off automatically on the day
✦ AI inside
  • Employee codes generate themselves — and update when someone changes department
  • Every new joiner gets a CRM login automatically, with the right role for their designation
  • Sales hires get their seller profile created for them
  • HR, logins and the agent network stay in sync on every change
02

Departments & Roles

An org chart that means something
  • Departments with heads, headcounts and average salary at a glance
  • One call answers: how many people, who's in today, pending leaves
✦ AI inside
  • Create a designation and its access permissions are created with it — renames follow along
  • Designations map into who receives leads: seller, team leader, manager, GM
03

Attendance

Marked once, used everywhere
  • Present, late or absent with check-in/out times; corrections allowed
  • Whole-day sheets marked in bulk; daily reports with percentages
  • Feeds payroll automatically — no re-typing
04

Leave Management

Balances that calculate themselves
  • Requests count working days only (weekends excluded), with attachments
  • Yearly balances initialise themselves; available days recalculate live
  • Policies out of the box: casual, sick, privilege carry-forward, maternity, paternity
05

Payroll

Salary day, minus the panic
  • Batch runs for everyone or a chosen set; draft → processed → paid, with paid rows protected
  • A full component breakdown on every payslip; every action audited
✦ AI inside
  • Salaries compute themselves from attendance — deductions, allowances, tax slab, 1.5× overtime — and you can override anything
Layer 6 of 6 · Foundation Layer

Money & Control

The books, the permissions, the proof.

Double-entry accounts tuned for tour operators, GST returns on demand, an owner's dashboard — and a permission engine that checks every single action three ways.

10 modules
A finance workspace with accounts and a calculator
01

Accounts & GST

A finance back office in a box
  • Full double-entry books with a one-click tour-operator chart of accounts
  • GST invoices, proformas and credit notes — 5% tour-operator or regular scheme
  • CGST/SGST vs IGST split automatically from the supply state
  • GSTR-1, GSTR-3B and TDS reports ready when your CA asks
  • Maker-checker approval on every payout; expense claims with receipts
  • Trial balance, P&L and balance sheet on demand
✦ AI inside
  • Overdue invoices flag themselves — no scheduler, no missed follow-up
  • Expense approvals follow your real org chart, not a hard-coded list
  • Pay an expense and the matching voucher writes itself
02

Payments

Get paid, safely
  • Payment links, checkout and refunds via Razorpay — signatures verified on every transaction
  • The gateway never holds long-term credentials — secure by design
03

Owner's Dashboard

Your business at a glance
  • Leads, quotes, revenue, profit, bookings and conversion — live
  • Trends: leads per day, quotes per month, top destinations
✦ AI inside
  • Everyone sees exactly their level — a Sales Head sees management figures, an agent never sees company data
04

Access Control

Who can do what — precisely
  • Decide which company gets which modules — your product SKU list
  • Per-role permission grids: view, create, edit, delete — down to individual features
  • Per-person exceptions when someone needs a little more, or less
  • A data-visibility ladder: own → team → department → branch → company
✦ AI inside
  • Every action is checked three ways — company, role, person — instantly
  • Missing permissions repair themselves; old setups keep working
  • Suspend someone and every session they have dies immediately
05

Login & Security

Safe sign-in, always
  • Rate-limited sign-in with short-lived tokens and 7-day refresh
  • Session history: last login, count, duration
  • Sign-out leaves a clean audit trail — even on an expired session
06

Audit Trail

Who did what, provable
  • Every action logged with person, company, IP and what it touched
  • A filterable console with activity stats for admins
07

Files & Storage

Documents with a memory
  • Secure uploads with fresh download links on demand
  • New versions supersede old ones automatically
  • Works with cloud or local storage — chosen automatically, guarded against tampering
08

Website Engine

Your website, fed by your CRM
  • Trending, popular and searchable tour packages served straight to your public site
  • Each brand's website sees only its own catalogue
  • Customer testimonials: captured, moderated, published
09

Health Monitoring

The platform watches itself
  • Continuous self-checks with false-alarm-proof monitoring
  • An emergency maintenance path for locked-down environments
10

Trip Designer AI (being merged in)

Itineraries that write themselves
  • Quote workflows with deadlines per stage, and vendor rate collection by email
  • Customers accept or decline on a share link, with deposit collection
✦ AI inside
  • AI writes complete itineraries — whole trips, single days, or alternatives to compare — with versions you can roll back
  • Geography sense — it catches a Paris museum accidentally placed in a Bali day
  • Instant pricing against your real inventory: hotels, activities, vehicles
  • Messy vendor reply emails parsed into clean rate lines automatically
Get started

Every module listed here is live in the product today.

Tour operators, DMCs and travel agencies running their whole operation in one place.