Illustrative example · Travel agencies

A travel agency, from WhatsApp enquiry to confirmed booking

How a travel agency with in-house and partner sellers could run every trip, from the first enquiry to payment, on one file.

This is an illustrative example, not a customer case study. It shows how the products fit this kind of business, using only what they do today.

The business

A travel agency with a team of sellers and a network of freelance partners, taking enquiries from ads, WhatsApp, its website and the phone.

The challenge

Enquiries arrive in several places, quotes are typed up from scratch, supplier and payment status sit in spreadsheets, and partner commissions are worked out by hand at month end.

The workflow

How it fits
together.

  1. 1

    Every enquiry lands in one list

    Leads from Meta lead ads, WhatsApp and the website arrive with an owner, the seller with the fewest open leads, and a reply deadline.

    Smart Lead Automation
  2. 2

    Calls are not missed

    When the team is busy, a Travinci One AI employee answers the calls the agency has set up and hands each one to a seller with a summary.

    Travinci One
  3. 3

    The quote goes out as a link

    The seller builds the quote from the agency's own price list and sends the customer a link.

    CRM OS
  4. 4

    One file per booking

    Suppliers, payment status and follow-ups sit on the booking, with online payment through supported gateways.

  5. 5

    Partners are paid correctly

    Freelance partners work from their phones, and their commissions are calculated in the system.

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workflow.

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