Travel agency CRM

The travel agency CRM built for consultants

TripNov is a travel agency CRM that keeps every client, enquiry, trip and document in one place. It replaces the spreadsheet, the inbox search and the endless WhatsApp scroll with one workspace made for travel consultants and small agencies. Proposals, the client portal and the traveller assistant all read from the same records.

Free to start · No credit card required · Cancel anytime

Forecast · next 30 days

€0

+12%

High confidence · 12 proposals open

Pipeline

Leads

9

Proposals

12

Confirmed

7

Travelling

3

A generic CRM doesn't know what a trip is

Most CRMs track deals, not journeys. A travel sale has travellers, dates, suppliers, deposits, documents and a departure date that cannot slip. When that lives across a sales tool, a spreadsheet and a chat app, something always falls through.

  • Enquiries scattered across email, Instagram and WhatsApp
  • Trip details kept in one file, client notes in another
  • Deposits and balances tracked from memory
  • No clear view of what is selling next month

What a travel agency CRM should do

01/03

Leads that become trips

Enquiries from your website forms and your Gmail inbox arrive as leads. Move them through proposal to confirmed trip without retyping anything.

Atlas & Co. · Team

Lead queue

Japan · honeymoonSClaimed
Azores · family of 5,Unassigned
Italy · anniversaryRProposal sent

Recruitment

Applied
14
Interview
5
Onboarding
2

Academy

Selling Japan in spring

Proposal playbook

02/03

A workspace for every trip

Each trip holds its proposals, day-by-day itinerary, supplier files and tasks, next to the client it belongs to.

Japan in bloom · Ana & Miguel
ProposalsItinerary

Proposal · v2

From your files

ryokan-voucher.pdfnotes.jpg
Draft with AIabout 30 seconds

Preview

Send to client

03/03

Follow-ups on autopilot

Set rules for reminders, bon-voyage messages and post-trip feedback so no client goes quiet after the sale.

Sending to
Couples who booked Italy · 38 people

→
  • Client profiles that remember

    Keep preferences, travel history, documents and every conversation on one profile, so a returning client never has to repeat themselves.

  • Payments that chase themselves

    Track deposits and balances by due date, send collection emails in one click and let reminders go out on WhatsApp.

  • Forecast and risk alerts

    See revenue weighted by how likely each proposal is to close, and get warned about late flights or unconfirmed hotels.

From first enquiry to happy return

  1. 01

    Capture the enquiry

    A website form, an email or a manual entry creates the lead and the client profile in seconds.

  2. 02

    Build and send the trip

    Draft the proposal and itinerary from the trip workspace, share it and see the client's choice.

  3. 03

    Follow up and get paid

    Payment dates, reminders and post-trip messages run from the same record until the client is home.

Made for consultants, not call centres

TripNov is designed for independent consultants and small agencies, from a one-person business to a growing team. Bigger teams can add lead assignment, onboarding and analytics on the Leader plan.

  • Independent travel consultants
  • Boutique and luxury agencies
  • Home-based advisors leaving spreadsheets
  • Small teams that share clients and leads

FAQ

Travel agency CRM: common questions

It is software that stores your clients, leads and trips in one system and helps you follow up. Unlike a generic CRM, a travel CRM also handles itineraries, proposals, supplier documents and payment dates. TripNov is built specifically for that.

Yes. Solo consultants are the core audience. You get client management, trips, proposals and a traveller portal from the first plan, with no need for a team.

You can add clients manually and enquiries arrive by website form and Gmail. If you have a large list to bring over, contact us through the site and we will tell you what is possible.

Yes. You can link your WhatsApp number to send proposals, bon-voyage messages and payment reminders, and the AI assistant can answer travellers there. Telegram is supported as well.

Plans start at €14.99 per month with Be a Consultant, which includes 10 trips. Be a Pro adds the website builder, AI assistant and automations. You can start free without a credit card.

Data is encrypted in transit and at rest, and each workspace is isolated from the others. You can export or delete your data whenever you want.

Ready when you are

Your next client is waiting on a reply. Make it a good one.

Start free today. Set up in an afternoon, send your first proposal tomorrow.

Early Bird: founder price

  • Proposals in minutes

    From the supplier's PDF to a branded proposal in your tone.

  • Travellers answered 24/7

    On WhatsApp, from the real trip details, you step in when it matters.

  • Your brand everywhere

    Website, portal and messages on your domain. Never ours.