CRM for travel consultants

The CRM for travel consultants who sell more and type less

TripNov is a CRM built for travel consultants: every client, enquiry, proposal, payment and WhatsApp conversation lives on one record. Stop searching your inbox, spreadsheets and phone, and always know who is waiting for a reply and what you will sell this month.

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

Travel consultants don't lose sales for lack of clients

They lose them to an enquiry left unanswered on WhatsApp, a proposal nobody followed up, or a deposit nobody chased in time. When information is scattered, the business runs on your memory, and memory doesn't scale.

  • Enquiries arriving by WhatsApp, Instagram, email and phone
  • Client preferences stored in whoever's head took the call
  • Proposals sent and never followed up
  • Deposits and balances tracked by hand in a spreadsheet

Everything a travel consultant CRM should do

01/03

AI proposals in minutes

Upload the supplier PDF or email and TripNov drafts a branded proposal with up to four options for the client to choose from.

Japan in bloom · Ana & Miguel
ProposalsItinerary

Proposal · v2

From your files

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

Preview

Send to client

02/03

WhatsApp inside your CRM

Send proposals, reminders and bon-voyage messages from your own number. On Pro, an AI assistant answers travellers with the real trip details.

Atlas & Co. Assistant
Replying on WhatsApp

03/03

Enquiries that become opportunities

Your website forms and Gmail enquiries arrive as leads. Follow each one to a confirmed trip without retyping anything.

Connected

Google Calendar

Synced 4 min ago

WhatsApp

Online

Google Sheets

Cockpit updated

Slack

#leads

Stripe

Active

Meta Ads

2 campaigns

Claude · connected

You choose what it can do: view, manage or publish

  • One client record, with memory

    Preferences, documents, past trips and conversations on the same record. When a client comes back you already know they want a window seat and hate long layovers.

  • Payments that don't slip

    Record deposits and balances with due dates and let reminders go out by email or WhatsApp.

  • A forecast of what you'll sell

    See revenue weighted by each proposal's chance of closing, with alerts for trips whose flights or hotels are still unconfirmed.

From spreadsheet to CRM in an afternoon

  1. 01

    Import clients and trips

    Download the template, paste in your Excel or CSV sheet and review everything before it is imported.

  2. 02

    Connect your channels

    Gmail, WhatsApp and your website form deliver enquiries straight into the CRM.

  3. 03

    Sell with the pipeline in view

    Each enquiry moves from proposal to confirmed trip, with automatic reminders so nothing is forgotten.

Built for independent travel consultants

Most travel consultants work for themselves, often under a host agency or network. TripNov organises your own client book and sales process, whichever host you work with, in English, Portuguese, Spanish or French.

  • Home-based and host-agency travel consultants
  • Part-time consultants building their client base
  • Boutique and tailor-made travel agencies
  • Team leaders coaching several consultants

FAQ

CRM for travel consultants: frequently asked questions

It is software that keeps your clients, enquiries and trips in one system and helps you follow every sale through to the end. Unlike a generic CRM, it also handles proposals, itineraries, supplier documents and payment dates.

Yes. TripNov is your own workspace: you manage your client book and branded proposals, whichever agency or network you work with.

Yes. TripNov has an import template for clients and trips in Excel or CSV. You preview the rows and fix anything before importing.

Yes. Connect your WhatsApp number to send proposals, payment reminders and messages to travellers. On Be a Pro, the AI assistant also answers clients on that channel. Telegram is supported too.

No. TripNov tracks proposals, deposits and payments, while legal invoices are still issued in the accounting or invoicing software your agency already uses.

TripNov starts at €14.99 per month with Be a Consultant, which includes 10 trips. Be a Pro, at €29.99 per month, adds unlimited trips, the website builder, the AI assistant and automations. You can start free with no credit card.

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.