Encrypted where it matters
Passport numbers and customer document uploads are encrypted at rest.
Features
Everything a travel business needs, in one place
From the first enquiry to the final payment and the GST return — here is what TripSarthi does.
Leads & CRM
Never lose an enquiry again
Every lead becomes a trip in a visual pipeline, with its source, budget and travel dates attached.
- Pipeline board with stages, deal value and “rotting” alerts for deals gone cold
- Capture from Meta and Google lead ads, website forms, WhatsApp and email
- Travel-portal leads parsed straight from a private webhook or notification email
- Duplicate contacts merged automatically; auto-assignment and lead scoring
- Contacts, accounts, tasks and meetings in the same workspace
WhatsApp inbox
One WhatsApp number, your whole team
Reply from a shared inbox that knows WhatsApp’s rules, so nobody sends a message that would be blocked.
- Shared inbox with assignment, resolve and unread tracking
- The 24-hour window is shown on every chat; when it is closed you pick an approved template instead
- Template manager with Meta approval status; broadcast campaigns to saved segments
- Opt-outs are honoured everywhere — no accidental messages
- Meta bills conversations to your own account; TripSarthi adds no per-message markup
Automations
Follow-ups that run themselves
Start with seven travel-ready automations and edit the wording to match your voice.
- Visual flow builder with travel triggers: quote sent, viewed, accepted or stale; booking confirmed; payment received or overdue; departure soon; trip started or completed; passport expiring
- Every send checks the 24-hour window: free text when open, an approved template when closed
- Starter flows install as drafts and cannot go live until their templates are approved
- Run counts per flow so you can see what is working
Quotes & itineraries
Day-wise quotes in minutes, with margin you can see
Build from your own rate cards, add your markup and send a link or PDF your customer can accept online.
- Day-by-day builder with hotels, transfers, sightseeing and activities
- GST and TCS calculated for you; margin visible to staff only — customers never see costs
- AI can draft the plan, but a price can only come from a rate card you entered
- Versioning, duplicate-as-new-version and a branded PDF
- Supplier costs in USD, AED, THB and more, with the exchange rate locked per quote
Suppliers & rates
Rate cards that stay current
Keep every supplier, season and rate in one place and know exactly what you owe.
- Supplier directory and seasonal rate cards
- Import a rate sheet from Excel, CSV or pasted text; review every row before it is saved and price jumps over 50% need confirmation
- Updating a rate keeps older quotes working
- Supplier payables with pay-by dates, part-payments and refunds due
Bookings & payments
Get paid on time, without awkward calls
Turn an accepted quote into a booking with an instalment plan and let the system do the chasing.
- Deposit plus instalments, with a Razorpay payment link per instalment (using your own Razorpay account)
- Automatic WhatsApp reminders before and after each due date, only during sensible hours
- Receipts, service vouchers and a document and visa checklist per traveller
- A private customer portal for payments, invoices and document uploads
GST & finance
GST invoices and month-end filing, handled
Issue the right document every time and give your CA clean exports.
- Tax invoices, bills of supply, credit notes and receipts with gap-free numbering
- CGST/SGST/IGST split by place of supply; GSTIN checksum validation
- GSTR-1, GSTR-3B and HSN summary exports, a filing tracker and reminders
- TCS tracking for overseas packages, by quarter, with a collectee-wise report
- E-invoicing (IRN) for businesses above the turnover threshold through your GST provider; Tally voucher export
Group departures
Fixed-date tours, seats that can’t be oversold
Sell limited seats with live inventory, from first hold to final manifest.
- Seat holds that expire on their own and are checked against a locked count — a seat is never sold twice
- Per-person price, single supplement and child pricing
- Manifest and rooming-list downloads for your tour manager
- At-risk flag when a departure is below its minimum travellers
Ads that pay for themselves
See which ads bring bookings, not just clicks
Create and manage campaigns without leaving TripSarthi — and see the revenue each one produced.
- Meta lead forms and Click-to-WhatsApp; Google Search, Performance Max and Demand Gen
- Campaigns start paused; a daily spend cap is required; rules can pause or alert, never raise budgets
- Leads, quotes, bookings, revenue and ROAS per campaign, from first-touch attribution
- Booking events are sent back to Meta and Google so they find more buyers like yours
- Customer audiences built only from opted-in contacts and hashed before upload
Customer experience
A professional face for your brand
What your travellers see is as polished as what your team sees.
- Online quote page with one-tap accept
- Customer trip portal: payments, invoices, vouchers and document uploads on any phone
- Branded PDFs — quotes, GST invoices with a UPI QR code, receipts and service vouchers
- Your costs and margin never appear in anything a customer can open
Reports & team
Know what makes you money
See the funnel, margin and cash position without exporting a spreadsheet.
- Business report: funnel, revenue excluding tax, margin, top destinations, lead sources and agent performance
- Receivables, payables and a rough cash forecast
- Owners, admins and agents with role-based access; an audit log of changes
- Push alerts for new leads, replies, viewed quotes and payments (mobile app rolling out)
Security & privacy
Built to be trusted with your customers’ data
Your data stays separate
Every agency’s data is isolated from every other agency’s.
Consent first
Ad audiences use only opted-in contacts, hashed before upload; opt-outs are respected.
Ready to simplify your travel business?
Create a free account, or talk to us and we’ll show you around.