WhatsApp-first CRM for Indian travel businesses

Turn every travel enquiry into a confirmed booking.

TripSarthi brings your leads, WhatsApp chats, quotes, payments, GST invoices and ad campaigns into one calm workspace — so your team spends its time selling holidays, not chasing spreadsheets.

  • Official WhatsApp Business API
  • GST-ready invoices
  • Made in India
app.tripsarthi.com/deals
TripSarthi sales pipeline board showing travel enquiries moving from new enquiry to negotiation
Customer trip portal on a phone showing payments and documents
New WhatsApp enquiryBali honeymoon · 2 adults · ₹2L
₹30,981 receivedInstalment 1 · receipt sent
Plugs into the tools you already use
  • WhatsApp Business Platform
  • Meta Ads
  • Google Ads
  • Razorpay
  • GST portal exports
  • Tally

Sound familiar?

Running a travel business shouldn’t feel like juggling ten apps

Leads land on WhatsApp, in your inbox, on travel portals and in Instagram DMs. Quotes live in Word files. Payments are chased by phone. TripSarthi puts it all in one place.

Enquiries scattered everywhere

Ads, web forms, travel portals, calls and WhatsApp — and nobody knows who replied to whom.

One inbox and one pipeline, with every lead’s source tracked.

Quotes that take hours

Copy-pasting hotel rates, recalculating GST and TCS, and hoping the margin is right.

Build from your own rate cards, with live margin and a beautiful customer link.

Payments you keep chasing

Instalments slip, receipts are late, and month-end GST is a scramble.

Payment links, polite WhatsApp reminders and GST invoices on autopilot.

1workspace for leads, chats, quotes, bookings & billing
7ready-made WhatsApp automations for travel
2ad platforms — Meta & Google — managed from one screen
₹0markup on WhatsApp messages — Meta bills you directly

Everything in one place

From first enquiry to final payment

Every step of a trip — built for how Indian travel agencies actually work.

Leads & pipeline

Never lose an enquiry again

Capture leads from Meta and Google lead ads, your website forms, travel portals and WhatsApp. Every enquiry becomes a trip in a visual pipeline with the source, budget and travel dates attached.

  • Auto-assign to agents, track “rotting” deals before they go cold
  • Partner-portal leads parsed straight from webhook or email
  • Duplicate contacts merged automatically
Sales pipeline
Kanban pipeline of travel deals
WhatsApp

A shared WhatsApp inbox your whole team can use

Chat with customers from one number, hand off between agents, and let automations handle the follow-ups — within WhatsApp’s 24-hour rules, always.

  • Template and free-form messages chosen automatically for you
  • Quote-stale, payment-due and pre-departure automations out of the box
  • Opt-outs respected; no accidental blasts
WhatsApp inbox
Shared WhatsApp inbox with a customer conversation about a Bali honeymoon
Quotes & itineraries

Day-wise quotes in minutes, with margin you can see

Build itineraries from your suppliers’ rate cards, add your markup, and send a branded customer link or PDF. GST and TCS are calculated for you — and customers never see your costs.

  • AI drafts the plan; prices only ever come from your rate cards
  • Import rate sheets from Excel, CSV or pasted text with a safe preview
  • Customer accepts online — the booking is created in one click
Itinerary builder
Itinerary builder with day-wise services, pricing and margin
Bookings & payments

Get paid on time, without the awkward calls

Turn an accepted quote into a booking with an instalment plan. Send Razorpay payment links, record receipts, and let TripSarthi nudge customers on WhatsApp before and after each due date.

  • One link per instalment — settled automatically when paid
  • Document and visa checklists with customer uploads
  • Supplier payables and balances at a glance
Booking & payments
Booking page with payment schedule, documents and customer portal link
GST & finance

GST invoices and month-end filing, handled

Issue tax invoices, bills of supply, credit notes and receipts with gap-free numbering. Export GSTR-1, GSTR-3B and HSN summaries, track TCS, and send Tally vouchers to your CA.

  • CGST/SGST/IGST split by place of supply
  • E-invoicing (IRN) for businesses above the turnover threshold
  • Filing reminders so deadlines never sneak up
GST & accounting exports
GST summary with GSTR-1, GSTR-3B and Tally export options
Ads that pay for themselves

See which ads bring bookings — not just clicks

Launch Meta and Google campaigns from TripSarthi with built-in spend safeguards, then see leads, bookings, revenue and ROAS for every campaign. Booking events flow back to the ad platforms so they find more buyers like yours.

  • Campaigns start paused; daily spend cap you control
  • Lead forms, Click-to-WhatsApp, Search, Performance Max & Demand Gen
  • Customer audiences built with consent, hashed before upload
Ads → bookings
Ads to bookings report showing leads, revenue and ROAS by campaign

Product tour

See TripSarthi in action

Real screens from the product. Click through the tabs.

Your whole business at a glance

Open windows, replies, pipeline value and revenue won — plus message volume, delivery and the WhatsApp windows about to close.

Dashboard
TripSarthi dashboard with KPIs, message volume and revenue charts

Every trip, one list

Filter by stage, destination or traveller. Open any enquiry to see chats, quotes, bookings and payments together.

Trips & enquiries
List of trips and enquiries by status

WhatsApp automations that follow up for you

Switch on starter flows — quote follow-up, booking confirmation, pre-departure checklist, post-trip feedback — and edit the wording to match your voice.

Automation flows
Automation flows with run counts

Every campaign, with spend safeguards

Spend, leads, bookings, revenue and ROAS per campaign. Rules can pause or alert you — never quietly raise your budget.

Ad campaigns
Ad campaigns table with spend, leads and ROAS

Group departures with live seat inventory

Fixed-date tours with limited seats. Agents hold seats from an enquiry; a seat can never be sold twice.

Group departures
Group departures with seats sold and held

Know what makes you money

Funnel conversion, revenue and margin, top destinations, lead sources and agent performance — without exporting a thing.

Business report
Business report with funnel and revenue by month

Always know what you owe suppliers

Outstanding payables by booking and pay-by date, with part-payments tracked and overdue items flagged.

Supplier payables
Supplier payables ledger

Plug in travel-portal leads in minutes

Give each portal a private webhook (or route its notification emails) and every lead arrives as a clean, de-duplicated enquiry.

Lead sources
Lead source webhook with recent events

Screens show sample data from a fictional agency.

Delight your travellers

A professional experience for your customers, too

Your brand, your numbers — presented beautifully on any device.

  • Online quote page. Day-by-day plan and price, one tap to accept. Your costs and margin are never shown.
  • Customer trip portal. One private link for payments, invoices, vouchers and document uploads.
  • Branded PDFs. Quotes, GST invoices, receipts and service vouchers with your logo and bank details.
Try it free
Branded travel quotation PDF
GST tax invoice PDF with UPI QR code
Customer portal on mobile

How it works

Up and running in an afternoon

  1. 1

    Capture every enquiry

    Connect WhatsApp, your forms, ads and travel portals. Leads flow in with their source.

  2. 2

    Quote in minutes

    Add suppliers and rates (import a sheet), then build and send a quote your customer can accept online.

  3. 3

    Book & collect

    Create the booking, send payment links, and let automated reminders chase instalments.

  4. 4

    Invoice & grow

    Issue GST invoices, review reports, and put your ad budget behind what actually books.

And so much more

Built for the details of travel

AI that respects your prices

Drafts itineraries, replies and ad copy. It can only reference your rate cards — it never invents a price.

Group departures

Seat inventory, holds, manifests and rooming lists for fixed-date tours.

Multi-currency costs

Pay suppliers in USD, AED, THB and more; FX locked per quote, invoices stay in ₹.

Travel triggers

Quote viewed, payment overdue, departure soon, passport expiring — each can start a flow.

Document & visa checklists

Per-traveller to-dos with due dates and customer uploads, reviewed by your team.

Push alerts

Know the moment a lead arrives, a quote is viewed or a payment lands.

Portal & web-form leads

Webhook and email intake that turns notifications into clean enquiries.

Business reports

Funnel, margin, destinations, agents and a cash forecast, in one page.

Supplier payables

Pay-by dates, part-payments and refunds due across all bookings.

Mobile app

Inbox, quick enquiry and quotes on the go. Rolling out soon for iOS and Android.

Privacy by design

Passport numbers and uploads encrypted at rest; consent-based audiences.

Teams & roles

Owners, admins and agents see only what they should — costs stay private.

Pricing

Simple plans that grow with you

Start free and pick a plan when you’re ready. Save 20% with annual billing.

Starter

For solo agents getting organised

₹1,499/ month

Start free
  • 1 WhatsApp number
  • 2 team agents
  • 5 active flows
  • 2,000 contacts
  • CSV import
  • Basic analytics
Most popular

Growth

For growing agencies with a sales team

₹3,999/ month

Start free
  • 3 WhatsApp numbers
  • 10 team agents
  • 20 active flows
  • 10,000 contacts
  • Meta Lead Ads
  • Advanced analytics
  • Priority support

Pro

For large teams and multi-brand operators

₹6,999/ month

Start free
  • Unlimited WhatsApp numbers
  • Unlimited agents
  • Unlimited flows & contacts
  • All integrations
  • White-label ready
  • Dedicated support

Prices in Indian rupees, per month; annual plans are billed yearly. Taxes extra where applicable. WhatsApp conversation charges are billed by Meta directly to your own account.

FAQ

Questions, answered

Is TripSarthi only for travel agents?

It’s designed for Indian travel agencies, tour operators and DMCs — quotes, itineraries, supplier rates, group departures, TCS and travel-specific automations are all built in. If you run a WhatsApp-led sales business, the CRM and inbox are useful on their own, too.

Do I need the official WhatsApp Business API?

Yes — TripSarthi works with the official WhatsApp Business Platform using your own number and Meta account, so you stay in control. We enforce the 24-hour window and approved-template rules on every message. Meta bills conversation charges directly to you; TripSarthi adds no per-message markup.

Will the AI make up prices?

No. The AI helps draft itineraries, replies and ad copy, but a price can only come from a rate card you’ve entered. Imported rate sheets are previewed row by row, and any price the AI can’t find in your text is flagged instead of saved.

How does GST invoicing work?

Add your business profile and GSTIN once. TripSarthi issues tax invoices or bills of supply with the right CGST/SGST/IGST split, keeps numbering gap-free, and exports GSTR-1, GSTR-3B and HSN summaries for your CA. E-invoicing (IRN) is available for businesses above the turnover threshold through your GST Suvidha Provider. Please have your CA confirm settings before you go live.

Can I import my suppliers and rates?

Yes. Upload an Excel or CSV file — or paste text from an email — and review the preview before anything is saved. Existing rates are updated in place so older quotes keep working.

Which ad platforms are supported?

Meta (Facebook and Instagram) and Google Ads. Campaigns are created paused, a daily spend cap is mandatory, and you connect your own ad accounts. Reporting joins ad spend to the bookings and revenue each campaign produced.

Is my customers’ data safe?

Each agency’s data is isolated from others. Passport numbers and customer document uploads are encrypted at rest, ad audiences are built only from contacts who opted in and are hashed before upload, and you decide who on your team sees costs and margins.

Is there a mobile app?

A mobile app for your team — push alerts, WhatsApp inbox, quick enquiry and quotes — is being rolled out for iOS and Android. Customers use a mobile-friendly web portal, so they don’t need to install anything.

Can I try it before paying?

Create a free account and explore with your own data. Choose a paid plan when you’re ready to connect your WhatsApp number and invite your team.

Your travel business. Simplified.

Join the agencies replacing spreadsheets and scattered chats with one workspace built for travel.