WhatsApp-first CRM

WhatsApp CRM for travel agents: every enquiry captured, none forgotten.

Indian tour operators sell over WhatsApp, not a website checkout. Tourify turns scattered WhatsApp, Instagram and website enquiries into one tracked pipeline, with an owner and a follow-up date on every lead, instead of chats buried in a personal phone.

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WHY THIS MATTERS

Three phones, one business.

The enquiry arrives on a personal WhatsApp, because that is the number in the Instagram bio and on the last invoice. It gets answered from that phone, quoted from that phone, and followed up from that phone if somebody remembers. None of it is visible to the business that is carrying the cost of it.

That bill arrives twice. Once when a traveller who asked in March is called back in May and has already booked elsewhere. Again when a salesperson leaves and the pipeline leaves with them, because it was never a pipeline, it was a chat list on a phone the company does not own.

Tourify's job here is narrow: make the enquiry a record the business owns, with a named owner and a follow-up date, before anything else happens to it.

#01 · ONE INBOX

Every enquiry, one pipeline. Not three phones.

WhatsApp, inEnquiries you log from WhatsApp land in the same pipeline as Instagram DMs and website forms.
No more personal phonesThe lead sits against the enquiry, not against a salesperson's SIM card.
Company memoryWhen someone leaves, the pipeline stays. It was never their chat history to take with them.
Whole team, one boardEveryone sees the same leads, the same stage, the same next step.
Leads · June
New4
Priya · Bali honeymoonvia WhatsApp · 07:12
follow up 9:00 am
Cummins offsite · 32 paxvia website form
Quoted3
Verma family · Kerala 5N₹2,40,000 · Aslam
Kavitha · Ladakh Bike₹58,000 · day 6
Confirmed2
Dr. Nair + 3 · Masai Mara₹5,20,000 · paid in full
#02 · FOLLOW-UP DISCIPLINE

Never miss a follow-up.

Owned, alwaysEvery lead has a named owner from the moment it's logged. No enquiry sits with no one responsible.
A next date, not a guessEach lead carries a follow-up date. The board tells you who's due today, not your memory.
Stages that mean somethingNew, Contacted, Quoted, Confirmed. Drag a lead across and the whole team sees it move.
Handover, not amnesiaA lead reassigned keeps its history: what was quoted, what was promised, what's next.
Leads · June
New4
Priya · Bali honeymoonvia WhatsApp · 07:12
follow up 9:00 am
Cummins offsite · 32 paxvia website form
Quoted3
Verma family · Kerala 5N₹2,40,000 · Aslam
Kavitha · Ladakh Bike₹58,000 · day 6
Confirmed2
Dr. Nair + 3 · Masai Mara₹5,20,000 · paid in full
#03 · ENQUIRY TO BOOKING

The next step lives in the pipeline too.

Quote against the enquiryThe itinerary and its price options are built on the lead that asked for them, so the quote sits on the record instead of in a chat thread.
Versions, not resendsA revised price is a new version of the same quote. What you quoted first is still there when the traveller asks why the number moved.
Booking, invoice, portalWhen the traveller says yes, the same record becomes a booking with a GST invoice and a traveller portal login.
Nothing typed twiceName, pax count, dates and destination carry from the enquiry into the quote and the invoice.
Leads · June
New4
Priya · Bali honeymoonvia WhatsApp · 07:12
follow up 9:00 am
Cummins offsite · 32 paxvia website form
Quoted3
Verma family · Kerala 5N₹2,40,000 · Aslam
Kavitha · Ladakh Bike₹58,000 · day 6
Confirmed2
Dr. Nair + 3 · Masai Mara₹5,20,000 · paid in full
SOURCES & ROUTING

Where it came from, and who it goes to.

Sources you define, not a fixed list

WhatsApp, Instagram, the website form, a referral partner, a specific campaign — you set the source list, and every enquiry is tagged with the one it came from. At the end of a season that is the answer to which channel is worth the money.

Assignment rules instead of a morning roll call

A rule can hand a new enquiry to the right person the moment it lands, so nobody has to decide who is taking what before the traveller gets a reply.

Stages named the way you sell

The pipeline stages are yours to name and reorder. If your team works Enquiry, Itinerary sent, Advance received, the board says that, not somebody else's funnel.

Repeat travellers recognised as repeat

An enquiry from someone who has travelled with you before is marked as a repeat, with the source that brought them back the first time still on record.

ON THE ROADMAP

Two-way WhatsApp is coming next.

Q2 '26WhatsApp Business API

Two-way chat, templates and broadcast, inside Tourify. Today, Tourify captures and tracks the enquiry once it reaches you. Replying still happens in WhatsApp itself.

Stop losing enquiries to a personal phone.

Import your Excel in ten minutes. Give every WhatsApp lead an owner and a follow-up date.