CRM & Automation

CRM and automation for travel agencies and hotels

We set up CRMs and automation for travel agencies, tour operators and hotels, from our office in Dehradun. We set up CRMs, lead pipelines and n8n automations that connect your website, ads, WhatsApp and team, so no enquiry is lost and follow-ups happen on time.

What’s included

  • CRM setup & lead pipelines
  • Website & ads lead capture
  • n8n / Make workflow automation
  • Quotation & invoice automation
  • Team task & follow-up reminders
  • Dashboards & reporting

Who it’s for

Teams juggling enquiries across WhatsApp, calls and spreadsheets.

Works best with

How we work

How we set up CRM and automation for travel agencies and hotels

  1. 01

    Map your enquiry flow

    Where enquiries come from (website, ads, WhatsApp, calls) and what happens next, so nothing falls through the gaps.

  2. 02

    Set up the CRM

    Lead stages, owners, follow-up dates, quotations and invoices in one place your team will use.

  3. 03

    Automate the busywork

    n8n / Make workflows: leads flow in automatically, follow-up reminders fire, quotes and invoices go out on time.

  4. 04

    Train & refine

    We train your team and adjust the pipeline after the first weeks of real use.

Industries

CRM & Automation for

  • Travel agencies & tour operators
  • Hotels & homestays
  • Agencies & service businesses

Based in Dehradun, Uttarakhand, working with clients across Uttarakhand and India. About our Dehradun team →

FAQ

CRM & Automation, questions people ask

Which CRM do you use?

We work with existing CRMs and also build custom CRMs when a business needs its own workflow, like the CRM and client portal we run for our own agency.

Can WhatsApp enquiries go into the CRM automatically?

Yes, with the official WhatsApp Business API (we use our platform auton8n), enquiries can be captured as leads automatically.

Can the CRM send quotations and invoices?

Yes. Quotations, GST invoices, payment links and automatic reminders can all run from the CRM.

Let’s build what’s next.

Tell us about your business. We reply within one working day with a clear plan and a quote.

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