WHATSAPP CRM FOR DMCS AGENT QUERIES + QUOTES + GROUND OPS

The WhatsApp CRM
for DMCs.

Turn every travel-agent query into a fast quotation, confirmed group and coordinated on-ground operation—inside one shared WhatsApp CRM for your DMC.

Agent queries assignedQuotes sent fasterGround ops visible
01Agent query assignedQuotation team notified
Ground task completedAgent updated automatically
Quote deadline flaggedToday · 4:00 PM
PDFQuotation organisedSingapore · Northstar
ChatDMC
99+
HA
WhatsApp
N
Northstar Holidays

Need revised rates for 28 pax…

Travel agent · India
3
D
Dubai Transfers Co.

Coach rate and availability sent.

Ground supplier · Dubai
2
T
Singapore Agent Group

Night Safari timing confirmed.

Agent group · 18 members
R
Royal Routes UK

Need a MICE quote for October.

Travel agent · London
O
Desert Safari Ops

Driver and guide details attached.

On-ground team · Dubai
M
Maria · Reservations

You: Hotel rooms are on hold.

Internal hand-off
N
Northstar HolidaysTravel agent · Singapore group · online
SIN · 28 PAX
Today
Priya · Northstar Holidays

Need revised rates for 28 pax. Please include two gala-dinner options and a Mandarin-speaking guide.

Harsh · Sales

Absolutely. Our quotation team is checking the guide and venues now. I’ll share the revised quote today.

✓✓
Harsh · Sales
PDF
Singapore-group-quote-v3.pdf3.1 MB · 12 pages

Revised quotation with both gala-dinner options and guide supplement.

✓✓
QuotationSingapore
▣ PRIVATE NOTE

@Maria please hold the Mandarin guide and coach until 6 PM.

2 replies · open thread →Internal only
Priya · Northstar Holidays

Quote received. Please confirm the guide and coach hold as well.

Type a message…
MessagePrivate note
Every agent query opens with its quotation and on-ground contextDMC WORKFLOW · AUTO-PLAYING
01 WHATSAPP CRM FOR DMCS · WEB + API

WhatsApp Web and API.
Finally, in one DMC workspace.

Keep direct travel-agent conversations, quotation discussions and agent groups on WhatsApp Web, while using the official Business API for automated quote follow-ups, confirmations and on-ground updates.

CONNECTION LABSee how each channel works
CONNECTED
FAMILIAR WHATSAPP

WhatsApp Web

Keep agent queries, supplier checks and operational groups natural.

  • Travel-agent chatsNo template needed
  • Agent & ops groupsMembers & permissions
  • Voice notes & mediaEveryday coordination
API
OFFICIAL BUSINESS PLATFORM

WhatsApp API

Automate structured communication from quotation to arrival.

  • Quote follow-upsApproved templates
  • Trip updatesVouchers & operations
  • Scale safelyBuilt for growing DMCs
RG

DMC WhatsApp InboxAgents, quotes and operations connected

LIVE

Northstar · Singapore groupRevised quote requested.

AGENT
A

Quotation deliveredSingapore V3 · delivered

API
24agent queries
7quotes due
18ops tasks
Same querySame teamSame inbox

Agent queries, groups and supplier coordinationReply naturally—without paying for a template every time your DMC answers an agent.

THE DUAL-CONNECTION WHATSAPP CRM FOR DMCS
01

Reply to agents naturally

WhatsApp Web preserves direct agent queries, quotation discussions, voice notes and live groups.

02

Automate at the right moments

Use the Business API for quote follow-ups, confirmations, vouchers and on-ground updates.

03

Connect sales to delivery

Both channels feed the same agents, queries, quotations, suppliers, tasks, files and operations team.

02 WHATSAPP CRM FOR DMCS · QUERY TO DELIVERY

Faster replies.
Stronger on-ground delivery.

Every tool stays beside the travel-agent query, quotation or operation it belongs to. Scroll from an incoming request to a confirmed quote and accountable ground delivery.

01 · AGENT QUERIES

Reply while the request
is still hot.

Bring every new travel-agent query into a shared queue with destination, dates, group size and ownership visible. Assign the request instantly and keep the full reply trail attached.

  • Identify the requesting agent
  • Assign sales or quotations
  • Flag the response deadline
LIVE AGENT QUERY
N
Priya · Northstar Holidays

Need revised Singapore rates for 28 pax, including gala dinner and Mandarin guide.

01
Query assignedSINGAPORE · GROUP
Live

Harsh owns the reply · quotation due 4:00 PM

02 · SEND QUOTATIONS

Build, send and track
every quotation.

Turn the agent request into owned quotation work. Collect supplier rates, assign the quote, set a deadline and send the final PDF without losing the conversation that shaped it.

  • Build from the original query
  • Track version and deadline
  • Send back inside WhatsApp
FROM NORTHSTAR HOLIDAYS · 9:10 AM

“Please share the revised quotation by 4 PM.”

Create quotation task ↗
Today · Singapore groupV3

Send revised quotation

HA

Harsh AgarwalQuotation owner

Quote sent to agentVersion and activity saved.

03 · ON-GROUND OPERATIONS

Turn every promise into
accountable delivery.

Move confirmed inclusions from sales to reservations and ground operations. Discuss supplier availability privately, create tasks and keep the travel agent’s request attached throughout.

  • Sales-to-operations hand-off
  • Supplier checks and task owners
  • Live status beside the query
▣ PRIVATE OPS NOTE

@Maria quote approved. Hold the Mandarin guide and 35-seat coach until 6 PM.

2 replies · open ops thread →Never sent to the agent
On-ground operations2 updates
M

Maria · ReservationsCoach held. Waiting on the guide’s final confirmation.

O

Omar · Ground OpsGuide confirmed. Emergency contact added to the trip.

Update operations…
04 · QUOTE & TRIP FILES

A delivery room
inside every agent chat.

Find quotation versions, rooming lists, vouchers, menus, manifests and supplier confirmations without scrolling. Every file remains linked to the agent query and operating trip.

  • DMC-specific file categories
  • Quotation version history
  • Filter by agent or trip
Quote & trip files42 files stored
QUOTATION · V3SIN · 28 PAXNorthstar · Sent today
ROOMING LIST28 TRAVELLERSOperations linked
XLS

Northstar-rooming-list.xlsxOperations · Singapore · 860 KB

Filed automatically
05 · MESSAGE TAGGING

Give the exact message
its operational meaning.

Classify an agent message as a quotation request, rooming list, service change, supplier confirmation or custom category. The exact instruction becomes retrievable in the right DMC workflow.

  • Tag the individual agent message
  • Create ground-operations categories
  • Keep multiple tags when needed
Priya · Northstar Holidays
ROOMING LISTSIN · 28 PAX12–18 MAY · V2

Updated names and dietary requirements for the group.

Rooming listAgent document
Tag this message ×
+ Create custom tag
06 · CHAT TAGGING

Organise every agent
before the inbox becomes chaos.

Label chats by travel agent, destination, group type, urgency, quotation stage or on-ground status. Filter the DMC inbox and move straight to the revenue or delivery work that needs attention.

  • Agent, supplier and group labels
  • Filter the complete DMC inbox
  • Build labels around your teams
All 34Agent queries 12Quotes due 7On ground 5
N

Northstar HolidaysRevised Singapore quote dueAgentGroupUrgent

T

Singapore Agent GroupNight Safari confirmedAgent groupOn ground

D

Dubai Transfers Co.Coach rate receivedSupplierQuotation

07 · WHATSAPP TEMPLATES

Follow up every quote,
without losing the personal touch.

Create approved WhatsApp Business API templates for quotation follow-ups, booking confirmations, payment reminders and on-ground updates. Trip variables bring the correct agent and departure context into every message.

  • Quotation and booking templates
  • Agent and trip-data variables
  • Approval status in the workspace
Quotation follow-upUtility template · English
● APPROVED
MESSAGE BODY

Hello {{agent_name}}, the revised {{destination}} quotation for {{group_size}} travellers is ready.

Rates are held until {{valid_until}}. Tap below to review the quotation.

4 variables connected
Template approved and ready
08 · QUICK REPLIES

Give agents a fast answer,
even on the busiest day.

Save repeatable DMC answers for rates, availability, inclusions, payment terms and operational updates. Type a shortcut, preview the response and insert the right answer in seconds.

  • Destination-specific shortcuts
  • Shared sales and operations library
  • Preview before sending
Priya · Northstar Holidays

Can you include a Mandarin-speaking guide and gala dinner?

/quote
Quick repliesManage
/quote

Quotation acknowledgementWe’re checking rates and availability…

/avail

Availability updateGuide and vehicle status…

/ops

On-ground contactYour operations team and emergency number…

Reply insertedReady to review and send

SCROLL TO MOVE THROUGH THE WORKFLOW
03 WHATSAPP AGENT GROUPS FOR DMCS

Manage every agent group
like a live operation.

Create a WhatsApp group from a confirmed agent query, bring the travel agent, your DMC sales and ground teams, and selected suppliers together—then manage every message, file, task and private note from one place.

Powered through WhatsApp Web

Northstar · Singapore GroupWhatsApp group · 18 members · synced now

N

Northstar · Singapore GroupGroup · 18 members

Today

ChatDMC created this agent groupLinked to confirmed quotation · SGD-Q-2084

Priya · Northstar Holidays

Please confirm where our tour leader should meet the airport representative.

Omar · Ground Operations

Terminal 3 arrival desk. I’ve pinned the representative’s name and emergency number.

✓✓
Maria · Reservations

Coach and Mandarin guide are reconfirmed. Supplier vouchers are attached.

Message Northstar · Singapore Group…

01

Create from an agent query

Start the group with the agent, destination, assigned DMC team and approved suppliers already connected.

02

Control agents and suppliers

Add or remove people, manage admins, invite by link and keep membership aligned with the confirmed quotation.

03

Run on-ground operations

Flag instructions, create tasks, add private notes and organise every voucher and operations file inside the group.

04 WHATSAPP ANALYTICS FOR DMCS

See every query, quotation
and ground operation.

Know which agents are active, how quickly sales replies, where quotations are waiting and what ground operations has completed—across every connected DMC WhatsApp number.

DMC WhatsApp AnalyticsAgent, quotation and operations intelligence

LIVE
ACTIVE AGENT CHATS184↗ 18% this period
MESSAGES SENT3,842↗ 12% this period
NEW AGENT QUERIES6723 quotes sent
MEDIAN FIRST RESPONSE2m 18s↓ 42s faster
FAST
QUERY ACTIVITY

Agent queries and replies across the day

ReceivedReplied
6004002000
11:00 AM428 conversationsPeak agent-query window
8 AM10 AM12 PM2 PM4 PM6 PM
TEAM PERFORMANCE

Who is moving conversations forward?

TEAM MEMBERACTIVE CHATSMESSAGESTASKS CLOSEDFIRST RESPONSE

HAHarsh AgarwalSales

42986181m 42s

RSRiya SharmaOperations

38821272m 05s

AMArjun MehtaReservations

31704162m 31s
DMC ANALYTICS YOUR TEAM CAN ACT ON

Every insight opens the agents, quotations, supplier conversations and ground tasks behind the number—so your DMC can act immediately.

05 SIMPLE PRICING · FOR DMCS

One DMC plan. Your whole team.
No per-user maths.

Connect two WhatsApp numbers and give every DMC sales, quotations, reservations and ground-operations teammate the same shared view.

WHATSAPP CRM FOR DMCS

Everything your DMC needs to sell and deliver through WhatsApp together.

5,000/ month

2 WhatsApp numbersUnlimited users

WhatsApp Web + APIUse either connection—or both—in one inbox.

Agent query and quotation workflowsFlags, tasks, private notes, tags, files and quick replies stay in context.

Agent groups and operations analyticsManage live groups and see the work behind every quotation and departure.

Unlimited DMC teammatesSales, quotations, reservations and ground operations work without seat limits.

06 WHATSAPP CRM FOR DMCS · FAQ

Built around the way
DMCs actually sell and deliver.

Clear answers about connecting travel-agent queries, quotations, agent groups, suppliers and on-ground operations in one WhatsApp CRM for DMCs.

01What is a WhatsApp CRM for DMCs?+

It connects each travel-agent query and group to its quotation, suppliers, trip files, tasks and the DMC team responsible for ground delivery. Agents keep using WhatsApp while your DMC gains one structured operating layer.

02Can our DMC use WhatsApp Web and the Business API together?+

Yes. ChatDMC brings WhatsApp Web and the official WhatsApp Business API into one shared workspace, so natural agent conversations and groups can live beside automated quotation follow-ups, confirmations and trip updates.

03How do agent queries and quotations stay connected?+

Each agent chat can be linked to its destination, travel dates, group size and quotation. The sales team can assign ownership, share revised quotes, flag deadlines and retain the complete discussion beside the trip.

04Can it manage agent groups and on-ground operations?+

Yes. Create a group from a confirmed quotation, add the agent, DMC team and selected suppliers, then manage members, permissions, vouchers, flags, operational tasks and private notes in one place.

05Can the whole DMC team share the inbox?+

Yes. The plan includes unlimited users, allowing sales, quotations, reservations, operations and management to collaborate across two connected WhatsApp numbers without a per-seat charge.

06What does the WhatsApp CRM for DMCs cost?+

ChatDMC costs ₹5,000 per month in India or $60 per month internationally for two WhatsApp numbers and unlimited users. Taxes may apply where required.