BUILT FOR THE BUSINESS OF TRAVEL WHATSAPP WEB + API

The WhatsApp CRM
built for B2B travel.

Turn every client enquiry, agent request, supplier update and group conversation into organised work—without leaving WhatsApp behind.

Shared team inboxTravel files organisedTasks, notes & groups
02Private note addedOperations team notified
Task moved to doneActivity saved automatically
Message flaggedPayment follow-up saved
PDFItinerary organisedFiled under Dubai · Ananya
ChatDMC
99+
HA
WhatsApp
A
Ananya · Dubai family

Final itinerary received, thank you!

Client · +91 98•••
3
N
Northstar Holidays

Please revise the transfer rates…

Agent · Delhi
2
T
Singapore Group · May

Night Safari tickets confirmed.

Group · 28 members
M
Maldives enquiry

Need two water villas for June.

Client · Mumbai
O
Oceanic DMC Bali

Voucher and driver details attached.

Supplier · Bali
R
Riya · Operations

You: Guide has been reconfirmed.

Internal hand-off
A
Ananya MehtaClient · Dubai enquiry · online
DXB · 4N
Today
Ananya Mehta

Can you please include the private airport transfer and Burj Khalifa tickets?

Harsh · Sales

Absolutely. I’m revising the itinerary now and will share the final version here.

✓✓
Harsh · Sales
PDF
Dubai-final-itinerary.pdf2.4 MB · 8 pages

Updated itinerary with private transfers and tickets.

✓✓
ItineraryDubai
▣ PRIVATE NOTE

@Riya please reconfirm the airport transfer before 4 PM.

1 reply · open thread →Internal only
Ananya Mehta

Perfect, thank you! Please send the payment link as well.

Type a message…
MessagePrivate note
Every WhatsApp conversation opens with its complete travel contextLIVE PRODUCT STORY · AUTO-PLAYING
01 ONE CRM · TWO WHATSAPP CONNECTIONS

WhatsApp Web and API.
Finally, in one workspace.

ChatDMC brings everyday WhatsApp conversations and the official WhatsApp Business Platform into the same travel operations layer—so you choose the connection, not a different CRM.

CONNECTION LABSee how each channel works
CONNECTED
FAMILIAR WHATSAPP

WhatsApp Web

Keep the conversations your travel team already depends on.

  • Normal chatsNo template needed
  • WhatsApp groupsMembers & permissions
  • Voice notes & mediaEveryday communication
API
OFFICIAL BUSINESS PLATFORM

WhatsApp API

Automate structured, high-volume customer communication.

  • Approved templatesUtility & marketing
  • Automated updatesVouchers & reminders
  • Scale safelyBuilt for larger teams
CD

ChatDMC InboxTravel operations connected

LIVE

Singapore Group · MayNight Safari tickets confirmed.

GROUP
A

Booking update sentVoucher template · delivered

API
24open chats
7tasks due
45files organised
Same teamSame recordsSame inbox

Groups, voice notes and normal chatsUse WhatsApp naturally—without paying for a template every time your team replies.

PURPOSE-BUILT AROUND B2B TRAVEL WORKFLOWS
01

Keep groups and everyday chats

WhatsApp Web preserves the natural way agents, DMCs and travellers already communicate.

02

Add automation when you need it

Use the Business API for templates, triggered updates and higher-volume workflows.

03

Never split the operation

Both channels feed the same contacts, tasks, files, notes and team activity.

02 ONE CONVERSATION · EVERY TOOL IT NEEDS

Small actions.
Serious operational control.

Each feature lives beside the WhatsApp conversation it belongs to. Scroll through the workflow—nothing is loaded later, and nothing disappears into another tool.

01 · FLAG MESSAGES

Keep the one important line
above the noise.

Flag a payment request, passenger-name correction or supplier commitment directly inside the conversation. Your team can reopen the exact message later—without searching through hundreds of replies.

  • Flag individual messages
  • Add an operational reason
  • Open the original chat instantly
LIVE MESSAGE DETAIL
A
Ananya Mehta

Please send the payment link before 4 PM so I can confirm today.

Message flaggedPAYMENT FOLLOW-UP
Saved

Visible to Harsh, Riya and Operations

02 · TASKS

Turn “please check” into
work with an owner.

Create a task from a message or private note. Assign it, set a due date and watch the status change while the original travel context remains attached.

  • Assign a team member
  • Set due dates and priorities
  • Track every status change
FROM MESSAGE · 9:10 AM

“Please reconfirm the airport transfer before 4 PM.”

Convert to task ↗
Today · Dubai enquiry•••

Reconfirm airport transfer

HA

Harsh AgarwalAssigned by Riya

Activity savedThe whole team sees the update.

03 · PRIVATE NOTES

Talk to your team.
Not over the customer.

Discuss rates, margins, supplier issues and hand-offs privately beside the live WhatsApp chat. Mention colleagues and keep replies in a focused internal thread.

  • Internal-only notes
  • @mentions and notifications
  • Threaded team replies
▣ PRIVATE NOTE

@Riya margin approved. Please reconfirm the guide before sending the final itinerary.

2 replies · open thread →Never sent to the client
Private note2 replies
R

Riya · OperationsGuide reconfirmed. Updating the quotation now.

H

Harsh · SalesPerfect. Please send once the voucher is attached.

Reply internally…
04 · FILE ORGANISER

A travel document room
inside every chat.

Find passports, tickets, itineraries, vouchers, rooming lists and photographs without scrolling. Every stored file remains linked to its conversation and travel record.

  • Travel-specific file categories
  • Preview images and documents
  • Filter by type in one click
Files & documents36 files stored
FLIGHT TICKETDEL → DXBEK 511 · 04 OCT
PASSPORTANANYA MEHTATraveller linked
PDF

Dubai-final-itinerary.pdfItinerary · Ananya · 2.4 MB

Filed automatically
05 · MESSAGE TAGGING

Give the exact message
its travel meaning.

Classify a message as a flight ticket, passport, quotation, hotel voucher or custom category. The attachment becomes instantly retrievable in the right operational view.

  • Tag the individual message
  • Create custom categories
  • Keep multiple tags when needed
Harsh · Sales
EMIRATESDEL → DXB04 OCT · EK 511

Flight details for your Dubai booking.

✓✓
Flight ticketClient document
Tag this message ×
+ Create custom tag
06 · CHAT TAGGING

Organise the conversation
before it becomes chaos.

Label complete chats by urgency, destination, team, query stage or any system your business uses. Filter the inbox and move straight to the work that needs attention.

  • Multiple labels per chat
  • Filter the entire inbox
  • Build labels around your workflow
All 24Urgent 5Dubai 8Payments 3
A

Ananya · Dubai familyPayment link requestedUrgentDubaiPayment

T

Singapore Group · MayNight Safari confirmedGroupOperations

N

Northstar HolidaysTransfer rates revisedAgentQuotation

07 · WHATSAPP TEMPLATES

Approved communication,
ready for scale.

Create and manage WhatsApp Business API templates for booking updates, payment reminders, vouchers and travel alerts. Variables bring the correct trip information into every message.

  • Utility and marketing templates
  • Trip-data variables
  • Approval status in the workspace
Booking confirmationUtility template · English
● APPROVED
MESSAGE BODY

Hello {{client_name}}, your {{destination}} booking is confirmed for {{travel_date}}.

Your reference is {{booking_id}}. Tap below to view the voucher.

4 variables connected
Template approved and ready
08 · QUICK REPLIES

Your best answer,
ready in seconds.

Save repeatable answers for visas, payments, quotations and vouchers. Type a shortcut, preview the response and insert an approved message without rewriting it every time.

  • Slash-command shortcuts
  • Shared team reply library
  • Preview before sending
Ananya Mehta

What documents are needed for the Dubai visa?

/visa
Quick repliesManage
/visa

Dubai visa checklistPassport, photograph, return ticket…

/pay

Payment instructionsAccount and secure-link details…

/voucher

Final voucher messageYour travel documents are ready…

Reply insertedReady to review and send

SCROLL TO MOVE THROUGH THE WORKFLOW
03 WHATSAPP GROUPS · BUILT INTO THE OPERATION

Run every travel group
like a live workspace.

Create WhatsApp groups from a confirmed query, bring the right clients, agents, suppliers and team members together, then manage every message, file, task and private note from one place.

Powered through WhatsApp Web

Singapore Group · May ’27WhatsApp group · 7 members · synced now

S

Singapore Group · May ’27Group · 7 members

Today

ChatDMC created this groupLinked to Singapore family query · TFQ 2084

Riya · Operations

Welcome everyone. The final itinerary and emergency contacts are pinned here.

Harsh · Sales

I have added Oceanic Singapore DMC and shared the airport transfer voucher.

✓✓
Ananya Mehta

Perfect, thank you. Can you also confirm the Night Safari pickup time?

Message Singapore Group…

01

Create from a query

Start the group with its trip name, travellers, assigned team and DMC already connected.

02

Control members and permissions

Add or remove people, manage admins, invite by link and keep the group synced with the booking.

03

Manage group work

Flag messages, create tasks, add private notes and organise every travel file inside the group.

04 WHATSAPP ANALYTICS · MADE FOR TRAVEL TEAMS

See the operation
behind every conversation.

Know who is responding, which clients are active, where enquiries are building up and what work is being completed—across every connected WhatsApp number.

WhatsApp AnalyticsLive team and client intelligence

LIVE
ACTIVE CHATS184↗ 18% this period
MESSAGES SENT3,842↗ 12% this period
NEW ENQUIRIES6723 became queries
MEDIAN FIRST RESPONSE2m 18s↓ 42s faster
FAST
CONVERSATION ACTIVITY

Messages across the working day

ReceivedSent
6004002000
11:00 AM428 conversationsPeak enquiry 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
NOT REPORTING FOR REPORTING’S SAKE

Every insight opens the people, conversations and tasks behind the number—so your team can act immediately.

05 SIMPLE PRICING · BUILT FOR GROWING TRAVEL TEAMS

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

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

WHATSAPP CRM FOR B2B TRAVEL

Everything your team needs to run WhatsApp together.

5,000/ month

2 WhatsApp numbersUnlimited users

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

Every CRM workflowFlags, tasks, private notes, tags, files and quick replies.

Groups and team analyticsManage group travel and see the work behind every conversation.

Unlimited teammatesSales, operations and management can work together without seat limits.