WHATSAPP CRM FOR TRAVEL AGENTS CLIENTS + SUPPLIERS + GROUPS

The WhatsApp CRM
for travel agents.

Take every trip from the first client enquiry to supplier confirmation, travel documents and group updates—inside one shared WhatsApp CRM for your travel agency.

Clients in contextSuppliers connectedTraveller groups managed
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
O
Oceanic Dubai DMC

Revised transfer rates attached…

Supplier · Dubai
2
T
Singapore Group · May

Night Safari tickets confirmed.

Group · 28 members
M
Maldives enquiry

Need two water villas for June.

Client · Mumbai
B
Bali Ground Partner

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 client, supplier and group conversation opens with its complete trip contextTRAVEL AGENCY WORKFLOW · AUTO-PLAYING
01 WHATSAPP CRM FOR TRAVEL AGENTS · WEB + API

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

Keep the client, supplier and traveller-group conversations your agency already runs on WhatsApp Web, while using the official Business API for automated vouchers, payment reminders and trip updates.

CONNECTION LABSee how each channel works
CONNECTED
FAMILIAR WHATSAPP

WhatsApp Web

Keep direct client chats, supplier negotiations and traveller groups natural.

  • Client & supplier chatsNo template needed
  • Traveller groupsMembers & permissions
  • Voice notes & mediaEveryday communication
API
OFFICIAL BUSINESS PLATFORM

WhatsApp API

Automate structured, high-volume communication across your client journey.

  • Approved templatesUtility & marketing
  • Trip updatesVouchers & reminders
  • Scale safelyBuilt for growing agencies
CD

Agency WhatsApp InboxClients, suppliers and groups connected

LIVE

Singapore Group · MayNight Safari tickets confirmed.

GROUP
A

Client voucher sentTrip update · delivered

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

Clients, suppliers, groups and voice notesUse WhatsApp naturally—without paying for a template every time your agency replies.

THE DUAL-CONNECTION WHATSAPP CRM FOR TRAVEL AGENTS
01

Keep real agency conversations

WhatsApp Web preserves normal client replies, supplier rate discussions, voice notes and group chats.

02

Automate the client journey

Use the Business API for payment reminders, vouchers, departure updates and scalable campaigns.

03

Keep every trip connected

Both channels feed the same clients, suppliers, queries, tasks, files, notes and team activity.

02 WHATSAPP CRM FOR TRAVEL AGENTS · EVERY TOOL

Small actions.
Serious operational control.

Every tool stays beside the client, supplier or group conversation it belongs to. Scroll through one travel-agency workflow—nothing is loaded later, and nothing disappears into another tool.

01 · FLAG MESSAGES

Keep the one important line
above the noise.

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

  • Flag client or supplier 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 client request, supplier reply or private note. Assign it, set a due date and watch the status change while the original trip context remains attached.

  • Assign sales or operations
  • Set due dates and priorities
  • Track every status change
FROM OCEANIC DUBAI DMC · 9:10 AM

“Please reconfirm the airport transfer before 4 PM.”

Convert supplier reply to task ↗
Today · Dubai enquiry•••

Reconfirm airport transfer

HA

Harsh AgarwalAssigned by Riya

Supplier message linkedThe whole agency 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 client, supplier, group, destination, urgency or query stage. Filter the agency inbox and move straight to the trip that needs attention.

  • Client, supplier and group labels
  • Filter the entire inbox
  • Build labels around your agency
All 24Clients 9Suppliers 7Groups 8
A

Ananya · Dubai familyPayment link requestedClientDubaiUrgent

T

Singapore Group · MayNight Safari confirmedGroupOperations

O

Oceanic Dubai DMCTransfer rates revisedSupplierQuotation

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 FOR TRAVEL AGENTS

Run every traveller group
like a live trip workspace.

Create a WhatsApp group from a confirmed client trip, bring travellers, your agency team and the destination supplier 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 client trip

Start the group with its trip name, travellers, assigned agency team and supplier 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 FOR TRAVEL AGENCIES

See every client, supplier
and team conversation.

Know who is responding, which clients and suppliers are active, where new enquiries are building up and what your agency has completed—across every connected WhatsApp number.

Travel Agency AnalyticsClient, supplier and team intelligence

LIVE
ACTIVE CHATS184↗ 18% this period
MESSAGES SENT3,842↗ 12% this period
NEW CLIENT 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
ANALYTICS YOUR AGENCY CAN ACT ON

Every insight opens the clients, suppliers, conversations and tasks behind the number—so your travel agency can act immediately.

05 SIMPLE PRICING · FOR TRAVEL AGENCIES

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

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

WHATSAPP CRM FOR TRAVEL AGENTS

Everything your travel agency needs to run WhatsApp together.

5,000/ month

2 WhatsApp numbersUnlimited users

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

Client and supplier workflowsFlags, tasks, private notes, tags, files and quick replies stay in context.

Traveller groups and analyticsManage group trips and see the work behind every conversation.

Unlimited agency teammatesSales, operations, reservations and management work without seat limits.

06 WHATSAPP CRM FOR TRAVEL AGENTS · FAQ

Built around the way
travel agencies actually work.

Clear answers about connecting clients, suppliers, traveller groups and your internal team in one WhatsApp CRM for travel agents.

01What is a WhatsApp CRM for travel agents?+

It connects every client, supplier and traveller-group conversation to the enquiry, trip, documents, tasks and agency team responsible for it. Your consultants keep using WhatsApp while the agency gains a structured operating layer.

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

Yes. ChatDMC brings WhatsApp Web and the official WhatsApp Business API into one shared workspace, so normal chats and groups can live beside automated vouchers, reminders and travel updates.

03How are client and supplier conversations kept separate?+

Each chat can be identified as a client, supplier or group, connected to the relevant trip, and organised with destination, urgency and workflow tags. Filters then show exactly the conversations your team needs.

04Can it manage WhatsApp groups for group tours?+

Yes. Create a group from a confirmed trip, add travellers, agency team members and the destination supplier, then manage members, permissions, files, flags, tasks and private notes in one place.

05Can the whole travel agency team share the inbox?+

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

06What does the WhatsApp CRM for travel agents 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.