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Noida office
The right team at TriostackOne will get back to you.
Positioning Assessment
Tour operators get enquiries from ads, websites and referrals, build itineraries, collect passport and visa details from every traveller, and take payments in parts. Seasonal rushes make it easy to lose a group enquiry.
Triostack CRM generates a customised itinerary for each enquiry from your packages, with days, hotels, transfers and inclusions, and sends it as a proposal. Group enquiries are routed to the right agent by destination or group size. Each traveller's passport and visa documents are collected against the booking with a status per document, and customers pay in instalments through invoice links, with the balance tracked until departure.
“A family got their itinerary within the hour and paid the first instalment from a link.”
Sample team scenario
A made-up scenario about Travel and Hospitality Tour Operator CRM, not a customer testimonial
All Leads
Travel and Hospitality Tour Operator CRM: every lead with its source, status and owner
In the Product
Imagine every traveller's papers and payments on one screen.
From packages.
With status.
Balance tracked.
Platform Integrity
From your packages
By destination and size
Per traveller
Balance tracked
At a Glance
What changes in the run-up to a trip.
| Dimension | Triostack CRM | Chat Threads |
|---|---|---|
| Itineraries | Generated from packages, sent as proposals | Documents in chats |
| Group enquiries | Routed by rule | Whoever sees the message |
| Passports and visas | Collected per traveller with a status | Photos on phones |
| Payments | Instalments with balance tracked | Transfers and screenshots |
| Departure checklist | Documents and payments in one view | Several lists |
Book a walkthrough of Travel and Hospitality Tour Operator CRM. We set up a sandbox so you can try Itinerary generation, Group enquiry routing and Passport and visa documents before you commit.
Live Interface Tour
The screens below belong to Travel and Hospitality Tour Operator CRM: All Leads, Lead Follow-Ups and GST Invoices, all from the product.
Proposals
Travel and Hospitality Tour Operator CRM: each booking tracked, with documents and payments
Feature Breakdown
4 screens from the live product that show Travel and Hospitality Tour Operator CRM at work.
Itineraries as proposals.
How it fits the plan
Packages. Load packages and inclusions.
Route. Assign group and individual enquiries by rule.
Practical tip
Put the document deadline on the calendar for every traveller, not just the lead.
Group enquiry routing.
How it fits the plan
Route. Assign group and individual enquiries by rule.
Itinerary. Generate and send the itinerary.
In real life
Peak season
Enquiries do not get lost.
Instalments recorded.
How it fits the plan
Itinerary. Generate and send the itinerary.
Collect. Gather documents and instalments before departure.
Watch out for
Taking part payments without a due date for the balance.
Departures and deadlines.
How it fits the plan
Collect. Gather documents and instalments before departure.
Packages. Load packages and inclusions.
Before you start
Execution Plan
Load packages and inclusions.
Assign group and individual enquiries by rule.
Generate and send the itinerary.
Gather documents and instalments before departure.
Practical Guide
Before you start
A tip that helps
Put the document deadline on the calendar for every traveller, not just the lead.
A common mistake
Taking part payments without a due date for the balance.
Availability: What Travel and Hospitality Tour Operator CRM covers can depend on your plan and setup. Please confirm with our team which parts are live for your account, and any prerequisites, before you plan around it.
In Real Life
Scenario 01
Enquiries do not get lost.
Scenario 02
One lead, many travellers.
Scenario 03
The balance is chased on time.
Straight answers about Travel and Hospitality Tour Operator CRM, from setup to what happens next.
Have a question about Travel and Hospitality Tour Operator CRM?
Book a free callYes, customised from your packages, and sent as a proposal.
By destination or group size, to the right agent.
Yes, per traveller, with a status for each document.
Yes, through invoice links, with the balance tracked.
A CRM for tour operators: customised itinerary generation, group enquiry routing, passport and visa document collection and payment instalments.
It runs in 4 steps: Packages, Route, Itinerary and Collect. Load packages and inclusions.
The real screens on this page include All Leads, Lead Follow-Ups, GST Invoices and Proposals, all captured from the product.
Request a demo and ask to see Travel and Hospitality Tour Operator CRM. Our team can also walk you through setup, so your first session ends with something working.
Keep Exploring
We will walk you through Travel and Hospitality Tour Operator CRM, from Itinerary generation, Group enquiry routing and Passport and visa documents, on sample data shaped like yours.
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