Most agencies sell both ways. Most CRMs only handle one.
Travelieons keeps your agent network and your direct travellers in the same database, the same pipeline and the same books — with the right view for each.
For DMCs, wholesalers & agent networks
- Sub-agent portal — agents raise their own enquiries and see live quote status
- Net vs sell toggle — markup and DMC names never leak to the client copy
- Supplier ledger — payouts, credit notes and DMC reconciliation
- PDF rate import — drop a DMC proposal, compare options side by side
For agencies selling straight to travellers
- Shareable trip link — animated day-by-day itinerary, no PDF attachment needed
- Payment links & schedules — advance, balance and auto reminders
- Passport & visa alerts — expiry warnings before they become emergencies
- WhatsApp updates — vouchers, reminders and trip-day messages, on your brand
Built for every desk in the trade
Turn modules on for the way you sell. Nothing you do not need gets in the way.
Outbound agency
Selling Bali, Dubai and Europe to Indian families — quotes out fast, payments tracked, vouchers branded.
Inbound DMC
Handling agent enquiries at volume with net rates, credit limits and a portal your partners log into.
Tour operator
Fixed departures, seat inventory, roommate pairing and group cost sheets that actually balance.
Corporate travel desk
Policy-aware bookings, cost centres and monthly billing statements per client company.
Freelance agent
One workspace, one price, no IT. Look like a 40-person agency from your laptop.
The whole trip lifecycle, nothing bolted on
Ten modules that already talk to each other, so a lead becomes a quote becomes a booking becomes a receipt without a single copy-paste.
Leads & pipeline
Website, WhatsApp, phone and sub-agent enquiries in one drag-and-drop board with follow-up reminders.
Quotation builder
AI-drafted day-wise itineraries, live cost rail, versioning and a shareable animated link.
Bookings & vouchers
Accepted quote becomes a booking with services, suppliers, pax and branded vouchers carried over.
Payments & ledger
Schedules, online links, receipts, supplier payouts and a double-entry ledger with GST invoicing.
Passports & visas
Traveller documents with expiry alerts, so nobody discovers a problem at immigration.
Reports & margins
Revenue, conversion, profitability, aging, destination and agent reports — all exportable.
Real screens, on the desk and in the pocket
Nothing here is a marketing mock-up — this is the shipping product.
Manage staff, and give each of them their day
Owners see who is carrying what. Agents open the app and see exactly what to do next — no morning meeting required.
Roles & permissions
Decide who sees net cost, who can discount and who can touch the ledger.
Targets & leaderboard
Monthly targets per agent, tracked against what they actually closed.
Auto assignment
Round-robin or destination-wise routing so no enquiry sits unowned.
Activity trail
Who edited a quote, who took a payment, who moved a stage — timestamped.
The portal thinks along with your agents
AI is not a bolted-on chatbot here. It sits inside the quotation builder, the DMC inbox and the reports — the three places a travel desk loses hours.
Draft a full itinerary
Give it a destination and nights. It writes day-wise blocks with timings, meals and overnight cities — you edit, not type.
Read DMC replies
Drop a supplier PDF or paste an email. Rates, inclusions and validity are extracted into a comparable quote line.
Write the client message
Follow-ups, negotiation replies and trip-day WhatsApp notes in your agency’s tone, in seconds.
Ask your own data
"Which destination made the best margin last quarter?" — answered from your bookings, not a dashboard hunt.
What changes in week one
Before
- Quotes rebuilt from scratch in Word, every time
- Payment follow-ups living in one person’s head
- DMC rates buried in six months of email
- Passport expiry found out at the airport
- Month-end margin guessed, not known
With Travelieons
- Quote in three minutes from a saved package
- Automatic reminders on every unpaid milestone
- Rate contracts searchable, with net cost per service
- Expiry alerts 120 days ahead, on WhatsApp
- Margin per booking, live, before you confirm
Live in a week, not a quarter
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STEP 1
Tell us how you sell
A 20-minute call. We map your desks, your suppliers and your quote format.
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STEP 2
We move your data in
Customers, past bookings and DMC rate sheets imported and checked with you.
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STEP 3
Your team goes live
Two training sessions, a WhatsApp support group, and quotes going out the same week.
Plugs into what you already run
AI Assistant
Built in
AI itinerary drafting
Built in
Razorpay
Payments
Stripe
Payments
WhatsApp Business
Messaging
Gmail / SMTP
Excel export
Reporting
Open API
Developer
Webhooks
Developer
Every trip you sell, on one board
Pulled live from bookings — no one updates a spreadsheet for this.
One app for your team, everywhere they close a deal
- Agent app — pipeline swipe, quick quote, payment capture, live tour tracker.
- Traveller app — day-by-day itinerary, offline vouchers, packing list, one-tap help.
- WhatsApp built in — quotes, reminders and confirmations go where your customers already are.