CRM for travel agencies

The CRM for travel agencies that fills itself in

Every inquiry becomes an opportunity with its destination, dates, travellers and budget. Nobody types it in: the AI agent writes it while it handles the conversation, on the channel it came in through.

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Free on every plan. No card required.

New
Sofía R.Cancún · 4 pax
Diego P.Madrid · 2 pax
Qualified
Lucía M.Bariloche · USD 1.500
Andrés T.Salta · USD 890
Won
Marta G.Río · USD 2.100
What it is

What a CRM for travel agencies is

A CRM for travel agencies is where the agency's sales process lives: every inquiry that lands on WhatsApp, on Instagram or on the website is recorded as a sales opportunity with the details of the trip being asked for, with an owner and with a stage the whole team can look up. The difference from a spreadsheet, or from each rep's memory, is that the state of an inquiry stops depending on someone remembering to write it down.

A generic CRM is built around a contact and an amount. An agency doesn't sell an amount: it sells a trip, and a trip has a destination, check-in and check-out dates, nights, a number of travellers, a departure city, a budget that is usually per person and a reason. A honeymoon isn't quoted like a graduation trip. When those details have no field of their own they end up in a free-text note, and there they stop being useful for searching, for prioritising and for quoting.

Trama keeps every one of those details in its own field, and asks nobody to type them: the AI agent fills them in while it talks to the customer. The team doesn't maintain the record, it uses it.

What it does

What it does, exactly

It organises the sales process that today lives scattered across WhatsApp, email and each rep's memory.

One opportunity per inquiry, with the trip inside

Destination, check-in and check-out dates, nights, travellers, departure city, budget (and whether it's per person), preferred accommodation, traveller type and the reason for the trip. Each one in its own field, not in a loose note.

The agent fills in the record

While it talks to the customer, the agent writes down what it learns. It also records how specific each detail is: "sometime in July" is not "12 to 19 July", and that difference changes what can be quoted.

An owner assigned without anyone assigning

Routing looks at who sells that destination, who speaks the customer's language and who handled them before. If the customer comes back, they come back to the same person.

Five stages, and a single source of truth

To handle, In contact, Quoted, Won and Lost. When the agent qualifies an inquiry and hands it off, the card lands in To handle with an owner already on it; when that owner logs the contact or sends the quote, the card advances on its own.

The full customer record

Every conversation with that person, on any channel, their past trips and what they've said about how they like to travel, available while you're talking to them.

Follow-ups that don't get lost

Quiet opportunities speak up on their own: the reminder reaches the rep in their daily digest, and anything that goes a month without movement is marked dormant instead of cluttering the board. Both windows are set by each agency.

Generic vs. travel

How it differs from a generic CRM

The list below isn't features. It's what an agency needs the system to understand so the team doesn't have to translate it by hand every time.
To store the trip being asked for, not a loose amount
Destination, check-in and check-out, nights, travellers, departure city, per-person budget, accommodation and reason, each in its own field.
The record to fill itself in, with no admin work
The AI agent writes it while it handles the inquiry, on the channel it came in through.
To work where customers actually write
WhatsApp, Instagram and Messenger are native channels, plus your website widget and your Offers Link. The conversation stays attached to the opportunity.
To answer with what the agency really sells
Its own travel product catalog. The agent searches it and answers with your products and your real prices: if a product has no price loaded, it doesn't make one up. The formal quote is built against that same catalog and sent as a link you can then track.
To answer in the customer's language
The agent detects the language of the message and replies in Spanish, Portuguese or English. And routing looks at the languages each rep declared (Spanish, Catalan, Galician, Basque and twenty-seven more) so the inquiry lands with the right person.
To work in euros
Catalog, budgets and quotes in euros, converted to a common currency so the pipeline can be compared and added up.

What Trama is not: a booking system or a back office. It doesn't issue tickets and it doesn't connect to a GDS. It's the commercial layer, from inquiry to sale, and it lives alongside whatever the agency already uses to operate.

WhatsApp

What about WhatsApp

It's the question that comes up most, and it pays to be exact, because these are two different things.

Your team, free

Each person on the team talks to Trama Agent from the dashboard. On Free, basic use on the web. On Starter, WhatsApp too.

Your customers, with a channel hired

Having the agent handle your agency's customers on your agency's WhatsApp, Instagram or Messenger is a channel, and channels start on the Starter plan. On the free plan the Link publishes with a form. The Widget and Link chat start at Starter.

Writing it the other way round would be more convenient and it would be false. On the free plan the team talks to Trama Agent on the web. Your customers' WhatsApp starts at Starter.

Price

The CRM isn't billed

The platform is free on every plan, the free one included, and it asks for no card. It is not a 14-day trial and not a stripped-down tier: it does not expire, and it is the plan every account is born on. What you hire is the agent handling your customers on your agency's channels.

Free, on every plan

  • The customer and opportunity CRM
  • The travel product catalog
  • Quotes
  • The Offers Link with a form: the traveler leaves a request
  • Your whole team, with no limit on how many people
  • The dashboard, your team's metrics and the REST API

What you hire separately

  • Setting up your agent: its identity, its catalog and its rules
  • The Widget and Link chat (Starter). They do not use channel allowance; the opportunities do count
  • The agent handling WhatsApp, Instagram or Messenger
  • Ads: which campaigns actually bring you inquiries
  • Campaigns: writing to your customer base with templates
  • Coexistence: the WhatsApp your team already uses

A free account cannot receive a charge. Widget and Link chat do not use channel allowance; the opportunities they qualify do count. The Link form does not. The one thing Free does not remove is the Trama attribution at the foot, which goes from Pro onwards.

See the full pricing

For a business like ours, where every message matters, having tools like this truly makes the difference.

Matías H.Adrizzio Turismo

Trama's AI is making a real difference in our sales: it helps us reply faster and give a much closer experience to every traveler.

Guillermo B.Viví Travel

We're very happy: it changed the way we work. Everything is much simpler for us and for our customers, who need a fast response.

Micaela B.Catania Viajes

The WhatsApp bot replies fast, at any hour. But the real difference is the built-in CRM: everything stays in order and no inquiry slips through.

Matías L.Neoweek

Travel companies working with Trama

Questions

Questions about the CRM

It's where the agency's sales process lives: every inquiry that lands is recorded as a sales opportunity with the trip details (destination, dates, nights, travellers, departure city and budget), with an owner and with a stage the whole team can look up. What sets it apart from a spreadsheet is that nobody has to remember to write it down: in Trama the AI agent fills the record in while it talks to the customer.

Your sales process, in order from the first inquiry

The CRM, the catalog and the Offers Link are free on every plan. On Free the traveler leaves a request via a form.

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