Travel CRM Capabilities

Cheapest Travel CRM for Travel Agency , DigiSurface travel CRM solution is designed for travel agency to manage their inbound operations, our Travel CRM is already integrated with Tally, Our travel CRM can be on-premise and cloud version. 


  • View Summary for Monthly and Yearly
  • View real time status of leads
  • Get monthly sales overview
  • View Turn Around Time and Follow-ups status
  • Assign tasks to team and set priority

Customer/Corporate Management

  • Create unlimited Customer /Corporate Clients
  • Flexibility to update/edit/delete of existing customers
  • Ability to define new columns in masters
  • Add multiple contact details, address , bank account information, GST information
  • Manage business related documents in single repository 

Guest Management

  • Add unlimited guest & link them with customer/corporate
  • Update/edit/delete existing guest
  • Manage guest profile
  • Maintain guest documents in single repository

Supplier Management

  • Create new supplier profile
  • update/edit/delete existing Supplier
  • Add multiple type Suppliers like Hotelier, Taxi and Cruise , Visa
  • Define Multiple Contact Details and Addresses, Bank Account information
  • Maintain all business agreement in single repository

Lead Tracker

  • Tracking of all leads
  • Auto Lead ID generation
  • Auto Email Notification
  • Leads can be assigned to destination Expert
  • Define priority to Lead High/Medium/Low
  • TAT (Turn around time) can be tracked against each lead
  • Assign flag to lead

Quote Builder

  • Create day-wise itinerary from lead
  • Option to add services such a Hotel, Flight, Cab etc
  • Making notes of early arrivals
  • Define Mark-up and Service Tax plus GST

Package Designer

  • Create Multi-Destination Packages
  • Create Detailed itinerary
  • Enter Hotel, Sightseeing, and Transfer information
  • Pricing in multi Currency
  • Upload Multiple Images


  • Lead wise Report
  • Quotation Reports
  • Customer Report
  • Pending Payment Report


  • Maintain complete hotel information with a rate sheet
  • Maintain Transportation Cost
  • Maintain complete information of Entrance with ticket cost
  • Maintain complete information of Activities with ticket cost
  • Maintain complete information guide charge

Finance Module

  • Create payment requisition generation request
  • Auto payment reminder for supplier and clients
  • Choose payment type Full Payment | Partial Payment | On Credit
  • Manage cost to client and cost to company
  • Send payment receipt
  • Send booking vouchers

Invoice Generation

  • Generate Performa & Tax Invoice
  • Define all types of taxes 
  • Capturing of Booking Details
  • Generate Corporate Invoice Payment Tracking
  • Print , Email , Download

Document Management

  • Maintain customer document master
  • Maintain vendor document master
  • Maintain guest document master
  • Any information can View/Download and Send
  • The document can be attachment with booking

Complaint Management

  • Users can be lodge any complaint
  • Option to change Complain Status
  • Remarks Column is available for further Analysis
  • Based on services, Supplier rating can be defined

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