If you run a travel agency in India, you already know the pain: leads come in from WhatsApp, Instagram DMs, website forms, and walk-ins. You juggle Excel sheets, forward messages between team members, and lose track of who got a quote and who didn’t. Half your follow-ups fall through the cracks.

A CRM fixes that. But not just any CRM. Travel agencies have a very specific workflow: enquiry → qualification → proposal → payment → pre-trip communication → post-trip feedback. Most generic CRMs don’t understand this flow. They’re built for SaaS companies or e-commerce stores, not for someone selling a 7-day Rajasthan package to a family of five.

This guide breaks down the best CRM options for travel agencies in India for 2026. We’ve tested, compared, and ranked 11 tools based on what actually matters for travel businesses: lead capture from WhatsApp, enquiry-to-booking pipelines, automated follow-ups, group booking management, and pricing that makes sense for Indian travel companies.

What Travel Agencies Actually Need in a CRM

Before jumping into the tools, let’s get clear on what you should look for. A travel agency CRM is not the same as a generic sales CRM. Here’s what separates a good fit from a bad one:

Lead Capture from WhatsApp

In India, WhatsApp is where 80%+ of travel enquiries start. Someone sends “Hi, I want a Manali trip for 4 people in March” on WhatsApp, and that’s your lead. Your CRM needs to capture these conversations automatically, not require your team to manually copy-paste contact details into a separate system. Look for WhatsApp Business API integration that logs conversations and creates leads without extra steps.

Enquiry-to-Booking Pipeline

Travel sales follow a clear path: new enquiry → qualification (budget, dates, group size) → proposal sent → negotiation → payment → confirmed booking → pre-trip documents → post-trip follow-up. Your CRM pipeline stages should mirror this exact flow. Generic pipelines with stages like “Prospecting” and “Closed Won” don’t tell your team anything useful.

Automated Follow-ups

A family enquires about a Kerala trip on Monday. By Thursday, if nobody followed up, they’ve already booked with another agency. Automated follow-ups via WhatsApp and email (proposal reminders, payment nudges, pre-trip checklists) are not optional. They’re the difference between a 15% and 40% conversion rate. Good email marketing automation for travel agencies can handle most of this on autopilot.

Group Booking Management

Travel agencies deal with group bookings constantly: corporate offsites, family reunions, college trips. You need to track multiple travellers under one booking, manage room allocations, handle partial payments, and communicate with one point of contact while keeping records for everyone.

Pricing That Works for Indian Agencies

Most Indian travel agencies are small teams of 3-15 people. Paying $50-100/user/month for Salesforce doesn’t make sense when your average booking margin is ₹5,000-15,000. The CRM needs to be affordable or offer a pricing model that scales with your actual revenue.

11 Best CRMs for Travel Agencies in India (2026)

Here’s the comparison table first, then we’ll go deep on each tool.

2. LeadSquared: Best for High-Volume Lead Management

🏆 Best for: Large agencies handling 500+ enquiries/month

LeadSquared is an Indian SaaS company that’s carved out a strong position in lead management. If your agency generates a massive number of leads from Google Ads, Meta ads, and website forms, LeadSquared’s lead scoring and distribution engine is genuinely excellent.

The platform automatically scores leads based on activity (website visits, email opens, form fills) and routes them to the right sales agent. For agencies with 10+ salespeople, this prevents leads from sitting unattended.

Key features:

• Lead scoring and auto-distribution
• Marketing automation with email and SMS
• Telephony integration (Ozonetel, Knowlarity)
• Custom lead forms and landing pages
• Mobile app for field sales

Pricing: Starts at ₹1,250/user/month. No free plan. 15-day trial available.

Drawback: WhatsApp integration exists but isn’t as deep as CampaignHQ’s. It’s more of a notification channel than a full conversation platform. Also, the per-user pricing gets expensive fast for growing teams.

3. Zoho CRM: Best All-in-One Suite

🏆 Best for: Agencies wanting CRM + accounting + helpdesk in one ecosystem

Zoho CRM is the Swiss Army knife option. On its own, it’s a solid CRM with workflow automation, deal pipelines, and reporting. But the real value is the Zoho ecosystem: Zoho Books for accounting, Zoho Desk for customer support, Zoho Social for social media, Zoho Campaigns for email marketing. If you want everything under one roof with one login, Zoho makes a strong case.

For travel agencies specifically, you can customize modules to track itineraries, link bookings to customer records, and build custom reports on revenue by destination or trip type.

Key features:

• Customizable modules and fields
• Workflow automation (triggers + actions)
• Blueprint: process compliance for sales teams
• Integration with 45+ Zoho apps
• AI assistant (Zia) for predictions and anomalies

Pricing: Starts at ₹800/user/month. Free plan for up to 3 users.

Drawback: The sheer number of features can be overwhelming. Setup takes time, and you’ll probably need a Zoho consultant for initial configuration. WhatsApp integration requires Zoho’s partnership channel or third-party tools.

4. Freshsales: Best AI-Powered Sales CRM

🏆 Best for: Tech-savvy agencies wanting AI-driven insights

Freshsales (by Freshworks, another Indian SaaS success story) brings AI into the CRM with their Freddy AI engine. It predicts deal outcomes, suggests next actions, and auto-enriches contact profiles. The built-in phone and email tracking mean your sales team doesn’t need separate tools for calling or emailing prospects.

For travel agencies, the visual sales pipeline is clean and intuitive. You can set up stages matching your booking flow and get AI-powered forecasts on expected bookings for the month.

Key features:

• Freddy AI for lead scoring and deal insights
• Built-in phone with call recording
• Email tracking and templates
• Visual pipeline with drag-drop deals
• Workflow automation

Pricing: Starts at ₹999/user/month. Free plan for up to 3 users.

Drawback: WhatsApp integration is limited. You’ll need Freshchat or a third-party connector. The AI features are most useful when you have 6+ months of data in the system.

5. JEEVA CRM: Best Travel-Specific CRM

🏆 Best for: Agencies wanting a CRM built specifically for travel

JEEVA is one of the few CRMs designed from the ground up for travel agencies and tour operators. It includes an itinerary builder, supplier database, booking management, and customer portal. You don’t need to customize pipeline stages or create custom fields for “destination” and “travel dates” because they’re already there.

The itinerary builder is the standout feature. You can create professional PDF itineraries with day-wise plans, hotel details, inclusions/exclusions, and pricing, all from within the CRM. For agencies that spend hours formatting itineraries in Word or Canva, this saves real time.

Key features:

• Built-in itinerary builder with PDF export
• Supplier and vendor management
• Booking calendar with availability tracking
• Customer portal for trip details
• Payment tracking with partial payment support

Pricing: Starts at ₹500/user/month. No free plan, but they offer a demo.

Drawback: Limited marketing automation. You’ll still need a separate tool for email campaigns and WhatsApp marketing. The interface feels dated compared to modern SaaS products. Integration options with third-party tools are limited.

6. Kapture CRM: Best for Customer Support Focus

🏆 Best for: Agencies with post-booking support teams

Kapture CRM is an Indian platform that’s strong on the customer service side. If your agency deals with a high volume of post-booking queries (flight changes, hotel issues, visa problems), Kapture’s ticketing system and SLA management keep things organized.

It also offers field agent tracking, which is useful for agencies that have on-ground coordinators at destinations. You can track where your team members are and assign tasks based on proximity.

Key features:

• Omnichannel ticketing (email, chat, social, phone)
• SLA management and escalation rules
• Field agent tracking with GPS
• Knowledge base for common queries
• Customer satisfaction surveys

Pricing: Starts at ₹1,499/user/month. No free plan.

Drawback: More of a customer service platform than a sales CRM. Lead management and marketing automation are basic. You’d likely need to pair it with another tool for the sales side.

7. HubSpot CRM: Best Free CRM with Marketing Tools

🏆 Best for: Agencies investing heavily in inbound/content marketing

HubSpot’s free CRM is genuinely generous: unlimited users, up to 1 million contacts, deal tracking, and basic email marketing. For a travel agency just starting with CRM, it’s hard to beat the price (free). The paid Marketing Hub adds landing pages, blog hosting, SEO tools, and advanced automation.

The issue for Indian travel agencies is that HubSpot was built for the Western market. WhatsApp integration is an add-on through partners, and the paid plans get expensive quickly in INR terms. The Starter plan is ₹1,600+/month, and you’ll likely need Professional (₹40,000+/month) for meaningful automation.

Key features:

• Free CRM with contact management and deals
• Email marketing with templates
• Landing page builder
• Meeting scheduler
• Reporting dashboard

Pricing: Free CRM. Paid plans from $20/user/month (Starter).

Drawback: Expensive at scale for Indian businesses. WhatsApp is not native. The free plan has HubSpot branding on forms and emails.

8. Pipedrive: Best Visual Pipeline CRM

🏆 Best for: Small agencies wanting simple, visual deal tracking

Pipedrive is all about the pipeline view. It’s a drag-and-drop board where you move deals through stages, and it does this better than almost anyone. For a travel agency owner who wants to see at a glance how many proposals are pending, how many payments are due, and which trips are confirmed, Pipedrive’s interface is clean and fast.

It’s not trying to be an all-in-one platform. It’s a sales CRM, and it does that one thing well.

Key features:

• Visual drag-drop pipeline
• Activity-based selling (reminders, tasks)
• Email integration and tracking
• Custom fields and filters
• Mobile app with offline access

Pricing: Starts at $14/user/month. No free plan, 14-day trial.

Drawback: No built-in marketing automation. No WhatsApp integration. Email features are basic compared to dedicated email tools. Priced in USD, which makes it expensive when the rupee is weak.

9. Salesforce: Best for Enterprise Travel Companies

🏆 Best for: Large travel companies with 50+ employees and complex operations

Salesforce is the 800-pound gorilla of CRM. It can do virtually anything you want, but the keyword is “can.” Getting it to actually do what you need requires significant setup time, a Salesforce admin (or consultant), and ongoing investment in customization.

For a large travel company or TMC (travel management company) with complex approval workflows, multi-department operations, and enterprise reporting needs, Salesforce is the gold standard. For a 5-person travel agency in Jaipur, it’s overkill.

Key features:

• Infinitely customizable with AppExchange
• Advanced reporting and dashboards
• Multi-department workflow automation
• AI with Einstein
• Massive integration ecosystem

Pricing: Starts at $25/user/month (Essentials). Most agencies would need Professional at $80/user/month.

Drawback: Expensive. Complex. Requires technical expertise or a consultant. Overkill for small and mid-size travel agencies.

10. Bitrix24: Best Free All-in-One Platform

🏆 Best for: Budget-conscious agencies wanting CRM + project management

Bitrix24 offers a remarkable amount for free: CRM, project management, website builder, video calls, and team chat for unlimited users. If your agency needs collaboration tools alongside CRM and has zero budget, Bitrix24 is worth exploring.

The platform covers a lot of ground but doesn’t go deep on any single area. The CRM is functional but not as polished as Pipedrive or Freshsales. Project management works but isn’t as good as Asana or Monday.

Key features:

• Free CRM for unlimited users
• Project management with Kanban and Gantt
• Built-in telephony
• Website and landing page builder
• Team collaboration (chat, video, docs)

Pricing: Free plan with basic features. Paid plans from $49/month (5 users).

Drawback: Interface is cluttered and has a steep learning curve. Performance can be slow. WhatsApp integration requires paid plans and third-party connectors.

11. TravelPerk: Best for Corporate Travel Management

🏆 Best for: Agencies managing corporate travel programs

TravelPerk is different from the others on this list. It’s not a traditional CRM. Instead, it’s a corporate travel management platform that handles booking, expense tracking, and travel policy compliance. If your agency primarily serves corporate clients and manages their business travel, TravelPerk streamlines the entire process.

It includes a booking engine for flights and hotels, automated expense reports, and travel policy enforcement so employees can only book within approved budgets.

Key features:

• Integrated booking for flights, hotels, and trains
• Travel policy compliance and approvals
• Expense management and reporting
• Traveller profiles and preferences
• 24/7 customer support

Pricing: Free plan for basic booking. Premium plans with custom pricing.

Drawback: Not a CRM in the traditional sense. No lead management or sales pipeline. Best as a complement to a CRM, not a replacement. Limited presence in the Indian domestic travel market.

How to Choose: A Quick Decision Framework

Still not sure which CRM fits your agency? Here’s a quick way to decide:

If WhatsApp is your primary lead source → CampaignHQ. No other CRM on this list treats WhatsApp as a first-class channel the way CampaignHQ does. Combined with email automation at AWS SES pricing, it’s the best value for Indian travel agencies.

If you get 500+ leads/month from ads → LeadSquared. The lead scoring and auto-distribution engine handles high volume better than anything else on this list.

If you want one vendor for everything → Zoho CRM. The ecosystem play is unmatched.

If you need travel-specific features out of the box → JEEVA CRM. Itinerary builder and booking management without customization.

If you’re a large enterprise → Salesforce. You already know this.

If you have zero budget → Bitrix24 or HubSpot free. Start here, upgrade later.

For most Indian travel agencies doing ₹50 lakh to ₹5 crore in annual bookings, CampaignHQ or Zoho CRM will cover 90% of your needs at a fraction of what you’d pay for HubSpot or Salesforce.

Setting Up Your Travel CRM: The Booking Pipeline

Whichever CRM you pick, set up your pipeline stages to match the actual travel booking flow:

Stage 1: New Enquiry – Lead comes in via WhatsApp, website form, phone call, or walk-in. CRM captures contact details and trip requirements automatically.

Stage 2: Qualification – Your team confirms budget range, travel dates, group size, and preferences. Disqualify leads that don’t match your offerings (e.g., someone wanting a ₹5,000 international trip).

Stage 3: Proposal Sent – Itinerary and pricing shared with the client. This is where automated follow-ups matter most. Set reminders at 24 hours, 72 hours, and 7 days after sending the proposal.

Stage 4: Negotiation – Client requests changes to the itinerary or pricing. Track all revisions in the CRM so your team has context.

Stage 5: Payment – Partial or full payment received. Track payment milestones (advance, balance due, final payment) with automated reminders.

Stage 6: Confirmed Booking – Trip is confirmed. Trigger pre-trip communication: visa checklists, packing guides, destination tips, hotel confirmations.

Stage 7: Post-Trip – After the trip, send feedback surveys, request Google reviews, and add the client to your repeat-traveller nurture sequence for future trips.

This seven-stage pipeline works for leisure travel, corporate travel, and group tours. Map it in your CRM on day one, and your team will always know exactly where every deal stands.

To make the most of stages 1 and 6, you’ll want solid hotel and hospitality email marketing strategies in place.

Frequently Asked Questions

What is the best CRM for a small travel agency in India?

For small travel agencies (1-10 people), CampaignHQ and Zoho CRM offer the best balance of features and pricing. CampaignHQ is ideal if most of your leads come through WhatsApp, since it offers native WhatsApp Business API integration combined with email marketing at very low per-email costs via AWS SES. Zoho CRM works well if you want an all-in-one business suite. JEEVA CRM is also worth considering if you want travel-specific features like itinerary building without any customization.

Do travel agencies really need a CRM or is Excel enough?

Excel works when you’re handling 5-10 enquiries per week. Once you cross 20-30 enquiries per week, things break: you forget to follow up, proposals get lost, and there’s no way to automate reminders. A CRM doesn’t just organize data. It automates the repetitive work (follow-up emails, payment reminders, pre-trip checklists) that directly impacts your booking conversion rate. Agencies that switch from Excel to a CRM typically see a 20-30% increase in conversions just from better follow-up discipline.

How much does a CRM for travel agencies cost in India?

Costs range widely. Bitrix24 and HubSpot offer functional free plans. Travel-specific tools like JEEVA CRM start at ₹500/user/month. CampaignHQ starts at ₹999/month (not per user) with email costs as low as ₹70 per 1,000 emails via AWS SES. Mid-range options like Zoho and Freshsales run ₹800-1,500/user/month. Enterprise tools like Salesforce start around ₹2,000/user/month and go much higher. For most Indian travel agencies, budget ₹2,000-5,000/month total for a CRM solution.

Can I use WhatsApp with my travel agency CRM?

Yes, but the depth of integration varies greatly. CampaignHQ offers native WhatsApp Business API integration where you can send template messages, automate WhatsApp sequences, and capture leads directly from WhatsApp conversations. Zoho and Freshsales offer WhatsApp through partner integrations or their chat products. HubSpot and Salesforce require third-party connectors like Gallabox or Wati. Pipedrive and Bitrix24 have limited WhatsApp support. If WhatsApp is central to your sales process (and for most Indian travel agencies, it is), prioritize CRMs with native WhatsApp support.

Should I pick a travel-specific CRM or a general CRM?

It depends on your biggest pain point. If you need itinerary building, supplier management, and booking-specific workflows out of the box, a travel-specific CRM like JEEVA saves you setup time. But travel-specific CRMs usually lack strong marketing automation. If your main challenge is lead management, automated follow-ups, and multi-channel communication (WhatsApp + email), a general CRM like CampaignHQ or Zoho with custom pipeline stages will serve you better. Many agencies use a hybrid approach: a general CRM for sales and marketing, plus a travel-specific tool for itinerary creation and booking operations.

Final Verdict

The best CRM for your travel agency depends on your size, budget, and where your leads come from. But if we had to pick just one recommendation for the average Indian travel agency in 2026, it would be CampaignHQ. The combination of native WhatsApp Business API, email marketing at AWS SES pricing (roughly 10x cheaper than competitors), and a pipeline built for Indian business workflows makes it the strongest fit.

For larger operations or those wanting an enterprise-grade ecosystem, Zoho CRM and LeadSquared are solid runners-up. And if you specifically need travel operations tools (itinerary building, supplier management), add JEEVA CRM to handle that side while using CampaignHQ or Zoho for sales and marketing.

Stop losing leads in WhatsApp chat histories and Excel sheets. Pick a CRM, set up your booking pipeline, and start converting more enquiries into confirmed trips.