Travel CRM & Accounting Hub

1. Overview

The Travel CRM & ERP Hub connects front-desk sales with back-office financial accounting. From tracking customer inquiries to generating GST-compliant invoices and reconciling multi-currency supplier statements, the CRM gives agency owners total visibility over business performance.

2. How to Access

Access the CRM directly at /crm or click CRM Hub in your agency navigation bar.

3. Core Modules

A. Sales Pipeline & Leads (Kanban)

Track prospective traveler inquiries across visual Kanban stages (New Lead, Proposal Sent, Negotiation, Won, Lost). Use the quick parser to import unstructured inquiries from WhatsApp or email directly into actionable lead cards.

B. GST Sales Invoices & Credit Notes

Generate tax invoices with automatic CGST, SGST, and IGST rate computations according to your customer's billing state. Support for reverse charges, air ticket commission margins, service fee items, and credit note adjustments.

C. Supplier Management & Purchase Bills

Maintain profiles and financial ledgers for airlines, consolidators, hotel chains, and local DMCs. Record incoming supplier bills and track outstanding payables with bill allocation tools.

D. Banking, Cash Accounts & Bank Reconciliation

Manage checking accounts, petty cash drawers, and agency credit cards. Import bank statement CSVs and use the side-by-side reconciliation interface to match payments against invoices and bills.

E. Double-Entry General Ledger & Reports

Financial statements update automatically with every invoice and payment:

• Profit & Loss (P&L): Real-time operational revenues minus flight/hotel costs and agency overheads.
• Balance Sheet & Trial Balance: Accurate balances across assets, liabilities, and equity.
• Client Statement of Account (SOA): Detailed running ledgers exportable as PDF for corporate and retail customers.
• GST Compliance Reports: Exportable B2B, B2C, and credit note summaries formatted for GSTR-1 preparation.

F. Mail Delivery & Receipt Tracker

Monitor client engagement on sent invoices and proposals using the built-in Mail Activity Tracker at /tools/mail-tracker. Track open counts, first opened timestamps, and link clicks.

4. Agency Workflow Summary

1. Capture the traveler inquiry in Sales Leads.
2. Generate a proposal via Itinerary Studio or Quotes.
3. Upon confirmation, convert the quote to a Sales Invoice.
4. Issue the airline ticket via Ticket Studio or accommodation voucher via Hotel Voucher.
5. Record incoming payments from the client and allocate payments to your supplier bill in Accounts.