A family asks about a package at 9 pm. By morning, they have booked with someone faster.
FOR TRAVEL AGENCIES AND TOUR OPERATORS
Progbiz is a CRM system for travel agency teams. Every tour enquiry from WhatsApp, Facebook, Instagram, calls, and your website lands in one list, goes to the right agent in seconds, and gets a follow-up reminder on time. As CRM software for travel agency sales teams, it helps you reply first, quote faster, and close more trips.
Watch a tour enquiry reach the right agent, get a quote on WhatsApp, and end with a booking and a follow-up date.
Progbiz CRM is cloud CRM software made by Progbiz Private Limited, a software and digital marketing company in Kannur, Kerala. It runs on the web and mobile and connects with WhatsApp, Facebook Lead Ads, Instagram, and 3CX.
A CRM for a travel agency is software that keeps every tour enquiry, quote, call, and follow-up in one place. Instead of enquiries sitting in different agents' phones, the whole team sees who asked, what was quoted, and when to call back. It handles your sales side, not flight or hotel bookings.
Travel agencies usually lose bookings to slow replies and missed follow-ups, not to price.
A family asks about a package at 9 pm. By morning, they have booked with someone faster.
The enquiry came to one agent's personal WhatsApp. That agent is on leave, and nobody else knows it exists.
The quote went out, the customer said "we'll discuss at home," and nobody called back.
You spend on ads every month, but nobody can say which campaign brought paying travellers.
TOUR ENQUIRIES
Progbiz collects every tour enquiry, from WhatsApp, calls, ads, forms, and walk-ins, into one list with its source attached.
A traveller writes on WhatsApp after office hours. Their first message opens an enquiry on its own, and the chat waits for the first agent in the morning. This makes WhatsApp for travel agents a team channel, not one person's phone.
With 3CX connected, the caller's details appear on screen as the phone rings. If nobody picks up, the call still becomes an enquiry, with the recording attached.
Facebook and Instagram travel leads arrive the moment someone fills your lead form, tagged with the campaign that brought them. Holiday package enquiries from every ad land in the same list.
Your enquiry form filters out spam, and the traveller gets an email confirming their request reached you.
Staff add walk-ins with a short form, and Progbiz warns them if the customer already exists. Older lists come in through Excel, and tools like Zapier can send enquiries in automatically.
SALES DESK FEATURES
Progbiz shows your travel sales team who to call, when, and why.
WhatsApp, Facebook, Instagram, website, calls, and walk-ins all feed one list, so no enquiry sits unseen in someone's phone.
New enquiries are shared out by turn or by branch. The agent and the manager both get a phone alert. A traveller who enquired before goes back to the agent they spoke with last time.
Set a limit, like 15 minutes. If it passes, an alert goes out, and the enquiry can move to someone free.
Separate lists show follow-ups due today, overdue, and coming up, with overdue ones in red. These follow-up reminders mean no quote is left hanging.
Call recording saves each conversation on the traveller's record. The Call Desk lists every call, answered or missed.
Calls, notes, quotes, and the next callback date sit in one record. Any agent can pick up where the last one left off.
Tag each enquiry Hot, Warm, Cold, Not Connected, or Not Reachable, and update it after every call. When an enquiry is lost, agents record the reason, so patterns like price or dates become clear.
Pick a trigger, like a new enquiry or a saved quote, and Progbiz sends a WhatsApp, email, or SMS by itself, with each message logged.
Move all of one agent's enquiries to a colleague in one step, with their reminders included. High-value sources, like corporate or group tours, can stay visible only to the team that handles them.
See enquiries, bookings, and reply speed for every agent and branch, ready to export to Excel. This is travel lead management you can measure.
QUOTES AND INVOICES
Progbiz turns an enquiry into a tour package quotation in one click and sends it as a PDF on WhatsApp or email.
A traveller asks what a Dubai family package costs. Your agent opens the enquiry and creates the quote using the branch's own template and tax rules. For international packages, you can send a multi-currency quotation in the traveller's currency. When the traveller agrees, the quote becomes an invoice. If your accounts also run on Progbiz, the ledger updates without extra entry.
AD TRACKING
Progbiz shows the cost per enquiry and the cost per booking for each source side by side, so you know which ads fill seats.
Facebook and Instagram ad spend is updated every night. Each enquiry carries the campaign that brought it, so by morning you can see the lead source ROI of every destination ad, and which ads only brought clicks.
AI FOR YOUR TEAM
Progbiz uses AI to review recorded sales calls and to answer questions about your numbers.
Calls recorded on the mobile app or 3CX get an AI review.
It rates how ready the traveller seems to book (Hot, Warm, or Cold) with a confidence level from 1 to 10.
It also rates the agent on tone and handling objections, with a summary and a coaching tip.
Scores are advice only and never change what agents recorded.
Type a question like "How many Kerala package enquiries came from Instagram this week?" and get the answer. Each user sees only what they are allowed to see.
SUB-AGENTS AND FIELD VISITS
Progbiz shows which partners send you customers and proves that field visits happened.
CRM AND TASKS TOGETHER
The CRM and task tracking work as one system, so nothing falls through the gap between sales and operations.
A promised callback becomes a task on the right day, with the reminder already set.
A confirmed package can create tasks like document collection, with a checklist, linked to that customer.
A traveller complaint is logged as a task and passed between teams with its full history.
Enquiries handled and tasks finished are measured together.
FROM ENQUIRY TO BOOKING
Every enquiry in Progbiz moves through four clear stages: enquiry, callback and quote, booking, and next trip.
A traveller reaches out on WhatsApp, by phone, through an ad or your website, or at your office. The enquiry is saved with its source and assigned to an agent.
The agent calls back, grades the enquiry, and sends a package quote on WhatsApp.
The traveller confirms, and the quote becomes an invoice. Follow-on tasks, like document collection, are created for the team, and any partner commission is recorded.
Reports are updated, and the next follow-up is set, like a reminder before the next holiday season.
Mobile
The Progbiz mobile app lets agents, field staff, and managers work from anywhere.
AI EXTENSION
The Progbiz AI extension lets anyone on your team ask about an enquiry, quote, or booking in plain words and get the answer instantly. Nobody has to search through screens or call a colleague.
Type or speak your question in plain words, the way you’d ask someone on your team. The answer comes back in seconds.
Check where any traveller stands: new enquiry, quote sent, follow-up due, or booked. You don’t need to open the record or know which report to run.
Ask “How many bookings did the Kochi branch close this month?” or “Which ad brought the most enquiries this week?” and get the figure straight away, from your phone or desk.
Agents get answers about their own enquiries, managers about their team, and owners about every branch. Nobody sees what their role doesn’t allow.
SECURITY
Customer data security is built into how Progbiz stores and shows information.
Each agency has its own account, so its records stay apart from every other agency's.
Every page checks permission. Removing a role removes access everywhere.
Sensitive enquiry sources can be shown to selected teams only.
Access can be cut off immediately when an agent leaves.
Forms and incoming connections are verified to block spam.
GETTING STARTED
Setup takes four steps, and your team keeps working while it happens.
Your owner login and branches are created.
WhatsApp, 3CX, Facebook, and your website are connected.
Enquiry sources, follow-up statuses, and quote templates are set to your process.
Your team gets one training session, with sample data ready to practise on.
MULTI-BRANCH
Progbiz keeps each branch's customers separate while giving owners the full picture, the same way Progbiz ERP connects branches across a business. Branch managers see their branch, agents see their own enquiries, and owners see every branch on one screen. Referrals from sub-agents and partners are tracked too, with the commission shown on every booking. For a single office, the same system works as a tour operator CRM, with nothing taken away.
PRICE
The price depends on how many agents use it and which modules you choose. The CRM and task tracking can be bought together or separately. Ask for the plan sheet to see what each plan includes.
HOW TO CHOOSE
Choose a CRM that captures every enquiry on its own, reminds agents to follow up, and shows which ads bring bookings. Ask three questions before you decide:
If all three answers are yes, it fits your agency. See the full list of features in Progbiz CRM.
A CRM changes how fast you reply, how well you follow up, how quickly you quote, and how clearly you track ads.
| Without a CRM | With Progbiz CRM | |
|---|---|---|
| Reply time | Depends on who sees the message | A reply deadline, with automatic reassignment |
| Follow-ups | Remembered, or forgotten | Reminders on the day, overdue ones in red |
| Quotes | Typed from scratch | Created from the enquiry in one click |
| Ad tracking | Budget spent on guesswork | Cost per enquiry and booking for every source |
| Customer records | Leave with the agent | Stay with your agency |
Progbiz gives your team faster replies and a clear view of every sale.
Here's what our customers experienced.
Testimonials
Here's what our customers experienced.
As an proffesional academy that also offers degree programmes, we get student enquiries every day from Instagram, our website, and WhatsApp. Before Progbiz ERP, many of these got lost between calls and spreadsheets. Now every enquiry lands in Progbiz CRM, our counsellors get reminders for each follow-up, and we can see exactly which courses and ads bring in real admissions. With the WhatsApp API, students get quick replies, course details, and batch updates without our team typing the same message again and again. Progbiz ERP keeps our admissions, fee collections, and receipts in one place, so our office and accounts team finally work from the same numbers. The Progbiz team understood how an education business runs and set everything up around our process, not the other way round. We’d happily recommend them to any institute that wants to stop losing students to slow follow-ups.
Progbiz CRM makes running our hardware business so much easier. It's the best CRM for hardware companies. Easy to use, keeps our inventory organized, and helps us manage customers better. Their team really gets what we need. We highly recommend it to any hardware business.
Progbiz did an outstanding job developing our Lesol Solar software! Their team was professional, responsive, and truly understood our needs for a user-friendly solar solution. The software’s clean design and powerful features have streamlined our operations and impressed our clients. They delivered on time, provided excellent support, and made the process seamless. Highly recommend Progbiz for any software development needs—top-notch quality and service!
Answers to common questions about
our process, services, and how we work.
It is software that keeps every tour enquiry, quote, call, and follow-up in one place. The whole team sees each customer's history, so no enquiry is lost when an agent is busy or on leave. Managers can also see which leads became bookings and which ones went cold.
CRM software for travel agency teams helps you reply faster, follow up on time, and stop losing leads between agents. Progbiz assigns each enquiry in seconds, moves it if nobody replies within your set time, and reminds agents to call back. More travellers hear from you first, and fewer quotes are forgotten.
Yes. Progbiz collects enquiries from WhatsApp, Facebook Lead Ads, Instagram, your website, phone calls, and walk-ins into one list. Each enquiry is tagged with its source and campaign, so you know exactly where every traveller came from. Your agents work from one screen instead of checking five apps.
Yes. Agents create a quote from the enquiry in one click, using your branch's template and tax rules, and send the PDF on WhatsApp or email. When the traveller agrees, the quote becomes an invoice, so nothing is typed twice and every price stays on the customer's record.
Yes. Progbiz supports multiple currencies, with exchange rates set by branch and date. This suits agencies selling international packages, since travellers can see prices in their own currency. Ask during your demo to see how it works for the packages you sell most.
Yes. Record which sub-agent or partner referred each customer, and Progbiz tracks the commission owed on every booking. Reports show how many customers each partner sent and how many booked. Payouts become clear, and there is no separate spreadsheet to maintain or argue over at the end of the month.
Yes. You can start a free trial, with sample data ready so your team can practise real tasks like logging a call or sending a quote. You can also book a demo to see Progbiz set up for a travel agency, with your own enquiry sources and quote templates.
Progbiz CRM is built by Progbiz Private Limited in Kannur, Kerala. Our support team speaks your team's language and understands how travel agencies here sell, season after season.