Features
Everything your agency runs on.
From the first enquiry to the last receipt, in one system with your name on it. Every feature is included in one price.
Leads
Every enquiry on one board.
From the first call to won, with nothing lost in a WhatsApp chat.
- A board from new to won, or a list when you prefer
- What they want: flights, tours, visas, insurance and more, several per enquiry
- Every call, note and change kept on the enquiry
- Hand an enquiry to a colleague
- Cancel with a reason, so you learn why enquiries are lost
- Turn a won enquiry into a customer in one step
Customers
One record for each customer.
Everything they have asked for, booked and paid, in one place.
- Add, correct and look up customers, with a warning before a duplicate is made
- Company name for business travellers
- Passport numbers encrypted; only staff you allow can reveal one, and every reveal is recorded
- Their documents kept with them
- A statement of everything invoiced and paid
Packages and quotes
Price a trip once, quote it many times.
Build packages from your own destinations, hotels and suppliers.
- Cost every hotel, transfer and activity, and set your margin
- Prices per traveller, adults and children
- Itineraries laid out day by day
- Quotes as PDFs on your letterhead, downloaded or emailed
- Mark each quote open, accepted or rejected
- Turn an accepted quote into an invoice
Invoices and payments
GST invoicing, done properly.
Numbering, tax and paperwork that stand up when your CA looks.
More about GST invoicing- Consecutive invoice numbers for each financial year
- CGST and SGST, or IGST, from the place of supply
- Issued invoices locked; corrections through credit notes
- Part payments with numbered receipts, and refunds
- More than one GST registration, each with its own numbers
Reports
See how the agency is doing.
The numbers an owner asks for, without building a spreadsheet.
- Revenue over time
- Where your enquiries come from
- What customers ask for, by type of booking
- Your best customers and best-selling packages
- Everything downloadable to Excel for your accountant
Team and roles
Everyone sees what they need, and no more.
Invite your staff and decide what each role can see and do.
- Roles for owners, agents, accountants and anyone else you define
- Agents see their own leads; accountants see billing
- Every sign-in, invoice, refund and permission change written to a log nobody can edit
Your brand
Your agency, not ours.
Customers and staff see your name everywhere.
- Your own web address, youragency.tripitrail.com
- Your logo and colours on every screen
- Your letterhead on every invoice, quote, receipt and credit note
See it with your own enquiries.
Book a demo, or try every feature free with your own workspace.