The WhatsApp CRM built for travel agencies
Deals in travel happen in WhatsApp — but chats on personal phones aren't a system. Yuktar gives them structure: shared inbox, contact timelines, pipeline stages.
Chats are where your deals already live
Flight PNRs, hotel vouchers and payment confirmations are scattered across personal WhatsApp threads. When a client calls, finding their file takes longer than the call. And the cost compounds: handovers fail, promises get lost, and nobody can say what the pipeline actually looks like this week.
The change isn't a new habit — it's where the chats live. Same conversations, now with assignment, history and a pipeline behind them. "Automate quote follow-up sequences so no enquiry goes cold" stops depending on whoever remembered it last.
The switch, step by step
- 1
One number, whole team
Connect an official WhatsApp Business API number; everyone answers from a shared inbox with internal notes customers never see.
- 2
Chats become contact records
Tags, custom fields and a timeline of every WhatsApp, email and SMS touch — retrievable when the travel client calls back months later.
- 3
Pipeline everyone can see
Drag-and-drop stages with lead scoring — deal state stops living in one person’s head.
- 4
Stage changes trigger follow-ups
Move a deal, fire a sequence. In practice: an enquiry for a Bali honeymoon arrives — Yuktar logs it, you send the quote, and automated day-2 and day-5 follow-ups run until the client replies.
What no-CRM WhatsApp costs
Every trip lives in a different chat
Flight PNRs, hotel vouchers and payment confirmations are scattered across personal WhatsApp threads. When a client calls, finding their file takes longer than the call.
Past travellers are a goldmine nobody mines
Your best prospects already travelled with you. Without seasonal campaigns to segmented past clients, that goodwill produces zero repeat bookings.
The structure, piece by piece
Shared WhatsApp inbox
Multiple teammates on one official number with assignment, notes and full history the business keeps.
Broadcast seasonal packages to segments
Broadcast seasonal packages to segments like honeymooners or family travellers — tracked on stages, not in memory.
Track enquiries by destination and
Track enquiries by destination and stage on a visual pipeline, triggered automatically by pipeline movement.
Leaver-proof by design
When someone leaves, reassign their contacts — every thread, note and deal stays with the business.
WhatsApp messages travel agencies can copy today
Written for this industry, compliant with Meta template rules — replace the variables and submit for approval.
Quote follow-up (day 2)
Hi {{name}}! Following up on your {{destination}} itinerary ({{nights}} nights, ₹{{amount}}). Flights at that fare are holding for now. Anything you'd like tweaked — hotels, pace, budget? I can revise it today.
Payment & voucher confirmation
{{name}}, payment received ✅ Your {{destination}} trip is confirmed! Attached: flight tickets, hotel vouchers and day-wise itinerary. Save this chat — your trip coordinator {{agent}} is one message away throughout.
Run these through your CRM from week one
- Track enquiries by destination and stage on a visual pipeline
- Send payment reminders and booking confirmations automatically
- Send itineraries, vouchers and tickets as rich media in WhatsApp
- Automate quote follow-up sequences so no enquiry goes cold
100%
of client history in one searchable inbox
Day 2 & 5
automated quote follow-ups that close deals
Frequently asked questions
What happens to chats when a team member leaves?
Nothing is lost — conversations belong to the workspace, not personal phones. Reassign their contacts and every thread, note and deal stays intact.
How does quote follow-up automation work?
When you move an enquiry to “Quote sent”, a sequence can start automatically: a day-2 check-in, a day-5 nudge with social proof, and a final-price reminder — pausing the moment the client replies.
Can I segment past travellers for campaigns?
Yes. Tag clients by destination, budget and travel type, then send targeted seasonal broadcasts — summer Europe to honeymooners, winter Dubai to families — from the campaigns module.
Is the free plan a real CRM?
Yes — shared inbox, pipeline and core messaging are free forever. Paid plans (from ₹499/month) add volume and advanced automation.
One WhatsApp your travel team closes deals from
Inbox, pipeline and automation in one setup session. Free forever plan — no credit card.
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