Leads and enquiries
Capture every enquiry with contact details, travel intent and source, then move it through your pipeline with stages, priorities and team assignment.
CRM for travel agencies
Run your agency's complete workflow — from lead to customer
Interscale Travel CRM brings your entire operational pipeline into one system: capture enquiries, schedule follow-ups, build quotations, convert them into bookings, and track payments and customers — without juggling spreadsheets.
Lead
Follow-up
Quotation
Booking
Payment
Customer
Product
Everything your agency's operations need, in one place
Every stage of a travel enquiry is handled inside a single workspace, so nothing falls through the cracks between your team's first call and the final payment.
Follow-ups and reminders
Schedule follow-ups and reminders so no enquiry goes cold. Booking reminders and a notification inbox keep the whole team on track.
Quotations and itineraries
Build professional quotations with day-by-day itineraries, hotels, sightseeing, transportation and inclusions — then share a web link or PDF.
Bookings and operations
Convert a confirmed quotation into a booking, add travellers, services, itineraries and schedules, and keep costs, documents and notes together.
Payments and customers
Track payment schedules, receipts and refunds against each booking, and keep a single customer profile that links every lead, quotation and booking.
Team and access control
Invite team members with role-based permissions and permission templates, so each person sees only what their job needs. Every change is logged.
How It Works
A clear flow from first enquiry to loyal customer
Capture a lead
Log the enquiry with contact and travel details. Every lead keeps a timeline of notes, follow-ups and quotations.
Schedule follow-ups
Set reminders so the team follows up at the right time. Nothing slips between busy days.
Build and share a quotation
Create a day-by-day itinerary with hotels and services, then share a public web link or a downloadable PDF.
Convert to a booking
Turn the confirmed quotation into a booking in one step, carrying the itinerary and traveller details forward.
Manage travellers and suppliers
Organise travellers, services, itineraries and vendor costs as the trip takes shape.
Track payments and documents
Follow payment schedules, attach documents and keep reminders — so collections and paperwork are handled on time.
Quotation Experience
Professional quotations your clients can act on
Build a complete quotation with an itinerary your clients can visualise, then deliver it as a link or a branded PDF — and track whether they viewed it.
Itinerary builder
Compose day-by-day itineraries with hotels, sightseeing, transportation and add-on services.
Share and track
Send a public weblink clients can view and accept, or a PDF for email — and see whether the link was opened.
Inclusions, exclusions and terms
Set what's included, what's not, and the terms, so the quotation is complete and unambiguous.
Versioned quotations
Keep versions of every quotation so you can see what was quoted, when, and to whom.
Operations
Manage confirmed bookings without the paper trail
Once a quotation becomes a booking, everything needed to operate the trip lives in one workspace — from traveller documents to final payment.
Travellers and services
- Travellers — profiles, types and visa status
- Booking services — hotels, transfers, activities and more
- Itineraries — day-by-day schedules you can reorder
Costs and payments
- Payment schedules — plan when clients pay
- Payments and refunds — record receipts and reversals
- Costs — capture supplier costs against each service
Documents and communication
- Documents — attach and manage files per booking
- Notes and history — a full timeline of changes
- Reminders — booking reminders keep collections moving
Modules
Reusable master data that ends repeat typing
Store your destinations, hotels and services once as master records, then reuse them across quotations and bookings — so your team quotes faster and consistently.
Destinations and cities
- Destinations with their own itineraries
- City records linked to destinations
Hotels and room types
- Hotel profiles with room types and meal plans
- Hotel images and details
Vehicles, cruises and sightseeing
- Vehicle types with images
- Cruise profiles and room types
- Sightseeing records with presentations and activities
Airlines and add-on services
- Airline master with logos
- Add-on services for quotations
Visa types
- Visa type records for travellers
Shared system records
- Admin-managed global master records across all companies
- Hide or restore records when they're no longer needed
Team and Permissions
Give every team member the right level of access
Interscale Travel CRM is built for teams. Each company works in its own isolated account, and you control exactly what each user can see and do.
Users and roles
- Add team members and assign roles
- Owner, manager, sales, data-entry and view-only style roles
Permissions and templates
- Granular permissions across every module
- Reusable permission templates for quick onboarding
Accountability
- Activity logs record who did what
- Tenant isolation keeps each company's data separate
Benefits
Built for how agencies actually work
Less repeated data entry
Masters and saved templates mean you don't re-type hotels, destinations or itinerary days for every quotation.
Organised follow-ups
Reminders and a notification inbox make it easy to stay on top of every open enquiry and booking.
Faster quotation preparation
Build itineraries from reusable records and send them as a weblink or PDF in minutes.
Centralised customer information
Every lead, quotation, booking and payment for a customer stays linked to one profile.
Clearer booking operations
Travel, payments, documents and costs are together in one booking workspace instead of scattered threads.
Payment visibility
Track what's been paid, what's due and what's refunded for each booking and each vendor.
Controlled staff access
Roles and permissions decide who can view, edit or manage each part of the business.
FAQ
Frequently asked questions
What is Interscale Travel CRM?
A web-based CRM built for travel agencies that manages the full operational workflow — leads, follow-ups, quotations, bookings, payments and customers — in one system.
Who is it designed for?
Travel agencies and tour operators that want to move their enquiry-to-payment workflow out of spreadsheets and email threads into a single shared workspace.
Can it manage quotations and itineraries?
Yes. You can build day-by-day itineraries with hotels, sightseeing, transportation and services, add inclusions, exclusions and terms, and keep versions of each quotation.
Can quotations be shared through a web link?
Yes. Each quotation can be shared as a public weblink that clients can open, review and accept, or delivered as a downloadable PDF.
Can bookings and payments be tracked?
Yes. Convert quotations into bookings, manage travellers and services, and track payment schedules, payments and refunds — for clients and for vendors.
Can multiple team members use the CRM?
Yes. Add users, assign them to leads and bookings, and keep everyone on the same data inside one company account.
Does it support roles and permissions?
Yes. Granular permissions, roles and reusable permission templates control what each team member can view and do, and activity logs keep a record of changes.
Where do existing users log in?
Current customers sign in at the application login page: app.travelagencycrm.in/login.
Ready to organize your travel business?
Start managing leads, quotations, bookings and payments in one place.
Go to App