Travel agency automation, without losing the personal touch
Travellers book with the agent who replies fast and remembers the details. Automation should take the retyping, chasing and calculating off your team so they can do exactly that. Here is what EzzySync automates, step by step - and what it deliberately leaves to a person.
Automated: getting the inquiry in
New inquiries from WhatsApp, Instagram DMs and your website form land as leads with their source, instead of being copied from chats into a sheet. Old Excel lists come across in one CSV import.
- Leads created from WhatsApp, Instagram DMs and website forms
- Source kept on every lead
- One-time Excel / CSV import
Automated: the paperwork
GST and totals are worked out on every quote. An accepted itinerary pre-fills the booking, the booking pre-fills the invoice, and on Agency Growth Razorpay payments are matched to the right booking.
- GST (SAC 998555) and per-person totals on quotes
- Itinerary → booking → invoice without retyping
- Razorpay payments matched to bookings
Automated: remembering
Every lead with a follow-up date shows up on the day it's due, grouped by priority, with a one-tap WhatsApp, call or email button. Nothing depends on someone's memory or a sticky note.
- Daily follow-up list per agent
- Priority / new / pending / no-action buckets
- Full history on each lead
Left to your team, on purpose
EzzySync reminds your agent to follow up and opens the chat - it does not fire off follow-up messages on its own. A generic automated nudge is how travellers learn to ignore an agency; a two-line personal message after checking their dates is how you win the booking.
- Follow-up messages are sent by your agent
- AI itinerary drafts are edited before sending
- Pricing decisions stay with you
How it works
- Step 1
Inquiry arrives and becomes a lead automatically
- Step 2
Agent builds the itinerary; GST quote is calculated
- Step 3
Accepted quote becomes a booking without retyping
- Step 4
Payments are logged or matched; invoice goes out on WhatsApp
Questions
- Does EzzySync send automatic follow-up messages?
- No. It shows each agent who to follow up today and opens the WhatsApp chat in one tap; the agent writes the message. Automatic WhatsApp alerts are used for events such as a new inquiry or a payment.
- What is the quickest win from automating a travel agency?
- Getting every inquiry into one list with an owner and a follow-up date. Most agencies lose more bookings to forgotten follow-ups than to price.
- Do I need the WhatsApp Business API to automate?
- Lead capture, reminders, quotes and invoices work without it. The official WhatsApp Cloud API adds a shared team inbox on your own number (Agency Growth).
Try it on your own inquiries
Free trial, no credit card. Import your Excel leads and send your first quote today. Plans from ₹999/month — see pricing.
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