WhatsApp CRM
WhatsApp CRM for travel agencies
Travel sales happens on WhatsApp. TravelXGo attaches Meta WhatsApp conversations, templates, and quotation PDFs to the lead so the chat is not trapped on one phone.
TravelXGo is CRM and workflow software built for travel agencies to manage leads, WhatsApp inquiries, quotations, itineraries, follow-ups, bookings, and team operations in one workspace.
Why travel agencies need WhatsApp on the CRM
If the only copy of a honeymoon inquiry is on one agent’s phone, follow-ups die when that person is in a meeting or leaves. TravelXGo stores 1:1 WhatsApp on the lead so another sales user can see the thread.
The agency connects WhatsApp Business through Meta. Optional: a sales user can connect one personal Meta Business number. Inbound messages route to the matching number and can create or update a lead.
What you can do on the lead chat
Send approved templates, continue free-form chat inside the 24-hour window, and share quotation PDFs from the same traveler record.
Optional lead-capture phrases can require inbound text to contain a saved phrase before a new unknown sender becomes a lead — useful when the number also receives non-sales chats.
Honest limits
WhatsApp is a TravelXGo product module. The public pricing table lists WhatsApp on Growth because that is how the in-app billing comparison is written. Confirm WhatsApp for your workspace before you plan a rollout. Marketing bulk sends always use the agency number, not a sales agent number.
Related pages
Questions agencies ask
Run WhatsApp on the lead, not a personal chat list
Create a workspace, then connect Meta WhatsApp when you are ready. Book a demo if you want help mapping your current inbox.
Compare plan prices on the pricing page.