Use case
Build a CRM for Your Travel Agency From a Single Prompt
Travel agents and tour operators don't lose deals because their packages are bad. They lose them because a Kerala honeymoon enquiry sat in a WhatsApp thread for two days while the client got a faster quote from someone else. Kashvi lets you describe the CRM your agency actually runs on and builds it for real: a live Postgres database of enquiries and travellers, secure logins for you and your agents, INR package quoting, Razorpay advance collection, and itinerary PDFs you can send straight to a client's WhatsApp. You get a working web app and real Android and iOS apps, plus the full source code to own.
A travel agency CRM is a very specific animal. It isn't a sales pipeline for software deals; it's a machine for turning a fuzzy 'family of 6, Bali, December, budget around 3 lakh' enquiry into a confirmed booking with an advance in your account. Kashvi understands that shape. When you describe your agency in plain English, it scaffolds the enquiry-to-departure flow the trade lives by, not a generic contact list you'd have to bend into place.
The features tour operators actually need
Every agency runs the same core loop with different destinations. Kashvi builds that loop with real, saved data behind it so nothing lives in a chat window or a agent's head:
- An enquiry board that captures destination, travel dates, pax count, and budget in rupees, with a status trail from new lead to quoted, advance-paid, confirmed, and travelled.
- Package quotes priced in INR with per-person and per-couple breakdowns, hotel tiers, and inclusions/exclusions spelled out so clients stop asking 'what's covered?'
- Razorpay or UPI advance collection tied to each booking, so a client can lock a slot by paying 25% and you can see who has and hasn't paid.
- Itinerary generation as a clean day-by-day PDF you send to the traveller's WhatsApp, branded with your agency name.
- Traveller records that hold passport numbers, visa status, and past trips, so a repeat customer's Andaman details are one tap away.
- Follow-up reminders so no enquiry goes cold, and a simple view of advances collected versus balances due before departure.
How Kashvi builds it from a prompt
You type what you want in your own words. Kashvi provisions a real Postgres database, sets up email or phone sign-up and login for you and your agents, generates the screens and forms, and gives you a live preview you can click through before anything is final. If a generation fails, your credits are refunded rather than quietly burned. When you're happy, you download the entire codebase and host it wherever you like. There is no proprietary runtime, no lock-in, and no monthly ransom to keep your own customer data. The same build compiles to genuine Android and iOS apps through React Native, so an agent closing a walk-in at a counter in Jaipur uses the phone app while you review the pipeline on the web.
Try this prompt: "Build a CRM for my travel agency. I want to log enquiries with destination, dates, number of travellers, and budget in rupees. Let me create a package quote priced in INR, collect a Razorpay advance, and generate a day-wise itinerary PDF to send on WhatsApp."
Or this one: "Add a traveller profile that stores passport number, visa status, and trip history, and show me a dashboard of advances collected versus balance due for every confirmed booking this month."
For a tour operator: "Create a group-tour manager where each departure has a fixed date, a seat count, and a per-seat price in INR, and let agents assign travellers to a departure and see remaining seats."
Why the India angle is built in, not bolted on
Most off-the-shelf travel CRMs assume dollars, Stripe, and email-first clients. Indian agencies work differently: quotes are in rupees, advances come over UPI or Razorpay, and the entire negotiation happens on WhatsApp. Kashvi treats those as defaults. Pricing fields default to INR, payment collection uses Razorpay so money lands in your account without a foreign gateway's cut, and itineraries export as PDFs made to be forwarded on WhatsApp. If you deal in GST invoices for corporate group bookings, you can ask for tax-inclusive quoting too. The result reads like it was written for an agency in Delhi or Kochi, because the prompt was.
| Task | Generic CRM | Kashvi-built travel CRM |
|---|---|---|
| Quoting | Manual, in dollars | INR package quotes with per-pax breakdown |
| Advance | Stripe or none | Razorpay/UPI advance tied to booking |
| Itinerary | Email attachment | WhatsApp-ready day-wise PDF |
| Ownership | Vendor-hosted, locked | Full source code you own and host |
Questions
Frequently asked
- Do I need to know how to code to build this?
- No. You describe the CRM in plain English and Kashvi builds the database, logins, and screens. You only touch the code if you want to; the full source is yours to download and change.
- Can it collect advance payments in rupees?
- Yes. Kashvi wires in Razorpay so travellers can pay an advance by UPI, card, or netbanking, and the payment is tied to the specific booking so you always know who has paid and what balance is due.
- Will it work on my agents' phones?
- Yes. The same app compiles to real Android and iOS apps via React Native, so counter staff can log enquiries and send quotes from a phone while you manage the pipeline on the web.
- Can I send itineraries on WhatsApp?
- Kashvi generates a clean day-by-day itinerary as a PDF branded with your agency name, made to be forwarded to a client on WhatsApp. You can regenerate it whenever the plan changes.
- What happens to my customer data?
- It lives in your own real Postgres database, and you download the entire codebase. There is no proprietary runtime and no lock-in, so your traveller records and enquiry history are always yours.
- What if an AI generation fails?
- Kashvi refunds the credits for a failed generation instead of charging you for nothing. The fair-billing model means you only pay for builds that actually produce something.
Keep exploring
Build your travel agency CRM today
Describe your enquiry-to-departure flow once and get a real app with INR quoting, Razorpay advances, and WhatsApp itineraries, on web, Android, and iOS.
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