Travel Lead Management — From First Enquiry to Confirmed Booking
Yatrik captures leads from every channel your Indian travel agency uses — Meta Ads, WhatsApp, website forms, walk-ins — and gives you a single pipeline to convert them.
Pipeline stages
Every lead in Yatrik moves through a customizable pipeline. You see exactly where every deal stands at a glance.
New Enquiry
Auto-captured from Meta Ads, WhatsApp, or manual entry.
Contacted
Agent has reached out. First touchpoint logged.
Qualified
Destination, dates, and budget confirmed.
Proposal Sent
Package itinerary and price shared with customer.
Negotiation
Customer is considering. Follow-up scheduled.
Booked
Payment received. Booking created in CRM.
Lost
Lead went cold or chose a competitor. Reason logged.
Lead sources we capture
| Source | How it gets into Yatrik |
|---|---|
| Facebook / Instagram Lead Ads | Real-time webhook — zero manual work |
| WhatsApp inbound | Chatbot auto-creates lead after flow completion |
| Agency website contact form | Form submission → CRM in seconds |
| Walk-in / phone call | Manual entry with full profile |
| Google Ads call extension | Manual entry or third-party webhook |
| Referral | Manual entry with referrer tag |
< 5 sec
Lead capture from Meta Ads to CRM
34%
Average conversion lift in 90 days
0
Leads lost to manual copy-paste errors