Lead Management
The sales control layer of the CRM. Capture enquiries, organize them into a structured pipeline, track every conversation, schedule follow-ups, and move qualified leads toward itinerary creation and customer conversion. One working record for each opportunity so no enquiry is lost between first contact and confirmed business.
A Full Sales Record.
Every lead stores source, status, assignment, travel requirement, passenger details, budget expectations, communication history, and sales progress in one place. The CRM does not only tell the team who the lead is. It shows what the lead wants, where the sales process currently stands, what action is due next, and whether the lead has already moved into itinerary, booking, invoice, or customer stages.
Because the lead form captures full travel context from the start, the team can begin qualification immediately instead of asking for the same information multiple times. It also reduces friction when moving the lead into itinerary creation because the base travel requirement is already attached to the CRM record.
Assignment at a Glance
The pipeline is the primary working list. Each row shows lead identity, source, status, priority, assignee, travel requirement, and next follow-up. Filter by search term, status, source, assignee, or follow-up condition.
Statuses can be renamed, reordered, color-coded, and marked as closed stages. Sources can be added, updated, activated, or retired. The CRM aligns with your sales language instead of forcing a rigid standard.
Not Just a Database.
Every lead has a dedicated follow-up timeline. Record interactions, set next actions, and let the system surface what's due today and what's overdue.
All leads with follow-ups scheduled for today appear in one focused view so agents know exactly who to contact.
Leads that missed their scheduled follow-up date get flagged so nothing slips through without visibility.
Every follow-up logged as call, WhatsApp, email, or meeting with notes, next date, next time, and reminder status. Full communication history visible to anyone opening the lead.
Set reminders per follow-up so the team receives alerts before scheduled actions. Keeps sales discipline consistent even during busy periods.
Without Leaving the CRM
Send follow-ups, generate lead PDFs, attach files, and trigger email or WhatsApp actions directly from the lead record.
Summarizes lead profile, travel requirement, priority, assignment, follow-up context, and related details as a formal document for internal review or sharing.
Trigger communication from within the CRM for sales follow-up. Send lead or itinerary details through email and WhatsApp workflows without copying data into separate tools.
Store enquiry-related documents, screenshots, requirement sheets, or supporting material directly against the lead so all context stays tied to one record.
Standardize outbound communication with pre-built email and WhatsApp templates. Improves response consistency across the team.
From Lead to Customer.
Create itineraries directly from leads using stored travel details. Convert confirmed leads into customer records that carry forward into bookings, invoices, payments, and delivery.
Takes the sales conversation out of raw enquiry stage and turns it into a structured trip proposal using the lead's stored destination, dates, passenger counts, and preferences.
See whether a quotation has already been prepared, how many itinerary versions have been created, and what the latest status is, all from the lead profile.
Preserves continuity between sales and post-sales. The lead remains in sales history while the CRM links it to a formal customer record for itinerary, booking, voucher, invoice, and payment workflows.
The same lead flows into itinerary planning, customer conversion, bookings, invoices, payments, and delivery. No context lost between departments.
Core operating metrics visible in real time. No periodic reports needed to understand whether follow-ups are slipping, conversion is progressing, or the active pipeline needs attention.
Lead Capture
with Filters
and Sources
Management
Follow-Up Queues
with Reminders
Attachments
Generation
Communication
Creation from Lead
History Tracking
Conversion
and Pipeline Health
See Lead Management in Action
Watch how Triplide captures, qualifies, and converts leads through one connected pipeline built for travel agencies.
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