Industries · Travel and tourism
Zoho for Travel and Tourism
Answer every enquiry fast, send quotes in minutes and turn travellers into repeat customers.
- Zoho Authorized Partner
- Local team in Dubai, UAE
- Free, no-commitment consultation
Built for travel agencies, tour operators and DMCs
- Enquiries from website, WhatsApp, Instagram and walk-ins
- Itinerary and package quotes from the CRM
- Supplier bookings and payments tracked
- Visa and document checklists
- Travel reminders and repeat-trip campaigns
Implemented by GNet, a Zoho Authorized Partner in Dubai.
Challenges
Where travel and tourism teams lose time and revenue
The problems we see most often before Zoho CRM is in place.
- WhatsApp and Instagram enquiries answered late
- Quotes built from scratch every time
- Hotel and fare options expire unnoticed
- No record of past trips for repeat business
The workflow
How travel and tourism companies run on Zoho CRM
The complete journey with the automations GNet configures at every stage. Click the image to enlarge it.
Sales pipeline
Eight stages, each with its own automation
Every stage has a clear owner, a next step and an automation that keeps the deal moving.
1. Enquiry captured
Website, WhatsApp, Instagram, calls and walk-ins
Instant WhatsApp reply
2. Trip qualification
Holiday, corporate, group or MICE
Manager alert if not answered
3. Itinerary and quote
Itinerary built from packages and supplier rates
Quote tracked · option dates
4. Follow-up
Option and hold expiry dates on every quote
Day 1 WhatsApp · Day 2 call · option alert
5. Decision
Won: booking confirmed, payment link sent. Lost: reason recorded.
Seasonal offers to lost enquiries
6. Bookings and payments
Supplier bookings confirmed and references stored
Balance payment reminders
7. Documents and travel
Passports, visas and tickets stored in Zoho WorkDrive
Reminders 7 days and 1 day before travel
8. After the trip
Feedback and reviews requested
Feedback survey and next-trip offers
Tracker
Booking tracker in one view
A guided Blueprint in Zoho CRM takes the team through each step after the sale, so nobody needs to ask where a file stands.
- Quote accepted
- Deposit
- Bookings
- Visa
- Balance
- Documents
- Travelled
Dashboard
What management sees every day
An example of the live Zoho CRM dashboard GNet builds for travel and tourism teams. Figures shown are sample data.
Enquiries
Speed
Conversion
Revenue
Departures
Repeat
Zoho apps in this solution
- WAWhatsApp Business
Why GNet
A Zoho partner for travel and tourism
We design Zoho CRM around how your team works, with local support in Dubai.
- Enquiry capture from WhatsApp, Instagram and your website
- Itinerary and quote templates in Zoho CRM
- Supplier, booking and payment tracking
- Invoicing and payment links in Zoho Books
Zoho One
One platform for your whole travel and tourism business
One connected system for sales, finance, HR and operations, with one login.
- Zoho CRM for leads, clients and deals
- Zoho Books for invoicing, payments and UAE VAT
- Zoho People and Zoho Payroll for HR and WPS
FAQ
Zoho for travel and tourism: frequently asked questions
Can Zoho CRM manage travel enquiries from WhatsApp and Instagram?
Yes. With WhatsApp Business and social channels connected, enquiries land in Zoho CRM as leads with the chat history and are assigned to the right travel consultant automatically.
Can we send itineraries and quotes from Zoho CRM?
Yes. GNet sets up package and itinerary templates so consultants can build a priced quote with flights, hotels, transfers and tours and send it to the client in minutes.
How are hotel options and payment deadlines tracked?
Option expiry dates and payment due dates are stored on each booking, with reminders to the consultant and the traveller before they lapse.
Can Zoho CRM help with repeat business?
Yes. Past trips, preferences and special dates are stored on each customer, and campaigns send relevant offers before holidays and anniversaries.
Free consultation
See this workflow running on your own process
Book a free session with a GNet Zoho consultant. We will map your process and show you how it works in Zoho CRM.
