Project focus Travel CRM Spectrum CRM dashboard with monthly revenue, leads by source, upcoming tours and a WhatsApp quotation around it
The BRIEF.
Spectrum Tour & Travels sells domestic and international tour packages. The brief was a CRM built for a travel agency: leads, tour packages and quotations, bookings and invoices, an IVR system for calls, and the tools to run their website (bookings, packages, promo codes, reviews, blog and landing pages) from the same place.
A travel agency juggles enquiries, itineraries and quotes, then bookings, invoices and customer payments that arrive over weeks. Calls, the website and the office all had to land in one system, so nobody quotes a trip twice or misses a payment.
Enquiries everywhere Itineraries built by hand Quotes lost in follow-up Payments chased by memory Vendors and cash on paper Staff tasks on WhatsApp
Our PROCESS.
From the first workshop to launch day.
01 Discovery & workflow mapping
02 Information architecture
03 UX & interface design
04 Development & integrations
05 Testing with the sales team
06 Launch, training & support
The software
What we DELIVERED.
01
Travel CRM
From enquiry to booked trip in one system, with the agency’s website run from the same dashboard.
Lead management
Tour package builder
Quotation management
Booking management
Invoice generator
IVR system
Website bookings
Showcase packages
Promo codes
Reviews
Blog & landing pages
Website builder
Attendance & tasks
Vendors & petty cash
Accounts & salaries
Tour package builder: a day-wise itinerary priced as you build it Leads & IVR: every call and web enquiry lands as a lead Quotations & bookings: from quote to confirmed trip Invoices & payments Website manager Vendors & accounts Workforce
The design SYSTEM.
One visual language across every product, built on the client’s own brand colours and type.
Spectrum CRM design system: colours, typography and components
The IMPACT.
Leads
+35%
more leads this month
Revenue
₹4.1L
revenue tracked this month
Tours
29
trips in the next 30 days
Payments
47
payments tracked to the rupee
Your turn
Running a travel business on spreadsheets? LET’S BUILD YOURS.
Tell us how your team works today. We’ll show you what it could look like.
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