HelloGTX – Best Travel CRM for B2C Travel Agents | All-in-One Scalable Solution 

HelloGTX Travel CRM is a complete, all-in-one platform designed for B2C travel agents and SME agencies, enabling them to compete with global OTAs. It helps manage leads, bookings, payments, operations, marketing, suppliers, and customers efficiently — reducing manpower cost, automating workflows, and enabling scalable growth globally. 

Whether you specialize in holidays, flights, hotels, visas, activities, or group tours, HelloGTX has everything an SME agent needs to operate like a professional OTA. 

Module-Wise Features of HelloGTX Travel CRM 

1. Omni-Channel Lead Capture & Inquiry Management 

• Capture leads from Meta (Facebook & Instagram), WhatsApp, Google, IVR, website, email, social media, and offline channels 

• Auto-assign leads to staff and prioritize high-value inquiries 

• AI-powered Lounge Chat for instant engagement 

• 10-minute lead qualification workflow for faster conversions 

• Track status of online and offline queries 

• Automated follow-ups and notifications 

• Segment leads for campaigns and reporting 

2. Quotation, Itinerary & Booking Management 

• Build personalized day-wise itineraries with images, inclusions, and pricing 

• Share quotations via WhatsApp, email, PDF, or over call in a single click 

• Convert quotations into vouchers, invoices, and confirmations instantly 

• Master packages and ready-made content for sightseeing, flights, hotels, visas, and activities 

• Support for group departures and inventory-based pricing 

• API integration for flights and hotels for live availability and pricing 

• Self-branded quotations and vouchers for sub-agents 

3. Sub-Agent & B2B Partner Portal 

• Secure login for sub-agents to: 

• Build their own packages under your inventory 

• Check status of online/offline queries 

• Download self-branded itineraries and vouchers 

• Access pricing, availability, and payment history 

• Category-wise markup and commission management 

• Credit limit and sub-agent ledger management 

• Automated approval workflows and notifications 

4. Payment, Accounting & Finance 

• Multi-currency support for global operations 

• GST, TCS, VAT, and other regional tax calculations 

• Customer and supplier payments tracking with automated reminders 

• Maintain ledgers for customers, suppliers, and sub-agents 

• Credit limit management for sub-agents 

• Auto-generate invoices, receipts, debit/credit notes 

• Reports for debtors, outstanding balances, and cash flow 

5. Supplier & Vendor Management 

• Centralized supplier database for hotels, transport, guides, and activities 

• Manage contracts, rate cards, and inventory 

• Track supplier performance and payment history 

• Automated payment reminders and confirmations 

• Integration with bookings and vouchers 

6. Marketing & Lead Generation 

• Lead generation from existing database and new sources 

• Email marketing campaigns with custom emailer designer 

• Google-friendly landing page creation 

• Automated follow-ups for leads and campaigns 

• Track campaign performance and ROI 

7. Customer Management & Portal 

• Centralized customer profiles, contacts, documents, and travel history 

• Manage passports, visas, IDs, and other documents 

• Customer login for voucher download, booking status, and payment management 

• Role-based access for staff ensures data privacy and security 

8. Website Integration 

• Build your travel website on HelloGTX CRM 

• Showcase holidays, flights, hotels, visas, and activities 

• Integrated with lead capture, bookings, API content, and payment gateways 

• Customer login for voucher download, booking management, and trip history 

9. Service Allocation & Operations 

• Assign guides, drivers, and services via WhatsApp or email with one click 

• Mobile app access for field staff with live updates 

• Check-in / Check-out reports and operational tracking 

• Manage group departures and inventory dynamically 

10. Reporting & Analytics 

• Staff performance, lead conversion, and campaign success reports 

• Customer, supplier, and sub-agent payment reports 

• Debtors and outstanding balances reports 

• Inventory and group departure management 

• Profitability analysis per package, agent, or region 

11. Automation & AI Tools 

• AI-powered WhatsApp chatbot for instant lead engagement 

• Auto-send payment links, reminders, and confirmations 

• Notifications for supplier updates, agent activities, and client follow-ups 

• Smart dashboards for real-time decision making 

12. Scalability & Global Support 

• Fully scalable CRM for SME agents expanding globally 

• Multi-currency and localization support for India, Middle East, Sri Lanka, Thailand, Europe, USA, Australia, Africa 

• Supports holidays, flights, hotels, visas, activities, and group tours simultaneously 

• Ready-made packages, content, and marketplace for faster sales 

Why B2C Travel Agents Choose HelloGTX 

• All-in-one CRM reducing manpower and operational complexity 

• Omni-channel lead capture for maximum reach 

• Automation from lead to booking to payment 

• Customer and sub-agent self-service portals 

• API-linked bookings for flights and hotels 

• Multi-country, multi-currency, and tax-compliant 

• Helps SME agents compete with OTAs efficiently 

👉 HelloGTX – The Ultimate Travel CRM for B2C Agents. 
Manage leads, bookings, payments, marketing, and operations all in one platform. 
Visit www.hellogtx.com or book a demo today!