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CRM Module

CRM & automation systems

Streamline booking-desk workflows and automate communication with your travellers. Track leads with a visual Kanban board pre-configured for the travel customer journey.

What's inside

Highlights of CRM & automation systems

Ditch spreadsheet copy-pastes and automate the entire customer pipeline.

Travel-Specific Pipeline

Travel-Specific Pipeline

Manage leads on a visual Kanban board pre-configured for the travel journey — from first inquiry to checkout.

WhatsApp Automations

WhatsApp Automations

Official APIs send booking confirmations, sightseeing updates and taxi-driver details straight to traveller phones.

One-Click PDF Invoicing

One-Click PDF Invoicing

Generate whitelabeled PDF itineraries, booking receipts and GST-compliant invoices instantly, ready to print or share.

Encrypted Passenger Locker

Encrypted Passenger Locker

Securely store passport copies, visa approvals, flight bookings and insurance files under bank-grade encryption.

Post-Trip Review Prompts

Post-Trip Review Prompts

Automate customer reviews — gather Google ratings on autopilot 24 hours after travellers return home.

Staff Conversion Dashboards

Staff Conversion Dashboards

Monitor sales-desk close rates, deal values and top-selling packages in a unified visual analytics screen.

Zero-downtime deploy

The booking desk that runs itself

We deploy our systems securely with zero downtime for your sales desks — pre-configured for tour operators, with no tedious setup phase.

  • Pre-built tour-operator pipelines from day one
  • Official WhatsApp Cloud API — no number bans
  • Free upgrades, patches and database backups
Why partner

Why get CRM & automation from Paatheya Solutions?

We deploy our systems securely with zero downtime for your sales desks.

Pre-Configured Pipelines

Pre-Configured Pipelines

No tedious setup phase — our CRM is custom-built for tour-operator desks from day one.

No-Code Deployment

No-Code Deployment

We handle all technical configuration, CRM setup and staff training for your team.

Cloud APIs Integrated

Cloud APIs Integrated

We link official WhatsApp Business Cloud APIs to deliver notifications and prevent phone-number bans.

Bank-Grade Locker

Bank-Grade Locker

Passenger manifest logs and passport copies are encrypted using bank-grade safety tokens.

Staff Accountability Logs

Staff Accountability Logs

Monitor which sales agent adjusted itineraries, sent vouchers or updated margins.

Unified Sourcing Sync

Unified Sourcing Sync

Connect web inquiry forms and consolidator API bookings straight to your central lead pipeline.

Free Maintenance

Free Maintenance

Regular feature additions, safety patches, database backups and software upgrades at no extra charge.

Scalable Cloud Servers

Scalable Cloud Servers

High-speed cloud database clusters expand as your agency processes more bookings.

Comparison

Manual pipelines vs. Paatheya travel CRM

Compare standard manual copy-paste work against our automated B2B system.

Operational taskTypical manual agencyPaatheya CRM setup
Lead handoverCopy-paste spreadsheet cards manually, leakage risk1-click automated workflows and lead intake
WhatsApp alertsManual WhatsApp copying, prone to block bansOfficial WhatsApp Cloud API trigger dispatches
Invoicing systemStatic Word/Excel costing sheet calculationsAuto-compiled GST tax-invoice receipt PDFs
Travel vouchersManual PDF template edits for hoteliers1-click whitelabeled client voucher issue

Ready to deploy this module?

Stop paying sub-agent cuts. Join hundreds of progressive operators running their business on Paatheya.

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