Every tool your agency
needs
in one place
From the first WhatsApp enquiry to the final payment — Travflex manages every step with beautiful, purpose-built modules.
Platform-wide superpowers
These powerful views and tools work across all modules — giving your team the flexibility to work the way they want.
Drag-and-drop enquiry pipeline
Visualise your entire enquiry pipeline as cards across columns. Drag an enquiry to move it through stages — New, Contacted, Quoted, Follow-up, Converted, Lost. At a glance your whole team knows what needs attention.
- Customisable stage columns
- Card colour-coded by priority
- Filter by agent, destination, date
- One-click switch to list view
Tiny Mintu
Ridha
Hanks
October 2026
Today's Follow-ups
2 scheduledCall follow-up
Call follow-up
Never miss a departure or follow-up
The unified calendar shows upcoming departures, return dates, payment due dates and follow-up reminders — all in one monthly view. Colour-coded by type so you can plan your team's day at a glance.
- Departures, returns & follow-ups
- Payment due date alerts
- Month, week & agenda views
- Click any event to open booking
Chat where your clients already are
Every WhatsApp enquiry lands directly in travflex. Reply, send quotes and share itineraries without ever leaving the CRM. All conversations are logged against the client's record automatically.
- WhatsApp Business API integration
- Auto-create enquiry from message
- Send PDFs & itineraries via chat
- Conversation history on client profile
Rajesh Sharma
● Online
Hi, I need a package for Maldives for 4 people in June. What are the options?
10:32 AM
Sure Rajesh! I have 3 packages ready for you — Budget, Standard and Luxury. Sending PDF now 🌴
10:34 AM ✓✓
Maldives_Packages_June25.pdf
320 KB · 3 options
Enquiry auto-created · Assigned to: Priya · Follow-up: Tomorrow 10am
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