One platform, and the whole trip runs itself
A CRM and operations platform built with travel agencies and tour operators — Less admin, more travellers.
7 days free · No setup fee · Your data stays in your own company account
The three screens your team lives in
Every screenshot below comes from the running product. Drop your own captures in to replace them.
Dashboard
Today's enquiries, departures this week, pending payments and follow-ups due — one screen for the morning stand-up.
Itinerary PDF
Day-by-day plan with hotels, vehicles, sightseeing and route stops, exported under your own branding.
Tax invoice
Tax codes, invoice numbering and multiple invoice themes, generated straight from the booking.
What each part of the platform actually does
A quote your client can read, built in minutes
Build the trip day by day: hotels from your own inventory, vehicles by seating, sightseeing stops and route order. Pricing updates as you build, by passenger count and room plan, so the number on the last page is always the number you meant to send.
- Room and vehicle planning by passenger count
- Reusable fixed itineraries for circuits you sell every season
- Branded client PDF export, your logo and terms
- Revisions kept against the same enquiry number
Nothing sits in someone's inbox
Every enquiry gets a number, an owner and a stage. Sources, assignment, follow-up prompts and full activity history sit on the record, so you can see which staff member, which source and which circuit is actually converting.
- Pipeline stages with conversion tracking by source and staff
- Follow-up reminders and trip alerts
- Confirmation, trip status, driver sheets and B2B supplier sheets
- Client database of past travellers, ready for the next season
The money side closes itself
Invoices are generated from the booking with your tax codes, numbered in sequence, in the theme you choose. Earnings and expenses roll up monthly and per trip, so the balance sheet is current without an export to a spreadsheet.
- Tax invoices with configurable tax codes and invoice numbering
- Earnings and expenses, monthly and per trip
- Employees with roles, permissions, salary records, leave and tasks
- Owners control who sees quotations, invoices, salaries or reports
Enquiry to closed books, in four steps
Enquiry lands
Captured with a number, source and owner, and placed on the pipeline the moment it arrives.
Itinerary and quote
Built from your hotel, vehicle and sightseeing libraries, priced live, sent as a branded PDF.
Booking confirmed
Trip status, driver sheets and supplier sheets go out; the traveller opens their own client portal.
Invoice and books
Tax invoice raised from the booking, earnings and expenses posted to the trip automatically.
Modules included
Every module below is built and in use. Nothing on this page is planned work.
Itinerary builder
Day-by-day itineraries with hotels, vehicles, sightseeing and route stops, exported as a branded client PDF.
Quotations and enquiries
Enquiry numbering, pricing, and room and vehicle planning by passenger count.
Lead management
Pipeline stages, sources, assignment to staff, follow-ups, activity history and conversion tracking.
Bookings
Confirmation, trip status, and driver and B2B supplier sheets.
Invoicing
Tax invoices with configurable tax codes, invoice numbering and multiple invoice themes.
Balance sheet and reports
Earnings and expenses, monthly and per trip.
Libraries
Hotels with room inventory, vehicles with seating, sightseeing places, and reusable fixed itineraries.
Trip calendar and client database
Upcoming departures and records of past travellers.
Employees
Roles, permissions, salary records, leave and tasks.
Notifications and reminders
Trip alerts and follow-up prompts.
Client portal
Clients open their own itinerary and booking.
Secure workspace for every agency
Each agency is its own isolated company account with its own staff, data, branding and documents.
Travel OS Plus and Travel OS Max
Plus is the full operations platform and is ready to sell today. Max adds the marketing and messaging side on top of it, and is in development.
Travel OS Plus
Everything an agency needs to run trips — enquiry, itinerary, booking, invoice and books, in one account.
Talk to us
Quoted per agency, based on team size and how you bill. 7-day free trial, with no long-term commitment — billing starts after the trial period.
What you get
- Itinerary builder with branded client PDF
- Quotations and enquiries with numbering and room and vehicle planning
- Lead management — pipeline stages, sources, assignment, follow-ups
- Bookings with driver and B2B supplier sheets
- Tax invoicing with configurable tax codes and multiple invoice themes
- Balance sheet and reports, monthly and per trip
- Hotel, vehicle, sightseeing and fixed-itinerary libraries
- Trip calendar and client database
- Employees, roles, permissions, salary records, leave and tasks
- Client portal for travellers
- Up to 4 staff logins
- Support by email, next business day
Travel OS Max
For agencies running marketing alongside operations — the same platform, with lead capture and messaging built in.
Price at launch
Max is not released and has no launch date. Join the waitlist and we will tell you when it opens, with the price.
Available now in Max
- Everything in Travel OS Plus
- More staff logins
- Faster support by email and phone
In development
- Lead magnet — capture pages that feed the pipeline directly
- Social media lead capture from every channel in one place
- Social media post management and scheduling
- WhatsApp Business login inside the CRM for lead capture
Both plans run on the same isolated company account. Moving from Plus to Max keeps your data, staff logins and documents as they are.
One isolated account per agency
Travel OS is a web application. Each agency signs up for its own company account: its own staff logins, its own client and trip data, its own branding on itineraries and invoices. Data is not shared between accounts.
Staff access is controlled by role. Owners decide which employees see quotations, invoices, salary records or reports.
Hosting and data region: cloud infrastructure located in India.
Before you start the trial
Can I move my existing trips and clients in?
Yes. Send your hotel list, vehicle list and past client records in any spreadsheet format and we load them into your account during setup, so you start with your own libraries rather than an empty system.
How does the free trial work?
We set Travel OS up for your team first — a demo call, then configuration and your data sets. Your 7 free days begin once the account is ready to use. Billing starts after the trial period, with no long-term commitment.
Do my clients need an account?
No. The client portal opens from a link on their itinerary — they see their trip, day plan and booking without signing up.
Is my data separate from other agencies?
Yes. Each agency is a separate company account with its own staff, data, branding and documents. Nothing is shared between accounts, and hosting is in India.
When does Travel OS Max open?
Max has no launch date yet. Join the waitlist and we will tell you when it opens, with the price.
See it on your own trips
Bring one live enquiry to the walkthrough. We will build the itinerary, quote and invoice for it in front of you.