CRM

Explora CRM

The all-in-one CRM for travel agents — itineraries, listings, orders, leads and finance.

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exploracrm.com

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Client: TRIPR
Industry: Travel B2B SaaS
Platforms: Web app (desktop & mobile)
Services: Custom Software & SaaS, UI/UX Design

Overview

What we built

Explora CRM (exploracrm.com) is an in-house CRM given to travel agents on the Tripr platform. Agents build itineraries, list events, activities and transfers, manage orders, leads and deals, run discount codes, and close the month with financial statements, reconciliation and payouts — while everything they publish flows to Tripr and their own website.

The challenge

Travel agents juggle spreadsheets for leads, Word files for itineraries, WhatsApp for confirmations and a separate accounting tool. Nothing talks to each other, follow-ups slip and month-end reconciliation takes days.

Our solution

A purpose-built travel CRM where the lead, the itinerary, the order and the money are the same record. Listings published in Explora instantly sell on the Tripr app, TriprGo and the agent’s storefront, and every payment is reconciled automatically.

Key features

Everything it does

Itinerary builder

Drag-and-drop day-wise itineraries with hotels, transfers, activities and pricing — shareable as a branded link or PDF.

Listings

List events, activities, group trips and transfers with inventory, slots, pricing and policies.

Order management

Track bookings from payment to completion with status, travellers, documents and notes.

Leads & deals

Capture leads from website, app and manual entry; move them through a deal pipeline with tasks and reminders.

Discount codes

Create promo codes with limits, validity and channel restrictions to run campaigns.

Finance & reconciliation

Financial statements, automatic payment reconciliation, commissions and payout tracking.

Reports

Revenue, conversion and product performance dashboards for the agency.

Team roles

Role-based access for owners, sales agents and accountants.

Use cases & scenarios

How real people use it

Each scenario follows a real user from their goal to the outcome, step by step.

Who

Sales executive at a travel agency

Goal

Convert a website enquiry into a paid booking.

From lead to confirmed booking

A lead arrives from the agency’s storefront. The executive qualifies it, creates a deal, builds a 5-day Kerala itinerary with the itinerary builder and shares a link. The customer accepts and pays; the deal closes and an order is created automatically.

Flow