Travel agency software and CRM on Zoho, from first enquiry to welcome home

For most US agencies with one to twenty-five advisors, Zoho CRM is a strong fit because trips, travelers, suppliers and commissions can each get their own module, and it connects to Zoho Books for deposits and balances. Solo advisors who only need a simple pipeline can start on Bigin by Zoho and move up later. Travel-only tools like Travefy or TravelJoy suit advisors who mainly want itinerary design, and we tell you honestly if one of those fits you better.

At Zoho’s US list prices billed yearly, Zoho CRM Professional is $23 per user a month and Zoho Books Standard is $15 per organization a month, so a three-advisor agency pays about $84 a month for those two. Zoho One All Employee is $37 per employee a month and includes every Zoho app. What we charge to set it up sits apart from those licences and is fixed in the BRD you sign.

Yes. We build an itinerary builder on Zoho Creator that pulls from your saved supplier rates and produces a branded day-by-day proposal, linked to the trip in Zoho CRM. When the traveler accepts, the same lines become the Zoho Books invoice, so prices are never retyped.

Yes. We take the deposit as a retainer invoice in Zoho Books, then raise the later payments with due dates that follow your supplier terms, for example a second payment at 90 days and the balance at 60 days before departure. Zoho Books sends the reminders and records each payment taken through its online payment links.

Zoho has no built-in GDS connection. Where your GDS, host agency or booking engine offers an API or export, we can bring bookings into Zoho CRM through Zoho Flow or a custom integration, and we scope that work in the BRD. Many agencies keep ticketing in the GDS and use Zoho for clients, trips and payments.

Yes. We export client profiles, past trips, open bookings and upcoming payment dates, clean duplicates and import them into Zoho CRM and Zoho Books. Trips already shared with travelers in your old tool usually finish there, while every new enquiry starts in Zoho from the switch date.

Zoho does not register your agency or manage a bond. We can put your registration number on invoices and proposals, record client deposits against a separate trust bank account in Zoho Books and keep signed terms on each trip. Your attorney or compliance advisor confirms what California, Florida, Washington, Hawaii or any other state requires of you.

Yes. A traveler portal on Zoho Creator can show the itinerary, vouchers, e-tickets, signed terms and the remaining balance with a payment link. Each traveler only sees their own trips, and you control which documents appear before final payment.

Yes. We add departures as records with capacity, so each booking reduces the seats left and a waitlist opens when the trip fills. Rooming lists, guide assignments and supplier headcounts come from the same records, which suits tour operators and cruise group specialists.

Each booking line on a trip carries the supplier, the sell price and the expected commission. When the commission arrives, accounts marks it received in Zoho Books, and an overdue report shows suppliers who have not paid after travel. Advisor splits can be calculated from the same lines.

Yes. Zoho Expense handles trip requests, approvals, per diems, card feeds and receipts, and its Premium plan adds travel booking. That suits companies that send staff on the road, and it can sit alongside an agency setup if you also sell corporate travel.

That turns on the number of trip types you sell, the years of bookings you bring along and any GDS or booking engine links. Every phase gets a calendar date inside the signed BRD, including the day fresh enquiries start landing in Zoho, and we schedule around wave season or your own peak months.