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Corporate travel agencies · CRM

Keep every account, contact and contract date where the whole desk can see it.

A CRM for a corporate travel agency is the shared record of every company, its contacts, travel patterns, contract dates and past problems. GullySales sets up the fields, the stages and the habits so renewal dates and tender deadlines stop living in one person's head.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of travel agencies and tour operators at work in India

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for corporate travel agencies

Sales and marketing for corporate travel agencies, the overview.

Last updated 18 Oct 2026.

For corporate travel agencies

Where it usually goes wrong, and what we would do.

  • “Contract end dates decide the year”

    Procurement teams reopen travel agreements on a cycle. An agency that learns of a tender after the shortlist closes has already lost. The record should show each account's end date and who to contact before it.

  • “Several contacts sit behind one account”

    The admin head, the finance contact and the executive assistant who actually books all matter. A sheet with one name per company loses the others the day that person leaves.

  • “Complaints need a place to live”

    A missed rebooking is remembered for years. Logging each complaint with what was done and who followed up lets the account manager walk into a review ready to speak to it instead of being surprised.

What we do

What we deliver for corporate travel agencies.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Account record layout

    Fields for company, contacts by role, travel type, current agency, contract end, policy notes and relationship owner.

    Result: Every account has the same set of details.

  2. Pipeline stages for trial and tender

    Stages such as first conversation, capability sent, trial, proposal and procurement, with an owner for each.

    Result: You can see where each company stands.

  3. Renewal and tender reminders

    Reminders set against contract end dates and tender portals, assigned to a named person.

    Result: No end date is found out about late.

  4. Complaint and exception log

    A simple log for disruptions, disputes and policy exceptions, linked to the account.

    Result: Review notes are built from facts, not memory.

  5. Tool choice and clean-up

    A comparison of tools in ordinary use in India that fit a small desk, and a clean-up of existing sheets before moving.

    Result: You start with one clean list.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Who it is for

This is written for these corporate travel agencies.

  • SME corporate travel desks serving local manufacturers
  • Agencies handling travel for IT and services companies
  • Travel management companies for larger firms
  • Business travel specialists for exporters and trading houses
  • MICE and incentive trip organisers
  • Agencies serving hospitals, schools and trusts
  • Visa and travel for company staff sent overseas
  • Agencies working with consultants and professional firms

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Is a spreadsheet enough?
For a handful of accounts, yes, if one person keeps it tidy and everyone uses it. Move to a tool when several people update accounts, or when reminders are being missed.
Who should own the data?
One named person owns the structure and checks it. Everyone else enters what they learn. Without an owner the fields drift and the record stops being trusted.
How do we protect traveller details?
Store only what the desk needs, restrict who can see passport and travel data, and ask your lawyer to check how you describe this to clients. Do not paste traveller documents into shared chats.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for corporate travel agencies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for corporate travel agencies

Or start from the overview: sales and marketing for corporate travel agencies.

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