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TravelTech startups · CRM

Keep every traveller, supplier and company in one record that outlives the season.

A CRM for a TravelTech startup is a shared record of travellers, suppliers and company buyers, with each enquiry, quote, booking and review attached to the right person. GullySales sets up the fields, stages and views so the team stops working from chat scrolls and memory.

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

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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 TravelTech startups

Sales and marketing for TravelTech startups, the overview.

Last updated 18 Oct 2026.

For TravelTech startups

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

  • “Enquiries live in three places and none of them is complete”

    Instagram messages, WhatsApp chats and phone calls each hold a piece of the same traveller. Without one record, the team asks the same question twice, and a quote sent on one channel is forgotten on another.

  • “A trip has stages that a sales pipeline does not show”

    Enquiry, quote, advance paid, supplier confirmed, travelled and reviewed are the stages of a trip. A tool built only for lead and deal misses the supplier confirmation, which is where a booking can fall apart.

  • “Past travellers are the cheapest lead you have”

    Someone who travelled with you last year, and enjoyed it, is the person most likely to book again or to bring friends. That only works if their trip, their group and their preferences were saved when the trip ended.

  • “Supplier history belongs beside the booking”

    When a hotel cancels, the record should show how often it has happened and which standby exists for that route. A CRM that holds only customers leaves the founder carrying that history in memory.

What we do

What we deliver for TravelTech startups.

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

  1. A field and stage design for trips

    A set of fields for dates, group, budget, mood and source, with stages that match how a trip is sold and delivered.

    Result: The team moves a record through stages that reflect the real process.

  2. A single inbox view

    A view or routine that brings enquiries from messages and calls into one list, each with an owner and a next step.

    Result: No enquiry sits without a named person and a next action.

  3. Supplier records linked to routes

    A record for each hotel, guide and driver with problems logged and a standby noted for each popular route.

    Result: A cancellation triggers a look-up and not a scramble.

  4. Corporate account records

    Company records showing the contacts, the approval path, the invoice details and each trip planned.

    Result: A repeat company enquiry starts from what you already know.

  5. A past traveller list with consent

    A tagged list of people who have travelled, kept with their consent, ready for referral and return-trip messages.

    Result: The owner can name who to contact before the next long weekend.

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

Fields worth keeping

The fields a travel startup needs on every traveller, supplier and company.

Trip stage
Enquiry, quote, advance paid, supplier confirmed, travelled and reviewed. The trip lead updates it, and it shows where bookings stall.
Travel dates and group size
Entered by whoever takes the enquiry. It lets anyone pick up the chat without asking again.
Source of the enquiry
Reel, search, referral, past traveller or corporate outreach, filled at the first reply. It shows which source brings bookings and not only messages.
Supplier and standby for the route
The stay and driver confirmed for each booking, with a backup named. When a hotel cancels, the standby is already on the record.
Past trips and the traveller's feedback
Entered after the trip, so the next message to a returning traveller refers to what they said.
Company approvers
For corporate leads, the HR contact, the finance reader and the director, so the follow-up knows whose approval is pending.

Who it is for

This is written for these TravelTech startups.

  • Curated weekend and holiday package startups
  • Online stay, homestay and hostel booking startups
  • Corporate travel and expense management startups
  • Activity, experience and local-guide marketplace startups
  • Pilgrimage and group-tour startups
  • Car rental, self-drive and bus ticketing startups
  • Travel visa and documentation service startups
  • Workation and long-stay startups

Not for

It is not the right fit if.

  • Bookings are few enough that one person holds every chat in their head and a sheet already works.
  • The team will not move chats from personal phones into the record, and the system would stay empty.
  • You want it to run payments and refunds, which belong in your accounts and payment system.

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 sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

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
Which CRM should a startup choose?
Pick one the whole team will use. A spreadsheet is enough to start, and a simple CRM from a known Indian or global vendor can follow when volume grows. We design the fields first so the tool does not decide the process.
Can the CRM connect to WhatsApp and Instagram?
Some tools offer connections to messaging channels, and the features change, so check each vendor's current options. Where a connection is not available, a routine for logging each chat to the record still works.
How do we get the team to fill it in?
Keep the form short and make it the place the team finds the next step. If the record shows who to call today, people open it. We drop any field nobody uses.
How do we get the team to fill the CRM?
Keep the fields few and make the next step depend on them: no stage, no follow-up reminder. Let the trip lead open the bookings view at the start of the working day. Remove any field nobody reads, since a long form is skipped.
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 TravelTech startups

Everything else we would do for you.

Closest to this: leads and follow-up

Also for TravelTech startups

Or start from the overview: sales and marketing for TravelTech startups.

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