Sales
From inquiry to ticketed trip.
- Inquiry
- Quote
- Proposal sent
- Booking
- Payment
- Ticketed
- Lost
Cockpit CRM · Travel agencies
CRM for travel agency with WhatsApp
The travel agency CRM with WhatsApp built for your daily routine: quote, proposal, booking, payment, ticketing, and post-trip follow-up to sell again.
7 days free, no card required. Plans from R$ 99 per month.
From the first quote to the trip home, no traveler gets lost along the way.
The problem
Where your agency loses sales today
Quote requests left unanswered
A customer asks for a price on WhatsApp at night, and by the time the agency replies, they have already booked online.
Proposals nobody follows up on
The itinerary goes out, the customer says they'll check with the family, and nobody calls back.
Documents remembered at the last minute
Expired passport, pending visa: the problem shows up close to departure, when it's already too late.
Travelers who come back and disappear
The trip was great, but they book the next one with another agency because nobody remembered them.
With Cockpit, every traveler has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Two ready-made pipelines, from inquiry to the next trip
The stages below come set up when you create your account, and you can adjust them to how your team works.
Trip
Documents, departure, and post-trip follow-up to sell again.
- Pre-departure (documents)
- On the trip
- Post-trip
- Booked again
- Not interested
A day at work
What the routine looks like with the CRM.
Queue open
Overnight requests are already in the CRM, with the customer and where they came from.
Quote built
Destination, departure and return dates, and travelers on the record, and the card moves to Quote.
Proposal sent
The itinerary goes out on WhatsApp and the card moves to Proposal sent, with a follow-up scheduled.
Paid and ticketed
The customer approves, the booking is made, and payment carries through to ticketing.
On the way to departure
A ticketed trip moves on its own into the Trip pipeline, starting with documents.
Features
What comes ready for your agency
Trip record
Destination, departure, return, number of travelers, and trip type: leisure, honeymoon, family, corporate, cruise.
Product catalog
Add packages, flights, lodging, and services like insurance and transfers, in categories that come ready.
From ticketed to pre-departure
A ticketed trip enters the Trip pipeline on its own, and the dates power reminders before departure.
Service queue
Requests are distributed across agents, and the manager sees who is online to take them.
Loss reasons
Price, booked online, postponed the trip, passport: find out why each sale didn't close.
Access roles
Travel agents, management, and owner each see what they need. The owner sees everything.
WhatsApp and AI Agent
Your agency's WhatsApp inside the CRM
Every conversation becomes a traveler
Anyone who messages you on WhatsApp enters the CRM with an open deal, with no duplicates for existing customers.
Team inbox
All agents on the same number, with a queue, transfers, and internal notes the customer never sees.
Quick replies
Required documents, payment options, hours: one click and the answer goes out consistent every time.
Itineraries and documents
Proposals, vouchers, and passport copies stay in the conversation and in the customer's history.
Replies instantly, even in the middle of the night
The AI Agent answers on WhatsApp in your agency's voice, answers questions, collects the destination and dates, and hands off to an agent when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi! I'd like a package to Orlando in January, there are 4 of us.
How exciting! Is that 2 adults and 2 children? Tell me your departure and return dates and I'll put the quote together.
Yes, January 8 to 18.
Got it! An agent will send you the options here later today.
WhatsApp connects through the official API (the number also stays on the phone app, with Coex) or by QR code.
Frequently asked questions
Questions from travel agencies.
I already use the tour operator's system.
Cockpit handles what comes before and after the booking: first contact, the quote, the follow-up, and the next trip.
The team doesn't have time for another system.
The CRM comes with the agency's pipelines and WhatsApp on the same screen. The team keeps answering where they already do, just organized.
Will I lose my WhatsApp number?
No. With the official API and Coex, the number also stays on your phone's app. You can also connect by QR Code.
What about customer data?
Each agency has its own separate workspace, and each team member sees only what their role allows.
Plans
One price for the team, everything included.
You pay for the size of your team, not per feature. Monthly, or yearly at a discount.
Pilot
R$ 99 /month
Up to 2 usersTeam
R$ 199 /month
Up to 10 usersChampionship
R$ 399 /month
Up to 50 usersLeague
R$ 699 /month
Up to 100 users
Start today with your agency already organized.
In minutes the CRM is ready with travel pipelines, the trip record, and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
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