Symmetrical Travel & Tour CRM

Customizable CRM for Tours, Passenger Bookings & Agency Sales

Stop squeezing your unique tour plans into rigid databases. Epoq Connect is a highly customizable lead management CRM built to streamline passenger inquiries, itinerary templates, multi-vendor vouchers, and WhatsApp updates.

Visa Pending
WEB CAPTURE β€’ 10:00 AM
Inquiry captured from Maldives Web Promo. Package: Deluxe Maldives 5N/6D.
"Hi, I want to confirm if the cab pickup in MalΓ© is included in this draft itinerary?"
WHATSAPP AUTO-TRIGGER β€’ 11:00 AM
Deluxe Maldives dynamic PDF itinerary shared to passenger on WhatsApp. Status: Delivered.
MULTI-VENDOR SYNC β€’ 11:30 AM
MalΓ© Cab details dispatched to operator (Maldives Fleet). Driver: Ali Asif (+960-91283).

Trusted by 50+ travel networks & high-growth operators

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25K+
Trips Managed
98%
On-Time Tour Departures
95%
Faster Booking Confirms

Modular panels built to track itineraries and dispatcher queues

Rigid spreadsheets can't handle complex multi-vendor bookings. Epoq Connect coordinates hotel desks, cab drivers, visa agents, and customer updates in a unified dashboard.

Maldives Deluxe 5N/6D Package
✈️ Flight SG-94 Confirmed
🏨 Sun Siyam Resort Voucher Uploaded
πŸ“„

Custom Itinerary & PDF Generator

Empower your admins to design fully customized, multi-day package itineraries in a visual editor, compile them instantly into high-conversion branded PDFs, and share them directly with traveler leads via structured WhatsApp template triggers.

HOT LEAD
✈️ Itinerary Sent
WARM LEAD
πŸ“ž Callback Queued
CONVERTED
βœ… Booking Confirmed
πŸ”„

Smart Status Tracking

Identify the exact priority of each travel lead using color-coded stage flags β€” Hot, Warm, or Converted. Auto-trigger routing rules and WhatsApp sequences based on stage changes in real-time.

01:42
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Automated Call Recordings

Automatically record counselor callback dials and client booking confirmations. Build customer trust and log verbal approvals on special itinerary adjustments instantly.

Counselor Queue Management

Monitor counselor call durations, daily active callbacks, and individual lead conversion counts. Route fresh inquiries to specific campuses or teams using smart round-robin queues.

All the features to optimize your Travel & Booking Workflows

Epoq Connect brings portal lead captures, passenger visas, multi-vendor hotel vouchers, and automated follow-ups into a unified panel.

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Portal Integration

Capture travel leads from MakeMyTrip, TripAdvisor, Google Ads, and travel blog captures seamlessly with zero manual input.

πŸ‘₯

Smart Roster Scheduler

Coordinate tour guides, transport coordinators, drivers, and sales counselors seamlessly without calendar conflicts.

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WhatsApp Automations

Deliver admin-created tour package itineraries as high-conversion PDFs directly to travelers' WhatsApp chats via official pre-approved templates.

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Conversion Performance

Analyze which destinations, seasonal tour packages, and sales reps are driving the highest margin and close rates.

🧾

Multi-Currency Invoices

Issue split-payment travel invoices, collect deposits, auto-track vendor commission cuts, and set tax structures.

πŸ”—

Client Review Threads

Maintain the complete audit trail of custom itinerary drafts, hotel upgrades, passenger passports, and visa applications.

✈️

Tourist Visa Tracker

Track visa applications step-by-step with automated checklists, custom fields, and immediate passenger upload prompts.

βš™οΈ

Custom Database Fields

Add fields for passport numbers, meal preferences, flight seat numbers, hotel ratings, and visa checkpoints in seconds.

🌐

Multi-Vendor Portals

Provide secure, restricted check-in queues and dispatch lists to flight desks, transport operators, and local tour guides.

Live Passenger Journey

Track traveling lifecycles from first inquiry to tour feedback

Epoq Connect unifies passenger counseling, visa stages, multi-vendor vouchers, and feedback loops into a structured, highly responsive customer journey flow.

  • ✈️ Deliver personalized tour itineraries and pricing breakdowns in under 10 minutes, raising passenger conversion rates by 45%.
  • πŸ“ Never miss a travel checkpoint β€” coordinators are auto-alerted 90 days before passport expiries with live visa application queue tracking.
  • πŸ’¬ Auto-trigger flight gate changes, hotel address catalogs, cab pickup pins, and local tour guide contact details directly on passenger WhatsApp.
πŸ™‹

Lead Enquiry: Ramesh Kumar

Source: Maldives Web Promo Β· Package: Deluxe 5N/6D Β· Status: New Inquiry

Auto-Triggered Β· WhatsApp Template
πŸ“„

Itinerary PDF Sent via WhatsApp

Maldives 5N/6D branded PDF delivered Β· Status: Read βœ“βœ“ Β· Pricing shared

Round-Robin Β· Anand S. Assigned
πŸ‘€

Counselor Follow-Up

Anand S. called Β· Visa checklist started Β· Hotel & cab confirmed

Booking Confirmed Β· Invoice Raised
βœ…

Booking Confirmed β€” Ready to Depart

Payment received Β· Sun Siyam Resort voucher issued Β· Passenger notified Β· Lead Converted

Why Travel Teams Switch

Replace manual spreadsheets with smart traveler pipelines

Excel rows can't sync visa processes, flight alerts, and hotel vouchers. See how Epoq Connect unifies your passenger relationships.

Visual Traveler Board vs. Rigid Databases

Stop digging through rows of text. Epoq Connect provides a visual traveler board β€” track passport checks, visa clearances, hotel bookings, and final checkouts in one click.

βœ“ Epoq Connect
βœ“ Passenger tracking (Inquiry βž” Tour Done)
βœ“ Color-coded visa priority flags
βœ“ Multi-vendor hotel/cab voucher logs
βœ“ Automated passport expiry checks
βœ— Traditional GDS / Excel
βœ— Manual row updates across multiple sheets
βœ— No visual progress pipeline
βœ— Vouchers lost in scattered emails
βœ— No passport expiration warning system

Coordinator Analytics vs. Gut Feeling

Monitor callback speeds, booking conversions, commission balances, and package margins by representative in real-time.

βœ“ Epoq Connect
βœ“ Representative conversion dashboards
βœ“ Average callback speed tracker
βœ“ Dedicated call recording logs
βœ“ Package margin calculations
βœ— Traditional GDS / Excel
βœ— No representative conversion metrics
βœ— No callback speed logs
βœ— Call history lost in personal logs
βœ— Manual commission math on calculators

Smart Automation vs. Missed Departures

80% of travel bookings require continuous follow-ups. Epoq auto-schedules reminders, WhatsApp itineraries, and hotel vouchers so traveler details stay completely aligned.

βœ“ Epoq Connect
βœ“ Scheduled traveler WhatsApp sequences
βœ“ Automatic hotel voucher delivery
βœ“ Visa application stage nudges
βœ“ Post-tour automated feedback loops
βœ— Traditional GDS / Excel
βœ— Manual messages typed from personal phones
βœ— Vouchers shared via standard emails
βœ— Visa follow-ups forgotten on sticky notes
βœ— No automated feedback loops

Flexible and transparent pricing

Choose the model that fits your travel agency workload. Scale your desks seamlessly as your passenger volumes grow.

3 Months Starter
Billed Quarterly
β‚Ή899
  • βœ“ Up to 5 Coordinator Desks
  • βœ“ Lead Ownership Request queues
  • βœ“ Automated Callback reminders
  • βœ“ WhatsApp API integration
  • βœ“ Basic Conversion Analytics
Start Free Trial
12 Months Enterprise
Billed Yearly
β‚Ή599
  • βœ“ Unlimited Coordinator Desks
  • βœ“ Customized Lead Allotment scripts
  • βœ“ Dedicated Priority Servers
  • βœ“ Custom CRM Database field configs
  • βœ“ Consolidated Multi-Center reports
  • βœ“ Dedicated Success Manager
Start Free Trial
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Transform your traveler conversions today

Join dozens of high-growth agencies scaling their passenger bookings without complex setups. Request a personalized travel demo or start your 14-day free trial.

Frequently Asked
Questions

Find answers to common technical, GDS integration, and visa-tracking queries regarding Epoq Connect.

Absolutely. Epoq Connect lets you sync hotel room vouchers, transport fleet assignments, and local tour operator contacts in one unified traveler timeline panel, dispatching them via automated WhatsApp links.
Admins can use Epoq Connect's visual itinerary editor to design fully customized travel packages. Once an itinerary is finalized, the system compiles it into a beautiful, agency-branded PDF in one click. You can then trigger the official WhatsApp API to share this PDF directly with passenger leads using pre-approved message templates.
Yes! Epoq Connect features robust webhook interfaces and custom API integrations to ingest bookings directly from standard flight portals, GDS engines, and custom travel inquiry forms.
Epoq Connect lets you create structured, dynamic checklists for different country visas (e.g., Schengen, Maldives, Dubai). Counselors can track visa file submissions, interview dates, and passport locations step-by-step.
Yes. Unlike traditional rigid travel software databases, Epoq Connect is a completely modular CRM. You can add, edit, or remove fields for baggage preferences, food restrictions, passport expiries, and tour guide selections in seconds.
Get in Touch

Epoq Zero LLP Office Address

We assist scaling organizations in deploying bespoke software pipelines on time and under budget. Let's build your unified traveling and passenger CRM workspace.

Kailas Nagar, Palliyil Road, Kottapuram, West Fort, Thrissur, Kerala, 680004, India

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