How many bookings never get closed at your agency?
Inquiries arrive on WhatsApp and Instagram at all hours, and in peak season they multiply. Clientify gathers them, assigns them and tracks every quote until the traveler confirms. Let's fix that.
Try Clientify for free50,000+ users in 25 countries · 4.4 on Capterra
This is your agency in peak season: every inquiry with its channel, its destination and an owner.
When a travel agency comes to Clientify, it almost always tells us the same thing
Sound familiar?
Your campaigns bring in more WhatsApp inquiries than you can answer by hand
Social media promotions work. But peak season arrives, inquiries skyrocket and the team copies and pastes replies all day. The ones that arrive at night wait, and the traveler asks another agency.
Each agent replies from their own WhatsApp
Several lines, personal phones and scattered emails. You can't see what's been quoted or promised, and if someone leaves, their travelers leave with them.
Instagram, Facebook, your website and referrals, each on its own
Contacts come in through many channels and none of them reach a shared place. Finding out who asked about which destination is a treasure hunt.
You assign inquiries by hand, by destination
Someone has to read every message and decide who takes it. And you don't know which campaign each inquiry comes from.
Quotes are followed up from memory
Sales on a task board, bookings in spreadsheets and reminders in each agent's head. A quote nobody follows up is a trip that never gets sold.
Thousands of past travelers, asleep in a spreadsheet
Your best client is the one who has already traveled with you. But nobody writes when they get back or when their favorite destination's season opens, so they book their next trip somewhere else.
A real summary of what comes up most in our conversations with travel agencies, inbound tour operators and tourism companies.
One tool to manage all your customers and contacts
From the first inquiry to the next trip, everything happens in one place and the whole team can see it.
Stop paying for a pile of separate tools. Pay for just one, from 39 €/$ a month.
Let's go case by case and see how we help
WhatsApp, Instagram, Facebook, email and web in one inbox
Connect your WhatsApp Business number through the official API, your Instagram and Facebook accounts, your email and your website chat. Every inquiry lands in the same place and each agent replies from there with their own user, using the same number for the whole team.
- One WhatsApp number for the whole agency
- Conversations stay with the business even when the team changes
- See what's been answered and what's still pending
An AI Agent that answers and qualifies every inquiry
It replies instantly, day or night, with the information you give it: destinations, departures, what each package includes. It asks the questions you need to quote (destination, dates, group size and budget) and saves the answers to the traveler's record.
- Answers based on your agency's information
- Destination, dates, travelers and budget in record fields
- Hands the conversation to an agent when needed
Every inquiry has an owner from minute one
Clientify assigns conversations to your agents automatically: round-robin or by the rules you set. And forms on your website and in your Facebook and Instagram ads create the contact with its source, so you know what brings in each inquiry.
- Round-robin or rule-based assignment
- If the traveler already has an agent, they go back to them
- Each contact's source: ad, form, website or social network
Instagram ad · Italy
Every quote in its own sales pipeline
Create a pipeline for each trip type (packages, tailor-made trips or groups) with the stages you actually use. Build the quote from your product catalog, email it and see whether the traveler has opened it.
- One pipeline per trip type, with an amount on every deal
- Quotes built from your catalog, sent by email
- You know which quotes have been opened and which haven't
Inquiry
Quote
Negotiation
Confirmed
Automatic follow-up so no trip goes cold
People take time to decide on a trip. With automations, if a quote goes unanswered, Clientify sends the traveler a WhatsApp template and creates a task for the agent to call. It no longer depends on someone remembering.
- Reminders and tasks for every sales rep
- Follow-up WhatsApp or email right on time
- Pre-departure reminders based on the trip date
The next trip starts when they get back from the last one
Every traveler has a record with their full history: inquiries, quotes, trips and notes. Tag them by destination or trip type, write to them when they get back and send email or WhatsApp campaigns to each segment when a season opens.
- Each traveler's full history, visible to the team
- Automatic message on their return, based on the return date
- Seasonal campaigns for whoever is interested in that destination
- Instagram inquiry from an adMonday 23:10 · AI Agent
- Quote sent and openedTuesday 10:15 · Lucía
- Trip confirmedThursday · Stage “Confirmed”
- Back home: email “How was Italy?”Automation · return date
- “Spring getaways” campaignTag: Europe
Get it ready before the next peak season
Create your account, connect WhatsApp and Instagram and see how your team works with real inquiries.
Travel agencies that already work this way
In peak season I was answering WhatsApp until midnight and some inquiries still went unseen. Now everything lands in one inbox, gets assigned by destination and every traveler has someone looking after them from the first message.
I'd send the quote and, if the traveler didn't reply, I'd forget about it. Now they get a message a few days later and I get a task to call them. Trips I used to lose, I now close.
Our past travelers were forgotten in a spreadsheet. We tagged them by destination and, when we open a season, we write to the ones who are interested. And they come back.
What they ask us before getting started
Does Clientify handle bookings, connect to suppliers or take payments?
No. Clientify is a CRM: it helps you capture inquiries, send quotes, follow up and sell to your travelers again. You keep handling supplier bookings, ticketing and payments in your booking tool. If you want to move data between the two, Clientify connects with your tools via API.
Can I use the WhatsApp number I already have? And do messages cost extra?
You can connect your WhatsApp Business number to Clientify through the official API, and your whole team replies from that same number. The chat history on your phone doesn't move over to Clientify; from the moment you connect, everything is saved to each traveler's record. Meta charges separately for some messages, such as campaign and reminder templates, based on its rates for your country, so check them before sending in bulk.
Does the AI Agent check availability and prices in real time?
No. The AI Agent replies with the information you give it about your destinations, packages and terms, and asks the questions you need to build a quote. Your team confirms availability and the final price. The AI Agent runs on usage-based credits; if you prefer fixed questions, you can also set up a flow-based chatbot.
All our travelers are in spreadsheets. Can we start from there?
Yes. Import your contacts from the spreadsheet and organize them with your own tags and fields: destination, trip type, date of last trip. From there you can send segmented email or WhatsApp campaigns to win back people who haven't traveled in a while.
Each agent has their own way of serving clients. Do they lose that with a single number?
No. Everyone uses the same number, but each agent replies with their own user, handles their own conversations and has their own tasks. You see everything that happens and, with dashboards and reports, how each person is doing.
We're not technical. Can we set it up on our own?
Yes. Create your trial account, connect WhatsApp and Instagram and start receiving inquiries. The help center has step-by-step guides, and if you'd rather have us guide you through setup, let us know and we'll walk you through the options.
Turn your next inquiry into a confirmed trip
and bring the traveler back for more
Connect your WhatsApp, invite your team and see how your agency works with everything in one place.
Try Clientify for free50,000+ users in 25 countries · 4.4 on Capterra