Track agent enquiries across the 4 stages: New Enquiry โ In Follow-Up โ Converted โ Operation Completed.
Tracking Ref
Travel Agent
Staff Desk
Package Title
Date Sent
Pipeline Stage & Follow-Up
Booked Value
Follow-Up & Actions
โฐ Today's Follow-Up Tasks & Reminders
Daily action items to call/message travel agents and convert pending quotes into confirmed bookings.
๐ฅ Registered Indian Travel Partners
Manage your trade partners, view their booking history, or edit their details.
Code
Agency Name
Contact Person
Location
WhatsApp / Phone
Sheets Sent
Total Bookings
Total Revenue
Actions
Total Trade Partners0
Sheets Issued0
Total Confirmed Bookings0
Total Net B2B Turnover$0 USD
๐ผ Staff Sales Performance (Who Sold How Much)
Track how many sheets and confirmed bookings were generated by each team member.
๐ Top Performing Travel Agents
Agencies generating the highest number of bookings and revenue.
๐ค Active Staff Profile & Signatory
Controls the contact person name, designation, and WhatsApp number displayed at the bottom of the B2B Tariff Sheet, PDF export, and WhatsApp pitch.
๐ฅ Team Profiles (Switch Staff)
Switch who is currently logged in so the sheet is stamped with that team member's direct WhatsApp and name.
๐ข Official Registered Entities, Registration Numbers & Addresses
These legal details, license/registration numbers, and official office addresses appear on the B2B tariff sheet letterhead box.
๐ด Bali Headquarters & Direct DMC Operator (Indonesia Entity)
๐ฎ๐ณ India Partner & Trade Support Desk (India Entity)
๐ค Edit Staff Profile & Contact Info
Update your contact person name, WhatsApp number, and title. Changes will immediately update the footer of the B2B Tariff Sheet, PDF export, and WhatsApp summary!
โจ Smart AI / ChatGPT Extractor
Paste any raw itinerary text, pricing, WhatsApp message, or ChatGPT response below. The engine will automatically detect package titles, hotel options, pax slabs, day-by-day itineraries, inclusions, add-ons, and validity dates!
๐พ Save Package as Template
Saves the current itinerary, hotel tiers, rates, inclusions & policies as a reusable template โ load it any time for any agent.
๐ค Bulk Generate Trackable Sheets
Generates the currently loaded package as a personalized trackable sheet for every selected agent โ each account gets its own unique ref code.
โ Register Travel Partner
๐ฌ WhatsApp Pitch Generator
Formatted message ready to send to your trade partner on WhatsApp with the unique trackable reference code: