Pipeline --
Follow-ups --
Confirmed --
Next Dep --
Booking confirmation
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⚠ Possible duplicate quotes detected
Payment status
Service booking references
Enter hotel confirmation numbers, transport booking refs, and any other supplier references here. These appear in the confirmation document.
Internal booking notes
Confirmation document
The PDF confirmation document includes: client details, complete day-by-day itinerary with confirmed hotel names, transport, guide, service booking references, pricing summary, and payment status. It is signed off as an official Sithiyam Travel document.
Payment status
Unpaid
Deposit
$0
—
Balance
$0
—
Trip summary
New quote
Draft
Client & trip details
Price summary
Flex sell
$0
Premium sell (Flex + acts)
$0
Margin & pricing
—
Cost
0% margin
Sell
<15% risk15–25% good25%+ ideal
Freeze margin
🔓 Margin adjusts automatically
Quote price cards
Rooming
0
0
Child fare policy (default)
Transport
$350
Guide
$0
Driver accommodation
$0
Not published yet — publish to share with client
Tokens
Cover photo
Master: unlocked
1 granted · 0 used
Itinerary review
Review before you send.
Pricing overview — Actual build · Flex · Premium
SECTION
Client Management — CRM
Client database with rich cards showing source, trip type, budget, lifetime value, and quote count. Search, filter by source or status. Link clients to quotes for complete history tracking.
🔍
ALL
ACTIVE
REPEAT
NEW
WHATSAPP
REFERRAL
Quote Library
Templates
Reusable starting points for routes you build again and again.
PIPELINE MANAGEMENT
Quote Pipeline
Every quote, every stage. Drag cards to move between stages. Sorted by urgency.
CRM INTELLIGENCE
Lead Scoring & Urgency
Weighted lead scoring across 5 dimensions. Urgency banding determines pipeline sort order.
LEAD SCORE ANATOMY TOP 3 ACTIVE
URGENCY BANDS 5 LEVELS
SOURCE CONVERSION DATA-DRIVEN
FOLLOW-UP & LOSS TRACKING
Sequences & Win-Back
Auto-scheduled follow-ups. Win-back campaigns fire 30 days after expiry or cancellation.
NEXT FOLLOW-UP SEQUENCE
WIN-BACK QUEUE AUTO
CONVERSION & FORECAST
Funnel & Revenue Forecast
Stage-weighted probabilities project expected revenue from live pipeline.
CONVERSION FUNNEL LIVE
REVENUE FORECAST WEIGHTED
STATUS TRANSITIONS
Status Map & Auto-Actions
Valid transitions + side effects: timestamping, follow-up scheduling, win-back campaigns.
TRANSITION MAP WITH SIDE EFFECTS
Hotel voucher
Auto-filled from the quote. Edit and download.
Auto-fill from itinerary
Voucher info
Hotel details
Guest & stay details
Payment & terms
Select a day above to auto-fill, then click Preview voucher
Market benchmark
See where your prices sit against the market.
Search
Inventory
Hotels
Section · Settings
Settings
Platform-wide configuration. AI usage, caps, and (soon) more.
Today
—
— calls
This month
—
— calls
By feature (this month)
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Recent calls (last 50)
| Time | Feature | Quote | Model | Tokens | Cost |
|---|---|---|---|---|---|
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Add review
All reviews
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Today
—
— sessions
· — submits
Week
—
— sessions
· — submits
Month
—
— sessions
· — submits
Top quotes (this month, by sessions)
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Event breakdown (this month)
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Recent events (last 50)
| Time | Session | Quote | Type | Payload |
|---|---|---|---|---|
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Section · Master Data
Activities
Master activity database. Each activity has pricing, duration, category, and child policy metadata used by the quote builder.
Select a lead to view full details
Tools
Manage
Insights
🏨
Hotel