How it works

From inquiry to paid invoice. Every stage talks to the next.

Four stages, one platform. The data captured at the inquiry flows into the itinerary, the itinerary becomes the proposal, the picked proposal becomes the invoice, and the invoice becomes the vendor ticket. Nothing gets re-keyed between systems.

Capture · 01

01

Capture the inquiry

Lead lands. Everything you need is one form away.

Budget, dates, destinations, group size, special requests, traveler documents - all captured against the client record. Inquiries can be created manually, pasted from an email, or generated by AI from a free-text brief. Attachments stick to the file: passport scans, prior receipts, agency forms.

  • Free-text brief or structured form
  • Attach passport scans, contracts, prior trip notes
  • Auto-tag destinations, group type, season
  • Assign to the right agent based on workload

Build · 02

02

Build the itinerary

Type the brief. AI fills the form. You hand-edit anything.

The AI itinerary builder turns a brief into a fully populated draft - destinations sequenced day-by-day, accommodations slotted, transport between stops, activities suggested. Multi-currency costing rolls up automatically with markup applied. Every field stays editable; the AI is a starting point, not a constraint.

  • AI form-fill from a free-text brief or pasted email
  • Day-by-day planner with weather, activities, transport
  • Auto-costing in LKR / USD / EUR / GBP
  • Markup configured agency-wide or overridden per agent

Send · 03

03

Send & collaborate

Multiple proposals, branded delivery. Client picks one.

Stack proposals on the same trip - Budget, Comfort, Premium variants, or whatever tiering you want. Each ships as a branded PDF and a shareable web link. The email comes from your reply-to address; clients respond to you directly. When they pick one, the deposit invoice flows from that variant.

  • Multiple priced proposals on a single inquiry
  • Branded PDF + shareable web link, both options bundled
  • Email comes from your address, replies attach to the trip
  • Client picks one, deposit invoice generates automatically

Invoice & deliver · 04

04

Invoice & deliver

Quote → deposit → balance → paid. Vendor tickets fire automatically.

Once the client picks a proposal, the deposit invoice lands in their inbox with the agency's numbering format and tax setup. Track partial payments across bank, card, cash, cheque. Vendor tickets - the supplier-facing booking confirmations - fire to hotels, transport providers, and activity suppliers with everything they need. Signed acknowledgement links keep nothing in limbo.

  • Deposit invoice flows from the picked proposal
  • Multi-line tax invoicing with your numbering format
  • Track bank, card, cash, cheque payments
  • Vendor tickets to suppliers with signed confirmation links

See it in action.

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