Features · Leads
Travel lead management
Every enquiry — from WhatsApp, ads, or your website — in one queue, assigned fast, with the whole history attached.
Lead management in Tripdocks captures trip enquiries from every channel into one queue, assigns them across your team, and keeps each follow-up attached to the traveller. Nothing depends on one person's phone or inbox, so enquiries stop slipping through the cracks.
Capture enquiries from every channel automatically
Enquiries arrive through integrations, not copy-paste:
- WhatsApp Business — inbound messages open a conversation thread, and new numbers become leads automatically. Meta Cloud API, AiSensy, and Gupshup are supported.
- Facebook and Instagram lead ads — form submissions land in the queue in real time.
- Websites and landing pages — any form that can send a webhook, including Google Ads landing pages and WordPress forms, with UTM and click IDs stored on the lead.
Travel details, not just a name and number
Webhook leads can carry the fields that matter for a trip — arrival and departure dates, number of nights, adults and children — parsed into proper values. Extra answers such as destination or budget are kept on the lead's form data, so the first reply can be specific.
Assign leads fast and fairly
- Round-robin assignment spreads new enquiries evenly across the team.
- Team routing sends each WhatsApp number's conversations to the right team.
- Internal notes keep context with the enquiry, not in someone's head.
- Clean hand-off from sales to reservations, without leaving the enquiry view.
- Team performance tracked from the same place.
Clean data, no duplicates
Double form submissions within 5 minutes and repeated Meta notifications are filtered out, so your team doesn't call the same traveller twice. Every incoming lead is logged, including errors, for a full audit trail.
Control who sees what
Roles and permissions decide who can see pricing, supplier rates, and client contacts — useful as soon as more than one person works a booking.
From lead to quote
When the enquiry is qualified, build the quote from the same record with the quote and itinerary builder. Full details are in the lead management documentation.
Frequently asked questions
- What is travel lead management software?
- Travel lead management software collects trip enquiries from every channel into one queue, assigns them to the right person, and keeps every follow-up attached to the traveller — so enquiries aren't lost across WhatsApp threads, inboxes, and spreadsheets.
- Which channels can Tripdocks capture leads from?
- WhatsApp Business (through Meta Cloud API, AiSensy, or Gupshup), Facebook and Instagram lead ads, and any website, landing page, or form tool that can send a webhook — including Google Ads landing pages and WordPress forms.
- How are leads assigned to the team?
- Tripdocks assigns leads round-robin so enquiries are picked up promptly and fairly. WhatsApp numbers can also be routed to a specific team, so conversations on that number go to the right people by default.
- Does Tripdocks stop duplicate leads?
- Yes. Repeated Meta lead notifications are discarded, and webhook submissions with the same email or phone within 5 minutes are logged as duplicates instead of creating a second lead.