Trusted by 500+ Travel Businesses

The Smarter Way to Run Your Travel Business

Pleximus CRM brings your leads, bookings, payments, vouchers and team into one place — so you spend less time managing and more time growing.

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Trusted by teams at
Travel Agencies Tour Operators Ride Services
Pleximus CRM — Dashboard
1,248 Total Leads
384 Bookings
₹24.6L Revenue
Recent Leads Live
Rahul SharmaNew
Priya Patel
Anil MehtaBooked
Sneha JoshiNew
Features

Everything Your Travel Business Needs

From first inquiry to final invoice — Pleximus CRM covers every step of your customer journey.

01

Lead Management

Capture, track and nurture every inquiry from first contact to conversion. Never let a lead fall through the cracks again.

  • Add leads manually or import via Excel
  • Assign follow-ups, set status and reminders
  • Full lead history and interaction timeline
  • Share self-registration links with clients
02

Booking & Ride Tracking

Monitor every booking from confirmation to completion. Track rides in real time and manage service delivery end to end.

  • Calendar view of all upcoming rides
  • Real-time ride status updates
  • Assign drivers, vendors and services
  • Full booking detail and passenger records
03

Payment & Invoice Control

Full visibility into every payment, refund and settlement. Multi-level approval flows keep your accounts team in control.

  • Multi-level payment review and approval
  • Generate and download professional invoices
  • Process and track refunds with audit trail
  • Vendor payment management and settlement
04

Voucher Generation

Create branded travel vouchers in seconds and deliver them instantly. Clients receive a professional PDF via email or WhatsApp.

  • Generate vouchers from booking data instantly
  • Branded PDF with your company details
  • Send via email or WhatsApp in one click
  • Resend and manage voucher history
05

Vendor Management

Manage your entire vendor network from one dashboard. Track payments, service agreements and vendor performance with ease.

  • Vendor profiles with service mapping
  • Track and settle vendor payments
  • Assign vendors to bookings and rides
  • View outstanding and completed payments
06

Reports & Sales Dashboard

Data-driven insights across your entire operation. Monitor targets, track team performance and make decisions with confidence.

  • Live sales dashboard with KPIs
  • Team target tracking and progress
  • Revenue and booking trend reports
  • Export reports to Excel
07

Staff & User Management

Control who sees what across your organisation. Role-based access ensures every team member works in a focused, secure environment.

  • Create roles — Admin, Sales, Operations, Accounts
  • Assign leads and tasks to team members
  • Sales executive hierarchy and assignment
  • Activity tracking per user
08

Follow-ups & Client Communication

Stay on top of every client interaction. Schedule follow-ups, log call notes and track the full communication history per lead.

  • Upcoming follow-up dashboard
  • Log notes, calls and meeting outcomes
  • Email reminders for due follow-ups
  • DNP (Did Not Pick) lead tracking
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How It Works

Up and Running in Three Steps

No complex setup. No lengthy onboarding. Just log in and start managing your business.

01

Capture Your Leads

Add leads manually, import in bulk via Excel or let clients self-register through a shared link. Every inquiry lands in one place.

02

Manage Bookings & Rides

Convert leads into bookings, assign services and vendors, generate vouchers and track every ride from departure to completion.

03

Invoice & Close

Generate invoices, collect payments, process refunds and close deals — all with a full audit trail for your accounts team.

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Leads Managed

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Modules

One Platform, Every Module You Need

Pleximus CRM is built specifically for travel businesses — every module reflects how your team actually works.

Core

CRM & Leads

Full lead lifecycle management — from first enquiry to follow-up, booking and beyond. Import leads, set statuses and track every interaction.

See it in action
Operations

Bookings & Rides

Track upcoming rides, manage ride status, assign drivers and vendors, and get a calendar view of all scheduled services.

See it in action
Accounts

Payments & Invoices

Multi-level payment review, invoice generation, refund processing and vendor payment management — all with role-based access control.

See it in action
Testimonials

What Our Clients Say

Travel businesses across India trust Pleximus CRM to run their day-to-day operations.

"Before Pleximus, we were managing leads on spreadsheets and missing follow-ups constantly. Now every enquiry is tracked, assigned and followed up automatically. Our conversion rate went up by 35% in three months."

RS
Rajesh Sharma Director, Horizon Travel Agency, Mumbai

"The voucher generation and ride tracking modules alone were worth it. Our operations team used to spend hours on paperwork. Now it takes minutes and the client receives a branded PDF instantly on WhatsApp."

PM
Priya Mehta Operations Head, SkyBound Tours, Ahmedabad

"Our accounts team finally has visibility into every payment, refund and vendor settlement. The role-based access means the right people see exactly what they need — nothing more. It's clean and well thought out."

AK
Ankit Kapoor CFO, TravelNest Pvt Ltd, Delhi

"We manage a fleet of vehicles and a large sales team. The sales dashboard and target tracking keep everyone accountable. The system paid for itself in the first quarter."

SJ
Sunita Joshi MD, Comfort Cabs & Tours, Pune
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See Pleximus CRM in Action

Book a free personalised demo and see how Pleximus CRM can transform the way your team manages leads, bookings and payments.

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