Tour & Travel Management Application in Zoho Creator

Client Overview

Our client is a mid-sized Tour & Travel agency specializing in customized domestic and international packages, corporate tours, and group travel experiences. The company was struggling with fragmented operations — from managing inquiries to bookings, vendor coordination, and customer communication — all handled through spreadsheets, emails, and manual follow-ups.

They approached us to develop a unified Zoho Creator application to streamline their business processes, improve visibility across departments, and automate repetitive tasks.

Challenges

Before implementation, the client faced several operational issues:

1. Manual Data Entry & Tracking – Booking details, itineraries, and payments were maintained in Excel sheets, often leading to duplication and data errors.

2. Inefficient Communication – Lack of centralized data caused delays in vendor and customer coordination.

3. Limited Visibility – Management had no real-time dashboard to monitor active tours, payments, and profitability.

4. Poor Integration – The existing system was disconnected from Zoho CRM and Zoho Books, creating manual work for the accounts and sales teams.

5. No Automation – Tasks such as itinerary generation, invoice creation, and status updates were handled manually.

Solution: Zoho Creator Custom Application

We designed and deployed a comprehensive Tour & Travel Management Application on Zoho Creator with seamless integration across Zoho ecosystem apps — CRM, Books, and Campaigns.

Key Modules Developed

1. Lead & Inquiry Management

1. Integrated with Zoho CRM for automatic lead sync.

2. Inquiry capture via website and email forms.

3. Status tracking from inquiry → quotation → booking confirmation.

2. Package & Itinerary Builder

1. Dynamic creation of travel packages with destinations, pricing, inclusions, and exclusions.

2. Auto-generation of itineraries in PDF format.

3. Custom quotation templates for clients.

3. Booking Management

1. Capture of booking details, travel dates, accommodation, transport, and vendor assignments.

2. Automated allocation of guides and vehicles.

3. Integrated approval workflow for internal validation.

4. Vendor & Commission Management

1. Vendor master with services (hotels, transporters, guides).

2. Automated commission calculation and payout tracking.

3. Integration with Zoho Books for vendor invoicing.

5. Payment & Accounting

1. Two-way sync with Zoho Books for invoices and payments.

2. Advance, partial, and full payment tracking.

3. Real-time financial summary per tour or client.

6. Customer Portal (Optional Add-on)

1. Secure portal for clients to view itineraries, invoices, and tour updates.

2. Online feedback submission and document upload.

7. Reports & Dashboards

1. Custom reports for bookings, revenue, vendor payments, and customer trends.

2. Dashboards for management to monitor KPIs like tour profitability and conversion rates.

Implementation Highlights

• Developed in Zoho Creator 6 using Deluge scripting for automation and validation.

• Integrated with Zoho CRM, Zoho Books, and Zoho Mail using APIs.

• Enabled workflow automation for approvals, notifications, and reminders.

• Designed role-based access controls for Admin, Sales, Operations, and Accounts teams.

• Implemented data security and audit logs for compliance and accountability.

Impact & Results

Within three months of implementation, the client achieved measurable improvements:

Additionally, management gained real-time visibility into bookings and profitability, while customers received faster responses and personalized itineraries.

Conclusion

The Tour & Travel Zoho Creator Application transformed the client’s business operations from a manual, fragmented workflow into an automated, integrated ecosystem. The solution not only saved time and reduced errors but also enhanced decision-making and client satisfaction.