Connected Travel CRM: 9 Tools, One Customer Record

Delivered with my team at Codevibe Technology.

This was not a new CRM. It was the plumbing between a holiday travel company's CRM and the tools its sales desk already pays for, so the desk stops being the glue between tabs.

A lead comes in from an Instagram ad: it lands in the CRM with the ad and campaign attached, goes to the next agent in turn, and a welcome message goes out on WhatsApp.

Calls: click-to-call through the business line. When the call ends, its duration, outcome and recording attach to the lead.

AI call review: every call is transcribed and scored on 11 points with Google Gemini, ready by morning.

Publish an itinerary: the customer has it on WhatsApp and email at the same moment.

Take a payment: a PayU or Razorpay link, and once it is paid the contract goes out for e-signature on its own.

WhatsApp through DoubleTick, cloud telephony through CallerDesk, Google Gemini for call review, Documenso for e-signature, PayU and Razorpay, Meta lead ads in and results back out, TBO for live flights and hotels, and Amazon S3 with ImageKit for files.

9 tools connected

5 journeys that run without a person in the middle

11 points every call is scored on

4 months from the first module to the last (July to October 2026)

The client has not published measured results, so none are claimed here.

Stack: NestJS, PostgreSQL, BullMQ, React, Python.

Full write-up: https://codevibe.in/case-studies/connected-travel-crm