PipeDeck

Every WhatsApp enquiry, answered and followed up.

PipeDeck is a CRM for travel agencies that sell on WhatsApp. Enquiries are qualified automatically, your team replies from one inbox, and each lead's next follow-up is scheduled for you.

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The problem

Good enquiries go cold on WhatsApp.

Enquiries arrive on WhatsApp faster than agents can reply. The good ones get lost in personal phones and spreadsheets, and nobody can see what happened to a lead.

Features

Built around how a travel agency sells.

Enquiries qualify themselves

A new enquiry on WhatsApp gets a short set of questions, such as the occasion and what excites the traveller. The answers land on the lead card with destination, dates, travellers, the assigned agent and a temperature bar, so agents start with context.

A lead's WhatsApp thread with qualifying questions and answers, beside the lead card with destination, dates, adults, agent and temperature

One inbox for the whole team

The Replies tab lists the leads waiting for an answer. Agents reply from the CRM, including sharing an itinerary and its price, and the whole conversation stays with the lead.

Replies tab listing leads waiting for a reply, with an agent sharing an itinerary and price

Follow-ups on a schedule

When an agent finishes a follow-up, the lead's next one is scheduled automatically on a ladder of steps, and the Follow-ups tab shows who is due. Campaigns go out as approved WhatsApp templates once a manager approves the run. Runs show how many were sent, and completed runs show failed and skipped counts and can be re-triggered.

Campaign runs showing a campaign awaiting approval and follow-up runs with sent, failed and skipped counts

See the whole business at a glance

Enquiries, won trips, dollars booked, win rate and open leads in one view. Cards flag unassigned leads, replies waiting, follow-ups due and leads idle for 7 days or more, with a month-by-month chart of won, lost and open.

Dashboard with enquiries, won, amount booked, win rate, open leads, attention cards and a monthly chart

From enquiry to booked trip

Once a lead is won, the trip has its own row: customer, destination, departure, days left, nights, travellers, total, balance, payment status and agent.

Trips table with customer, destination, departure, days left, travellers, total, balance, payment status and agent

Built for teams

Give people admin, manager or agent roles and set who reports to whom. Notifications cover new qualified leads, replies, approval requests and alerts for unanswered messages, which escalate to a manager.

Team screen with roles and reporting lines, beside a notifications panel
Who it's for

Made for agencies where WhatsApp is the front door.

Travel agencies selling on WhatsApp

Enquiries come in on WhatsApp and need a fast, consistent first response.

Agencies with a team of agents

Roles, reporting lines and approvals for the whole team.

Owners who want every lead accounted for

See who has each lead and what happens next.

See every feature →

See PipeDeck on your own enquiries.

Book a demo