Independent travel agencies, advisors and tour operators

The CRM for travel agencies.

GuardenerAI for travel agencies is a CRM for agencies that sell trips through personal advice. It turns enquiries into trips tracked as a custom object, keeps each traveller’s preferences on their record, books consultation calls through booking links and brings past travellers back with email, SMS or WhatsApp journeys. It is for independent agencies, travel advisors and small tour operators.

Travellers come back to the advisor who remembers them: the anniversary trip, the dietary needs, the seat they hate. GuardenerAI keeps that memory on the record and turns it into the next booking.

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Sound familiar?

What this usually looks like today.

What changes

One system, doing the work with you.

Every enquiry to a trip

Enquiries arrive as leads and convert to the traveller and an opportunity, then a Trips record with destination, dates, travellers and value once booked.

Preferences on the record

Custom fields on persons hold passport nationality, dietary needs and travel style, so any advisor can pick up the conversation.

Past travellers come back

A marketing journey sends new trip ideas by email or WhatsApp to the travellers you add, kept in static segments such as “Travelled last year” or “Family travellers”.

Ask the assistant

Ask the AI assistant which trip proposals have not moved in two weeks, and it creates the follow-up tasks once you confirm.

The modules this runs on

How you set it up

Shaped around how travel agencies actually work.

There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.

You create it

Trips

One record per booked trip, linked to the lead traveller.

  • Lead Traveller
  • Destination
  • Departure
  • Return
  • Travellers
  • Trip Value
  • Status
Built in

Persons

Travellers, with custom fields for the details you need to remember.

  • Nationality
  • Dietary Needs
  • Travel Style
  • Preferred Airline
Built in

Opportunities

Trip proposals you are working to a booking.

  • Value
  • Stage
  • Expected Close Date
  • Lost Reason

Suggested stages on Opportunities

  1. Enquiry
  2. Consultation
  3. Proposal sent
  4. Deposit
  5. Closed Won
  6. Closed Lost
Routines to copy

The repeat work, set up once.

Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.

Booking link

Travel consultation

  1. A 30-minute video or phone consultation link.
  2. Questions on the form: destination ideas, dates, number of travellers.
  3. The consultation is confirmed by email and synced to your calendar.
Action plan

Before departure

  1. Day 0: confirm bookings and send the itinerary (high priority).
  2. Day 7: collect passport details.
  3. Day 21: send travel documents.
  4. Day 30: welcome-home call.
Marketing journey

Where next?

  1. Starts when you add travellers who have just come home to the journey (the “I add them” trigger).
  2. Waits 14 days, then emails asking how the trip went.
  3. Waits 60 days, then sends trip ideas for next season.

Traveller details, kept private.

Records sit in your own isolated, encrypted space, with roles controlling who can see personal details and an audit trail of every change.

Read the security details →
FAQ

Questions from teams like yours.

Does GuardenerAI book flights or hotels?
No. It is not a booking engine or a GDS. It manages the traveller, the enquiry, the trip record and the follow-up alongside your booking tools.
Can I message travellers on WhatsApp?
Yes, through Twilio or Meta, with WhatsApp templates you build in the app and get approved.
Can several advisors share enquiries?
Yes. Put new leads in a shared queue and let advisors claim them, so every enquiry is picked up.
Can I invoice deposits?
On the Max plan, yes: raise an invoice to the traveller and send a Stripe card payment link once accounting is switched on. On other plans you record payments by hand.

See it on your kind of work.

Start free in an afternoon, or have us walk you through it with data that looks like yours.

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Also built for event planners, retail and e-commerce and agencies and studios. See every industry.

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