WhatsApp API + CRM
Keep requirements and advisor conversations together.
All use cases
Converso for travel & advisory businessesUnderstand their plans.
Understand their plans.
Start a better conversation.
Collect the brief, connect the right advisor and stay in touch until the decision.
For travel agencies, tour planners and consultation-led advisory teams.YOUR NEXT SALES CONVERSATIONIllustrative travel inquiry
KP
Kunal Patel
Qualified inquiry- Destination
- Bali
- Travel month
- December
- Travellers
- 2 adults
- Budget
- ₹1.5 lakh
NEXT STEP FOR YOUR TEAMDiscuss the brief. Prepare suitable options.
Know their plans before suggesting the next step.
WhatsApp campaigns
Reach interested contacts with relevant offers and information.
Automation workflows
Follow up from consultation to proposal and confirmation.
01 / ONE INQUIRY. A MORE USEFUL CONVERSATION.Select a stage to see how it works.
From an initial plan.
To a decision with the right support.
Your team sets the rules.
Converso handles the repeatable follow-ups.
EXAMPLE WORKFLOW / New inquiry
Find out what they are planning.
WHEN THIS HAPPENS
A traveller asks about a trip or package.
Converso can
- 1Ask about destination, dates, traveller count and budget.
- 2Capture preferences and any open questions.
- 3Save the brief with the inquiry.
Your team takes it from here
Review the requirement before discussing options.
Your travel teamExample WhatsApp conversation
TRAVELLER CONVERSATION
Hi Kunal! Where would you like to travel, when, and with how many people?
Bali in December for two adults, around ₹1.5 lakh.
Trip brief capturedReview traveller requirements
Example flows configured around your stages, message content and contact permissions.
02 / CAMPAIGNS WITH A REASON TO REPLYRelevant ideas.
Relevant ideas.
For people already interested.
Use saved requirements and tags to organise audiences for your WhatsApp campaigns.
01
Destination ideas
WHO IT’S FOR
Opted-in travellers interested in a matching destination and season.
EXAMPLE MESSAGE
Still thinking about Bali? Tell us your preferred dates and we’ll help explore suitable options.
Refresh travel preferences
Connect inspiration with an existing interest.
02
Plan the next trip
WHO IT’S FOR
Opted-in past customers ready for future travel conversations.
EXAMPLE MESSAGE
Thinking about your next holiday? Share your destination ideas and preferred travel month.
Start a new trip brief
Build on an existing customer relationship.
03
Advisory check-in
WHO IT’S FOR
Opted-in advisory clients with a recorded future consultation need.
EXAMPLE MESSAGE
Would you like to revisit your requirements with our advisor? Reply with a convenient time.
Arrange an advisory consultation
Use the same flow for consultation-led services.
The campaign starts the conversation. Your team follows up with the customer’s context.
03 / A CLEARER PICTURE FOR YOUR TEAMKeep the details.
Keep the details.
Lose the guesswork.
At your desk or on the move.
Your team can work from iOS and Android.
Continue the conversation.
Keep destination preferences, consultation needs and proposal history together.
Give each lead an owner.
Assign an advisor and make the next follow-up clear.
See which inquiries progress.
Track inquiries, consultations and proposal outcomes in one process.
04 / MAKE IT WORK FOR YOUR BUSINESSYour services.
Your services.
Your qualification questions.
Your client journey.
Build the flow around how your team actually sells.
- 01
Choose your qualification questions.
For travel: destination, dates, travellers and budget. For advisory: needs and consultation timing.
- 02
Define the next steps.
Set Hot, Warm or Cold labels, assignments and follow-up messages.
- 03
Connect campaigns with conversations.
Bring connected ad and website inquiries into the same process.
Choose the support you need.
Compare plans Starter for CRM and campaigns. Growth adds WhatsApp and email automation.
Growth+ adds Meta campaign setup, creatives, CAPI integration and automation setup.
Make the next conversation
worth their time.
See how Converso can support your business, from inquiry to customer.
Explore other use cases