Built for the way your agency actually runs.
Payana isn't a generic CRM with a travel skin. It's shaped around four kinds of operations we see every day in India — find yours below.
The solo agent
"I'm the sales team, the ops team, and the accounts team. My pipeline is my WhatsApp scroll position."
- Leads auto-file themselves while you're on a site visit
- A quote PDF in 10 minutes instead of an evening in Canva
- Balance reminders go out without you remembering
The growing agency
"Three of us share one WhatsApp on one phone. Whoever holds the phone owns the customer."
- Shared inbox — everyone sees every thread, with assignment
- Lead routing and follow-up automations across the team
- One timeline of every departure, who's running it, and its balance
The fixed-departure operator
"Every June I run the same six batches. Forty travelers per batch, and I rebuild the same itinerary forty times."
- Trip templates — clone last year's batch, change the dates
- Per-family billing inside one group departure
- Publish departures to Payana Discover and fill remaining seats
The white-label operator
"I sub-serve twelve agencies. They need their brand on everything — my software can't show up anywhere."
- Your domain, your logo — "Powered by Payana" removed
- The traveler app re-themes per agency, including app icon name card
- API & webhooks to plug into your existing systems
Tuesday, peak season. Handled.
A composite day from real agency workflows — every step happens inside one tab.
Three overnight enquiries, already filed
Two WhatsApp pings and one Instagram DM arrived after hours. The auto-reply acknowledged them; all three sit in "New" with destination and dates tagged.
LeadsQuote drafted with AI, sent in 12 minutes
"7 nights Ladakh, 6 pax, mid-range hotels" becomes a day-by-day draft. You swap two hotels, hit send — PDF on WhatsApp, email copy, live app page.
DocumentsAdvance lands, balance schedules itself
The Sharma family pays ₹1.8L via the Razorpay link. The trip flips to Confirmed and a balance reminder is queued for 10 days before departure.
MoneyMid-trip change, no panic broadcast
The Munnar hotel moved a check-in by two hours. You edit the itinerary once — the traveler app updates live and the announcement reaches all 4 travelers.
Traveler appThe day closes with numbers, not anxiety
Dashboard: ₹2.1L collected today, two quotes awaiting reply, one balance due Friday. Tomorrow is already triaged.
DashboardWhich one is your agency?
Tell us in the demo — we'll set the walkthrough up to match your operation, destinations and trip sizes included.