Everything in Payana, explained.
Six modules, one system. No add-on marketplace, no hidden modules — every plan gets the core, and this page tells you exactly what each piece does.
A pipeline that fills itself.
Every enquiry — WhatsApp, Instagram DM, or website form — becomes a card in your pipeline the moment it arrives. Nothing depends on you remembering to copy it somewhere.
- Four stages out of the box: New → Qualifying → Quoted → Won. Rename or add your own.
- Auto-tagging reads destination, dates, and group size out of the first messages.
- Assign leads to teammates, set follow-up reminders, mark a lead hot.
- A "Won" lead becomes a trip in one click — customer, dates, and quote carry over.
Lead capture · at a glance
Every departure on one timeline.
The trips view is a Gantt of your season — every trip as a bar, today as a line. You see overlaps, gaps, and crunch weeks before they become problems.
- Timeline, list, and calendar views of the same trips.
- Each trip holds its itinerary, travelers, documents, payments, and vendor bookings.
- Status flows from Draft → Quoted → Confirmed → Travelling → Completed.
- Group departures: manage 40 travelers on one trip with per-family billing.
Trips · at a glance
Draft with AI, deliver everywhere.
Describe the trip — "6 nights Kerala, easy pace, 2 seniors" — and get a full day-by-day draft to edit. When it's ready, one button makes it a PDF, an email, a WhatsApp message, and a live page in the traveler app.
- AI drafting works from a sentence, a WhatsApp thread, or an old PDF you upload.
- Branded PDF: cover, day-by-day, inclusions/exclusions, pricing table, your terms.
- Invoices, vouchers, and traveler-info packs use the same brand kit.
- Edits after sending update the app and web page instantly — the PDF gets a v2 stamp.
Documents · at a glance
One thread per customer, every channel.
WhatsApp and email merge into a single conversation per customer, linked to their trip. Anyone on the team can pick up the thread with full context.
- Official WhatsApp Business API — your number, verified, no green-tick risk.
- Gmail and Outlook connect in two clicks; replies send from your address.
- Send payment links, PDFs, and approved templates without leaving the thread.
- Read receipts on both channels; scheduled messages and reminders that fire.
Inbox · at a glance
From advance to balance, no notebook.
Every trip carries its own ledger: what's quoted, what's received, what's due, and what you owe vendors. The month view totals it all — collected, outstanding, GST payable.
- Razorpay payment links: UPI, cards, net-banking, EMI. Settles T+2.
- Automatic balance reminders on WhatsApp before the due date.
- GST at 5% or 18% and TCS above ₹7L computed per invoice. See the GST docs.
- Vendor costs per trip — your real margin is a column, not a guess.
Money · at a glance
Your trips, in front of new travelers.
Discover is the public side of Payana — a directory where travelers browse upcoming group departures. Publish a fixed departure and enquiries land straight in your pipeline.
- Publish any trip as a public listing with dates, price, and inclusions.
- Enquiries arrive as leads, tagged with the listing they came from.
- No commission on bookings — Discover is included in Growth and above.
- Your agency page shows your brand, reviews, and active departures.
Discover · at a glance
See all six modules in 20 minutes.
We'll walk you through a demo agency that looks like yours — your destinations, your trip sizes, your workflow.