Feature
A client pipeline that moves itself and tells you who to chase
A client board as simple as a notes app, not a CRM you have to configure before it's useful.
Why it matters
Most CRMs built for travel agencies ask for a setup project before they're useful: pipelines to define, fields to configure, stages to name. Itiner's pipeline needs none of that. Every client already has a name, a phone number, and the trips you've planned for them, and the board just puts that on a screen you can glance at, five stages wide: Inquiry, Quoted, Deposit Paid, Traveling, Follow-up.
It also doesn't need babysitting. A client moves to Quoted the moment their trip is priced, to Traveling while the trip is running, and to Follow-up once it's done, derived straight from the trip dates and status you already keep up to date, not a second copy of the same fact you have to remember to update. Drag a card yourself when you want to override the board, and it stays exactly where you put it.
Know which proposals to chase
Every proposal shows how far it has got: Sent, Opened, Accepted, Deposit, Booked, each with its date. Your dashboard turns that into a short follow-up list, most urgent first, that says why each one needs you:
- • Sent two days ago and not opened yet
- • Opened, then no answer for three days
- • Accepted, but no deposit after two days
- • Departing within two weeks and still not booked
Tap Nudge to open WhatsApp with a message written for that situation, or mark it done if you followed up another way. The proposal comes back only if nothing moves.
Frequently asked questions
Is this a full CRM?
No, and that is deliberate. It is a five-stage board (Inquiry, Quoted, Deposit Paid, Traveling, Follow-up) with the client's name, phone, and trip on each card. No pipelines to configure, no fields to define first.
Do I have to move cards myself?
No. A client's stage follows their trip's dates and status automatically: quoted once you send pricing, traveling while the trip is running, follow-up once it ends. Drag a card by hand when you want to override it, and it stays put until you hand it back to automatic.
How does Itiner know a client opened the proposal?
The client portal records an open when the page loads in the client's browser. Your own previews while signed in don't count, and neither do WhatsApp or Slack link previews. Reloads within half an hour count as one visit.
Does Itiner message my client for me?
No. "Nudge" opens WhatsApp on your phone with a message drafted for the situation, for example asking for the deposit after a client accepted. You read it, change it if you like, and press send yourself.
What happens to a deal that falls through?
Mark it lost and pick a reason: price, booked with someone else, postponed, not travelling, stopped replying, plan not right, or other. It drops off the follow-up list and no longer holds the client in Quoted on the board, and the Clients page shows your conversion and the reasons deals were lost over the last 90 days.
Does it work on a phone?
Yes. Itiner runs in the browser, so the board and the follow-up list open on a phone, and Nudge opens WhatsApp right there.
The pipeline lives on the same Clients page as everyone you've planned a trip for, with no separate tool to switch to. The Opened and Accepted steps come from the client portal your client opens.