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Overview

Tripdocks is a modern travel CRM built exclusively for travel agencies, tour operators, and travel consultants. It streamlines lead management, itinerary creation, and daily operations in one workspace. This page is the starting point for the documentation.

This documentation center is designed to help you understand how each module works, how they connect with one another, and how to implement features to grow your travel business.

Our documentation covers the integrations that bring leads into Tripdocks automatically, so your team spends less time on data entry and more time closing.

Integrations

Webhooks

Connect Tripdocks to any external source — Google Ads, WordPress forms, custom landing pages — using a simple HTTP POST. Define field mappings once and leads arrive in your queue automatically.

Meta Ads

Connect your Facebook and Instagram lead ad forms directly to Tripdocks. When a prospect fills out a lead form on any of your Facebook Pages, their details land in your lead queue in real time — no CSV exports needed.

WhatsApp Business

Chat with your leads over WhatsApp directly from the Tripdocks CRM. Supports multiple providers (Meta Cloud API, AiSensy, Gupshup), multiple business numbers, and optional per-team routing.

AI assistants

Connect Claude, ChatGPT, or any MCP-compatible assistant to your workspace. OAuth-secured, scoped to each user’s role, fully audited, and revocable from Settings → Intelligence.

Core guides

Getting started

Book a demo, what onboarding looks like, and how to build your first quote.

Lead management

Capture enquiries from any channel, assign them across your team, and follow up without losing context.

Itinerary builder

Build branded quotes and itineraries from templates or from scratch, set your markup, and send a PDF or web link.

On the roadmap

  • Operations — Reservations, vendor management, and accounting.

Whether you are a solo travel consultant or a large agency, these guides will help you get the most out of Tripdocks.