The situation
A 5-year-old corporate travel management company in Bengaluru. Serves 40+ corporate accounts. Handles domestic and international travel for employees — flights, hotels, visa processing, forex. Team of 8. Annual volume: ₹8 crore.
The company had grown by stitching together tools: Zoho CRM for leads, WordPress for the website, Razorpay for invoicing, WhatsApp Business for communication, and Google Sheets for reporting. Each tool worked individually. Together, they created an integration tax that consumed hours every week.
The problem
- •Customer data lived in 4 different systems. No single view of a client's full history.
- •Invoicing required manual data entry from CRM → Razorpay (duplicate work, error-prone).
- •Reporting meant exporting CSVs from 3 tools and merging them in Sheets every Monday.
- •WhatsApp conversations had no connection to the CRM — context was lost between team members.
- •The WordPress site couldn't show real-time availability or allow self-serve booking.
- •8+ hours per week spent on system administration and data reconciliation.
What we implemented
- 01Voyazio CRM: migrated all client data, booking history, and pipeline from Zoho. Travel-specific fields (passport expiry, visa status, travel policy per company) built in.
- 02Voyazio Pay: replaced Razorpay manual invoicing with auto-generated invoices triggered by booking confirmation. GST, TDS, and corporate billing splits handled natively.
- 03Voyazio Sites: new corporate-facing website with client login, policy-compliant booking, and approval workflows.
- 04Voyazio Pulse: WhatsApp integrated into CRM — every message linked to the client record. Team members see full context.
- 05Voyazio Insights: single dashboard replacing the Monday CSV ritual. Revenue, margins, client-wise P&L, team performance — all live.
The results (90 days)
“We trialled four platforms before this one. Voyazio was the only one that already understood corporate-leisure splits and partial deposits without us having to explain.”
The consolidation didn't just save time — it eliminated an entire category of errors. No more mismatched data between systems. No more 'which tool has the latest version?' conversations. One source of truth for everything.