Resfeberr Travels
One desk for every client, booking and rupee.
Internal operations system. Phase 1 & 2 — client records, leads, quotations, bookings, supplier ledgers and accounting, for all three companies.
Staff access only · v1.0
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Staff login


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Every sign-in is written to the activity log. Role-based access decides what you can see — counsellors do not see supplier cost or margin.
5 reminders today FY 2026-27 · Q2
Wednesday, 12 August 2026

Operations dashboard


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Inquiries needing action

All leads
ClientDestinationStageValueOwner
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Money moving this week

ReferencePartyDirectionDueAmount
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Alerts

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My tasks

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Client CRM

Clients


CodeClientTypeCityNext tripTripsOutstandingLast contact
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Showing 8 of 412 clients
Clients / Client record

Sharma Family

C-100123 Family · 4 travellers Client since 2019 · Counsellor: Priya Nair

Lifetime billing
₹ 18,74,500
Outstanding
₹ 1,42,500
Next departure
18 Sep 2026

Contact

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Preferences & loyalty

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Travellers, passports & visas

TravellerRelationPassportNationalityExpiryVisas on fileStatus
{{ t.name }} {{ t.rel }} {{ t.pp }} {{ t.nat }} {{ t.exp }} {{ t.visas }} {{ t.status }}

Booking history

InvoicePackageBookedBilledReceived
{{ b.inv }} {{ b.pkg }} {{ b.date }} {{ b.billed }} {{ b.recd }}

Ledger

Financial ledger for Sharma Family
Opening balance, every invoice, receipt and refund in one running statement. Exports to Tally as a single voucher batch.

Communication log

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Notes

Anniversary 14 Feb — send Maldives offer in December. Always books ocean-view; avoid early-morning departures with the children.
Lead management

Leads & inquiries


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Follow-ups due today

InquiryClientSourceReceivedStageOwner
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Quotations / QT-00218 · version 3

Japan · cherry blossom, 10 days


Services & costing

ServiceSupplierNet costMarkupGSTSell
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Quoted total ₹ 6,40,000
Gross margin₹ 74,000 · 11.6%

Day-wise outline

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Approval

Markup above 10% needs manager sign-off.
Awaiting · Fatima Q.

Version history

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Booking management

Bookings


BookingClientPackageDeparturePaxComponentsValueStatus
{{ b.id }} {{ b.client }} {{ b.pkg }} {{ b.dep }} {{ b.pax }} {{ b.comp }} {{ b.value }} {{ b.status }}
Bookings / BK-00231

Japan · Tokyo, Hakone, Kyoto

Confirmed Sharma Family · 4 pax · 18–27 Sep 2026 · Counsellor Priya Nair

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Components

TypeDetailSupplierReferenceStatus
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Cost sheet

LineCostSellMargin
{{ c.line }} {{ c.cost }} {{ c.sell }} {{ c.margin }}

Documents

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Activity

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Supplier management

Suppliers


SupplierCategoryRegionContactPayment termsNegotiated rateOutstanding
{{ s.name }} {{ s.cat }} {{ s.region }} {{ s.contact }} {{ s.terms }} {{ s.rate }} {{ s.out }}
Invoices / New tax invoice

Create invoice


Services

ServiceHSN/SACNetMarkupGSTTotal
{{ l.svc }} {{ l.hsn }} {{ l.net }} {{ l.mk }} {{ l.gst }} {{ l.total }}
{{ t.k }}{{ t.v }}
Grand total ₹ 6,40,000
Balance due 16 Aug₹ 1,42,500

Payment receipts

DateModeReferenceAmount
{{ r.date }} {{ r.mode }} {{ r.ref }} {{ r.amt }} Receipt

Payments made to suppliers

DateSupplierModeReferenceAmount
{{ v.date }} {{ v.sup }} {{ v.mode }} {{ v.ref }} {{ v.amt }}

This booking

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Accounting

Tally syncQueued
GSTR-1 periodAug 2026
LedgerSales · Outbound tours
Payment tracking

Payments & outstanding


Receivable from clients
₹ 8,42,500
₹ 2,10,000 overdue · 6 invoices
InvoiceClientDueAgeOutstanding
{{ r.inv }} {{ r.client }} {{ r.due }} {{ r.age }} {{ r.amt }}
Payable to suppliers
₹ 5,18,400
₹ 3,27,000 due this week
ReferenceSupplierDueBookingAmount
{{ p.ref }} {{ p.sup }} {{ p.due }} {{ p.bk }} {{ p.amt }}

Ageing

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{{ a.amt }}
Business intelligence

Reports


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Monthly billing vs margin

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Billing Gross margin

Profitability per booking

BookingClientSellCostMargin%
{{ p.bk }} {{ p.client }} {{ p.sell }} {{ p.cost }} {{ p.margin }} {{ p.pct }}

Lead conversion

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GST summary · Aug 2026

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Top destinations

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Task management

Tasks


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Calendar & reminders

DateTypeDetailClientOwner
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Document management

Document vault


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{{ f.note }}
FileTypeClientBookingUploadedExpiresVisible to client
{{ d.file }} {{ d.type }} {{ d.client }} {{ d.bk }} {{ d.up }} {{ d.exp }} {{ d.vis }} Open
Client notifications

Notifications


Queued & sent

WhenClientNotificationChannelStatus
{{ n.when }} {{ n.client }} {{ n.text }} {{ n.channel }} {{ n.status }} {{ n.action }}

Automatic triggers

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Preview · WhatsApp

Namaste Rohit — your Japan trip departs in 6 days. Balance of ₹ 1,42,500 is due on 16 Aug. Tap to pay or view your itinerary in the Resfeberr portal.
User management

Users & roles


NameEmailRoleCompaniesLast activeStatus
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Permission matrix

ModuleCounsellorAccountsManagerAdmin
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Activity log

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Resfeberr · my travel
My trips Itinerary Payments Rohit Sharma Back to staff view
Welcome back

Your trips


Departs in 37 days BK-00231
Japan · Tokyo, Hakone, Kyoto
18 – 27 September 2026 · 4 travellers · 9 nights
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Before you fly

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Your documents

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Notifications

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Past trips

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Need something?
Priya is your counsellor — 24/7 emergency line while you travel.
BK-00231 · 18–27 Sep 2026

Live itinerary


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Flights

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Hotels

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Transfers

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Payment centre

Payments


Balance due · Japan trip
₹ 1,42,500
Due 16 August 2026 · 4 days left

Invoices

InvoiceTripAmountStatus
{{ i.inv }} {{ i.trip }} {{ i.amt }} {{ i.status }} PDF

Receipts

DateModeReferenceAmount
{{ r.date }} {{ r.mode }} {{ r.ref }} {{ r.amt }}
Payments are accepted by UPI, NEFT and credit card. Card payments carry a 1.8% gateway fee shown before you confirm.