Outbound ERP / Module / Page

Page

🔎
RA
Welcome. This prototype is a click-through of every module. Use the green tabs above to jump between modules; sub-tabs inside each module show its individual screens. Sample data only.
Leads today (all sources)94vs 80–100 baseline
Open quotes812quote → won 22 %
Bookings (MTD)213₹4.6 Cr revenue
Active agents47+9 this month

The 6 modules + the CRM lake

① Website + Customer Portal

Public site, online booking, customer login, Bound-Points loyalty, website admin.

M1customer-facingloyalty

② TMS

Existing builder for packages, itineraries, vouchers, finance — system of record.

M2trip-data

③ Bound Agents / Affiliate

Sub-agents sell with referral links, commission ledger, payouts.

M3commission

④ HRMS

Employees, attendance, payroll, KPI, sales-team commission.

M4people

⑤ Aura AI Hub

Knowledge hub, lead scoring, itinerary draft, scripts, captions, search ranking.

M5AI

⑥ Content + Social

Blog CMS, page builder, multi-platform publisher, inbox.

M6marketing

⑦ Travel CRM — the lead lake

Replaces Workpex. Inbound from every source, round-robin to teams, follow-ups, calls, conversations, win/loss, reports.

Cross-module activity (last 24 h)

TimeModuleEventLinked record
2 min agoM7 CRMLead ingested from InstagramFranklin Xavier · Lankawi
4 min agoM3 AgentsCommission accrued ₹4,250 · AG0042BK-29481 · Bali 5N
9 min agoM1 WebsiteBooking confirmed · Bound Points credited 320 ptsCustomer #C-1029
14 min agoM2 TMSItinerary v2 PDF generated · 3.8 MBITN-7711
22 min agoM5 AuraLead score 86 · suggested team BLead L-90211
31 min agoM6 ContentReel published · Insta + FB + TikTokPost P-318
48 min agoM4 HRMSPayroll register approvedRun 2026-04

Hero — outbound.travel

424k+ travellers trust us

Discover the world, the Outbound way

Honeymoon · Family · Adventure · Group

Featured packages

Bali 6N · ₹68,900
Honeymoon
Kerala 5N · ₹29,500
Family
Langkawi 4N · ₹42,200
Couple
Manali 6N · ₹24,800
Group

Site map (rendered from CMS)

  • / Home
  • /packages · /packages/[slug]
  • /destinations · /destinations/[country]
  • /blog · /blog/[slug] ← Module 6
  • /about · /contact · /agent (→ Module 3 signup)
  • /account · /account/trips · /account/wallet

Lead-capture forms

Every form posts to webForms → routed by Module 7 ingest function.

Web form Blog

Book package · Bali 6N (PKG-201)

Step 3 of 5 — Add-ons & coupons
Total ₹68,900 − ₹800 pts = ₹68,100
Pay 25 % now to confirm

Profile — Franklin Xavier

Loyalty: Silver

My Trips

BookingPackageDatesStatus
BK-29481Bali 6NAug 12 – 18, 2026Confirmed
BK-28109Langkawi 4NJan 04 – 08, 2025Completed
BK-26750Kerala 5NJun 12 – 17, 2024Completed
Itinerary PDFs now ≤ 5 MB (was > 20 MB) — image down-sampling pipeline.
Wallet balance3,420 pts≈ ₹3,420
TierSilver520 pts to Gold
Lifetime earned9,860 ptsacross 3 bookings

Loyalty ledger

DateTypePointsReferenceNotes
2026-05-08Earn+320BK-29481Bali payment ₹32,000
2026-05-08Redeem−800BK-29481Coupon at checkout
2025-01-09Earn+422BK-28109Langkawi payment ₹42,200
2024-06-18Earn+295BK-26750Kerala payment ₹29,500

Refer a friend

Share your link — friend gets ₹500 off, you get 500 pts on their first booking.

outbound.travel/p?ref=C-1029

Packages (CRUD)

TitleDestinationDaysBase priceStatus
Bali Honeymoon BlissBali, Indonesia6₹68,900LiveEdit
Kerala God's CountryKerala, India5₹29,500LiveEdit
Langkawi Island EscapeLangkawi, Malaysia4₹42,200LiveEdit
Manali AdventureManali, India6₹24,800DraftEdit

Bound-Point settings

Coupons

CodeTypeValueValid till
MONSOON25%102026-09-30
WELCOME500₹5002027-12-31

Package master · Bali Honeymoon Bliss

Day plan

DayTitleHotelMeals
1Arrive Denpasar · Romantic dinnerThe WolasD
2Ubud waterfalls + monkey forestThe WolasB,L
3Nusa Penida day cruiseThe WolasB,L
4Move to Seminyak · Beach clubAnantaraB
5Spa & couple photoshootAnantaraB
6Tanah Lot sunsetAnantaraB,D
7Departure—B
Itinerary v2: images down-sampled to ≤ 1600 px / 70 % JPEG before packing. Average PDF size dropped from 21.4 MB → 3.9 MB.

Itinerary ITN-7711 · Lankawi 5N · Franklin Xavier

Day 1Day 2 Day 3Day 4 Day 5

Day 2 — Island hopping tour

Eagle island · Lake of Pregnant Maiden · Beras Basah

Hotel: Berjaya Resort · Meals: B, L

Day 2 — Add block

Booking BK-29481

StatusConfirmed
CustomerFranklin Xavier
PackageBali 6N
Net value₹68,100

Lifecycle timeline

May 02 · 10:14
Quote sent
Sales rep · Vidhya Sree
May 04 · 18:02
Quote accepted
Customer paid 25 % advance ₹17,025
May 05 · 09:11
Confirmed
Ops · Velarasi A. confirmed flights & hotels
May 05 · 09:14
Hooks fired
→ Loyalty earn 320 pts · → Sales-rep KPI · → Finance journal
May 06 · 16:30
Vouchers issued
Anantara, The Wolas, Klook

Suppliers

NameTypeContactGSTRating
Anantara SeminyakHotelres@anantara.com—★★★★★
Berjaya LangkawiHotelres@berjaya.my—★★★★☆
SkyZ Holidays DMCDMCops@skyz.id—★★★★★
FlyEase AirAirline consol.book@flyease.in22ABCDE…★★★★☆
Klook ActivitiesActivitypartners@klook.com—★★★★★
Receivables₹32.4 L
Payables₹19.7 L
Margin (MTD)₹46.2 L
Refunds₹1.1 L

Recent journal entries

DateBookingAccountDRCR
05-05BK-29481Customer A/R₹68,100—
05-05BK-29481Holiday Sales—₹68,100
05-06BK-29481Hotel Payable (Anantara)—₹22,800
05-06BK-29481Cost of Sales₹22,800—
Active links12
Clicks (30d)2,841
Bookings19
Earnings (eligible)₹62,400

Top-performing links (90d)

Bali 6N
₹28k
Langkawi 4N
₹18k
Maldives 5N
₹12k
Kerala 5N
₹4.4k

Tier progress

Current: Silver · Next: Gold at 25 bookings

19 of 25 bookings · Gold = ×1.25 commission multiplier

Generate referral link

My links

SlugPackageClicksBookingsEarnings
bali-rahulBali 6N1,2019₹28,400
langkawi-rLangkawi 4N8205₹18,200
kerala-monsoonKerala 5N4102₹4,400
Eligible to withdraw₹62,400
Pending hold₹14,200
Lifetime paid₹3,18,000

Commission ledger

DateBookingGrossRateAmountStatus
05-05BK-29481 · Bali 6N₹68,1006 % × Silver 1.1₹4,495Hold
04-28BK-29410 · Langkawi 4N₹42,2006 % × Silver 1.1₹2,786Eligible
04-21BK-29388 · Kerala 5N₹29,5006 % × Silver 1.1₹1,948Paid

Approval queue (KYC pending)

AgentTypeCityPANBankAction
Rahul S.IndividualCoimbatoreABCDE1234FHDFC ****2110
Travel Spark AgencyAgencyBengaluru22GSTIN…ICICI ****8744
Anita P.IndividualChennaiFGHIJ5678KSBI ****0190

Bali Honeymoon — 1080×1080

Langkawi — Story 1080×1920

Kerala — Brochure PDF

Employees

EmpcodeNameDeptTeamDesignationManagerStatus
OB-001Vidhya Sree M.SalesTeam ASr. Sales ExecutiveVelarasi A.Active
OB-002Nabeel AbdulSalesTeam BSales ExecutiveVelarasi A.Active
OB-003Shaheeka SaleemSalesTeam CSales ExecutiveVelarasi A.Active
OB-010Velarasi A.Sales—Sales ManagerCEOActive
OB-021Karthik R.OpsOpsOps LeadCOOActive
OB-040Priya N.ContentContentEditorCMOOn leave

Attendance — May 11, 2026

EmployeeInOutBreakGPSStatus
Vidhya Sree09:48—00:42📍 HQPresent
Nabeel Abdul10:11—00:30📍 HQPresent
Shaheeka————Late
Karthik R.09:32—00:15📍 Field — MahabalipuramField

Leave requests

EmployeeTypeFromToReasonAction
Priya N.Sick05-1105-13FeverApproved
Nabeel AbdulCasual05-2005-21Family function
Karthik R.Comp-off05-2505-25For Sat ops

Payroll run · 2026-04

Headcount38
Gross₹19.4 L
Sales commission₹3.8 L
Net payable₹17.9 L
EmployeeBasicAllow.CommissionLOPNet
Vidhya Sree30,00012,00022,4000₹61,200
Nabeel Abdul26,00010,00014,2000₹47,800
Karthik R.40,00014,000—0₹52,300

Sales-rep KPI (May, MTD) — pulled from CRM + TMS

RepLeadsCallsMinsQuotesWinsConv %RevenueCommission
Vidhya Sree437211197.5521426.9%₹11.2 L₹22,400
Nabeel Abdul351178164.041921.9%₹7.1 L₹14,200
Shaheeka298146132.033721.2%₹5.6 L₹11,200
Round-robin lead router (Module 7) reads exactly the team membership shown here — drag-drop a person to a team and routing changes immediately.

Team A

Cap 20/day

  • Vidhya Sree
  • Member 2
  • Member 3

Team B

Cap 18/day

  • Nabeel Abdul
  • Member 5
  • Member 6

Team C

Cap 18/day

  • Shaheeka
  • Member 8
  • Member 9

Team D

Cap 15/day

  • Member 10
  • Member 11

Knowledge hub

TitleTagsApprovedUpdated
Bali in monsoon — what to tell customersdestination · bali✓3 d ago
"Too expensive" — 5 objection handlersscript · objection✓1 d ago
Visa rules — Schengen 2026policy · visa✓1 wk ago
Refund policy v3policy✓2 wk ago

Aura — Draft itinerary

Draft preview

  1. Day 1 — Arrive Denpasar (mid-day flight) · Pool-front family villa, Seminyak
  2. Day 2 — Waterbom park (kid-friendly), early dinner
  3. Day 3 — Ubud Monkey Forest + rice terraces (private car)
  4. Day 4 — Move to Gili Trawangan via fast boat
  5. Day 5 — Snorkelling shallow reef, glass-bottom boat (kid-safe)
  6. Day 6 — Beach day, sunset dinner
  7. Day 7 — Return to Denpasar, depart

L-90211 · Franklin Xavier

Score86
Hot Suggested: Team B

L-90188 · Pooja S.

Score52
Warm Suggested: Team A

L-90150 · Karthik V.

Score21
Cold Nurture sequence

Variant 1 — Friendly opener

Hi Franklin, this is Vidhya from Outbound. Saw your interest in Langkawi. Are you thinking 4 nights twin sharing — or longer with the kids?

Variant 2 — Value led

Hi Franklin, our Langkawi 4N is currently at ₹78,900 for 2A+1K including island hopping and breakfasts. Want me to send a 1-pager?

Variant 3 — Question first

Hey Franklin! Quick question — are you locked on Langkawi, or open to Phuket / Krabi for similar dates? Helps me pick the right package.

Weekly digest — May 6 to May 12, 2026

  • Best package: Bali 6N — 28 wins, ₹19 L
  • Worst conv: Manali 6N — 3 % (price-sensitive cohort)
  • Fastest closer: Vidhya Sree (avg 4.1 days quote→win)
  • Source ROI: Insta lead-ad ₹62 / lead, B2B email ₹14 / lead
  • Top lost reasons: 1) Budget (38%) 2) Date conflict (22%) 3) Visa concern (14%)
  • Recommended action: Add visa-pre-check to top of Singapore + Schengen quotes.

Blog posts

TitleAuthorTagsStatusPublish at
10 things to do in Bali for honeymoonersPriya N.bali · honeymoonPublished05-08 09:00
Langkawi vs Phuket — which to pick?Aman R.langkawi · phuketScheduled05-13 11:00
Schengen visa 2026 — what changedPriya N.visa · schengenDraft—

Edit "/destinations/bali"

  • Hero block — image, headline, sub-headline
  • FeatureGrid — best months, currency, visa
  • PackageCarousel — auto-pulls live Bali packages
  • FAQ — 6 entries
  • CTA — "Talk to a planner"

Version history

vByWhen
17Priya N.3 d ago
16Aman R.1 wk ago
15Priya N.2 wk ago

New social post

Instagram ✓ Facebook ✓ TikTok ✓ YouTube Shorts LinkedIn

May 2026

10
Reel
11
Carousel
12
Reel TikTok
13
Blog
14
15
Story
16

DMs / comments inbox

PlatformSenderSnippetAction
Insta DM@franklin_x"Hi! Bali in August?"
FB CommentPooja S."What's the Maldives 5N price?"
TikTok@karthik_v"Manali in December?"
Insta reach (7d)2.1M
FB reach (7d)412k
TikTok views980k
Leads from social628

Lead attribution by post

PostPlatformReachLead clicksBookings
Bali honeymoon reelIG410k18411
Langkawi carouselFB120k624
Manali snow shortTT320k1406
New today94
Overdue follow-ups350
No activity (7d)441
Lost (30d)524

Leads

All sourcesInstaFBWebBlogTikTokAgentAdsB2BWebcall
LeadPhoneSourceStageAssignedValueLast activity
🔥Franklin Xavier+91 96004 17893InstaQuote GivenVidhya₹78,900WhatsApp · 12mOpen
⚠️Pooja S.+91 90041 22364FB AdCall BackNabeel—Note · 2hOpen
Karthik V.+91 90039 70028TikTokNew——Just nowOpen
🔥Lavina G. Samy+91 99597 03468Pending QuoteShaheeka₹1,42,000Call · 38mOpen
Manoj M.+91 97502 02424Agent AG0042In DiscussionVidhya₹92,500Email · 4hOpen
Roosan+91 99007 20675Web formCTWNabeel₹64,000WhatsApp · 1hOpen
Bhumika+91 88751 73770Google AdCall Back——10mOpen
⚠️Madhuda Z.+91 99831 24946BlogNot InterestedShaheeka—SMS · 3dOpen
JAYAPRAKASH SUNDARAM+91 88006 12340WebcallNew——Just nowOpen
Sara+91 99707 95004B2B EmailIn DiscussionVidhya₹4,80,000Email · 1dOpen

Lead Info — Franklin Xavier (L-90211)

Trip details

Timeline (append-only audit)

Today 14:32
Itinerary v2 generated (3.8 MB)
Vidhya Sree · ITN-7711 sent on WhatsApp
Today 12:14
WhatsApp reply received
"Looks good, can we add a beach activity for our kid?"
Today 09:02
Aura score 86 · suggested Team B
Module 5
Today 09:00
Lead assigned
Auto-router → Vidhya Sree (Team A took over per pipeline rule)
Today 08:59
Lead created
Source: Instagram Lead Ad (Bali Reel) — Module 6 webhook

Conversations (one thread, all channels)

14:30 WA
→ "Hi Franklin, sharing the Bali 6N itinerary — 3.8 MB only. Let me know your thoughts!" — Vidhya
12:14 WA
← "Looks good, can we add a beach activity for our kid?" — Franklin
09:30 EM
→ "First quote attached — flight + hotel + tours" — Vidhya
09:00 SM
→ "Hi! Vidhya from Outbound here. Sending Bali options now." — Vidhya

New 399

Abhinandh romo
IG+91 99744 22364
Created today↗
Bhumika
Ad+91 88751 73770

Call Back 38

Franklin Xavier
IGVidhya

Not Attended 127

Manoj Mohandass

Not Interested 37

Arvind Auro
FB

Pending Quote 5

Lavina gopal samy

Quote Given 176

Pooyitha
Web

In Discussion 40

Selvaraj

Won 3

Deepu
₹24,000

Lost 99

AD
Reason: Budget
The "follow-up window" the brainstorm asked for: focus columns by SLA so reps can't miss anyone.

Overdue 350

Pavi
Sun, 10 May 10:00 AM
Satheesh Kanna
Sun, 10 May 08:00 PM
Narendran R.
Sun, 10 May 07:00 PM

Today 62

Franklin Xavier
18:00 · Vidhya
Lavina G. Samy
19:30 · Shaheeka

Tomorrow 41

Pooja S.
11:00 · Nabeel

This week 183

Roosan

Snoozed 28

Karthik V.
Until Jun 1
Total calls1,704
Unique calls931
Total minutes4,128
Avg call time2.43m

Call by status

StatusCount
Answered904
Busy180
No Answer410
Congestion62
Cancel148

Calls by lead source

Instagram
782
WhatsApp
410
FB Ad
280
Web form
150
Webcall
82

Recent calls

Date / timeLeadTypeStatusDurationNote
Today 14:30Franklin XavierOutboundAnswered4:12Confirmed dates
Today 13:48Pooja S.OutboundNo Answer—Auto-scheduled retry 18:00
Today 12:01RoosanInboundAnswered2:30Asked about visa

Win % by destination (the gap from old CRM)

Bali
32 %
Langkawi
27 %
Maldives
21 %
Kerala
18 %
Manali
11 %

Lead source ROI

SourceSpendLeads₹/leadRev
Insta lead-ad₹1.2 L1,940₹62₹38 L
FB lead-ad₹0.8 L1,100₹73₹22 L
Google ads₹0.5 L410₹122₹14 L
B2B email₹0.05 L360₹14₹19 L
Agent—180—₹17 L

Top lost reasons (90d)

Budget
38 %
Date conflict
22 %
Visa concern
14 %
No response
13 %
Other agency
13 %

Sales-rep leaderboard

RepWinsRevAvg cycle
Vidhya Sree14₹11.2 L4.1 d
Nabeel Abdul9₹7.1 L5.9 d
Shaheeka7₹5.6 L6.7 d
Brainstorm asked for: "follow-up stages setting option needed". Build any pipeline without code.

Pipeline · Sales Team

#StageColourSLA (h)Lost?
1NewGreen2No
2Call BackBlue24No
3Not AttendedAmber12No
4Pending QuotePurple24No
5Quote GivenTeal72No
6In DiscussionGreen120No
7CTWDark green48No
8WonGood—No
9Not InterestedRed—Yes
10LostRed—Yes
The "everything into one CRM" picture from the brainstorm — formalised.
Lead sources
Insta DM + Lead Ads
FB DM + Lead Ads
Website forms
Blog forms / comments
TikTok DMs
B2B email parser
Meta + Google Ads
Agent referral links
Webcall / IVR
▶
Cloud Function
ingestLead
dedupe by phone • capture rawPayload • assign source
▼
Travel CRM
(leads/{id})
▼
Round-robin router
uses Module 4 teams
+ Aura suggested team (Module 5)
Outcomes
Lead worked → notes, follow-ups, calls, WhatsApp, email
Itinerary built → Module 2 (lite-PDF ≤ 5 MB)
Quote given · accepted · Booking
▼
Sales-rep KPI → Module 4
Agent commission → Module 3
Bound Points → Module 1
Finance journal → Module 4
Aura learns from Win / Loss → Module 5