Recommended 512 × 512 px square · Maximum 1 MB. Picture is stored on this device only until cloud profile storage is configured.
This shows your verified Firebase login when connected. Without Firebase sign-in, no member is authenticated. A profile picture alone does not sign you in.
Dashboard
Your Travflair business at a glance.
Lead Category — B2B / B2C
Lead status overview
Upcoming follow-ups
Upcoming supplier dues
All Leads
Create, search, update and manage every enquiry.
Lead ID
Lead name
Customer / Agent
Category
Travel date
Status
Assigned to
Actions
Customers List
Keep customer and travel-agent contact details in one place. Create a new lead for an existing customer in one click.
Name / Company
Type
Phone
Email
Leads
Actions
Converted / Detailed Leads
Confirmed trips, supplier bookings and financial tracking.
Follow-ups
Track customer calls and next actions.
Lead ID
Lead
Customer
Follow-up date
Notes
Status
Action
Payments & Outstanding
Customer collections and supplier payments are tracked separately.
General Entry Outstanding
Payment Due Tracker
Choose package-wise for complete trips or service-wise for individual hotel, cab, flight and other booking dues.
Company Accounts
Record your travel agency's actual bank and cash transactions account-wise. All amounts in INR.
Manual ledger: transactions entered here are not automatically linked to lead payments or bank statements. Enter actual money movements only once. Do not enter full bank account numbers, passwords or credentials in this local-browser prototype.
🏦 Company bank & cash accounts
🧾 Service Payment Tracker
Create each customer receivable or supplier payable once. Link every installment to it to track paid and pending amounts.
💸 Transaction Register
📊 Category-wise Summary
Transfers between your own accounts do not count as business income or expense. Opening balances are not income. This is a cash-flow register, not a GST or profit-and-loss statement.
General Entries
Record one credit or debit transaction at a time. Manage bank accounts separately in Company Accounts.
New Transaction
Recent General Entries
Ledger
Day-wise credit and debit entries, package payments and business summaries.
This ledger shows General Entries and Package Entries together by date. Booking-level Amount Paid is included as a supplier debit. Older supplier-payment records are included only if the lead has no booking-level paid amounts, to reduce duplicates. Booking paid amounts without payment dates appear under Date not recorded. Package payments are not automatically linked to bank accounts; do not record the same payment in General Entries.
Business & Lead Overview
Category and status summary
Combined Day-wise Ledger
Quotation Maker
Paste all your package information into one box. Travflair will identify the itinerary, hotels, transfers, price and other details and prepare an A4 quotation using your saved letterhead.
📝 Paste complete package details
AI extraction sends pasted quotation text to your configured secure Cloudflare Worker and AI provider. Do not enter API keys here. Review all results before PDF export.
🔐 AI connection
Enter your deployed Cloudflare Worker URL and Firebase web configuration. Firebase login is required; only approved UIDs can use the AI endpoint. This is a setup step, not a quotation form.
Not connected
🔎 AI extracted quotation — review and edit
PDF Designs & Letterhead
Configure reusable A4 quotation branding and vehicle pictures. Export each draft from its Drafts tab.
🖼️ Header, footer and last page
Upload PNG or JPG images. Use 2480 × 250 px for BOTH header and footer (PNG preferred). Both are fitted proportionally in matching A4-width bands; the final page image is placed on its own A4 page (recommended 2480 × 3508 px). Images are stored locally in this browser.
🚙 Vehicle category images
Upload a transparent PNG for each vehicle type. Recommended image size: 1200 × 750 px (8:5 ratio) for all categories, with the entire vehicle visible and some transparent padding. The corresponding image appears in the quotation when that category is booked. Keep each file below 600 KB.
📋 Quotation payment policy
Contact details are taken from your uploaded letterhead. Use Print → Save as PDF to export.
👥 Add Members
Manage team member profiles for Travflair Desk.
Secure account setup required: This local HTML CRM cannot securely create login accounts or share records between staff by itself. Connect a deployed, authenticated member-management backend that supports username-only accounts below. Passwords are sent directly to that backend over HTTPS and are never stored in this HTML or browser storage. New profiles are intended to have full CRM access once cloud authentication and shared database permissions are configured.
Member management connection
Not connected. Set up the backend to activate team accounts.
Create Team Profile
Team Members
Username
Access
Status
Connect the backend to load team profiles.
Backup & Settings
Protect your CRM data and manage your local prototype.
Data backup
Export a complete JSON backup regularly. You can restore it on this browser later.
Numbering rules
B2B prefix: TFBB · B2C and Corporate prefix: TFBC Format: TF + category + two-digit year + series + three-digit sequence. 100 leads per series: A001–A100, B001–B100 … Z001–Z100, AA001 onward. B2B and B2C counters run independently.
Prototype limitation: This version stores data, including financial transactions, in this browser's local storage. It does not yet provide activated employee accounts, shared cloud records, server backups or live WhatsApp integration. Do not store sensitive bank details or confidential customer documents here. Those require the cloud production version.
Reset local data
This permanently clears data saved in this browser. Download a backup first.