Manage CRM, ledgers, invoices, vendors, and live previews.

Draft Manager Cloud drafts, local autosave, and version actions.
Drafts 0 Active Unsaved Cloud Checking
Ready to share with customers.
Filter drafts All drafts
Cloud
Danger
Missing Info QA pending
Draft Balance pending

Business Command Center

Explore sales, package, geography, travel timing, payment, and team performance without exposing the dashboard to non-admin users.

Analytics Explorer
Follow-Up Radar
Admin Settings & Draft Access
User: Checking Admin controls
Admins can decide exactly which cloud drafts each user can see. New drafts are assigned to the creator by default; server-side filtering happens before draft data reaches the browser.

Google Drive Picker

Add your Google Picker credentials so CRM users can browse the real Google Drive window and pick images from folders. The folder link is optional and only starts the picker in that folder when Google allows it.

Customer Trip Form

Public
Customize the customer-facing trip form, add new sections/questions, edit dropdown and checkbox options, and control the thank-you message after submission.

Team Users

Users: 0
Add staff emails, set roles, and control who is active in the CRM.

Draft Visibility

Drafts: 0
Search, sort, assign owners, and choose which users can view each draft.
📋 Lead Management & CRM Profile −
🧮 Profitability Ledgers (Multiple Package Options) −

Create distinct ledgers for different package tiers (e.g. Standard, Premium). These automatically feed into your PDF Comparison Cards.

Proposal Version History +
💳 Client Finances −
Total Quote: ₹0
Balance: ₹0
📝 Context & Notes −
📎 Secure Attachments −
Upload IDs, tickets (Auto-compressed).
Client Payment Tracker -
Track installments, due dates, and payment status against the active quote.
Proposal Builder is split into colored working zones so it is easier to see where you are.
Client-Facing Proposal Themes
Poster and luxury PDFs use the single Hero Banner Image below.
Shown under the add-ons title in previews.
Package Options & Comparison Cards

Edit the client-facing package cards here. In the client preview they appear under exclusions to keep the main content balanced with the side highlights bar.

Company & Package Info + Logo + Design −
Hero Image & Tags −
Destinations Covered (Autofilled) −
Day-by-Day Itinerary −
Hotels / Accommodation (Rich Output) −
Team Members −
Inclusions (toggle on / off) −
Exclusions (rich text) −
Hotels Table (original right sidebar layout) −
Why Tourix Kashmir? (rich text) −
Important Notes (rich text) −
Terms & Conditions (rich text) −
Extra Custom Blocks (e.g., Payment Details, Custom Terms) −
Thank You Message (rich text) −
📱 Quick WhatsApp Summary (Rich Text) −
(Generates perfectly bolded text. Copy and paste directly into WhatsApp!)
Cloud Day Itinerary Library
Days: 0 Plans: 0
Create reusable day entries by plan. Package builder can select multiple saved days and fill Day Title, Route & Distance, and Day Description automatically.

Add Day Entry

Cloud Vendor Procurement Database
Hotels: 0 Cabs: 0
Ledger
Vendor Cloud now writes into one active procurement ledger. Hotel rows can autofill from this database; EP = room only, CP = breakfast, MAP = breakfast + dinner, AP = all meals. Updates and deletes ask for confirmation before touching cloud.

Hotel Vendors

Hotel Location Category Room Type Rate Preview Actions

Cab Vendors

Vendor / Driver Vehicle Type Rate Notes Actions

Edit Vendor

Edit Customer Trip Form

Section Order Drag to rearrange the customer form

Team Users

Add people who can access the CRM. Admins can manage settings and all drafts; users only see drafts assigned or shared with them.

Draft Visibility

Drafts: 0

Edit Day Entry

🏢 Invoice Details & Branding
💸 Transparent Cost Breakdown
Item Description & Details Qty Rate (₹) Amount (₹)
🛡️ Trust Markers & Bank Details
Authorized Signatory
No signature image uploaded. Typed signature/name will be used.

📄 Live Document Preview