WORKFLOW AUTOMATION

From Lead to Payment in One Seamless Workflow

Eliminate manual processes and connect every step of your travel business from initial inquiry to final payment.

Smart Lead Management

Never lose a potential customer again with WauHub's comprehensive lead management system. Capture, organize, and track all your leads in one place. Our intelligent dashboard gives you a clear overview of your sales pipeline, helping you identify hot prospects and follow up at the right time. Convert inquiries into bookings more efficiently and watch your conversion rates improve.

WauHub leads management

Complete Workflow Journey

Follow your customers from first contact to final payment

1

Lead Management

  • • Kanban pipeline with drag-and-drop
  • • Status: New → Contacted → Quoted → Won/Lost
  • • Automated follow-up reminders
  • • Assignment to team members
2

Quotation Generation

  • • Professional branded quote templates
  • • Automatic expiry date tracking
  • • Reminder system before expiry
  • • Acceptance rate monitoring
3

Booking Conversion

  • • One-click quote to booking conversion
  • • Professional booking reference numbers
  • • Status: Draft → Pending → Confirmed
  • • Automated booking confirmations
4

Invoice Generation

  • • Seamless invoice creation from bookings
  • • Select classification codes
  • • Up‑to‑date payment status
  • • Receipt generation and attachments

Automation Features

Smart automation that works behind the scenes

Smart Reminders

  • Quotation expiry (3-day advance)
  • Payment overdue notifications
  • Booking confirmations
  • Intelligent follow-up timing

Workflow Tracking

  • Complete customer journey visualization
  • Progress monitoring and completion %
  • Connected records and documents
  • Complete audit trail

Integration Benefits

See how connected workflows transform your business

Eliminate Data Entry

Information flows automatically between stages, eliminating manual copying and reducing errors.

  • Customer details auto-populate
  • Service items carry forward
  • Pricing automatically transfers

Reduce Errors

No manual copying between systems means fewer mistakes and more accurate documentation.

  • Consistent customer information
  • Accurate pricing throughout
  • Professional documentation

Improve Speed

Complete workflows in minutes instead of hours with automated processes and smart templates.

  • Instant quote generation
  • One-click conversions
  • Automated communications

Better Visibility

Up‑to‑date status tracking across workflows gives you clear visibility into your business.

  • Pipeline overview
  • Status at a glance
  • Performance metrics

Practical Benefits

Keep work moving with fewer manual steps

Fewer manual steps
Clear ownership
Faster follow‑ups
Visible pipeline

Ready to Connect Your Workflow?

See how lead → booking → invoice fits together in WauHub.