Lead to cash workflowNo retyping at the handover

Stop retyping the same booking from WhatsApp to Excel to invoice.

Move an enquiry through quotation, booking, passenger details, invoice, and payment while keeping the records connected for your whole team.

Customer workflow

One connected journey

From first hello to wheels up.

The details move. Your team does not retype them.

1
LeadDetails carried forward
2
QuoteDetails carried forward
3
BookingDetails carried forward
4
InvoiceReady when you are
5
TourReady when you are

Connected records

Lead, quotation, booking, customer, and invoice stay traceable.

Clear ownership

Assign the next action to the right team member.

Less duplicate entry

Convert work forward instead of rebuilding it at every stage.

The problem

The booking is confirmed, but operations still starts from zero

“Udah siap belom?” The answer depends on which team you ask. Sales knows the chat history. Finance knows the deposit. Operations needs the rooming and travel details. When each team keeps a separate file, handover becomes the risky part.

What happens when this is left too long

If the answer needs five WhatsApp messages and three spreadsheets, the problem is already bigger than it looks.

Leads go quiet

Enquiries disappear below newer WhatsApp messages before anyone follows up.

Handover loses detail

Accepted price, travel dates, and customer notes are copied manually into another sheet.

Owners lack visibility

It is difficult to see what is stuck, what is won, and what is still unpaid.

How WauHub helps

Let the customer journey become the operating record

WauHub keeps each commercial step connected, while your team stays in control of the decisions and customer conversation.

Capture and assign the enquiry

Record source, destination, party size, notes, owner, and current lead stage in a shared pipeline.

Send a structured quotation

Build reusable tour items into a proposal, share a public link, and track sent, viewed, accepted, revised, or expired status.

Convert confirmed work

Turn the lead or accepted quotation into a customer and booking without rebuilding the basic trip information.

Continue into collection

Create the invoice, record payments, and keep finance activity connected to the booking that generated it.

Why this matters

Grow booking volume without growing admin at the same rate

The team spends less time locating and transferring information, leaving more time for selling, service, and supplier coordination.

Carried forward.

Follow up while the lead is warm

A visible stage and assigned owner make the next sales action harder to forget.

Hand over with context

Operations can open the booking and trace the quotation and customer information behind it.

See bottlenecks earlier

Owners get a shared view of enquiries, quotations, bookings, invoices, and outstanding cash.

For Malaysian travel agencies

Made for chat-first travel sales

Malaysian agencies often sell through WhatsApp, Instagram, phone calls, walk-ins, and repeat customers. WauHub gives those conversations a structured back office.

What this means in daily work

  • Share quotation and invoice links through the channel your customer already uses
  • Support individual, group tour, MICE, and corporate booking types
  • Keep passenger, supplier, payment, SST, and MyInvois work connected after the sale

A Malaysian travel handover

The label changes what operations needs next.

A confirmed FIT enquiry does not hand over like a GIT booking or an SD sale. The workflow should carry the sales promise into the right operating record.

  1. FIT

    Reconfirmation risk

    A quotation can be accepted while dates, supplier space, or final arrangements still need controlled follow-through.

  2. GIT

    Moving versions

    Pax count, rooming, collections, and supplier commitments can change on different cycles after confirmation.

  3. SD

    Shared exposure

    One sale changes the position of the departure, not only the status of an individual customer file.

MOTAC licence categories define what a Malaysian operator is authorised to conduct. WauHub organises the commercial and operational handover within the agency's chosen setup.

Straight answers

Questions agency owners ask

No hidden answer behind a dropdown. These are the practical questions to settle before your agency changes its workflow.

Does WauHub replace WhatsApp?

No. Your team can keep using WhatsApp for conversation while WauHub becomes the shared record of status, ownership, documents, and next steps.

Can a quotation become a booking?

Yes. WauHub supports conversion from quotation to booking and keeps the records related.

Can I use only part of the workflow first?

Yes. Many agencies start with the area causing the most pain, then bring more of the flow into WauHub.

Continue the workflow

Build the connected workflow around the handover

Start with the sales channel, then carry only useful context into booking preparation, collection, and team ownership.

Give every confirmed sale a cleaner handover

Walk us through one typical enquiry. We will show how your team can carry it from first reply to final payment.