Business Workflow Automation
Automate the whole journey, not just one task
Connect lead capture, qualification, follow-ups, quotations and reporting into one end-to-end AI workflow.
End-to-end automation
Nine steps. One connected workflow.
Here's how a typical lead moves through Itenera - with AI doing the legwork and your team approving what matters.
Step 1
Lead Capture
Enquiries from WhatsApp, website forms, ads, calls and SponsoredTrip land in one place.
Step 2
AI Qualification
AI asks the right questions and scores each lead by intent and fit.
Step 3
CRM Update
Lead details and conversation history sync to your CRM or Google Sheet.
Step 4
WhatsApp Follow-up
Personalised follow-ups to opted-in leads, with brochures, options and reminders.
Step 5
AI Call
An AI call confirms details, answers questions and books a slot with your team.
Step 6
Quotation Draft
AI drafts a quotation or itinerary from your templates and rate cards.
Step 7
Human Approval
Your team reviews, edits and approves pricing before anything is sent.
Human in control
Step 8
Customer Handover
The approved proposal goes out and a team member owns the relationship.
Human in control
Step 9
Reporting
Dashboards track sources, response times, conversions and team performance.
Automated by Itenera AI
Human in control
Integrations
Works with the tools you already use
Itenera connects to your existing systems, so your team doesn't have to change how they work - the busywork just disappears.
CRM systems
Popular CRM platforms or your in-house CRM, via API
Website forms
Contact, enquiry and landing-page forms
Google Sheets
Simple lead logs and reports for small teams
WhatsApp
Official WhatsApp Business Platform
Calling systems
Cloud telephony, IVR and AI voice
Email
Gmail, Outlook and transactional email
Calendars
Google Calendar and Outlook scheduling
Custom APIs
Booking engines, ERPs and internal tools
Travel agency example
A Goa holiday enquiry comes in from Instagram. Itenera qualifies it on WhatsApp, logs it in your CRM, calls the traveller the next morning, drafts a 4-night itinerary with your preferred hotels, and sends it to your consultant for approval. Once approved, the traveller receives it on WhatsApp - and your weekly report shows exactly where the booking came from.
Map your first automated workflow with us
See how Itenera can capture, qualify and follow up with your leads - in a free, no-obligation demo tailored to your business.