Background:
GoForTrip offers luxury travel experiences globally. As demand surged, the sales and operations teams were overwhelmed by manual quoting, itinerary approvals, and payment tracking. Their lead-to-cash process was fragmented across emails, WhatsApp, Google Sheets, and Razorpay.
Project Goals:
Centralize customer data, Lead-to-Cash Automation, Operational Efficiency, Improvement.
The Challenge:
- Zero integration between lead capture, quote management, and payment confirmation
- Manual quote generation and approvals causing delays
- Limited reporting on deal value, status, or stage
The Solution:
- Implemented full HubSpot CRM + Sales Hub with quote automation and deal workflows
- Integrated Razorpay for payment sync and Zapier for itinerary handoffs
- Built reporting dashboards for quote value, conversion %, and payout timelines
The Results
- 4x faster lead-to-payment cycle
- 100% automation across quote, approval, and payment processes
- 3 key workflows deployed to unify sales + ops handoffs
The Review
❝ We went from Google Sheets chaos to a fully-automated GTM flow. Consultey gave us a B2B SaaS-style backend for a luxury travel business. ❞
Gofortrip.net
Jaimik T, CTO at GoForTrip
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Industry – Travel / Hospitality
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Type / Size – Mid-Market
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Subscription – Project
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Service – Sales Ops, CRM Admin, GTM Tech
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Team – Sales, Operations
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CRM – HubSpot (Sales Hub)
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Tech Stack – HubSpot, Rozerpay, Zapier