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One of our most exciting webinars yet, and if you missed it, we’ve got you covered! In this recap, we’ll walk you through all the major product releases unveiled during the session, including long-awaited features designed to help travel advisors save time, get paid faster, and stay effortlessly organized.
We just wrapped up one of our most exciting webinars yet, and if you missed it, we’ve got you covered! In this recap, we’ll walk you through all the major product releases unveiled during the session, including long-awaited features designed to help travel advisors save time, get paid faster, and stay effortlessly organized.
Every new feature we build is rooted in one goal: helping you run your travel business more efficiently, professionally, and profitably.
“This isn’t a CRM bolted on,” said Scott Rutz, VP of Commercial. “It’s embedded into how you already work. That means faster workflows, fewer errors, and a better client experience.”
We know that the biggest barrier to growth isn’t talent—it’s time. You have just 24 hours in a day to serve clients, manage bookings, and grow your business. Our job is to help you reclaim those hours by removing friction.
Here’s how the new CRM helps do exactly that:
Travefy now includes built-in email integration, making it easier than ever to manage client communications, trip invites, and forms using your existing email account. You can now:
Whether you're following up on trip details or confirming bookings, your email threads are now contextually organized, keeping your client interactions smooth and professional.
Tracking commissions has never been easier. With Commissions, you can:
Best of all, everything is linked directly to the trip for easy management. This release helps take the mystery out of your revenue and gives you greater financial visibility — something every advisor deserves.
Now you can create and manage invoices directly from Travefy, helping you streamline your payment process. Highlights include:
No more jumping between platforms or copy-pasting trip details. Everything’s built to work together for a seamless experience.
Contacts have been completely reimagined to offer more structure and better flexibility. You can now:
This revamp turns your contact list into a true command center for your client relationships.
As Leart shared during the webinar, this is just the beginning. Travefy’s product team is working on even more enhancements to empower travel advisors with tools that actually work the way you do. From automation improvements to even deeper CRM capabilities — there’s a lot to be excited about.
While many of these new tools are already live, we’re just getting started. Here’s what’s on the horizon:
If you’re a current user, dive in with all the new tools we’re releasing. This is just the beginning and the foundation of Travefy’s CRM platform. Share your feedback to help guide our roadmap.
If you’re not yet a Travefy user, now is the perfect time to start. You can try Travefy free and experience what it feels like to have your client communication, trip management, and business operations all in one platform—no extra tools required.
We’re not here to nickel-and-dime advisors. Our mission is to build the best travel advisor platform in the world—and give you everything you need to succeed.
From all of us at Travefy—thank you for your partnership, your feedback, and your belief in what we’re building together.
