LINCOLN, Neb., July 1, 2025 — Travefy, the most widely used itinerary, website and form builder platform for travel advisors, today announced the official launch of its fully integrated Customer Relationship Management (CRM) suite—featuring professional invoicing, streamlined commission tracking, integrated email, and a completely revamped contact management system.

This new release delivers a long-awaited solution for travel advisors seeking a unified workspace to manage clients, trips, payments, and communication—without switching between spreadsheets, CRMs, or disconnected apps.
‍

“Travel advisors are the heartbeat of this industry,” said David Chait, CEO of Travefy. “This CRM release represents our commitment to listening to advisors, solving their daily challenges, and reinvesting in their success. It’s a massive leap forward—and just the beginning.”

‍

Built for How Advisors Actually Work

Unlike generic CRMs or bolt-on tools, Travefy’s CRM is embedded directly into the same platform advisors already use to build itineraries, send proposals, collect forms, and communicate with clients.

“We’ve built this to work the way travel professionals already do,” explained Kyle Deterding, VP of Product. “Now you can build a trip, drop items into an invoice, send it, and track payments and commissions—all from one place.”

Key new capabilities in the CRM release include:

• Branded, PCI-Compliant Invoices
  Generate professional invoices in a click, automatically import items from an itinerary, send to clients, and track payment authorizations in real time.
  
  
• Streamlined Commission Tracking
  View, track, and reconcile commissions right inside Travefy—without spreadsheets or jumping between tools.
  
  
• Revamped Contact Management
  Store and organize essential client data like travel preferences, loyalty numbers, passport info, and trip history—plus add custom fields to track what matters most.
  
  
• Integrated Email
  Connect an existing email address (Gmail, Outlook or IMAP) to send and receive client communications from within Travefy while improving deliverability and visibility—all emails appear directly in the client’s contact profile.
  ‍
  
  

Time Saved. Frustration Eliminated. Workflows Transformed.

This release addresses one of the biggest pain points across the industry: the time and complexity of managing disconnected systems.

“We analyzed common workflows and usage patterns across our user base and found that advisors were wasting hundreds of hours each year switching between tools,” said Deterding. “This release alone can save advisors upwards of 200 hours annually—freeing up time to focus on what matters most.”

Over the past year, Travefy’s product team conducted hundreds of interviews with advisors ranging from new-to-industry agents to multi-advisor teams and host agency managers. Their feedback directly shaped the features launched today.

“Advisors were clear—they want simplicity, speed, and a way to keep everything in one place,” said Scott Rutz, VP of Commercial. “This release delivers that. And it lays a powerful foundation for future releases, including email templates, automation, and agency tools.”

‍

Early Reactions from the Industry

Advisors across the Travefy community shared overwhelmingly positive feedback following the release announcement during a live product webinar:

“I’m so impressed with these tools! My business has exploded since I started using Travefy. Thanks so much!” — Annette Barnette, CCC, VTA - Annette Barnette Travel LLC

“Travefy is THE easiest CRM to use, has THE best support (live), and…I only needed about 2 days during my trial period to make the decision to move forward with Travefy! I just LOVE it.” — Sherri Beckett, Owner - Time Stamp Travel LLC

“I started using Travefy solely to easily create professional looking proposals and itineraries, but the behind the scenes features we are able to utilize have streamlined so many aspects of my travel business. The new invoicing, email integration and commission tracking have absolutely blown me away! - Deena Schlosser, Owner of Adventures with Deena

‍

Availability

Travefy’s CRM capabilities are available immediately for all users at no additional cost. Advisors can enable the features by logging into their account, starting a free trial, or scheduling a demo with Travefy’s product team.

About Travefy

Travefy is the core platform for travel advisors and agencies who want to simplify their business and deliver exceptional client experiences. Trusted by over 30,000 travel brands worldwide and rated #1 in multiple tech categories by Host Agency Reviews , Travefy combines award‑winning itinerary and proposal tools with a built‑in CRM, mobile apps clients rave about, and world‑class education and support—helping advisors look professional, save time and grow their business with confidence. Learn more at https://travefy.com.

Learn more at travefy.com.