Travel advisor software

Build a travel business that clients will remember.

Create polished proposals, plan trips faster, keep every client relationship organized, and market your business, all from one platform that grows with you.

Begin your journey

Start a free trial

Trusted by more than 50,000 travel advisors.

Ranked #1 by advisors for itineraries, CRM, forms, and website builder.

2025 Host Agency Review survey

Same expertise. Less juggling.

Area	Before Travefy	With Travefy
Trips	Before: Hours rebuilding itineraries by hand.	With Travefy: Build in minutes with AI and 200+ supplier integrations.
Client experience	Before: A PDF in an email.	With Travefy: A mobile app with the trip and live flight updates.
Your tools	Before: Clients in one tool, bookings in a spreadsheet, your website somewhere else.	With Travefy: Enter each client once. The itinerary, invoice, and follow-up all pull from the same record.
Your day	Before: Digging through inboxes to figure out what's urgent.	With Travefy: Compass shows what needs your attention, what's next, and what you've earned.
Repeat clients	Before: Past travelers you meant to check in with.	With Travefy: Trip history, reminders, and follow-ups that bring them back.
Online presence	Before: A website that doesn't know who your clients are.	With Travefy: A professional website where every inquiry becomes a client record.

Built for travel advisors at every stage of the business.

Whether you’re planning your first client trip or managing a full book of repeat travelers, Travefy gives you the tools to look professional, spend less time on manual work, and grow the business you’ve built.

Just starting out

New travel advisors

For advisors finding their first clients who want to look established from day one, with support from Travefy’s New Travel Agent Program.

Running your own book

Independent travel advisors

For advisors managing their own clients, trips, marketing, bookings, and commissions.

Part of a team or host

Advisors on teams and host agencies

For advisors working under an agency or host while building their own book of business.

Running an agency? See Travefy for agencies

01 · Plan trips

Make your expertise visible in every trip

Turn what you know into polished proposals and itineraries clients want to book. Smart Import, supplier integrations, and reusable content take the manual work off your plate.

Branded proposals and itineraries

Everything clients see carries your brand.

Turn your knowledge into polished, branded proposals and itineraries that make clients feel confident choosing you. Present options side by side, collect approvals in one place, and carry your brand through the booking experience.

Smart Import and built-in supplier content

Start from your confirmations, not a blank page.

Smart Import turns supplier documents into a client-ready itinerary, and 200+ supplier integrations, 80+ cruise lines, 1,300+ destination guides, and 1.3 million hotels fill in the details. Save your best trips as reusable content, so every trip you build makes the next one faster.

Payments built into the trip

Create invoices directly from the itinerary.

Create branded invoices straight from the itinerary, set payment schedules, and let clients pay custom amounts using the same link each time. PCI-DSS compliant processing keeps every payment secure.

A client app with your logo, not ours

Trip details, live flight updates, and offline access.

Clients get their itinerary, documents, and live flight updates in a free mobile app, view plans offline, and message you directly. It shows your logo and no Travefy branding, so it feels like part of your service.

02 · Manage Relationships

The more they travel, the better you know them.

Client details, trip history, emails, and follow-ups stay connected to each client, so every trip leaves you knowing more for the next one.

Every client detail, remembered

Passports, preferences, loyalty numbers, and trip history.

Keep travel preferences, passport information, loyalty numbers, trip history, and other client details organized and searchable, so you can pick up every relationship with full context.

Custom forms that fill in client profiles

Built with the form tool advisors ranked #1.

Collect passport details, travel preferences, and payment information through secure custom forms. Responses flow into each client’s profile as soon as they submit, so you never retype what a client already told you.

A trip board that matches how you sell

Set your own stages and drag trips forward as they move.

Trip board view lays out every trip by stage, and you decide what the stages are. Drag a trip to the next column as it progresses, and see where your whole pipeline stands without opening trips one by one.

Follow-ups that run themselves

Task lists, reminders, and automated trip invites.

Create reusable task lists, set reminders, and automate actions like trip invites and custom messages. Routine work keeps moving, and past travelers hear from you before they start planning with someone else.

03 · Market your Business

Show up like the travel professional you already are

Your website and landing pages show clients who you are and what you specialize in. Every inquiry lands in Travefy as a client record, ready for your first proposal.

A professional website that’s all yours

Your own domain, built-in lead capture, and SEO, with no code.

Build a polished website that shows clients who you are, what you specialize in, and why they should plan with you. Use your own domain, showcase sample itineraries, capture leads with built-in forms, and connect analytics and SEO settings without touching code.

Landing pages for every group trip and event

One link for the whole guest list.

Launch a branded page for any group tour, destination wedding, or curated trip, with the itinerary, intake form, and call to action on one page. Every guest gets the same link, responses flow straight into Travefy, and you can publish as many pages as you need at no extra cost.

Leads that land in your client list

Every inquiry becomes a client record, ready for a first proposal.

Build an inquiry form in Travefy and embed it on any website or landing page. Each response flows straight into your client list, so a new lead is a client record before you retype a thing.

Email campaigns from your client list · COMING SOON

Stay in touch with the clients you’ve already earned.

Soon you’ll be able to send email campaigns from Travefy to your whole client list or a specific segment, using the details already on each record. See opens, clicks, and unsubscribes for every campaign, with no separate email tool to pay for.

04 · Run Your Back Office

Know what you've earned. And what comes next.

Bookings, commissions, and supplier payments live on the same record as the trip, so your numbers are ready when you need them instead of rebuilt at the end of the month.

A CRM dashboard for your business

See what needs attention, what’s ahead, and what you’ve earned.

Compass is your home base in Travefy. See which clients are traveling soon, whose birthday or anniversary is coming up, and which proposals just got approved, right next to your total sales and commissions.

Every booking and commission, tracked

Know what you expect to earn before the check arrives.

Log each booking with its supplier and commission details, and Travefy keeps a running view of what you’ve sold, what you expect to earn, and what’s still outstanding, with no side spreadsheet to keep in sync.

Client payments, tracked to the trip

See who’s paid and what’s due next.

Every invoice you send from an itinerary is tracked against the trip, so you can see which clients have paid, what’s due next on each payment schedule, and who needs a reminder.

Reports without the formulas

See what’s selling, then export it anywhere.

Pre-built reports break down your bookings, commissions, and suppliers, so you can see which trips and partners drive your business. Export to Google Sheets or Excel whenever you need it.

Preferred partners

Your network may already have you covered.

Travefy partners with 30+ host agencies, consortia, and travel associations. If you’re a member, you may have access to exclusive Travefy pricing. Find your network to see what’s included.

Find your partner

Travefy Academy

Learn the platform with custom content.

Travefy Academy gives you on-demand courses and certifications built around how advisors actually work, plus industry education to help you sharpen your skills and grow your business.

Explore Travefy Academy

Frequently asked questions

Spend more time advising. Let Travefy handle the rest.

Plan polished trips, manage client relationships, market your business, and stay on top of commissions with tools built around the way travel advisors actually work.

Start your free trial