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Contacts brings each client’s trips, bookings, forms, emails, and notes into one profile, so you answer fast without digging through your inbox. You feel prepared, and clients feel remembered.
Trips, documents, loyalty numbers, and preferences live on one profile so your client list is always organized.
Connect your email and manage your inbox without ever leaving Travefy.
Link spouses, kids, and travel companions, so you know who travels together before you start planning.
Leave context for yourself or your team on profiles that clients never see.
Build any form you need, and every answer fills in your client’s profile automatically. Collect it once, and it’s there for every trip after.
Collect payment details securely, with no card numbers sent over email.
Clients upload their passport, and it’s stored securely.
Add your T&Cs and get a signed approval, saved to the client’s profile.
Start your day knowing who needs you.
Turn any itinerary into a branded invoice, with the hotels, excursions, and deposits already listed.
Set deposits and due dates clients can review and pay from.
Mark an item paid when a client pays early, by check, or in cash.
Let clients authorize more or less than what’s currently due.
Bring your client list from a spreadsheet or another system.
Link your email and keep client conversations with the relationship.
Keep passports, IDs, and travel documents protected.
See past and upcoming travel on every profile.
Personalize bulk sends with each client's details.
Responses update contact details automatically.
Move every follow-up forward without a sticky note.
Save the window seat, the allergy, and the anniversary.
Leave context on client profiles to remember for their next trip.
Group clients by trip type, status, or anything you like.
Choose who on your team views and edits each contact.
See client activity, key dates, and what needs you today.
