April was a big month at Travefy! We kicked off our push to bring more value to our CRM with the launch of Invoices, making it easier than ever to manage payments right from your trips. We also introduced the New Travel Agent Program, designed to help new agents in the industry get started with the tools and support they need to grow confidently. And this is just the start....there’s so much more coming soon!

Here’s a roundup of everything that’s new (and what’s coming soon) to Travefy.

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Introducing Invoices

Need to send an invoice your clients quickly and professionally? Now you can. We’re excited to introduce Invoices—a brand-new way to send professional, branded invoices directly from your itineraries in Travefy. Designed specifically for travel agents, this tool makes it simple to manage payments while keeping everything connected to your trips.

Key features include:
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• ✅ One-Click Creation: Create an invoice instantly with just one click. Travefy pulls in all itinerary items with prices automatically saving you time and reducing errors.
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• 📆 Build Flexible Payment Schedules: Easily set a payment schedule to each invoice so clients can review, authorize, and pay in clear stages. No more manual tracking or confusing email threads.
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• 💸 Track Payments & Authorizations: Keep full visibility on every invoice. Mark authorization items as paid even if clients pay early or via cash/check—giving you total flexibility.
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• ✍️ Let Clients Customize Payment Amounts: Your clients can now authorize an amount different from the scheduled payment or balance due, making it easier to accommodate group travel, early payments, or partial contributions.
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What’s Coming Next With Travefy's CRM

We’re continuing to expand our CRM for travel agents with powerful tools that make client and commission management easier than ever:
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• Commission Tracking – A centralized view of payments and commissions—pending, received, or overdue. Best of all, everything is linked directly to the Trip. No more spreadsheets or scattered docs.
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• Email Integration – Connect your Gmail, Outlook, or other email accounts to contacts and manage your inbox from within Travefy.
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• Contact Management – Enhanced client profiles that better match your worflows. Store travel preferences, loyalty programs, payment details, mark relationships between contacts, and more.
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Travefy Premium – Launching May 2025

Travefy Premium is a new plan that offers all of Travefy’s Core tools you love combined with next-level support with direct connections from an expert tech team—along with premium business features including a custom web domain and email account hosting.
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• Travefy Core – All of the incredible features you love: itineraries, proposals, CRM, forms, pages, and mobile apps.
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• Premium Onboarding – A 45-minute private session to tailor Travefy to your business.
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• Priority Chat + Phone Support via Callback – Travefy’s world-class support gets even better with a premium live chat support queue including call back requests.

• Included Custom Domain – Search for and select the perfect domain for your travel business in a few clicks. Travefy will purchase and host your domain.
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• Included Email Hosting – Let Travefy power and host your professionally branded email account associated with your custom domain.

👉 Learn more about Travefy Premium

The Launch of Travefy's New Travel Agent Program

At Training Camp '25, we officially launched the New Travel Agent Program (NTAP). Our new initiative that focuses on equipping new agents in the industry with the business tools they need to build a brand, earn client trust, and grow confidently. Through NTAP, agents can access the full suite of Travefy tools, host their custom domain and email, and world-class training to help set their business up for success from day one.

‍We're excited to partner with leading brands for new agents in the industry including Nexion Travel Group, Oasis Travel Network, TravelOnly, Luxevo Travels, ALG Vacations, The Travel Institute, and Wanderlust Travel. Jackie Friedman, President of Nexion Travel Group, captured it perfectly:

“This innovative and cost-effective program provides the essential tools and support needed to build a profitable travel business and complements Nexion’s new advisor programs nicely.”
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👉 Explore the New Travel Agent Program
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The program is open to anyone who’s joined the industry within 12 months and is priced at just $25/month (billed annually) for the first year, with discounted renewal pricing to support continued growth.

Missed Training Camp ’25? Watch the Replay

April marked our 5th annual Training Camp. A week long virtual event featuring in-depth trainings, new releases, and announcements. All recordings are available to watch on our YouTube channel.

👉 Watch Training Camp Recordings

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Using Travefy AI for Itineraries

In the latest How I Travefy episode, advisor Sona Stepanian shares how she uses Travefy’s Smart Import and Decisions tool to build custom itineraries in minutes. This is a must-watch for anyone interested in using AI to speed up itinerary building.
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Stay tuned for even more updates in May—and happy travels from the Travefy Team!

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