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The easiest CRM for travel advisors

Simplify your day to day and stay organized with one secure system so that you can stay focused on crafting magical travel experiences.

Travefy CRM for travel advisors
Trusted by 30,000+ travel brands worldwide

Why choose Travefy?

Simplify your client management with the CRM travel advisors trust to organize, automate, and grow their travel business.

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Easily collect and organize all your client data.

Drop the complex CRMs and use a simple system built for travel advisors. Whether you are a new or experienced advisor, this CRM is designed to scale with your business.

Travefy's client profile view.
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The #1 form tool for travel advisors

Let Travefy’s forms do the heavily lifting to collect and organize client info in one system. Capture new leads, collect credit card authorizations, passport info, e-signatures, list Terms & Conditions, and more.

Travefy forms
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Never forget a task with Automations

Schedule tasks, set reminders, and add automation triggers seamlessly. Let Travefy handle the small details so you can focus on delivering lifetime travel experiences.

Travel advisor workflow with automations
PCI-Compliant logo

What is PCI-compliance?

PCI-compliance is compliance with The Payment Card Industry Data Security Standard (PCI DSS), a set of requirements intended to ensure that companies store, or maintain credit card information securely.

Rest easy knowing your business is protected

Protect your travel business with secure payment authorizations

Travefy is proud to be the only end-to-end PCI compliant platforms for travel advisors. Securely collect and store credit card authorizations in Travefy’s PCI-Compliant system. Access complete card details to process bookings with ease.

A new era for travel advisors is coming in 2025

The most trusted platform by travel advisors is building the next chapter of CRM tools you’ve been waiting for. Get ready for more CRM tools including commission tracking, professional invoicing, client communication + email, and expanded functionality.

The future of Travefy's CRM.

Your essential CRM tools

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Include Terms and Conditions

Save your Terms and Conditions to easily add them to a form with E-signature.

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Process planning fees

Send and process client invoices for planning fees and professional fees.

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Collect E-signatures

Add an extra layer of protection for your travel business with E-signature collection.

10-day trial. No credit card required!

Annually
$35

Per Month/Billed Annually

Save $168 per year vs. Monthly!
Itineraries & Proposals
CRM, Forms, & Tasks
Credit Card Auth & Invoicing
Websites & Landing Pages
Workflow Automation
Client Mobile App
Trainings & Support
START FREE TRIAL
Quarterly
$44

Per Month/Billed Quarterly

Save $60 per year vs. Monthly!
Itineraries & Proposals
CRM, Forms, & Tasks
Credit Card Auth & Invoicing
Websites & Landing Pages
Workflow Automation
Client Mobile App
Trainings & Support
START FREE TRIAL
Monthly
$49

Per Month/Billed Monthly

Itineraries & Proposals
CRM, Forms, & Tasks
Credit Card Auth & Invoicing
Websites & Landing Pages
Workflow Automation
Client Mobile App
Trainings & Support
START FREE TRIAL

All prices shown in USD.