A CRM, built for travel agents.
Your future self will thank you (and so will your inbox).
NEW
Create Invoices with one click!
Manage your clients, forms, invoices, and more in a secure system that connects directly to your trips.
Everything you need for each client will be right at your fingertips. Collect and store info, view past trips and communications, and never miss a birthday or anniversary again.
Organize your client's information with the ability to assign relationships to other contacts for easier management.
Comprehensive clients profiles that let you store all the info you need.
Securely collect and store essential client info including payment details and passport documents.
Managing your invoices has never been easier. Create a professional, branded invoice directly from an itinerary.
Create a simple payment schedule that is attached to an invoice for clients to review and pay from.
Mark an authorization item as paid for flexibility when a traveler pays early or with check/cash.
Allow your clients to authorize an amount different than the payment due or remaining balance.
Create any form you need with a custom builder. Use smart fields to capture and automatically organize client profiles.
One of the most popular forms in Travefy. Collect payment details from your clients.
Your clients can now securely upload passport documentation that can be stored within Travefy.
Include T&Cs and capture client siganatures with ease.
Your future self will thank you (and so will your inbox).
Travefy is proud to be the only end-to-end PCI compliant platforms for travel agents. So you can rest easy knowing your business is secured.
Explore Travefy with a 10-day free trial. No credit card required.