NEW

Create Invoices with one click!

The easiest CRM for travel agents

Manage your clients, forms, invoices, and more in a secure system that connects directly to your trips.

A CRM built for travel agents.
Client organization image

Your clients, organized.

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.

Contact info and connections

Organize your client's information with the ability to assign relationships to other contacts for easier management.

Preferences, loyalty programs, and more

Comprehensive clients profiles that let you store all the info you need.

Payment details and passport info

Securely collect and store essential client info including payment details and passport documents.

Create invoices, with one click.

Managing your invoices has never been easier. Create a professional, branded invoice directly from an itinerary.

Set payment schedules

Create a simple payment schedule that is attached to an invoice for clients to review and pay from.

Flexible adjustments

Mark an authorization item as paid for flexibility when a traveler pays early or with check/cash.

Custom client authorization amounts

Allow your clients to authorize an amount different than the payment due or remaining balance.

Create invoices directly from an itinerary.
Top-rated form builder for travel agents.

Rated the #1 form tool by agents.

Create any form you need with a custom builder. Use smart fields to capture and automatically organize client profiles.   

Credit Card Authorizations

One of the most popular forms in Travefy. Collect payment details from your clients.

Passport Collection

Your clients can now securely upload passport documentation that can be stored within Travefy.

E-signatures + Terms & Conditions

Include T&Cs and capture client siganatures with ease.

A CRM, built for travel agents.

Your future self will thank you (and so will your inbox).

Travefy trip builder

Manage Your Commissions (Coming Soon)

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.
Travefy trip builder

Connect Your Email Inbox (Coming Soon)

Manage your email inbox without leaving Travefy. Connect your Gmail, Outlook, or other email accounts to contacts.
Task, reminders, and automations are easy to manage in Travefy.

Set Tasks, Reminders, and Automations

Create task lists for trips, new clients, or any workflow. Set reminders and even automate tasks like trip invites and custom messages.
Process planning fees

Process Your Planning Fees

A simple way to collect and process planning fees from your clients.
Track when clients are viewing their trip.

Track Client Activity

See when clients open your emails, view trips, and more. All logged on their contact profile.

Protect your travel business from chargebacks

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.