AI TOOL PROFILE

Travefy Review: Travel Itinerary and CRM Software

Travefy helps travel advisors and agencies manage client experiences from proposal to final invoice. It is designed for teams needing to centralize supplier data and provide clients with digital trip documents.
  • Other
  • CRM
  • Travel Advisors
  • Travel Agencies
  • Tour Operators
  • Destination Management Companies (DMCs)
  • New Travel Agents

Pricing

Plans start at $39/month billed annually for Core and $59/month billed annually for Premium. A New Travel Agent Program is available at $25/month. A 10-day free trial is available with no credit card required.

At a glance

Best for
Travel Advisors, Travel Agencies, Tour Operators, Destination Management Companies (DMCs), New Travel Agents
Key use cases
Building Client Itineraries, Managing Agency Leads, Preparing Travel Proposals, Tracking Commissions, Promoting Group Trips
Integrations
Email integration, 200+ supplier integrations
Visit travefytravefy software interface screenshot

How AI is used

Travefy is a business management tool designed for the travel industry. It combines itinerary planning, client relationship management, and marketing tools into a single platform to help travel professionals manage their workflows.

The software is designed for travel advisors, agencies, tour operators, and destination management companies (DMCs). It supports the creation of travel documents and the management of administrative tasks, such as commission tracking and invoicing.

Key capabilities include a drag-and-drop builder for trip plans and a client-facing mobile app that provides live flight updates and offline access to documents. The system also includes tools for building websites and landing pages without requiring coding knowledge.

Buyers should confirm their support needs, as phone support and custom domain hosting are available on the Premium tier. New agents may also want to check the specific eligibility requirements for the discounted introductory program.

Key Features

  • Itinerary and Proposal Builder

    A drag-and-drop tool for creating branded trip plans and proposals with a private content library for reusing frequent destinations.

  • Travel CRM

    Supports organizing client details, managing custom forms, and setting up workflow automations.

  • Client Mobile App

    Provides clients with an app for viewing itineraries, accessing documents offline, and receiving live flight updates.

  • Financial Tools

    Includes branded invoicing, payment schedule setup, and a centralized view for commission tracking.

  • Website and Landing Page Builder

    Allows users to create mobile-friendly websites and custom landing pages to promote specific trips or services.

  • AI Content Import

    Uses AI to help import bookings and trip details into the platform.

Use Cases

  • Building Client Itineraries

    Creating detailed, branded travel plans that clients can access via a mobile app or web link.

  • Managing Agency Leads

    Using the CRM and custom forms to collect traveler preferences and track the sales pipeline.

  • Preparing Travel Proposals

    Presenting multiple trip options in a professional format to help clients compare and approve bookings.

  • Tracking Commissions

    Maintaining a centralized record of payments and commissions linked to specific trips.

  • Promoting Group Trips

    Building custom landing pages to organize and market specific group travel experiences.

Integrations

  • Email integration
  • 200+ supplier integrations

FAQ

Does Travefy offer a free trial?

Yes, Travefy provides a 10-day free trial that does not require a credit card to start.

What is the difference between Travefy Core and Premium?

Core provides essential itinerary and CRM tools, while Premium adds priority chat support, phone support via call back, and custom domain email hosting.

Is Travefy suitable for new travel agents?

Yes, Travefy offers a New Travel Agent Program at $25/month for those who have entered the industry within the last 12 months.

How does the client mobile app work?

Clients download the free Trip Plans app to view their itinerary, access documents offline, and receive live flight notifications.

Source category: Other

Source subcategory: CRM

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