Travefy, a platform trusted by tens of thousands of travel advisors, has launched a comprehensive CRM suite designed to centralize the entire client journey. With the release in July 2025, the platform now offers agents a way to manage itineraries, payments, communications, and client records without needing to jump between tools.
The upgrade was built in direct response to agent feedback, aiming to simplify how professionals handle the daily logistics of their business. With one login, advisors can now build trips, send invoices, track commissions, manage contacts, and handle emails—all within the same ecosystem.
Professional Invoicing and Commission Tracking
A key highlight is Travefy’s new invoicing tool. Travel advisors can create clean, branded invoices using trip data already in the system. The invoices support partial payments, manual methods like cash or check, and real-time status updates—paid, pending, or overdue.
To complement this, the platform also added a commission tracking feature. Agents can log what they’ve earned from suppliers and see what’s still pending. Commissions are linked to each trip, helping advisors maintain better financial oversight without relying on external spreadsheets.
Centralized Email and Rich Client Profiles
Email has also been integrated into the CRM. Advisors can now sync their Gmail, Outlook, or other email providers, allowing all correspondence to appear directly within Travefy. Messages are linked to client records, giving a full history of conversations in one place.
Contact management has also been upgraded. Each client profile now includes customizable fields for preferences, loyalty programs, passport numbers, travel companions, and more. Advisors can store documents and notes, making follow-up and trip personalization far more efficient.
A Fully Connected Workspace
The vision behind the new CRM suite is clear: eliminate fragmented systems and give agents back their time. By bringing together itinerary design, payment tracking, commissions, emails, and client data, Travefy allows agents to work from a single, organized dashboard.
According to the company, this unified experience can save users up to 200 hours annually. With fewer tools to toggle between and more automation under the hood, agents can spend less time managing tasks—and more time building client relationships.