Travel agency software for advisors and small agencies: CRM, itineraries and AI

What should travel agency software do?

An advisor's tools have to follow a trip from inquiry to commission. Look for these features.

• Client records: Names, birthdays, passport expiry dates, loyalty numbers, seat and diet preferences and past trips for each traveler.
• Intake forms: A form that asks new clients about budget, dates and travel style before the first call.
• Proposals: Two or three trip options with photos and prices that the client can compare and choose from.
• Itineraries: A day-by-day plan with flights, hotels, transfers and tours, shared on the web and in a mobile app.
• Payments and authorizations: Invoices, deposits and card authorization forms that let you charge a client's card with their written consent.
• Commission tracking: A record of what each supplier owes you and when it gets paid.
• Email and tasks: Client emails linked to the trip, with reminders for final payments and document deadlines.

Which travel agency software leads, and what does it cost?

Each vendor's own pricing page is the source for these figures, as of October 2026. Check them again before you sign up.

Travefy

Travefy builds its plans around an itinerary and proposal builder. The Core plan is $39 a month billed yearly for one seat. It includes the itinerary and proposal builder, a CRM with forms and automations, a website builder, invoicing and commission tracking, and mobile apps. Premium is $59 a month billed yearly and adds phone support, premium onboarding, a custom domain and business email. Travefy offers a 10-day free trial and a separate program for new agents at $25 a month.

TravelJoy

TravelJoy's Starter plan is $19 a month and covers 12 trips a year with unlimited clients, forms and invoices. Pro is $39 a month, or $32 a month on the yearly option. Pro adds unlimited trips, the CRM, itineraries, proposals, group bookings and AI tools. TravelJoy charges a fee on client card payments. On Pro, that fee is 3.5% plus 30 cents. It offers a 7-day free trial.

Tern

Tern charges per seat. One advisor seat is $49 a month on monthly billing, or $35 a month on quarterly or yearly billing. Every advisor plan includes itineraries, a full CRM, email links, scheduling, card authorization, client forms, reports and AI tools with set usage. Tern names AI Assist and an AI Notetaker. Agency plans start at 3 seats and add commission reconciliation, supplier payments and shared content.

Product	Starting price (Oct 2026)	Best fit
Travefy	$39 a month billed yearly	Advisors who sell with polished proposals and itineraries
TravelJoy	$19 a month for 12 trips a year	New and part-time advisors watching costs
Tern	$35 a seat a month on quarterly or yearly billing	Advisors and agencies who want CRM, AI and itineraries together

What should a travel agency CRM track that a normal CRM misses?

A general CRM tracks deals and contacts. A travel agency CRM has to track people, trips and suppliers at the same time. A general guide such as my CRM for small business page covers the basics. Travel adds these needs.

• Travelers inside a booking: One family trip has four travelers, each with their own passport, birthday and dietary needs.
• Key dates: Final payment due dates, passport expiry and visa deadlines need alerts long before the trip.
• Supplier records: Each hotel, cruise line and tour operator has its own contacts, booking numbers and commission rates.
• Repeat trip history: Past trips help you plan the next one and spot clients who are due for a trip.

When you test a tool, load one real family trip and one group trip. See if every traveler and every due date has a clear home.

What seller of travel rules apply to agencies?

Some US states regulate travel sellers. California's rules are a clear example of what to check.

California requires sellers of travel to register with the Attorney General's Office. The registration fee is $100 a year for each business location. Sellers must show their registration number on all their advertising. That includes your website, social posts and email footers, so your software templates should carry it.

California also protects the money clients pay you. Client payments go into a trust account kept apart from your business account, or you post a bond or use another option the law allows. Sellers whose main place of business is in California and who do business with people there must also join the Travel Consumer Restitution Fund. That fund can repay clients when a registered seller fails to provide what they paid for.

Your software should help you follow these rules. It should record each client payment, the supplier it went to and when. That record makes trust account checks much easier. If you sell to clients in other states, check whether those states have their own seller of travel rules.

What seller of travel rules apply to agencies?

California is not the only state with these rules. Washington, Florida, Hawaii and Iowa also require sellers of travel to register, and each has its own fee, bond or trust account rules. The common mistake is checking only the state your agency is based in and assuming that covers you. If you sell to clients who live in a different regulated state, you may need to register there too. Confirm this for every state you actively market to, not just your own.

Which AI features help travel agents most?

AI for travel agents is most useful for research and writing. It does not replace your supplier knowledge or your judgment.

Itinerary drafts from your notes

You note the client's dates, budget and wishes after a discovery call. AI turns that into a first day-by-day draft using hotels and tours you already trust. You check every booking detail and add your own touches. Tern and TravelJoy both list AI tools inside their products.

Call notes and follow-ups

An AI notetaker records the planning call and writes a summary with action items. It adds the traveler's preferences to their record. It can also draft the follow-up email with the next steps and deadlines.

A chat assistant for common questions

Clients ask the same things before they travel. Do I need a visa? What time is my transfer? A chat assistant on your website or on WhatsApp can answer from the client's own itinerary and send anything unusual to you. My guides to AI chatbots for business and the WhatsApp Business API explain how these work.

A word of caution: AI tools can state wrong facts with confidence. Always check visa, health and entry rules against official government sources before you send them to a client.

When does custom travel agency software make sense?

Most independent advisors and small agencies should buy one of the tools above. They cost little each month and cover the common work well.

A custom build makes sense in a few cases.

• Your own booking flow: You sell set tours, retreats or group departures with your own seat limits, rooming lists and payment plans.
• A branded client app: You want clients to see trips, documents, payments and messages in your own client portal.
• Tools that don't connect: Bookings, payments, commissions and marketing live in separate tools, and staff copy details between them.
• Seats at scale: A larger agency paying per seat for many advisors may find a custom system costs less over time.

Often you can keep a proven CRM or itinerary tool and add a custom piece. Examples include a group booking page or an AI assistant that answers from your own trip data.

How would Blur Studio approach a travel agency build?

I start with one recent trip, from the first inquiry to the commission payment. I trace every email, form, payment and handoff. I look for places where you retype traveler details or chase dates by hand. If a product handles your work, I will tell you which one to trial. Where no product fits, I build the piece you need. That could be a group booking system, a branded client app or an AI assistant tied to your itineraries. Your client list and trip data stay in accounts your agency owns, along with the code. I look after the system once it is in use.