Travefy – Simplifying Travel Planning for Professionals

Travefy is a travel management platform designed for travel advisors, agencies, and tour operators who want to streamline trip planning and client communication. It provides all-in-one tools to create detailed itineraries, branded proposals, and mobile-friendly trip documents that enhance the client experience. Beyond itinerary design, Travefy includes a CRM system, secure payment forms, website builder, and team collaboration tools. Its user-friendly interface and large content library—covering hotels, cruises, flights, and destination information—enable professionals to work faster and deliver polished travel plans. With global adoption by thousands of travel advisors, Travefy helps businesses improve efficiency, boost conversions, and provide memorable travel experiences to clients.

Key Features

Itinerary Builder
Drag-and-drop functionality and smart data imports simplify creating personalized itineraries. Advisors can pull from Travefy’s vast content library, including 1.3M+ hotels, 80+ cruise lines, and 1,300+ destination guides. Branded itineraries can be shared online or via mobile apps.

Proposal & Decision Tools
Present multiple trip options in one interface. Clients can review side-by-side proposals, compare key details, and approve selected trips quickly, reducing back-and-forth communication.

CRM and Secure Forms
Manage client contacts, bookings, and tasks in one place. PCI-compliant credit card authorization forms and Stripe integration enable secure payment handling and invoicing.

Website & Landing Page Builder
Agents can create custom-branded web pages or landing pages without coding knowledge, helping promote services or specific travel packages effectively.

Mobile App
Clients receive their travel plans through a dedicated app (Trip Plans), which works offline and offers real-time alerts, document storage, and interactive messaging features.

Use Case Highlights

• Independent Travel Advisors: Quickly create professional itineraries and proposals to stand out from competitors.

• Small Agencies: Manage team collaboration, client data, and payments on a single platform, improving workflow efficiency.

• Tour Operators & DMCs: Build and reuse group travel templates, saving time on recurring events.

• New Travel Professionals: Use built-in marketing pages and CRM tools to attract and manage initial clients with ease.

Benefits

• Efficiency: Automates repetitive tasks like importing bookings and generating branded itineraries, reducing manual work.

• Professional Image: Provides sleek client-facing documents and mobile apps, enhancing perceived professionalism.

• Revenue Growth: Proposal tools and decision-making workflows help increase conversion rates and shorten sales cycles.

• Scalability: Supports solo advisors and multi-agent teams with features tailored to growing agencies.

• Client Satisfaction: The Trip Plans app and organized itineraries lead to better travel experiences and repeat business.

User Experience

Users frequently highlight Travefy’s intuitive design, polished outputs, and time-saving automation. The drag-and-drop builder and Smart Import feature cut hours off trip planning, while clients appreciate having all travel details in a single mobile app. Agencies benefit from the centralized CRM, secure payment processing, and customizable branding options. While some advanced users seek deeper reporting features, most find Travefy a well-balanced solution that meets the operational and marketing needs of modern travel businesses.