CRM + FORMS + CARD AUTHORIZATION + AUTOMATION

The heart of your travel business in one place.

Drop the complex, out-of-date CRMs and streamline your workflows. Say hello to the simple system that lets you collect all client details in one place.

Organize your day to day: Schedule automated tasks, securely collect payment details, set reminders.

Automagical.

Create automated workflows and set reminders.

Set up your business headquarters inside Travefy managing all client details, automating workflows and scheduling reminders.

Get paid.

Payment processing for service fees.

Send client invoices for planning fees and professional fees. Track and process payments securely from Travefy.

Security & Privacy

End-To-End PCI Compliance + Two-Factor Authentication

Travefy is proud to be one of the only PCI Compliant and GDPR Compliant tools for travel advisors. Travefy also offers an additional layer of security with Two-Factor Authentication.

• Capture Client Information Streamline the ins and outs of your day capturing notes, contact information, travel preferences, past trips and more all in one system.
• Credit Card Authorization + E-Signature Securely collect and store credit card authorizations in a PCI-Compliant environment.
• Custom Fields + Organize Use simple client organization tools, plus create custom fields to capture the details that are important to you.
• Client Forms + Templates Create simple, custom forms with Travefy's easy to use drag-and-drop builder, or save time starting with pre-built template forms.
• Secure Document Storage Simple drag and drop storage for client and supplier documents.