Data Management and Invoicing

Welcome to our CRM platform, your central hub for creating beautiful trips and managing client information efficiently. Here, you can easily collect essential details like emails, birthdays, addresses, and bookings specifics and invoicing. Our intuitive search feature allows you to find contacts and clients effortlessly, while task scheduling helps you stay organized for specific bookings or client interactions. Click to access our Customer Relations Management Platform

Travefy

Learning Videos

With your Travefy certification, we have included instructional videos to guide you in creating invoices, managing tasks, sending important forms, and tracking commissions.

Create Itinerary - Resort

Booking Checklist

Your clients are ready to make a booking—what's the next step? We've created a booking checklist to ensure that nothing is overlooked with each reservation.

Booking Checklist

Create Itinerary - Cruise

Create Itinerary - Tours

Necessary Forms

Invoice and Commissions Booking Form

Tasks and Automation