Travefy Significantly Expands Capabilities With New Client Management Tools

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Travefy released a new suite of client management tools to help Travel Advisors more efficiently manage and grow their businesses.

These tools significantly enhance the value Travefy delivers to our users.

Travefy unveiled a new suite of client management tools to further streamline proposal and itinerary creation for Travel Advisors.

With these new tools - called “Contacts” - Travel Advisors can manage key client details and contact information within the Travefy platform to create a seamless daily workflow. Additionally, Advisors can view clients’ past trips and link contacts with any itinerary or proposal.

“These tools significantly enhance the value Travefy delivers to our users,” notes Travefy Chief Technology Officer Chris Davis. “With these new client management tools, Advisors can now manage all client information in the same place they build client proposals and itineraries.”

Additional client management features in the coming months include notes, bulk imports, and more.

Travefy’s mission is to power the success of travel professionals. Our award-winning proposal, itinerary, and client management tools help Travel Advisors and professionals save time, impress clients, and sell more.

Travefy powers thousands of travel businesses ranging from small, independent travel advisors to the largest travel agencies, consortia, and organizations. Travefy has been featured in The New York Times, The Wall Street Journal, and Forbes among other publications and has won numerous industry honors including the ASTA Entrepreneur of the Year Award.

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