Client management, households, travelers, and import
Track potential clients through your pipeline, move them through stages, and convert them to clients when they're ready to book.
Updated Oct 20, 2026
Paste a confirmation email or upload a PDF and let AI extract the booking details — no manual data entry needed.
Updated Oct 20, 2026
Send a client a service agreement or any document to read and sign online — attach a PDF, use saved Terms, and keep a recorded proof of signature.
Updated Oct 15, 2026
Set up a company as a client, link the employees it books travel for, and keep each person's own leisure trips on their own record.
Updated Oct 14, 2026
Share one link that lets a prospect pick an open time on your calendar. The booking becomes a lead, lands on your calendar, and sends them a real calendar invite.
Updated Oct 13, 2026
Forward the summary or transcript your phone system emails after a call, and it is saved as a call note on the caller's lead, trip or client profile.
Updated Oct 12, 2026
Forward a supplier, airline, hotel or DMC confirmation to your Booking Forward Address and AI turns it into a booking on the right trip.
Updated Oct 10, 2026
Give clients a personal referral link, credit referred leads to them, and see who sends you the most business.
Updated Oct 3, 2026
Add a secondary advisor to one client so a teammate can see everything for that client, or work their trips, while you stay the advisor and keep the commission.
Updated Sep 25, 2026
Bulk import clients, leads, or suppliers from any CRM using CSV files with automatic column mapping and duplicate detection.
Updated Sep 8, 2026
Record a client's airline, hotel, cruise, car rental and trusted-traveler memberships, and add your own programs for suppliers not in the built-in list.
Updated Aug 30, 2026
Group related contacts into households, add travelers to trips, and manage passport and travel document details.
Updated Aug 29, 2026
Organize your clients with custom color-coded tags, then filter your client list and target campaigns to specific segments.
Updated Aug 5, 2026
Add notes to client and trip timelines, tag team members with @mentions, and keep a searchable history of interactions.
Updated Aug 5, 2026
Set a personal reminder to reach out to a client every month, quarter, six months, or year, so the people who trust you never go quiet.
Updated Aug 2, 2026
Add, view, and manage client profiles — with search, filtering, agent assignment, and detailed contact pages.
Updated Jul 25, 2026
See how long it's been since anyone reached out to each open lead or active client, flag who's going stale, and log calls, texts, and meetings in one tap.
Updated Jun 17, 2026