Workspace config, reports, analytics, and support
Choose how your client emails are delivered, review held messages, and understand the exceptions.
Updated Sep 25, 2026
Automatically send real-time event data to external tools like Zapier, Make.com, or your own API whenever something happens in JourneyFuse.
Updated Sep 24, 2026
Read and write your leads, clients, trips, bookings, and quotes from your own scripts or no-code tools like Make.com and Zapier using the JourneyFuse REST API.
Updated Sep 24, 2026
Track revenue, commissions, trip volume, lead conversion, and agency performance over time.
Updated Sep 23, 2026
Configure your workspace — branding, agency info, commission defaults, and feature toggles for solo advisors and teams.
Updated Sep 22, 2026
Send an independent contractor agreement for e-signature, auto-fill details with merge fields, counter-sign as the agency, and download the executed PDF.
Updated Sep 21, 2026
Give Grok, ChatGPT, Claude, or your own bot read access to your clients, trips, bookings, quotes, and leads through the JourneyFuse API, safely.
Updated Sep 20, 2026
Set agency-wide terms, let each advisor use their own, and control whether sub-agents inherit them — applied across proposals, invoices and agreements.
Updated Sep 20, 2026
Build any report from your bookings, commissions, trips, clients and leads — pick columns, filter, group with totals, save, share and export as CSV.
Updated Sep 4, 2026
Create support tickets, track their status, reply with @mentions, and manage conversations with the JourneyFuse team.
Updated Aug 29, 2026
Add a second layer of security to your JourneyFuse account using an authenticator app. Owners and admins can also require 2FA for all team members.
Updated Aug 5, 2026
How JourneyFuse protects card data, client information and your agency's data — PCI compliance, encryption, and our promise never to share your clients.
Updated May 18, 2026
Download your clients, trips, bookings, invoices, leads and commissions as CSV at any time. Your data belongs to you — no restrictions, no hoops.
Updated Apr 13, 2026