Workspace config, reports, analytics, and support
Track revenue, commissions, trip volume, lead conversion, and agency performance over time.
Updated Aug 10, 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
Set agency-wide terms, let each advisor use their own, and control whether sub-agents inherit your agency terms — applied consistently across proposals, invoices, and service agreements.
Updated Jul 31, 2026
Push leads, clients, and trips into JourneyFuse from your own scripts or no-code tools like Make.com and Zapier using the JourneyFuse REST API.
Updated Jul 27, 2026
Send an independent contractor agreement for e-signature, auto-fill details with merge fields, counter-sign it as the agency, and download the fully executed PDF.
Updated Jul 23, 2026
Automatically send real-time event data to external tools like Zapier, Make.com, or your own API whenever something happens in JourneyFuse.
Updated Jul 22, 2026
How JourneyFuse protects credit card data, client information, and your agency's data — including PCI compliance, encryption, and our promise never to share your clients.
Updated May 18, 2026
Three ways to control whether outbound emails actually reach your clients while you set things up, train a new agent, or sanity-check an automation.
Updated Apr 26, 2026
Download your clients, trips, bookings, invoices, leads, and commissions as CSV files at any time. Your data belongs to you — no restrictions, no hoops to jump through.
Updated Apr 13, 2026
Configure your workspace — branding, agency info, commission defaults, and feature toggles for solo advisors and teams.
Updated Mar 13, 2026
Create support tickets, track their status, reply with @mentions, and manage conversations with the JourneyFuse team.
Updated Mar 13, 2026