09-07-2025
Travefy integrates new CRM tools into its advisor platform
Travefy has integrated a new suite of customer relationship management (CRM) tools into its platform for travel advisors.
Previously, Travefy offered itinerary building and management software, as well as a website and form builder for advisors. Now, its CRM suite includes invoicing, commission tracking, integrated email and a contact management system.
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Travefy said the CRM is embedded into the platform advisors are already using to build itineraries, so they don't need to leave the platform to accomplish other business tasks. That was intentional, according to Kyle Deterding, Travefy's vice president of product: By analyzing advisor workflows and use patterns, it found advisors "were wasting hundreds of hours each year switching between tools," he said. He estimated using Travefy's CRM could save an advisor 200 hours a year.
And in a series of hundreds of interviews in the past year, Travefy said, advisors told the company they wanted to be able to accomplish multiple business tasks in one place.
CRM capabilities are live today at no additional cost to Travefy users.
"Travel advisors are the heartbeat of this industry," Travefy CEO David Chait said. "This CRM release represents our commitment to listening to advisors, solving their daily challenges and reinvesting in their success. It's a massive leap forward -- and just the beginning."
