Travefy

Travefy is software for travel agents and advisors that combines professional itinerary building with a lightweight CRM. It helps independent agents and agencies turn trip ideas into polished, branded proposals and keep every client and booking organized.

Agents assemble day-by-day itineraries with photos, maps and confirmation details, then share them as a branded web link or PDF that clients can view on any device. A built-in CRM tracks contacts, trips and tasks, forms capture new-client details, and invoicing plus e-signatures move a proposal to a confirmed, paid booking. Supplier content and automation cut the manual copy-paste that eats an advisor's day.

Key features

• Drag-and-drop itinerary builder with images, maps and activity library
• Branded, mobile-friendly proposals and trip pages
• Client CRM for contacts, trips and follow-up tasks
• Customizable forms to capture leads and trip preferences
• Invoicing, payment collection and e-signatures
• Automated trip reminders and document delivery
• Marketing tools and a client-facing mobile app
• White-label branding on all client materials

Pricing

Travefy is subscription based per user with plans for solo advisors and agencies, and it usually offers a free trial. Pricing and plan limits change often, so confirm the current numbers on the Travefy website before you commit.

Who it's best for

Independent travel advisors, host-agency members and small agencies that want to look professional with branded itineraries while keeping clients and bookings in one CRM.

Is Travefy right for you?

For travel professionals who currently build itineraries in Word or email, Travefy is a big step up in polish and organization. Advisors who need deep back-office accounting or GDS integration should confirm those fit their agency model.

Pros and cons

Pros:

• Polished, branded client itineraries
• Combines itinerary building with a real CRM
• Affordable for solo advisors

Cons:

• Not a full GDS or back-office accounting system
• Supplier content varies by destination

Getting started

Build a reusable template for your most-sold trip types so a new proposal is a 10-minute edit rather than an hour of copy-paste.

Frequently asked questions

Is Travefy worth it?

For travel advisors and agencies, Travefy is worth it when you use its core workflow end to end rather than as a partial replacement for existing tools. The value comes from consolidating scheduling, payments and client or guest communication in one system, which reduces admin time and revenue lost to no-shows or missed follow-ups. Weigh the subscription against the hours it saves each week.

Can I try Travefy for free?

Travefy typically offers a free trial so you can evaluate it with your own data before committing. Pricing and trial terms change, so check the current offer on the official website.

Is Travefy only for large agencies?

No — it has plans for solo advisors and host-agency members, and much of its appeal is making independent advisors look as polished as big agencies.