Travefy - Detailed Review
Travel Tools
Travefy - Product Overview
Introduction to Travefy
Travefy is a comprehensive travel itinerary software and trip planner platform, specifically designed for travel professionals. Here’s a breakdown of its primary function, target audience, and key features:
Primary Function
Travefy’s main purpose is to help travel advisors and agencies create, manage, and present professional travel itineraries efficiently. It streamlines the process of planning trips by integrating various components such as flights, accommodations, tours, transportation, and cruises into a single, organized platform.
Target Audience
The primary users of Travefy are travel professionals, including travel agents, tour operators, and travel agencies. It is also beneficial for suppliers who want to integrate their products and services directly into the platform to reach a wide audience of travel advisors.
Key Features
- Itinerary Builder: Travefy allows users to create detailed and visually appealing itineraries using a drag-and-drop interface. These itineraries can include tours, accommodations, flights, transportation, and cruises, along with notes, documents, and other relevant details.
- Client Communication: The platform includes a mobile-friendly app and web link options for clients to view their itineraries. It also features offline mode, enabling clients to access their travel plans even without internet connectivity.
- Supplier Integration: Travefy integrates with over 100 leading suppliers, allowing for the direct import of cruise and tour itineraries. It also uses a live flights database to update flight schedules and gate information automatically.
- CRM and Workflow Management: The platform includes a simplified CRM system for managing client information, tasks, and workflows. It also supports credit card authorizations, invoicing, and custom forms for collecting client information.
- Marketing Tools: Travefy offers tools for building professional web pages and landing pages to market group trips and other travel services. These pages can be customized to fit the user’s branding and include client information forms and itinerary details.
- Automation and Time Savings: The software automates various tasks such as updating flight schedules and managing client information, significantly reducing the time spent on creating and managing itineraries.
- Security and Compliance: Travefy is PCI-compliant, ensuring the secure collection and management of client information.
Overall, Travefy is a versatile tool that helps travel professionals save time, impress clients, and streamline their workflow, making it an essential asset for any travel agency or advisor.
Travefy - User Interface and Experience
User Interface Overview
The user interface of Travefy is crafted with a focus on simplicity, ease of use, and a seamless user experience, making it an invaluable tool for travel professionals.Ease of Use
Travefy boasts an intuitive and user-friendly interface. The system features a simple drag-and-drop mechanism that allows users to create itineraries quickly and efficiently. This award-winning interface helps users get started in just a few seconds, even for those who are new to the platform.Interface Features
The platform is well-organized, with all the necessary tools easily accessible. It includes integrated photo libraries, content databases, and supplier integrations, which streamline the process of creating detailed and visually appealing itineraries. The Marketplace within Travefy is particularly praised, offering a vast selection of ready-made templates for itineraries, tasks, emails, and more, saving users a significant amount of time and ensuring high-quality outputs.User Experience
Users appreciate the professional and polished look of the itineraries, proposals, and quotes generated through Travefy. The system allows for the delivery of these documents via mobile app, web link, or PDF, catering to different client preferences. This flexibility enhances the client experience, as they can access all their travel information conveniently on their mobile devices.Client Engagement
Travefy’s mobile app feature is highly valued, as it provides clients with live updates, such as flight changes or delays, ensuring they are always informed. The app and web link options also keep all trip details in one place, simplifying communication and reducing the need for multiple emails.Training and Support
The platform is supported by regular training webinars, which are highly regarded by users. These webinars help users maximize the software’s capabilities and stay updated with new features. Additionally, Travefy’s customer service is consistently praised for its responsiveness and helpfulness.Customization and Feedback
While Travefy is highly intuitive, some users have suggested areas for improvement, such as better reporting and analytics features, more customization options for text and image placement, and enhanced CRM functionalities. However, Travefy is known for listening to user feedback and implementing updates based on these suggestions, which enhances the overall user experience.Conclusion
In summary, Travefy’s user interface is characterized by its simplicity, ease of use, and the ability to deliver professional and polished travel documents. The platform’s focus on user experience ensures that both travel agents and their clients have a seamless and satisfying interaction with the software. Travefy - Key Features and Functionality
Travefy Overview
Travefy is a comprehensive travel itinerary management and trip planning platform that integrates various tools and AI-driven features to streamline the work of travel professionals. Here are the main features and how they work:
Itinerary Management
Travefy allows you to create detailed itineraries by adding tours, accommodations, flights, transportation, and cruises. You can set times, add notes, and upload documents to fill out all the details of the trip. This feature helps keep all trip information organized in one place.
Automatic Flight Updates
The platform automatically updates flight times and terminal/gate information, saving you time managing schedule changes. This ensures that your clients always have the most current flight information.
Supplier Integrations
Travefy integrates with over 100 leading suppliers to import cruise and tour itineraries directly into the system. This integration also includes cabin information, cabin types, cruise descriptions, and photos, making it easier to manage bookings from various suppliers.
AI-Driven Smart Import
Travefy combines content and supplier integrations with AI to speed up the process of importing bookings and information. This feature uses AI to streamline the import process, making it faster and more efficient.
Client Communication and Updates
Clients receive a free, simple app to view their itinerary and receive updates from you. The app includes an offline mode, ensuring clients can access their itinerary even without internet connectivity. You can also chat with clients on the go through the app.
Content Library and Destination Information
You can build a library of saved places, content, and destination information that you can reuse across multiple itineraries. This library includes stunning destination content from over 640 destinations and 50,000 points of interest, helping you engage your clients more effectively.
Proposal and Booking Workflow
Travefy offers professional, visually stunning quotes and proposals. The platform includes a streamlined booking workflow that incorporates forms or payment authorization, making it easier to close sales and manage client bookings.
CRM and Client Information Management
Travefy provides a simple CRM system where you can organize client information and workflows. You can collect client details and credit card authorization forms effortlessly using custom form tools, all within a PCI-compliant system.
Team Collaboration
The platform allows teams to work together with a shared content library and access to each other’s itineraries. Admins can keep tabs on all the work being done, ensuring smooth collaboration and management.
Presentation and Export Options
You can present trips via a mobile-friendly link or the unbranded Trip Plans App for iPhone and Android. Additionally, you can export a gorgeous PDF for clients who prefer a printed version of their itinerary.
AI Integration in Workflow
Travefy’s integration with AI tools, such as ChatGPT, is highlighted in their webinars. These tools help travel advisors write better emails, create social content, and generate ideas for destinations and activities. AI is used to recognize patterns, solve problems, and make decisions, making the workflow more efficient and automated.
Upcoming Features
Future updates include more organized trip management around how you work, improved proposal options with intuitive booking workflows, and enhanced cruise content with detailed cabin information and photos. There is also a preview of deeper CRM functionality and more AI-driven features coming in 2025.
These features collectively help travel professionals save time, look more professional, and deliver delightful travel experiences to their clients.
Travefy - Performance and Accuracy
Performance
Travefy is highly praised for its performance in several areas:Streamlined Workflows
Users appreciate how Travefy saves time by streamlining workflows, allowing travel agents to create professional, visually stunning quotes and proposals quickly.Organization
The software helps agents keep client information and trip details organized in one place, which enhances their productivity and professionalism.Client Engagement
Travefy’s mobile app and web link features ensure clients have easy access to their itineraries, which improves client satisfaction and engagement.Continuous Improvement
Travefy is noted for continually adding new functions and listening to agent feedback, which helps in addressing user needs and improving the software.Accuracy
The accuracy of Travefy is reflected in its ability to provide detailed and accurate travel itineraries:Detailed Itineraries
Users highlight that Travefy allows them to include all necessary documents and details in the itineraries, ensuring clients have comprehensive information about their trips.Live Updates
The software provides live flight updates, which helps agents and clients stay informed about any changes or delays, enhancing the accuracy of travel plans.Professional Presentations
The templates and tools available in Travefy enable agents to create polished and accurate proposals and itineraries, which impress clients and reflect positively on the agent’s professionalism.Limitations and Areas for Improvement
While Travefy performs well in many areas, there are some limitations and areas where improvement is desired:Reporting and Analytics
Some users wish for better reporting and analytics features to track revenue, expenses, and overall business performance more effectively.Customization
There is a desire for more customization options, such as better text and picture box sizing, and more drag-and-drop features in the web developer section.Group Travel Itineraries
Customizing itineraries for group travel can be challenging, particularly when individualizing information for each traveler.Supplier Details
Some users experience issues when supplier details are not updated or are incorrect, which can be time-consuming to modify.Commission Invoicing
There is a request for incorporating commission invoicing into the system, which is currently missing.CRM Capabilities
While Travefy’s CRM is useful, some users feel it could be more robust, especially in areas like invoicing and contact management. Overall, Travefy is well-regarded for its performance in organizing and presenting travel itineraries, but there are specific areas where users would like to see improvements to enhance its functionality and accuracy further. Travefy - Pricing and Plans
Travefy Pro Pricing
Travefy offers a single plan under its Pro category, which is geared towards travel professionals.
- Monthly Plan: $39 per month.
- Annual Plan: $31 per month if paid annually.
Features of Travefy Pro
The Travefy Pro plan includes several key features:
- Unlimited itineraries
- Ability to share itineraries with an unlimited number of clients
- Professional-looking itineraries and proposals
- Auto-updating flight information
- Integration with a mobile app for clients to view their itineraries offline
- Client communication tools through the mobile app.
Online Booking Fees
In addition to the monthly or annual subscription, there is a 2% online booking fee. You can choose to absorb, pass on, or split this fee with your clients, and you can change this setup at any time.
Free Trial
Travefy offers a 10-day free trial for its Pro version. During this trial, you can access all the features, download PDFs of your itineraries, and use the mobile app to view and edit itineraries.
Discontinued Free Personal Plan
As of August 1, 2019, Travefy no longer supports its free personal group travel planning product. Existing users of this plan can access their trips through a 10-day free trial of the Pro version or by downloading their itineraries as PDFs or through the mobile app during the trial period.
There are no ongoing free plans available for new users; the only free option is the 10-day trial for the Pro version.
Travefy - Integration and Compatibility
Integrations with Other Tools
Travefy has several key integrations that make it a versatile tool for travel advisors and tour operators. Here are a few notable examples:Viator Integration
Travefy has partnered with Viator, allowing travel advisors to build itineraries that automatically include Viator product details and the Share With Client Link. To enable this integration, users need to go to their Account Settings in Travefy, click on Linked Accounts, enable the Viator integration, and add their PID and UID.
Tourplan Integration
Travefy integrates with Tourplan, enabling tour operators to directly import customer quotations and bookings into auto-created Travefy itineraries. This integration streamlines the process of creating and managing itineraries, inserting rich content from the Travefy Content Library.
ALG Vacations Integration
Travefy also integrates with ALG Vacations, allowing users to seamlessly import ALGV bookings into any itinerary. This integration simplifies the process of adding bookings and ensures all necessary details are included in the itinerary.
Compatibility Across Platforms and Devices
Travefy is designed to be compatible with a wide range of devices and platforms to ensure a smooth user experience:Operating Systems
Travefy supports both Mac and Windows operating systems. For Mac users, it is recommended to use either the Monterey or Big Sur operating systems, while Windows users should use Windows 10 or 11.
Web Browsers
The platform is compatible with major web browsers such as Chrome, Safari, Firefox, and Microsoft Edge. It is recommended to use the latest version of these browsers for optimal performance.
Mobile Devices
Travefy’s itineraries can be accessed via mobile app, web link, or PDF, making it convenient for clients to view their travel plans on any device, including tablets and smartphones.
By ensuring compatibility across various operating systems and web browsers, Travefy provides a flexible and user-friendly experience for travel professionals and their clients. This broad compatibility helps in maintaining a seamless workflow and enhances the overall efficiency of travel planning and management.
Travefy - Customer Support and Resources
Customer Support Options
Travefy offers a comprehensive array of customer support options and additional resources, ensuring that users have multiple avenues to get help and maximize the use of their travel tools.
Contact Options
- You can reach Travefy’s support team via email at Professional@Travefy.com. The support team is available Monday through Friday from 9:30 AM to 5:00 PM CST and typically responds within one business day.
- For immediate assistance, you can use the live chat option available during business hours by signing into your Travefy account.
- Travefy also provides a business WhatsApp number, accessible by hitting the “Contact Us” button on their website.
Additional Resources
- Support Center: Travefy has a dedicated support center with articles and how-to guides that can help you resolve common issues and learn how to use the platform effectively.
- Scheduled Training: You can schedule a live 1-on-1 training or support session to get personalized help with using Travefy’s tools.
- App Support: If you have already booked a trip, you can access your finalized itinerary through the Travefy app on Google Play or Apple App Store. Within the app, you can open a direct chat with the support team for any issues or questions during your travels.
CRM and Automation Tools
- Travefy offers CRM tools to keep client information organized and secure. You can create custom forms, manage credit card authorizations, generate invoices, and set up automations to streamline your workflow.
Integration Support
- For users integrating Travefy with other services like Viator, detailed step-by-step guides are available. This includes instructions on how to connect your Viator account, book products, build itineraries, and send them to clients.
By providing these various support channels and resources, Travefy ensures that users can get the help they need efficiently and effectively, enhancing their overall experience with the platform.
Travefy - Pros and Cons
Pros of Travefy
Comprehensive Database and Content Library
Travefy offers a vast database of hotels, airlines, cruises, restaurants, and landmarks from over 640 destinations and 50,000 points of interest. Users can import content from more than 650 city guides, making it easier to create detailed itineraries.
Efficient Itinerary Management
The platform features a simple drag-and-drop interface for creating travel itineraries. It includes built-in photo and video libraries, content databases, and over 100 supplier integrations. Automatic flight updates and schedule changes are also managed by the system, saving time and reducing errors.
Professional Proposals and Quotes
Travefy’s proposal builder streamlines the workflow and client approval process. Users can create beautiful, professional proposals with photos, videos, and maps, and clients can communicate directly with agents via the built-in chat feature.
Client Engagement Tools
The Trip Plans app allows clients to access their travel information offline, and they can receive updates from agents through the app. This enhances client engagement and satisfaction.
Integrated CRM System
Travefy includes a CRM system to capture clients’ contact details, travel preferences, credit card authorizations, and documents. This keeps all client information in one PCI-compliant system.
Website Building and Marketing Tools
The platform offers a website-building tool, allowing travel professionals to create their own websites and present their services professionally.
Support and Training
Travefy provides live chat support, free webinars, training sessions, and video tutorials to help users get the most out of the platform.
Cons of Travefy
No Free Version
Travefy does not offer a free version; it only provides a 10-day free trial. This can be a barrier for those who want to test the platform long-term without committing to a paid plan.
Cost
Travefy is more expensive than many of its competitors, such as TripIt and TravelPerk. The monthly plan costs $39 and the annual plan costs $31 per month when billed annually.
Limited to Travel Agencies
The platform is primarily designed for travel agencies and may not be as suitable for other types of businesses.
Interface and Usability
Some users find the interface less intuitive and more confusing compared to other similar tools, which can affect user experience.
Lack of Multi-Currency Support
Travefy does not support multiple currency transactions or provide currency conversions, which can be a limitation for businesses that operate globally.
Overall, Travefy is a powerful tool for travel agencies and tour operators, offering a range of features that can significantly streamline their operations and enhance client satisfaction. However, its cost and limited usability for other business types are important considerations.
Travefy - Comparison with Competitors
Unique Features of Travefy
- Automated Flight Updates: Travefy automatically updates flight times, terminal, and gate information, saving time and reducing the hassle of managing flight schedule changes.
- Customizable Itineraries: Users can create bespoke itineraries or use templates and components that can be reused. This flexibility allows for both personalized and efficient itinerary creation.
- Integrated Content Library: Travefy offers access to a vast library of hotels, restaurants, points of interest, and over 600 City Guides, making it easier to add detailed content to itineraries.
- Mobile and Offline Access: Clients can view their itineraries through a mobile-friendly link or the unbranded Trip Plans App, which includes offline mode. This ensures clients can access their itineraries anywhere, anytime.
- Shared Content Library and Team Collaboration: Travefy allows teams to share a content library and access each other’s itineraries, making collaboration seamless and efficient.
Potential Alternatives
Safari Portal
- Visual Itinerary Builder: Safari Portal is known for its ease of use and efficiency in creating visually stunning itineraries and proposals. It allows customization with brand fonts and colors and access to a database of professionally curated destination content.
- Guest Portals: This feature enables the collection, organization, and sharing of guest information, including passports, health and dietary details, flights, and contacts, all in a secure and efficient manner.
TravelPerk
- Corporate Travel Management: TravelPerk is ideal for business travelers, offering real-time insights into travel expenses and ensuring compliance with company policies. It simplifies booking flights, hotels, and meeting venues.
- Custom Travel Policies: TravelPerk allows setting up custom travel policies for teams, ensuring all business trips are within budget and adhere to company guidelines.
TripIt Pro
- Automated Itinerary Creation: TripIt Pro automatically creates a master itinerary from forwarded booking confirmations. It provides real-time updates on flight changes, gate assignments, and other vital trip information.
- Calendar Integration: TripIt Pro can be connected to your smartphone’s calendar for automatic updates on flight status and other trip details.
Rezdy
- Tour and Activity Management: Rezdy is focused on managing tours and activities, offering features like online booking, inventory management, and customer management. It is a good alternative for tour operators who need to manage a high volume of activities.
Other Notable Tools
Google Gemini
- Personalized Suggestions: Google Gemini integrates with Google’s ecosystem to provide personalized trip planning suggestions based on your preferences, calendar events, and Gmail details.
ChatGPT by OpenAI
- Conversational Assistant: ChatGPT can assist with every aspect of travel planning, from destination ideas to customized itineraries and real-time recommendations. It is highly versatile and user-friendly.
Hopper
- Predictive AI: Hopper uses predictive AI to forecast flight and hotel prices, advising travelers on the best time to book to save money. It also offers personalized trip planning and travel insurance recommendations.
Travefy - Frequently Asked Questions
Frequently Asked Questions about Travefy
What is Travefy and what does it offer?
Travefy is an all-in-one system for travel businesses, providing tools for itinerary management, quote and proposal creation, simple CRM, forms, and a website builder. It allows you to add tours, accommodations, flights, transportation, and cruises to itineraries, set times, add notes, and upload documents. You can also present trips via mobile-friendly links or the Travefy Trip Plans App for iPhone and Android, and export PDFs for clients.
How much does Travefy cost?
Travefy offers a Pro plan with both monthly and annual payment options. The monthly plan costs $39 per month, while the annual plan costs $31 per month. There are also volume discounts available for teams and agencies.
What features does Travefy offer for managing client itineraries?
Travefy allows you to create detailed and organized itineraries, including automatic updates for flight schedules and terminal/gate information. You can save time by using templates and components that you can reuse. Clients can view their itineraries through a mobile app, receive updates, and access their itineraries offline. Additionally, you can share documents, contacts, and team itineraries easily.
Can Travefy be used by teams and multiple users?
Yes, Travefy is designed to work well with teams. It offers a shared content library and allows team members to access each other’s itineraries. Admins can keep track of all the work being done, and the system supports collaborative work through shared resources and itineraries.
How does Travefy handle flight schedule changes?
Travefy automatically updates all flight times and terminal/gate information for you, saving you time in managing flight schedule changes. This feature ensures that your clients’ itineraries are always up-to-date without manual intervention.
Does Travefy offer any tools for engaging clients with destination content?
Yes, Travefy provides stunning destination content from over 640 destinations and 50,000 points of interest. You can create beautiful image and video galleries to engage your clients and make the trip more appealing. Additionally, you can access millions of hotels, restaurants, and points of interest with rich details.
Can I integrate Travefy with other systems?
Travefy offers a powerful API that allows you to connect it with other systems. You can import quotes or bookings and auto-create itineraries, making integration with other tools seamless.
Does Travefy provide offline access for clients?
Yes, Travefy’s mobile app includes an offline mode, allowing clients to view their itineraries and receive updates even when they do not have internet access.
How does Travefy help in creating and managing proposals?
Travefy simplifies the process of creating proposals by allowing you to quickly add details such as restaurants, points of interest, or hotels, which are automatically filled with relevant information. You can also remove any details you don’t want to share with the client yet. This makes the proposal process much faster, with some users reporting that itineraries that took 3-4 hours to create now take about 30 minutes.
Is Travefy secure and compliant with data protection standards?
Yes, Travefy is PCI-compliant, ensuring that client information is securely collected and stored. This provides peace of mind for both you and your clients regarding data security.
Travefy - Conclusion and Recommendation
Final Assessment of Travefy
Travefy is a comprehensive and intuitive tool that has made a significant impact in the travel industry, particularly for travel professionals. Here’s a breakdown of its key features and who would benefit most from using it.Key Features
Itinerary Management
Travefy allows travel professionals to create detailed, visually appealing itineraries that include all aspects of a trip, from flights and accommodations to dining recommendations and local activities. These itineraries are easy to create, share, and access via mobile apps, web links, or PDFs.
Seamless Collaboration
The platform facilitates real-time updates and adjustments, ensuring that both teams and clients stay on the same page. This collaborative approach enhances efficiency and reduces miscommunication.
Client Engagement and Satisfaction
Travefy enhances client engagement through mobile itineraries, push notifications, and professional-looking documents. This level of accessibility and convenience significantly boosts client satisfaction and loyalty.
Integration with Suppliers
Travefy integrates with a wide array of travel suppliers and booking platforms, saving time and reducing errors by pulling in bookings and details directly from these suppliers.
Custom Branding
Travel professionals can customize itineraries with their branding, including logos and color schemes, which helps maintain a consistent brand image and enhances professionalism.
Efficiency and Productivity
The platform automates routine tasks such as itinerary creation and updating, freeing up time for more strategic activities and increasing overall productivity.
Data Security and Privacy
Travefy prioritizes data security and privacy, employing advanced security measures to protect sensitive client information.
User-Friendly Interface
Despite its powerful features, Travefy has an intuitive interface that is easy to learn and use, reducing the learning curve for new users.
Continuous Improvement and Support
Travefy is committed to continuous improvement, regularly updating its features based on user feedback and industry trends, and offers excellent customer support.
Who Would Benefit Most
Travefy is particularly beneficial for:
Travel Advisors and Agencies
These professionals can streamline their operations, enhance client experiences, and drive business growth through the platform’s comprehensive features.
Destination Marketing Organizations, Convention and Visitors Bureaus, and Tourism Boards
Travefy’s tools help these organizations drive potential visitor engagement and trip conversions, and provide valuable economic development data.
Tour Operators
Travefy helps tour operators manage group travel planning efficiently, create professional-looking itineraries, and engage clients more effectively.
Overall Recommendation
Travefy is an invaluable tool for travel professionals seeking to enhance their service offerings, improve efficiency, and drive business growth. Its ability to streamline itinerary management, facilitate seamless collaboration, and integrate with leading travel suppliers makes it a must-have for anyone in the travel industry. The platform’s user-friendly interface, commitment to data security, and continuous improvement ensure that it remains a reliable and effective solution.
If you are a travel advisor, tour operator, or part of a destination marketing organization looking to deliver exceptional client experiences and streamline your operations, Travefy is an excellent choice. Its features are designed to save time, reduce errors, and enhance client satisfaction, making it a valuable asset in your toolkit.