Travefy: Comprehensive Itinerary Management for Travel Professionals
Travefy is an all-in-one platform designed to streamline and enhance the workflow of travel professionals, including travel advisors, tour operators, and other industry stakeholders. Here’s a detailed overview of what Travefy offers and its key features:
What Travefy Does
Travefy is a robust tool that helps travel professionals manage every aspect of their business, from creating customized itineraries to managing client relationships and marketing their services. It aims to save time, improve efficiency, and enhance the overall client experience.Key Features and Functionality
Itinerary Management
- Travefy allows users to create bespoke, customized itineraries or use pre-built templates and components that can be reused. These itineraries can be presented to clients via a mobile-friendly link, the unbranded Trip Plans App for iPhone and Android, or exported as a professional-looking PDF.
Streamlined Proposals and Quoting
- The platform includes tools for creating professional, visually stunning quotes and proposals. This streamlines the sales process, making it faster for both the travel advisor and the client to compose and review travel plans.
CRM and Client Management
- Travefy features a simplified CRM system that helps manage client information, including task management, workflow automation, and custom forms for collecting client details and credit card authorizations. It also allows for tracking notes from client conversations, past trip history, and organizing clients with tags and labels.
Automated Workflows and Reminders
- The platform offers automated workflows and reminders, enabling travel advisors to preset tasks and notifications, ensuring they stay organized and on top of client interactions.
Integrated Content Library
- Travefy provides access to a vast library of content, including millions of hotels, restaurants, points of interest (POIs), and over 600 City Guides with rich details. Users can also upload their own photos or import them from supplier websites.
Mobile App and Offline Access
- Clients receive a free, simple app to view their itineraries and receive updates from travel advisors. This app includes offline mode, ensuring clients can access their itineraries even without internet connectivity.
Website and Landing Page Builder
- Travefy includes a drag-and-drop website builder that allows travel professionals to create and host their own custom websites using their own domain. This tool helps in marketing trips on social media and capturing new leads through website inquiry forms.
Supplier Integrations and API
- The platform integrates with other systems using a powerful API, enabling the import of quotes or bookings and the auto-creation of itineraries. It also updates flight schedules, terminal, and gate information automatically.
Team Collaboration
- Travefy facilitates team collaboration by allowing users to link accounts, access a shared content library, and view each other’s itineraries. Admins can monitor all the work being done within the platform.