Build a proposal
Compare service options, adjust a trip quote, and share a private link to a specific proposal version for acceptance.
For travel teams who carry every detail
Keep travelers, travel parties, provider rates, proposals, reservations, and the final itinerary connected to one trip. Give each guest the information meant for them.
Limited beta. Workspaces are set up with our team.
The workspace
Create a trip, organize travelers into parties, consult dated provider rates, and keep the next action visible. Your team works in its own Travel workspace, separate from the sales CRM.

From plan to departure
Follow the same record from the first outline through supplier confirmation and published travel details.
Compare service options, adjust a trip quote, and share a private link to a specific proposal version for acceptance.
Keep shared plans together while couples, solo travelers, and other travel parties receive their own rooms, arrivals, and choices.
See holds, supplier confirmations, tasks, and externally handled balances alongside the trip that needs attention.
Send a private live itinerary with daily plans and party details. Travelers can print it or save a PDF with vouchers for offline use.
Travel beta
Tell us about your travel team and the workflow you want to test. We will discuss access and setup with you.