February marked the start of our team working on some highly anticipated releases with our CRM, new client decision tools, and preparation for Training Camp — our biggest Travefy event of the year.

Get Excited for New CRM Updates ✨

Our team has been hard at work on the first round of many CRM releases you can look forward to this year. What's on the horizon:

• 💸 Invoicing: Get ready for pro level invoicing including itemization, pricing breakdowns, flexible payment scheduling, Terms and Conditions, and more.
• 📧 Email Integration: Connect your Gmail, Outlook, or other email accounts to contacts and manage your inbox from within Travefy.
• 👤 Contact Management: Enhanced client profiles—store travel preferences, loyalty programs, payment details, and mark relationships between contacts for smoother trip planning. Plus, new filters to sort by first name, last name, and last travel date.
  ​

Event-Level Decisions

We’ve expanded on client options which now includes Event-Level Decisions. Allowing you to present multiple options for an event—like cabins, hotels, tours, or add-ons directly to your clients.

You're Invited: Upcoming Events

• 🎲 Agent Accelerator in Las Vegas: March 31 (In-Person) – We're kicking-off Travel Agent Forum with our 3rd Annual Agent Accelerator. An interactive workshop focused on strategies and real-life examples on how to grow your business. Register for Free →
  ​
• ⛺ Training Camp 2025: April 8-11 (Virtual Event) – Get ready for our annual user event coming April 8th-11th. Join thousands of advisors in the Travefy community for in-depth trainings, new releases, and some big announcements. Registration coming soon!
  ​

Best Practices Workshop with TIQUE

This month, we focused on how to maximize efficiency with TIQUE’s workflow templates in Travefy. Plus other ways to boost productivity, and enhance client experiences.

Recommend Travefy and Get Paid 💸

Already recommeding Travefy to colleagues? We appreciate it! Give them your referral code, and they’ll enjoy 25% off their first subscription—plus, you’ll earn 25% back in Travefy credits as our way of saying thanks. It’s a win-win!
​