Features — CRM

The travel advisor CRM you'll actually want to use.

Built for travel advisors and travel agents. Store client information, preferences, trip history, travel documents, and notes, all integrated with the booking engine so you never have to enter the same details twice.

app.voyagr.travel / clients / marisol-reyes
What's inside

Everything you need to know your clients.

Profiles, notes, history, intake, and preferences: one place for everything that makes a client feel known, and every booking faster.

app.voyagr.travel / clients

Profiles — Client Profiles

Everything about a client, in one profile.

Store contact details, passport information, travel documents, and personal notes in unified profiles, with everything you need before the conversation even starts.

  • Contact & passport detailsNames, contact info, and passport numbers, kept current and ready for booking.
  • Travel documents on fileStore passports, Global Entry, and visas so they're a click away when you need them.
  • Personal notesThe little things that make a trip feel personal, captured right on the profile.

Timeline — Notes & Activities

Never lose track of where things left off.

Log calls, emails, and follow-ups directly on client profiles to keep a complete record of every interaction and never lose track of where a conversation left off.

  • Log every interactionCalls, emails, and follow-ups all live on the profile, in order.
  • A complete recordPick up any conversation knowing exactly what was said and when.
  • Follow-ups that stickSet reminders so the next touchpoint never slips through the cracks.

History — Travel History

Anticipate what they want next.

View every trip a client has booked through Voyagr, so you can anticipate what they want next and make smarter recommendations.

  • Every trip, in one timelinePast destinations, dates, and values, all attached to the client.
  • Smarter recommendationsSpot patterns in how they travel and pitch the next trip with confidence.

Onboarding — Client Intake Forms

Let clients fill in their own details.

Send branded intake forms so clients can fill in their own details, with no manual data entry required on your end.

  • Branded & shareableSend a polished form with your branding, by link or email.
  • Straight into the CRMResponses land on the client profile automatically, ready to book.

Personalize — Travel Preferences

Start every trip with the details that matter.

Record seat preferences, hotel tiers, dietary needs, loyalty programs, and more, so every trip you plan starts with the details that matter.

  • Seats, tiers & dietsCapture how each client likes to fly, stay, and eat.
  • Loyalty programsKeep frequent-flyer and hotel numbers on hand for every booking.
  • Flows into bookingsPreferences pre-fill at booking, so nothing gets missed.
Booking Engine

A CRM that actually connects to your bookings.

When a client's details live in your CRM, they shouldn't have to be typed again at booking. In Voyagr, they aren't. Client profiles flow directly into the booking process so you can move from conversation to confirmed trip without touching a keyboard twice.

01

Client data flows into bookings automatically

Profiles, traveler info, and preferences pull straight from the CRM into every booking. No copying, no re-entering, no mistakes.

02

Information updates everywhere

What you update in the CRM is reflected across the platform. Client information stays current whether you're booking a trip or reviewing a profile.

03

One system, no switching

Stop bouncing between a spreadsheet, your CRM, and a booking portal. Voyagr keeps your client data and your bookings in the same place.

Explore the booking engine →
Travel advisor CRM

What a travel advisor CRM does, and why it beats a spreadsheet.

The questions advisors ask before moving their client list out of a spreadsheet or a general-purpose CRM.

Ready to actually know your clients?

Start building client profiles, logging notes, and connecting your CRM to your bookings, all from one workspace, for free.