Simple Structures for Travel Advisors
Independent travel advisors get a clean, straightforward setup designed for solo businesses. One account, one brand, and one place to manage client communication and marketing — without worrying about team permissions, shared inboxes, or complex configurations.
Agency owners can choose between a shared account with multiple users or individual accounts for each advisor, allowing flexibility as teams grow and structures change.
👤 Independent Advisors
Best fit if you:
Run your business solo
Manage your own clients and marketing
Want a simple, consistent way to stay in touch
Prefer done-for-you systems without building from scratch
How it works:
One SaaS account
One brand
One set of contacts
Email-first marketing with optional automation
No team management required
Ideal for:
Independent advisors
ICs running fully solo
Advisors who want simplicity and consistency
🏢 Agency Owners
Best fit if you:
Manage multiple advisors
Want consistent systems across your team
Don’t want to rebuild marketing infrastructure repeatedly
Need something scalable as your agency grows
How it works (flexible by design):
You can choose the structure that fits your agency:
One account + multiple users
Shared inbox
Shared branding
Centralized marketing and operations
OR
Multiple SaaS accounts (one per advisor)
Separate contacts and branding
Independent automations
Clean separation between advisors
Both options are supported.
Ideal for:
Host agencies
Boutique agencies
Growing teams
Agencies onboarding new advisors
Agency Pricing Available
Discounted pricing is available for agencies with multiple advisors.
Account Structure at a Glance
Business Type
Solo Advisor
Small Agency
Growing Agency
Mixed teams
Recommended Setup
1 Account
1 account + multiple users
Multiple accounts
Combination of Both
FAQs
Get quick answers to your common questions about our services and processes below.
What is this platform, exactly?
This is a marketing and follow-up platform designed specifically for travel advisors and agency owners. It helps you stay in touch with clients, nurture leads, and be present when travelers are ready to book — without constant manual follow-up.
It’s focused on before-booking marketing, not itinerary building or quoting.
Is this a replacement for a Travel CRM?
No. This platform is not a replacement for tools like Tern, Travefy, or itinerary/booking systems.
Think of it as your before-booking system:
Staying top of mind
Re-engaging past clients
Warming up leads
Automating simple follow-up
Most advisors use this alongside their travel CRM.
Do I need to be tech-savvy to use this?
No — but there is a learning curve, like any CRM.
We provide:
A clear setup checklist
Prebuilt templates
Training videos
Support when you get stuck
You do not need to understand automation or advanced tech to get value from the platform.
What is this best used for?
This platform is best used for:
Monthly or seasonal email marketing
Re-engaging cold or past leads
Staying visible between trips
Simple lead capture and organization
It’s designed to support consistent marketing, not replace how you plan or book travel.
How Quickly can I get started?
Most users can get started the same day.
You can:
Log in
Review the checklist
Customize templates
Send your first email quickly
More advanced features (like automation) can be set up over time.
Can I use my own email address and brand?
Yes.
You can connect:
Your own email address
Your own sending domain
Your own branding
We recommend a dedicated sending domain for best deliverability, but we walk you through this step-by-step.
Can agencies use the same domain and email across multiple accounts?
Yes.
Agencies with multiple accounts can use the same domain across all of them.
Each account connects email separately, but the same sending domain can be verified and used in multiple accounts if you choose.
This allows agencies to maintain:
Consistent branding
A familiar sender name and domain
Clean separation between advisors or teams
Important note for agencies
Email and domain setup is completed per account, even when using the same domain. Setup guidance is provided, but each account must be connected individually.
Do emails cost extra to send?
Yes, but only based on how many you send.
You are charged for:
Actual emails sent
Based on volume, not flat fees
There is no cost if you are not sending emails.
Why do you recommend a dedicated sending domain?
A dedicated sending domain helps:
Improve email deliverability
Protect your primary business inbox
Reduce the chance of emails landing in spam
It’s considered a best practice for any marketing emails, especially as your list grows.
Are there limits on how many emails I can send?
Yes — limits depend on:
Your email provider
Warm-up status
Daily sending caps (especially for Google/Outlook)
These limits protect your deliverability and reputation. We cover best practices during setup.
Do I have to use texting or phone features?
No.
Texting and phone features are optional.
Many users use email only.
If you choose to use texting or calling, additional compliance and usage fees apply.
What additional costs should I expect?
What additional costs should I expect?
Possible additional costs may include:
Email sending (based on volume)
Phone number and texting usage (if enabled)
A2P registration for texting (required by carriers)
You are never charged for features you do not turn on.
What is A2P and why is it required for texting?
A2P (Application-to-Person) registration is required by mobile carriers for business texting.
It helps:
Reduce spam
Improve message delivery
Protect consumers
If you want to text clients, A2P registration is mandatory. If you don’t plan to text, you can skip this entirely.
How does email setup work with multiple accounts?
Each account completes its own email setup, even if the same domain is used. This keeps contacts, sending activity, and automations organized within each account while still using the same branded domain.