210+ Features
Built for Travel Advisors
One platform with five core modules — Bookings, Forms, Messages, AI Navigator, and Bookkeeper — across 24 categories covering CRM, trips, AI automation, invoicing, commissions, group bookings, and more.
Two businesses, one platform
Travel HQ AI now runs both sides of a travel advisor’s business — the client-facing sales workflow and the back-office money workflow — instead of forcing advisors to stitch together a CRM, a forms tool, an inbox, and a spreadsheet.
Bookkeeper
9 features
A full commission command center — ledger, reconciliation, splits/overrides, payouts, “My Next Check,” and 1099 reporting.
Messaging Center
10 features
Every client email logged in one thread, with AI drafting, scheduled send, and a forwarding / Needs-Filing inbox.
Vendor Credits
6 features
Track Future Travel Credits with a full audit trail, plus a three-family discount taxonomy and package bundles.
Complete Feature Inventory
Every category, every feature — audited from the live codebase.
CRM & Client Management
14 features · Bookings
Complete client lifecycle management with rich profiles, passport storage, referral tracking, planning fees, value profiles, and consent management.
Trip Management & Workflow
13 features · Bookings
End-to-end trip lifecycle from inquiry to close, with a 10-stage auto-advancing pipeline, multi-vendor bookings, and AI-powered confirmation parsing.
Reservations & Booking Tracking
New5 features · Bookings
A dedicated Reservations workspace giving a centralized view of every confirmed booking across all clients and trips.
AI-Powered Automation
10 features · Bookings
AI that learns from your data — document parsing that improves over time, vendor detection, financial extraction, and a reusable component library.
AI Navigator — Business Intelligence
New9 features · AI Navigator
Ask your business anything in plain English. Navigator searches across all your data — clients, trips, invoices, groups — and returns deep-linked, actionable results with marketing analytics and forward projections.
Destination Intelligence
New11 features · AI Navigator
Built-in destination database with airport codes, cruise ports, visa notes, currency, language, a curated cruise-ship dataset, and AI-generated destination guides. No more tab-switching.
Pipeline & Task Management
6 features · Bookings
Visual Kanban board with auto-advancing stages, self-healing backfill checklists, and stage-specific actions.
Calendar & Scheduling
7 features · Bookings
Unified calendar with trip dates, task due dates, payment deadlines, and multi-view options.
Invoicing & Payments
10 features · Bookings
Multi-vendor invoices with deposit walk-down transparency, branded PDFs, secure zero-storage card capture, and automated receipts.
Discounts, Credits & Vendor Credits
New6 features · Bookings
A three-family discount taxonomy, shareholder benefit modes, package bundles, and a full Vendor Credit / Future Travel Credit wallet with audit trail.
Bookkeeper & Commission Management
New9 features · Bookkeeper
A full back-office money workflow — commission ledger, reconciliation, splits & overrides, payouts, next-check projections, and 1099 reporting.
Group Bookings
10 features · Bookings
Full group booking lifecycle with public signup pages, per-person-per-night rates, on-request inventory, a commitment funnel, and contract tracking.
Comparison & Proposal System
6 features · Bookings
Side-by-side trip comparison with polished proposal showcase pages, “Why We Chose This” rationale, and client selection with audit safeguards.
Research Library & Planning
5 features · AI Navigator
Organize destination research, vendor notes, planning drafts, reusable itinerary components, and a curated cruise-ship dataset in one searchable place.
Itinerary Builder
6 features · Bookings
Day-by-day visual itineraries with an AI scanner, reusable components, beautiful client-facing pages, and branded PDF export.
Client Portal
5 features · Platform
White-labeled, no-login client-facing pages for proposals, itineraries, invoices, and secure payment — shareable via secure links.
Messaging Center
New10 features · Messages
A unified email command center — every client conversation in one threaded inbox, with AI drafts, scheduled send, templates, and a forwarding/Needs-Filing tray.
Communications & Notifications
6 features · Platform
Automated client emails, custom sending domain, delivery tracking, in-app notifications, and a prioritized Daily Brief.
Forms & Form Builder
10 features · Forms
Six ways to build a form — blank, AI, template, Bookings intake conversion, PDF import, or from images — with embedding, reCAPTCHA, and advisor-approved lead creation.
Metrics & Reporting
5 features · Bookings
Business dashboard analytics, per-client value profiles, companion trip counting, group sell summaries, and commission reporting.
Subscription & Billing
New6 features · Platform
Self-serve subscriptions with tiered plans, founding-member pricing, a free trial, feature gating, and a self-serve billing portal.
Settings & Administration
5 features · Platform
Agency profile & branding, bring-your-own-key AI, user & role management, and searchable audit logs.
Security & Compliance
6 features · Platform
Zero card-data storage, 518 protected API routes, full multi-tenant isolation, role-based access control, secure auth, and audit logging.
Team & Multi-Tenant
5 features · Platform
Multi-advisor agencies, a host-agency network layer, per-advisor branding, and complete data isolation.
Key Competitive Differentiators
What sets Travel HQ AI apart from every other travel CRM.
AI Navigator
A built-in travel-domain AI assistant that answers database, marketing, and destination questions — backed by a curated cruise-ship dataset. No competitor has anything like it.
Full Commission Suite
Bookkeeper handles the ledger, reconciliation, splits/overrides, payouts, “My Next Check,” and 1099 reporting — a category most CRMs do not touch.
Unified Messaging Center
Every client email logged in one thread, with AI drafting, scheduled send, and a forwarding / Needs-Filing inbox.
Vendor Credit Wallet
Track Future Travel Credits with a full audit trail — something advisors normally chase across email and spreadsheets.
Zero Card-Data Liability
A PCI-compliant external vault and redirect model mean the agency never stores a card number — card data never enters the platform.
Built-In Forms & Group Tools
AI-generated forms, embedding, per-person-per-night group rates, and self-serve signup pages — with no third-party form product.
Dual Financial Transparency
The client sees a clean deposit walk-down while the advisor sees the full three-family discount and commission picture.
10-Stage Self-Healing Pipeline
Auto-advancing with backfill logic — more granular than typical CRM pipelines.
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