Top Tools for Travel Agents
Grow Your Travel Business with the Right Systems & Support
Discover the exact Travel Agent tools We use and recommend to help travel agents stay organized, automate smarter, and boost bookings.
These travel agent tools are our trusted tools we recommend to travel agents across the industry and inside our team. Whether you’re launching or scaling your agency, these platforms help you work smarter, stay organized, and boost revenue. While some links may be affiliate links, they never affect our recommendations — we only share tools we personally use or truly believe in. You deserve resources that actually work, and these are the ones we stand behind.
🏆 Our Personal Favorite Travel Agent Tools
Booking & CRM Tools
🏆 Travel Joy
My go-to daily tool — the one I trust to run my entire client process.
TravelJoy is more than just a CRM — it’s your booking command center. It helps you stay on top of quotes, communication, payments, forms, and even builds sleek, shareable itineraries your clients can access through its companion app, all branded to you. Automation saves you so much time.
If you want to streamline your business, wow your clients — this is the platform I use and swear by.
Use my link to get 50% off your first 3 months! This exclusive offer helps you start strong and save while you learn the system.
Travefy
Travefy offers itinerary creation tools alongside a built-in CRM to help you manage client details, communications, and travel plans in one place. Its strength lies in its beautifully designed, interactive itineraries that are easy to customize and share. While I personally prefer TravelJoy for its all-in-one simplicity and client experience, Travefy is a helpful option for agents who prioritize polished visuals and itinerary branding.
Tern
Tern is an all-in-one platform built specifically for travel advisors, offering tools like CRM, itinerary creation, booking tracking, and supplier organization. While it’s a newer player in the space, many agents are excited about its modern design and industry-specific features. It’s especially popular among those who want everything in one sleek dashboard.
Email Marketing & Automation Platforms
🏆 High Level
My go-to platform for email marketing, automation, CRM, social scheduling, funnels, and more — all in one dashboard.
HighLevel is the most powerful and complete marketing platform I use, hands down. It’s not just for email—it’s your CRM, sales funnel builder, social media scheduler, lead tracker, and appointment manager all in one. You can even build full communities, launch online courses, and automate replies to social media comments and DMs.
From email and text message campaigns to nurturing leads and booking consults automatically, HighLevel keeps everything organized and running smoothly. Whether you’re a solo entrepreneur or managing a team, this platform truly does it all.
Use my link to get a 14-day free trial!
MailerLite
A clean, intuitive platform for growing your list and sending beautiful emails without the tech overwhelm.
MailerLite is a great choice if you’re starting out with email marketing and want something user-friendly, but still powerful. With built-in landing pages, pop-ups, and automation workflows, it helps you capture leads and stay in touch with your audience. The visual editor makes designing campaigns easy, and it’s one of the most affordable options available as your list grows.
If you’re looking for a solid starter platform that can scale with your business, MailerLite is a smart pick.
Systeme
An all-in-one platform for email, funnels, online courses, and digital products—ideal for entrepreneurs on a budget.
Systeme.io is a surprisingly powerful tool for the price. It includes email marketing, automation, sales funnels, website hosting, and course creation all under one login. Whether you want to build a lead magnet funnel, start an email series, or launch a mini course, Systeme.io is a great option to get started fast without spending a fortune.
It’s perfect for travel agents and digital creators looking to build passive income or streamline client communication.
“Success isn’t about working harder — it’s about working smarter with systems that scale.”
Marketing Tools & Social Media Automation
🏆 Sociamonials
Automate your social media posts, track engagement, and use AI to boost performance.
Sociamonials is more than just a scheduling tool — it’s a full-featured marketing system designed to help you grow your online presence with less manual work. You can schedule posts across all major platforms, track engagement and ROI, and even run viral referral campaigns.
Its built-in AI features make content planning faster and smarter. With just a few clicks, you can generate post variations, optimize captions, and automatically recycle your best-performing content. For busy business owners, it’s like having a virtual social media assistant on call.
TailWind
Smarter scheduling for Pinterest and Instagram — built to grow your traffic on autopilot.
Tailwind is a visual marketing tool designed to help you plan, schedule, and automate your Pinterest and Instagram content with ease. It’s especially powerful for travel agents and bloggers who want to showcase destinations, tips, or itineraries through stunning visuals.
With Tailwind’s drag-and-drop scheduler, you can batch your content for the week or month, and let it post for you at optimized times. It also includes AI-powered hashtag suggestions, pin design tools, and analytics to help you grow faster and smarter.
If Pinterest is part of your marketing strategy, Tailwind is a must-have.
Design and Branding Tools
🏆 Canva
Design anything you need for your business — no graphic design skills required.
Canva is my go-to design platform for creating beautiful, on-brand graphics, social posts, lead magnets, business cards, client guides, and so much more. With thousands of templates and a simple drag-and-drop interface, it makes professional design fast and fun.
Whether you’re building a brand, promoting a trip, or customizing travel documents, Canva gives you the creative freedom to look polished at every step.
🏆 Creative Fabrica
Your one-stop shop for fonts, graphics, templates, and digital design elements.
Creative Fabrica offers thousands of downloadable assets that help you elevate your brand — from stylish fonts and icons to printables, social media templates, mockups, and more. It’s perfect for those who want to customize their Canva designs or build unique branded materials.
For travel agents and creators who value aesthetics, this is a must-have resource to make your business stand out online and in print. Use my link and get a free trial and 10 free downloads.
Scheduling, Meeting and Custom Communication Forms
🏆 Calendly
Simplify how clients book with you — no more back-and-forth emails.
Calendly makes it effortless for clients to book calls, consultations, or planning sessions based on your availability. It syncs with your calendar and automates reminders, confirmations, and follow-ups — so you spend less time managing appointments and more time creating unforgettable travel experiences.
You can even set up multiple event types (like discovery calls vs. client check-ins) and connect it with tools like Zoom or Google Meet.
🏆 Zoom
Host professional video calls and consultations with ease — wherever you are.
Zoom is the gold standard for virtual meetings, and it’s perfect for remote travel advisors. Whether you’re onboarding a new client, hosting a group info session, or walking someone through their itinerary, Zoom makes face-to-face communication simple and professional.
Bonus: You can record your meetings to refer back later or share with clients.
Jot Form
Create custom forms, surveys, and client onboarding experiences — no tech skills needed.
JotForm lets you build branded intake forms, travel questionnaires, feedback forms, and more using an intuitive drag-and-drop builder. You can embed forms on your site, send them by email, and even automate responses.
It’s an ideal tool for keeping your process professional and organized from the first client touchpoint.
Business Operations & Admin
🏆 Google Workspace
Professional email, cloud storage, forms, e-signatures, and so much more — all from one trusted platform.
Google Workspace is one of the most essential tools I recommend for every travel advisor. It gives you a custom business email address (like [email protected]) along with access to Gmail, Google Docs, Sheets, Slides, Calendar, and Drive — all synced in real time across your devices.
But it goes beyond just email and storage. You can also:
- Create Google Forms to gather vacation quote requests or client preferences.
- Use e-signature functionality to get quick client approvals or authorizations.
- Even build simple, branded websites and landing pages using Google Sites.
It’s reliable, professional, and designed to help you stay organized while growing your business efficiently — whether you’re solo or working with a team.
Sign up using my link and get a 14-day trial, and message me to get an exclusive discount when you try Google Workspace for your business.
🏆 Wise Stamp
Create beautiful, branded email signatures that make your business look polished and professional.
WiseStamp helps you turn every email into a mini marketing tool. You can add your photo, logo, social links, and even a clickable CTA or promotion. It’s an easy way to leave a professional impression with every message you send — whether to clients, suppliers, or partners.
A custom signature builds trust and reinforces your brand, especially when you’re communicating with new leads.
🏆 Banner Buzz
Print everything you need for events, trade shows, and in-person marketing — banners, signs, business cards & more.
BannerBuzz is my go-to for affordable, high-quality printing. Whether you need retractable banners for vendor events, custom table covers, travel quote folders, or branded apparel — they’ve got it all. Fast shipping, great prices, and tons of customization options. They helped me customize my one-of-a-kind business cards.
It’s perfect for travel advisors who want to stand out at pop-up events or build a strong visual brand offline.
Use my link and get 20% off with code BUZZ20.
Financial Tools & Rewards
🏆 QuickBooks
QuickBooks gives self-starters the features they need to get ahead. Stay
tax-time ready all year, uncover tax deductions, create and send
invoices, track your mileage and keep tabs on your finances on the go.
Once you connect a bank account, expense tracking helps you
separate your personal and business spending with just the swipe of a
screen.
Save 90% on QuickBooks Online for 3 months and take charge of your business finances this summer. Sign up using my exclusive link to claim the discount and get started
🏆 Chase Ink® Business Credit Card
My go-to card for managing business expenses and earning rewards on every booking.
The Chase Ink Business card is ideal for travel entrepreneurs who want to separate business and personal spending, earn points on everyday expenses, and access perks built specifically for small businesses.
It offers:
- Generous point rewards on categories like advertising, travel, shipping, and internet services
- No annual fee for the basic version
- Introductory 0% APR offers (subject to current promotions)
- Built-in tools to help you categorize expenses and simplify bookkeeping
If you’re booking travel, buying supplies, or running ads for your agency — this card helps you earn while you grow.
🏆 Chase Sapphire® Credit Card
The travel rewards card I personally use — and recommend to every frequent flyer.
The Chase Sapphire Preferred is packed with travel benefits and point-earning potential that makes it a standout personal card for travel lovers. You earn bonus points on travel, dining, and select everyday purchases — and those points can be redeemed for flights, hotels, and more through Chase’s travel portal or transferred to popular programs like Hyatt, Southwest, and United.
Card perks include:
- Trip cancellation/interruption insurance
- Baggage delay coverage
- Purchase protection
- No foreign transaction fees
- A strong welcome bonus for new members (when available)
If you’re looking to maximize every dollar you spend and get rewarded for the travel lifestyle, this is the card for you.
Other Essentials
🏆 GoDaddy
QuickBooks gives self-starters the features they need to get ahead. Stay
tax-time ready all year, uncover tax deductions, create and send
invoices, track your mileage and keep tabs on your finances on the go.
Once you connect a bank account, expense tracking helps you
separate your personal and business spending with just the swipe of a
screen.
Save 90% on QuickBooks Online for 3 months and take charge of your business finances this summer. Sign up using my exclusive link to claim the discount and get started
🏆 Kadence Theme for WordPress
Design a professional, fast-loading website without needing a developer.
Kadence is the WordPress theme and block builder I use on all my brands — including this one. It’s lightweight, customizable, mobile-friendly, and built for speed. Whether you’re launching a blog, creating a booking site, or building a digital storefront, Kadence gives you full control without the tech overwhelm.
You can choose from starter templates, customize everything visually, and make your site stand out — all while keeping load times lightning fast. It’s perfect for travel agents, entrepreneurs, and creators who want beautiful design without hiring a web developer.
🏆 DFY Marketing Content
Done-for-you social media, lead magnets, templates, and digital products to save time and grow your brand.
This is my exclusive collection of DFY (Done-For-You) marketing content, built for busy travel agents, coaches, creators, and online business owners. Inside, you’ll find Canva templates, pre-written captions, sales pages, funnel copy, ebooks, and even full PLR (Private Label Rights) and MRR (Master Resell Rights) products you can brand and sell as your own.
Whether you’re just starting out or want to scale without burning out, this content library helps you show up consistently, professionally, and profitably — without staring at a blank screen.
“Every top-producing agent has one thing in common: they’ve mastered their tools.”
🌍 Want to Become a Travel Agent?
If you’re here looking for the best tools to support your travel business but haven’t started your journey yet, don’t worry — I’ve got you. Becoming a travel agent is one of the most rewarding and flexible careers out there, especially when you have the right support, mentorship, and systems in place.
Whether you’re dreaming of planning vacations full-time or just want to earn extra income from your passion for travel, I can help you get started the right way.