Polaris
Travel CRM
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CRM for travel agents

CRM for travel agents who do more than store contacts.

Polaris gives agents one place for the parts of the job that usually scatter: client preferences, trip plans, supplier details, payment context, follow-up, and first drafts you can quickly make your own.

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Polaris workspace
Client CRMSynced
Itinerary builderLive
Marketing suiteReady
CRM
Travel-specific
AI
Copilot drafts
Free
Starter plan
Travel-specific CRM

Client records built for trips, not generic sales notes

A travel client record should answer the questions agents actually get asked: who is traveling, what matters to them, what was promised, what was paid, and what needs attention before departure.

  • Traveler and companion profiles
  • Preference and document notes
  • Past trip context
  • Follow-up reminders
Itineraries

Move from inquiry to proposal without rebuilding the story

When a client asks for Italy with trains, a quieter hotel, and room for a cooking class, those details should travel into the proposal. Polaris keeps planning close to the relationship instead of forcing a copy-paste marathon.

  • Day-by-day trip plans
  • Flights, hotels, activities, and notes
  • Client-ready sharing
  • Editable pricing details
AI workflow

Use AI for the first pass, not the final judgment

Copilot is useful when the page is blank or a supplier confirmation needs cleaning up. The agent still decides what feels right, what sounds personal, and what belongs in front of the client.

  • Trip draft starters
  • Email copy starters
  • Supplier detail parsing
  • Human-controlled revisions
Growth

Keep the next booking from hiding in your inbox

New inquiries, repeat travelers, and referral conversations all need different next steps. Polaris keeps the sales thread visible while agents are still servicing active trips.

  • Inquiry tracking
  • Client segments
  • Campaign workflows
  • Pipeline views

For independent agents

A cleaner way to remember client context, shape trips, and follow up without building a process from scratch.

For agency teams

A shared system for leads, clients, and trips that still leaves each advisor room to work with their own style.

For modern selling

Move from inquiry to proposal faster while keeping the human details that make a client say yes.

Advisor scenarios

Where this matters in real travel work

The best CRM choice usually becomes obvious in the small operational moments: the quote that needs a reply, the trip that changed, and the client detail that cannot be lost.

A referral comes in during departure week

Track the new inquiry without losing sight of active travelers, supplier updates, and payment reminders already in motion.

A family changes the trip brief twice

Keep companion details, budget notes, and proposal changes attached to the same client record instead of scattered across email.

An agent is comparing CRM tools

Use the buyer checklist to test whether the system understands trips, not just contacts and deal stages.

Why travel agents need more than a generic CRM

The right travel CRM should connect the client, trip, itinerary, payment, and follow-up workflow without forcing agents into custom fields and spreadsheets.

Generic CRM
Travel objects, itineraries, payments, flights, client sharing, and supplier imports are native.
Requires heavy customization before it understands travel sales and trip delivery.
Itinerary-only tools
Itinerary building stays connected to client records, payments, marketing, and agency reporting.
Beautiful client pages can drift away from the operational source of truth.
Spreadsheets
Client history, trip work, inquiries, and follow-up live in one searchable system.
Manual updates, duplicate records, and no reliable client-to-trip workflow.

Recommended next reads

Keep comparing with context

Travel advisor software

Compare the broader software workflow behind client service, proposals, and follow-up.

 Travel CRM buyer checklist

Score CRM, itinerary, AI, payments, marketing, and agency requirements.

 Travefy alternative

See how Polaris compares when itinerary presentation is part of the decision.

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Build your first Polaris workspace

Create trips, manage clients, send branded itineraries, and test Copilot without a credit card.

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