PlanitEasy alternative

A PlanitEasy alternative for advisors who want modern CRM without heavy setup.

Polaris helps travel advisors manage clients, trips, public itineraries, payments, marketing, live flights, and AI-assisted work from one clean workspace.

Polaris workspace
Client CRMSynced
Itinerary builderLive
Marketing suiteReady
Free
Start fast
AI
Draft trips
Link
Public trips
Positioning

A PlanitEasy alternative for advisors who want a lighter modern CRM

PlanitEasy is often evaluated by companies that want planning, booking, CRM, forms, app sharing, and back-office tools. Polaris is a lighter AI-first fit for advisors who want a modern travel CRM without turning software setup into a project.

  • Modern advisor workspace
  • AI itinerary drafting
  • Client CRM and public trips
  • Free Starter plan
Daily work

Move from lead to itinerary to booked client faster

Polaris keeps the essentials close: lead capture, client profiles, pipeline, public itinerary links, payments, flight tracking, and supplier imports.

  • Lead capture
  • Client profiles
  • Trip builder
  • Payment links
Client experience

Share polished public trips without client login friction

Polaris public itinerary links are designed for clients to open on mobile, review trip details, and understand the proposal without extra steps.

  • Mobile public trips
  • Agency branding
  • Total price controls
  • Open and click tracking
AI

Draft with AI, then personalize like an advisor

Use Polaris Copilot for trip drafts, client emails, supplier booking parsing, and destination ideas while keeping every final decision in your hands.

  • AI trip drafts
  • Email drafts
  • Supplier parsing
  • Advisor editing

Polaris vs. PlanitEasy: what to compare

Use this comparison to decide whether you need a heavier operations platform or a focused AI-first CRM for advisor growth.

Best fit
Independent advisors and boutique teams that want a modern AI-first CRM and itinerary workspace.
PlanitEasy may fit heavier operations, tour-style workflows, or companies needing broader back-office depth.
Implementation
Free Starter workspace and focused advisor workflows help teams start quickly.
Broader systems can require more setup, training, and process decisions.
Client sharing
Public branded trip links with pricing controls and mobile-friendly itinerary pages.
Compare app-based sharing and client adoption friction.
AI
Copilot supports itinerary drafting, email drafting, and supplier import workflows.
Evaluate how much AI support is built into daily advisor tasks.

Free to start

Build your first Polaris workspace

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

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