Polaris
Travel CRM
Start free
Tern alternative

A Tern alternative for advisors who want focused AI-first travel CRM.

Polaris gives independent advisors and boutique agencies a practical workspace for clients, trips, Copilot, marketing, payments, flights, and supplier imports.

Start free See pricing
Polaris workspace
Client CRMSynced
Itinerary builderLive
Marketing suiteReady
AI
Copilot
CRM
Advisor-first
Grow
Marketing Suite
Positioning

A Tern alternative for advisors who want an AI-first workspace

Tern has broad positioning around advisor and agency operations. Polaris is built for advisors who want a focused, lightweight, AI-first CRM with itinerary building, marketing, payments, live flights, and supplier imports.

  • AI-first advisor workflow
  • Free Starter plan
  • Marketing Suite
  • Chrome booking import
Adoption

Designed to be practical for independent advisors and boutique teams

Polaris focuses on the daily loop advisors repeat: capture a lead, understand the client, draft a trip, send a polished itinerary, collect payment, and follow up.

  • Client-to-trip workflow
  • Pipeline boards
  • Public trip links
  • Agency branding
AI

Copilot lives inside the CRM

Use AI for itinerary drafts, emails, supplier imports, and client-facing trip copy without moving context between separate tools.

  • Trip and email drafts
  • Supplier PDF parsing
  • CRM-aware workflows
  • Advisor-controlled editing
Marketing

Growth workflows are built in

Polaris gives advisors and teams practical acquisition tools: lead forms, popups, campaigns, segments, reporting, and per-user marketing access.

  • Lead capture
  • Campaign workflows
  • Reporting
  • Agency access controls

Polaris vs. Tern: what to compare

Both tools serve travel professionals. The right choice depends on how much you prioritize AI-first advisor workflows, marketing, and fast adoption.

Best fit
Independent advisors and boutique agencies that want a focused AI CRM and growth workspace.
Tern may appeal to agencies evaluating broader operational and back-office workflows.
AI
Copilot supports itinerary, email, and supplier import workflows in context.
Compare AI depth, usage limits, and where AI appears in your daily workflow.
Marketing
Marketing Suite, lead capture, campaign planning, and segments are part of the Polaris workspace.
Evaluate how marketing connects back to client and trip records.
Startup speed
Free workspace and focused advisor workflows make evaluation fast.
Broader systems may require more setup and process design.

Free to start

Build your first Polaris workspace

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

Start free