Polaris is a modern travel CRM for advisors and agencies that need more than itinerary presentation: AI drafting, client CRM, supplier imports, payments, marketing, public trips, and agency controls.
Travefy is known in the advisor market for proposals and client-facing itineraries. Polaris is built for advisors who want the itinerary, CRM, AI drafting, payments, marketing, flights, and supplier imports to live in one operating workspace.
Instead of managing a CRM in one place and the itinerary in another, Polaris keeps client history, pipeline stage, payments, public trip links, documents, and AI-assisted work connected.
Polaris Copilot helps draft trips, client emails, destination ideas, and supplier booking imports where the work already happens, so advisors can move from idea to client-ready output faster.
Polaris includes lead capture, campaign planning, segments, email workflows, social planning, and reporting so advisors can turn traffic and referrals into booked clients.
Use this page as a buyer checklist when comparing Polaris and Travefy for your travel advisory practice.
Free to start
Create trips, manage clients, send branded itineraries, and test Copilot without a credit card.
Start free