Polaris
Travel CRM
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Travel advisor CRM

The CRM built around how advisors actually sell travel.

Polaris keeps the advisor's real work connected: client memory, proposal building, supplier details, payment context, follow-up, and the small service moments clients remember.

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Polaris workspace
Client CRMSynced
Itinerary builderLive
Marketing suiteReady
Free
Starter workspace
AI
Copilot built in
1
Client-to-trip workflow
Client intelligence

A CRM that remembers travel details, not just contact details

A useful advisor CRM should remember the details that make a trip feel personal: who gets anxious on tight connections, who needs a room away from elevators, who always asks about food tours, and what was promised last time.

  • Family and companion linking
  • Passport and loyalty data
  • Trip, spend, and document history
  • AI-assisted CSV imports
Daily workflow

Trips, tasks, emails, and payments stay connected

A client can move from inquiry to quote to booked trip without the advisor rebuilding context in a spreadsheet, itinerary app, payment tool, and inbox thread.

  • Pipeline boards for active opportunities
  • Task reminders and notifications
  • Stripe payment links and card authorizations
  • Email history tied back to the client
AI Copilot

Draft faster without losing your advisor voice

Copilot helps with the slow first pass: outlining the trip, turning rough supplier language into readable copy, or drafting the email you will still make sound like yourself.

  • AI itinerary drafts
  • Client email drafts
  • Supplier PDF parsing
  • Booking details logged into trips
Client experience

Share a polished client itinerary in one click

Clients should be able to open a trip, understand the plan, and share it with the person helping them decide. Polaris keeps the itinerary polished without putting a login wall in the way.

  • Shareable itinerary pages
  • Agency branding
  • Total price controls
  • Open and click tracking

For independent advisors

Start with the basics that matter first: clients, trips, proposals, follow-up, and a workspace you can understand on day one.

For service moments

Flight tracking, Places details, and trip history help when a client asks a practical question instead of a sales question.

For steady growth

Segments, campaigns, lead forms, and delivery tools sit close to the relationship history they depend on.

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 repeat client comes back after two years

See the old trip, preferences, family details, and notes before you reply, so the conversation starts with memory instead of a blank record.

A quote needs a fast revision

Change the trip plan while keeping the client context, pricing decisions, and follow-up tied to the same opportunity.

A supplier detail needs cleanup

Turn messy confirmation language into a readable trip item without losing the original operational context.

Why advisors choose Polaris

Polaris keeps the work in one calm operating system: CRM, itinerary, marketing, payments, flights, and client communication.

CRM
Travel-specific profiles, family links, documents, preferences, and trip history.
Generic contact records with custom fields that require setup and constant cleanup.
Itineraries
Day-by-day builder with flights, hotels, activities, images, prices, and client sharing.
A separate itinerary app or manual document that drifts away from the client record.
Marketing
Campaign builder, inquiry forms, segments, popups, email, SMS, WhatsApp, and push campaign planning.
Another marketing tool that does not know trip status, client preferences, or advisor ownership.
AI
Copilot works inside the CRM so drafts can use the context you already store.
Standalone AI output that has to be copied, pasted, and checked against your records.

Recommended next reads

Keep comparing with context

Travel advisor software

See how the CRM fits into the broader advisor workflow.

 CRM for travel agents

Compare agent-specific CRM needs for client, trip, and follow-up work.

 Travel CRM buyer checklist

Use a practical checklist before picking a system.

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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