Buyer checklist
Travel CRM buyer checklist for advisors and agencies.
Use this checklist to compare Polaris, Travefy, TravelJoy, Tern, PlanitEasy, generic CRMs, and any other travel advisor software before you commit your workflow.
10 things your travel CRM should do
- 1 Travel-specific client profiles: companions, passports, loyalty numbers, preferences, documents, and trip history.
- 2 Itinerary builder connected to the CRM rather than a separate document workflow.
- 3 AI support for itinerary drafts, client emails, supplier imports, and destination research.
- 4 Public itinerary links clients can open without creating an account.
- 5 Payments, card authorization, deposits, balances, and supplier payment context.
- 6 Lead capture, forms, campaigns, segments, and marketing workflows.
- 7 Agency controls for advisor seats, branding, lead assignment, and reporting.
- 8 Live flight tracking and travel data enrichment.
- 9 Clean migration path from spreadsheets, generic CRMs, or legacy advisor tools.
- 10 Transparent pricing and a low-friction trial or free workspace.
A quick scorecard before you book a demo
Before you fall in love with a clean dashboard, score the boring-but-important parts. Those are the places a CRM either saves your week or quietly creates more work.
Client context
Can you see preferences, companions, documents, past trips, and notes without hunting?
Trip workflow
Can a quote become a client-ready itinerary without rebuilding the same details elsewhere?
Follow-up
Does the system help you remember who needs a reply, a payment reminder, or a post-trip touch?
Team visibility
If you have multiple advisors, can ownership and lead status stay clear?
Ready to compare with a real workspace?
Create a free Polaris workspace and test the checklist against live CRM, itinerary, AI, marketing, and payment workflows.
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