United States

Travel CRM for US advisors who need the whole trip in view.

Polaris helps US travel advisors keep client preferences, proposals, supplier details, payment context, referrals, and post-trip follow-up connected enough to move quickly without losing the personal touch.

Polaris workspace
Client CRMSynced
Itinerary builderLive
Marketing suiteReady
US
Advisor workflows
AI
Trip drafting
Pay
Stripe links
US advisors

A travel CRM for US advisors managing clients, trips, and payments

Many US advisors are selling custom trips while also handling supplier portals, card authorizations, referral follow-up, and clients who expect quick answers. Polaris keeps those moving pieces tied to the client and trip.

  • Client and trip records
  • Payment link context
  • Supplier booking imports
  • Referral follow-up
Client experience

Send polished itineraries clients can open anywhere

US clients often review trips between meetings, in family text threads, or on the couch at night. Polaris gives them a simple link with the story, logistics, and pricing controls in a format that travels well.

  • Client itinerary pages
  • Mobile-friendly sharing
  • Pricing controls
  • Agency branding
Growth

Built for repeat referrals and pipeline visibility

A good US advisor business is often built on referrals and repeat clients. Polaris helps separate hot inquiries from future travel ideas so the right follow-up happens before the opportunity cools off.

  • Inquiry tracking
  • Campaign planning
  • Pipeline boards
  • Reporting
AI

Save hours on drafts without giving up control

Copilot can rough out the itinerary or client note, but it does not replace the advisor's taste. It clears the first draft so you can focus on routing, hotel fit, pacing, and the details clients remember.

  • Itinerary starters
  • Email drafts
  • Supplier parsing
  • Advisor edits

Why advisors choose Polaris

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

Client management
Profiles, companions, preferences, documents, and trip history stay connected.
Generic CRMs and spreadsheets need setup before they fit travel work.
Trip delivery
Itineraries, flights, hotels, activities, notes, and public links live in the CRM.
Separate itinerary tools often disconnect from client and payment records.
Growth
Lead capture and marketing workflows help advisors build pipeline.
Marketing tools often sit outside the client record.

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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