The advisor command center

Features Built From How You Actually Work

Deep capability across CRM, documents, bookings, suppliers, and money—without bolting together five tools.

CRM & traveler vault

One record per traveler with the depth real trips require.

Client lifecycle and rich traveler profiles—demographics, contacts, and agency-scoped notes.
Multiple passports and IDs, vault documents, insurance, loyalty programs, and structured relationships (spouse, guardian, travel partner, and more).
Payment methods and optional vault integration, plus shared logins when families share accounts.
General documents on secure object storage with extraction support—so files become searchable context.

Every segment type in one system—from air to cruise to rail.

Trips move through clear statuses so your pipeline is always visible.
Bookings carry supplier links, assets, timestamps, and financial snapshots so nothing lives only in email.
Confirmation uploads use private cloud storage; extracted text and structured data can be protected with strong encryption—less retyping, fewer errors.
Multiple advisors per trip and per booking with explicit roles—collaboration without ambiguity.

Global supplier catalog plus your agency’s negotiated reality.

Differentiate TravelBreeze catalog rows from agency-owned suppliers.
Link agency suppliers to catalog parents and optionally keep identity fields in sync when the catalog updates.
Track standard vs current contract commission, trade contacts, and advisor portals—where you need them on the booking.

Splits and policies that match how agencies pay advisors.

Trip-level and booking-level commission splits as percents of agency commission.
Agency commission policies with tiered minimum sales and advisor share of agency commission.
Per-booking snapshots for expected advisor commission and estimated agency commission—audit-friendly over time.

Turn profiles into pipeline

Public profiles, blog, and analytics live alongside CRM—see the Advisor growth page.