A powerful, all-in-one platform for travel advisors who want to manage their business with prebuilt tools, templates, and automations. Perfect for those who want flexibility and are comfortable with a DIY approach.

What’s Included:

1. CRM Features:

   • Contact and lead management with prebuilt pipelines (e.g., New Lead → Proposal Sent → Deposit Paid → Balance Paid).

   • Preloaded tags for easy client segmentation (e.g., "Lead," "Active Client," "Past Client").

2. Prebuilt Website Template:

   • Drag-and-drop customizable 4-page website (Home, About, Services, Contact).

   • Mobile-friendly and responsive design.

3. Prebuilt Funnel Templates:

   • 1 preloaded trip funnel (opt-in page, thank-you page).

   • Lead capture forms synced to the CRM.

4. Automation:

   • Prebuilt workflows for:

     • New lead follow-up (email and SMS).

     • Appointment confirmations and reminders.

     • Quote follow-up reminders.

   • Basic email and SMS marketing capabilities.

5. Booking and Payments:

   • Calendar integration for scheduling client consultations.

   • Payment integration (Stripe/PayPal) for deposits and balances.

6. Support and Training:

   • On-demand video tutorials for easy setup.

   • Email support with a 1-2 business day response time.

Best For:Advisors who want an affordable, hands-on solution to manage their business and start generating leads.