Features
One platform for every stage of the trip.
TripPortfolio replaces the patchwork of CRM, itinerary tool, email marketing, e-signature, invoicing, and a dozen spreadsheets — built around a Claude-powered co-pilot that knows your clients, your suppliers, and your taste.
Travel CRM
A full CRM that knows the difference between a passport, a passenger, and a primary contact. Track families, frequent-flyer numbers, dietary needs, and supplier preferences alongside every trip.
Available on every plan, starting at Advisor ($49/mo)
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Itinerary Builder
Day-by-day itineraries with hotels, flights, activities, and reservations, drafted in 30 seconds by Claude and refined with a drag-and-drop editor. Branded PDF + a mobile app for the traveler.
Available on every plan, starting at Advisor ($49/mo)
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Claude Cowork MCP
TripPortfolio is the only CRM with a first-class Model Context Protocol (MCP) integration into Claude Cowork. Ask Claude questions about any client, draft emails, and update trips — without copy-pasting between tabs.
Available on every plan, starting at Advisor ($49/mo)
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Hotel + DMC Quoting
Send branded multi-option hotel and DMC quotes; track which options the client opened, lingered on, or chose. AI-assisted lookup against your supplier knowledge base.
Available on every plan, starting at Advisor ($49/mo)
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Forms & Templates
Branded forms for passport details, dietary needs, traveler preferences, and contracts. Submissions sync to the right client and trip automatically.
Available on every plan, starting at Advisor ($49/mo)
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Invoicing & Commissions
Issue branded invoices, take card payments via Stripe (or Stripe Connect on Studio+), and reconcile supplier commissions against the trips that earned them.
Available on every plan, starting at Advisor ($49/mo)
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Client Mobile App
A free iOS + Android app for your clients. Offline-ready itineraries, document storage, and a chat thread with you that survives the entire trip.
Available on every plan, starting at Advisor ($49/mo)
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Workflow Automation
Trigger welcome emails, pre-trip checklists, and post-trip follow-ups from itinerary status changes — no Zapier required. Saves most advisors 5+ hours/week.
Included on Studio ($199/mo) and above
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Email Marketing
Send branded campaigns to client lists or segments, track opens and clicks, and run A/B tests (Agency+). Custom email domain so messages come from you, not a generic sender.
Included on Studio ($199/mo) and above
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