Travel CRM

Most "travel CRMs" are repurposed real-estate or insurance CRMs with a paint job. TripPortfolio is built around the actual shape of an advisor's book of business: clients belong to families, families take trips together, every trip has its own set of passengers, and every passenger has passport details, frequent-flyer numbers, and dietary or accessibility notes that must travel with them across multiple bookings.

Custom fields let you capture exactly the supplier preferences your niche cares about — Virtuoso member numbers for one client, kosher-meal preferences for another, "always books window" for the next. Claude can read this data through the Cowork MCP integration and pre-fill it into every quote, itinerary, or supplier email you draft, so you stop re-typing the same passport number for the third time this week.

A typical workflow: a returning client emails to plan an anniversary trip; you open their card, see the prior Italy trip you booked them in 2024, the wife's gluten-free flag, and the husband's Marriott Bonvoy number. By the time you finish reading the email, Claude has already drafted three hotel options that match their stated budget and the prior-trip patterns — all because the CRM knows enough about them to fuel the AI.

Available on every tier from Advisor up. Multi-user RBAC (so a junior advisor can update notes without seeing the principal's commission split) unlocks at Studio.