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Best CRM for travel agents, and when you need a booking tracker

Travefy, TravelJoy, Tern, moonstride and HubSpot compared by the job each does, with prices checked in October 2026, plus the point where a booking tracker fits better.

The Confirmbee team
Guides
Travel agent showing a brochure to an older client across her desk

The best CRM for travel agents depends on where your hours go. If you lose sales because enquiries go cold, pick a travel CRM such as TravelJoy, Travefy or Tern, or start on HubSpot's free CRM if you want to spend nothing. If the sale is already won and your evenings disappear into retyping supplier confirmations into Excel and building client PDFs by hand, a CRM will not fix that, and a booking tracker will.

Most small agencies have both problems and buy for the wrong one. So start with what each kind of tool is for.

CRM, booking tracker or itinerary builder: three different jobs

Travel software gets sold under one big label, and the labels blur. Sort the tools by the job they do and the choice gets easier.

A CRM looks after the sale before it happens. It holds leads, enquiry forms, follow-up reminders, email history and a pipeline that shows which quotes are still open. Its question is "who should I chase today, and what did they ask for?"

A booking tracker looks after the trip after the client says yes. One trip might involve a flight consolidator, a bed bank, a transfer company and a boutique hotel, and each one emails a confirmation in its own format. The tracker holds those bookings, the supplier references, what has been paid and what is still owed, and the cancellation and payment deadlines. Its question is "what is booked, what is due, and what does the client need from us next?"

An itinerary builder makes the documents the client sees. Day-by-day plans, proposals with photos, a mobile app the traveller opens at the airport. Its question is "how does this trip look to the person paying for it?"

Plenty of products cover two of these jobs, and some try to cover all three. The trouble starts when an agency buys a CRM for a back-office problem, then finds the bookings still live in a 31-column spreadsheet that one person understands.

A shortlist of CRMs travel agents use

Every price in this list comes from the vendor's own pricing page, checked on 27 October 2026. They change often, so confirm before you buy. The US tools price in dollars and the UK tool in pounds.

Travefy: itineraries first, with a CRM included

Travefy started as an itinerary and proposal builder, and that is still where it is strongest. The Core plan lists the itinerary and proposal builder alongside a CRM with forms and automations, invoicing and commission tracking, email integration and AI content import. Core is $39 a month billed annually, with a monthly option, and Premium is $59 a month billed annually. The Agency plan adds $20 a month for each additional seat.

Best for: advisors whose clients judge them on how good the trip proposal looks.

TravelJoy: a CRM built for home-based advisors

TravelJoy is a CRM first, with itineraries, payments and client forms around it. Its pricing page lists a Starter plan at $19 a month, capped at 12 trips a year with no AI, no automations and no team members. Pro costs $39 a month, or $32 a month billed annually, with unlimited trips, AI and automations, group bookings and add-on team members. There is a 7-day free trial with no credit card.

Best for: solo and home-based advisors, mostly in the US, who want enquiries, forms and client payments in one place.

Tern: one platform that wants to replace the rest

Tern's pricing page pitches it as a replacement for your CRM, itinerary builder, scheduler, forms and back-office tools. Every plan lists a full CRM, itineraries, AI tools with included usage, email integration and credit card authorisation. It costs $49 per seat per month on monthly billing, or $35 per seat on quarterly or annual billing. Agency plans of three seats or more add commission reconciliation and supplier payment management.

Best for: US and Canadian advisors and host agencies that want one login for everything and are happy to move their whole process into it.

moonstride: a UK travel CRM with a full back office

moonstride describes itself as travel CRM, back office and booking engine software for agents, tour operators, homeworkers and DMCs. Its pricing page lists moonstride Pro at £495 a month excluding VAT, with five users included, and a one-time setup cost starting at £1,500 on the entry plans.

Best for: established UK agencies and tour operators that need contracting and a booking engine as well as client records, and have the budget for a proper rollout.

HubSpot free CRM: a general CRM at no cost

HubSpot is not built for travel, but plenty of small agencies use it to track leads. Its free tools cover up to two users with no credit card, and include contact records, live chat, basic email marketing and meeting links. Paid Starter seats were advertised from $7 to $20 a month per seat on the day we checked, depending on billing period and a limited-time offer.

Best for: agencies whose problem is purely lead follow-up and who will happily keep bookings somewhere else. It knows nothing about supplier references, deposits or cancellation deadlines, so you would be building that yourself.

How to choose by agency size and pain

Begin with your biggest weekly time sink, and let team size narrow it down after that.

  1. Solo advisor, enquiries slipping through the cracks. Start with HubSpot's free tier or TravelJoy Starter. Both are cheap enough to test for a month and drop if they do not stick.

  2. Solo or small team, clients expect polished proposals. Travefy or Tern, since the itinerary builder is what clients see and judge.

  3. Two to ten agents, bookings scattered across inboxes and one shared spreadsheet. Your problem sits after the sale. Look at a booking tracker before you add another CRM.

  4. Established agency or tour operator that contracts its own product. moonstride and similar full back-office suites, budgeting for setup and training.

A useful test: open last week's sent folder and count the hours spent chasing new enquiries against the hours spent copying hotel and flight details from supplier emails into a sheet and then into a client document. Whichever number is bigger tells you which tool to buy first.

Where Confirmbee fits, and where it does not

Confirmbee is a booking back office for travel agencies, which means it leaves some CRM work alone: it has no sales pipelines, lead scoring or marketing email. If you need those, keep your CRM or pick one from the list above.

What it covers is the work after the client says yes. Its features page walks through each part:

  • Forward a supplier email to your inbox address or upload the PDF, and AI reads the booking out of it. You review what it extracted and fix anything it misread before it is saved.

  • Every booking lands on one shared tracker you can search by client, trip, supplier or reference, so a colleague can answer a client call when the agent who booked is out.

  • Cancellation, ticketing and payment deadlines are flagged as each booking is read, and any flag can become a task assigned to a named agent.

  • Confirmations, invoices and quotes go out under your agency's brand as a PDF, an email or a private link, and you choose which sections the client sees.

  • Costs and margins work in 160+ currencies, and affiliate commissions are tallied per booking, with a private dashboard each sub-agent can check.

There is a client and supplier directory too, so for some small agencies that is enough contact management and the CRM can go. Others keep a CRM for enquiries and run Confirmbee beside it for everything booked. Both setups are fine.

Pricing is on the Confirmbee homepage: £49 a month for your first agent, then £4 a month for each additional agent, with a 14-day free trial, no card required and no setup fees. A five-agent team pays £65 a month. The comparison page sets Confirmbee against Travefy, TravelJoy, Tern and mTrip feature by feature, including which of them read supplier emails and which track cancellation cut-offs.

The fastest way to judge it is to start the trial and forward the next confirmation that lands in your inbox. There is nothing to migrate first.

FAQ

What is the best CRM for a small travel agency?

For lead follow-up on a small budget, HubSpot's free CRM or TravelJoy are the cheapest places to start. For proposals clients will see, Travefy and Tern lead on itinerary building. If the work that eats your week is tracking confirmed bookings, a booking back office such as Confirmbee will save more hours than any CRM.

Is there a free CRM for travel agents?

HubSpot offers a free CRM for up to two users with no credit card, though it has no travel-specific features. The travel CRMs listed here are paid, with free trials: 7 days at TravelJoy and 14 days at Confirmbee.

Do I need a CRM and a booking tracker?

Many agencies of two to ten people end up using both, because the jobs differ. The CRM holds leads and enquiries, and the tracker holds suppliers, references, payments and deadlines once a trip is booked. If your clients mostly come through referrals and repeat bookings, a client directory inside the tracker may be all the CRM you need.

Can a CRM read supplier confirmation emails?

Some can, to a degree. Travefy lists AI content import on Core, and TravelJoy includes AI on its Pro plan, both aimed mainly at building itineraries. Confirmbee is built around this step: it reads confirmations from any supplier format into a booking record that you check before it is saved.

Which travel CRMs price in pounds for UK agencies?

Among the tools here, moonstride and Confirmbee list prices in pounds. Travefy, TravelJoy, Tern and HubSpot's paid tiers are priced in US dollars.