What's New
Discover the latest tools designed to streamline your bookings, delight your travelers, and scale your luxury travel agency.
v2.67.0
Collab Academy Goes Global: 10 Languages, 14 Regional Compliance Markets & Dynamic Currency Across All 17 Modules
Collab Academy is now fully localized for travel advisors worldwide! Switch seamlessly across 10 languages (including RTL support for Arabic and Hebrew) and 14 regional markets with localized consumer protection frameworks, accreditation bodies, and automatic currency formatting across all 17 interactive modules, simulations, quizzes, and the Agent Vision Academy Coach.
10 Languages with Full RTL Layout Support
Train in English, Spanish, French, German, Portuguese, Italian, Japanese, Vietnamese, Arabic, or Hebrew across the Academy Hub (/academy), public curriculum (/collab-academy), pricing cards, banners, and all 17 module chrome interfaces.
14 Regional Markets & Jurisdiction Compliance Guides
Select your operating market (US, UK, Canada, Australia, EU, Germany, France, Spain, Brazil, Italy, Japan, Vietnam, UAE, or Israel) to unlock tailored regulatory guidance—including Seller of Travel, ABTA/ATOL, TICO/OPC, ATAS, EU Package Travel Directive, Sicherungsschein, APST, CADASTUR/LGPD, JATA, DTCM, and local tax/VAT rules.
Dynamic Currency Conversion Across All 17 Modules, Simulations & Quizzes
Commission worksheets, ROI calculators, simulation challenges, and quiz scenarios across all 17 modules automatically adapt to your regional currency (USD, GBP, CAD, AUD, EUR, BRL, JPY, VND, AED, or ILS) with locale-aware formatting.
Region-Aware Agent Vision Academy Coach
Your AI Academy Coach now automatically tailors coaching examples, legal/compliance tips, and commission strategies to your chosen language, regional market, and local currency.
v2.66.0
Host Agency Commission Command Center: 80/20 Splits, Full Agent Visibility, Designated Recipients & Sailed/Payout Reminders
Built for Host Agencies and Independent Advisors! Agency Owners now have complete visibility into every advisor’s invoices, bookings, and deals, while advisors get a guided 80/20 commission submission workflow with instant Host Agency email notifications and automated reminders when bookings sail or advisor payouts are due.
Rebuilt Commission & 80/20 Split Command Center (/commissions)
Pinned at the top of your workspace for every role, the new Commission Command Center unifies booking invoices and pipeline deals with live 80% Agent / 20% Host Agency split KPIs, sailed-awaiting-collection tracking, and 1-click buttons to mark supplier commissions received and advisor payouts remitted.
Complete Host Agency Visibility Across Advisors, Invoices & Deals
Host Agency Owners and Admins now see all travel agents’ submitted invoices, deals, travelers, proposals, and 80/20 split breakdowns across the Host Agency Dashboard, Advisor Detail views, Network Reports, and Invoiced Bookings Report.
Designated Notification Recipients & Instant Submit/Edit Alerts
Agency Owners can designate which team members and accounting email addresses receive instant transactional emails and in-app notifications whenever an advisor submits or updates an invoice—even when logging a booking for commission tracking only.
Automated Booking Sailed & Agent Payout Reminders
Never miss a supplier collection or agent payout! Automated daily reminders alert your designated recipients when a booking has sailed so you can collect from the supplier, and remind you to remit the advisor’s 80% split once commission arrives.
v2.65.0
Migration Center 2.0: Unified Traveler & Contact Imports, Tern & Travefy 1-Click Presets, AI Column Mapping & Transactional Undo
Switching to Collab Travel CRM is now faster, smarter, and 100% worry-free! We rebuilt the Migration Center (/migration) into a unified inline workspace with 1-click presets for TravelJoy, Tern, Travefy, ClientBase, Tres, Sabre, and Trams, automatic Custom:* field detection, AI-assisted column mapping, and 1-click batch undo.
Unified Travelers & Contacts Importer with 1-Click Undo
Upload any client or lead spreadsheet directly into your live Travelers directory—preserving passports, dates of birth, emergency contacts, dietary restrictions, medical notes, and tags in a single pass—with full batch history and 1-click rollback.
Tern, Travefy & TravelJoy Presets + AI Field Mapping
Added dedicated 1-click source presets for Tern CRM and Travefy alongside TravelJoy, ClientBase, Tres Financial, Sabre Red, and Trams, plus one-click AI column mapping across Travelers, Companies, and Deals.
Automatic Custom:* Fields, Smart Dates & Pipe/Comma Tags
Any column named Custom:Your Field Name is now detected and mapped at 100% confidence automatically. Dates from Excel serial numbers, US/EU slash formats, or ISO strings are normalized cleanly, and tags split seamlessly on pipes (|), commas (,), or semicolons (;).
Inline Corporate & Supplier Imports with Error Report CSVs
Import corporate accounts (with automatic headquarters, revenue, and travel budget mapping) and preferred suppliers directly inline with deep-linkable tabs (/migration?tab=travelers, deals, companies, suppliers) and downloadable failed-row CSV reports.
v2.64.0
Optimized for Apple iPhone Duo (iOS 27.1 SDK): Fold-to-Unfold Continuity, Vertical Action Rails & Resizable iPhone Mirroring
Unfold your entire travel agency on Apple iPhone Duo! Built natively against the iOS 27.1 SDK, Collab Travel CRM now transitions effortlessly between one-handed pocket lookups on the outer display and an expansive multi-column split workspace on the inner display—complete with vertical toolbars docked below the status bar and fluid window resizing in macOS 27 iPhone Mirroring.
Fold-to-Unfold Continuity Canvas (Inner & Outer Displays)
Check live flight disruption alerts, client preferences, or record a 30-second trade show memo on the folded outer display, then unfold iPhone Duo to expand immediately into a side-by-side split workspace without losing your active draft or scroll position.
iOS 27.1 Vertical Toolbars & Quick-Action Rail
Engineered for the iOS 27.1 SDK: when iPhone Duo positions the system status bar vertically along the display edge, Collab automatically docks quick-action bars and navigation vertically below the status bar so your itineraries, pipeline, and maps use 100% of the vertical screen height.
Resizable iPhone Mirroring on macOS 27 & Dynamic Size Classes
Replaced fixed device-idiom and orientation checks with live window-bounds and size-class geometry. Resize your mirrored iPhone window on macOS 27 to ultra-wide, square, or compact proportions with focal-point-protected full-bleed hero media.
Dual-Pane Trade Show Notepad & Proposal Split View
Unfolding iPhone Duo on the trade show floor automatically switches from compact single-column cards to a dual-pane cockpit—letting you dictate live supplier meeting notes on one side while matching VIP travelers and active deals on the other.
v2.63.0
Autonomous Agent Hub: Spark & Muse Autopilot, Do-It-For-Me Missions & 24/7 Standing Routines
Welcome to 2026 autonomous travel advising! Your Agent Hub now features a Google Spark & Meta Muse-inspired Autopilot Workspace where your Compass Crew doesn’t just draft suggestions—they proactively audit your pipeline, execute multi-step CRM workflows, and log every completed action for you automatically.
Spark & Muse Autopilot Mode ("Do It For Me")
Flip the new Autopilot vs. Co-Pilot toggle across the Agent Hub, AI Vision Panel, and Specialist Chat. In Autopilot mode, agents immediately execute real CRM writes—creating tasks, drafting and scheduling outreach, updating deal stages, and filing supplier follow-ups—without waiting for manual copy-pasting.
1-Click Autonomous Missions & Natural-Language Goal Bar
Tell your agents what you want done in plain English ("Chase every overdue commission over $500 and queue my VIP pre-departure check-ins") or launch 6 ready-made missions—including Morning Inbox & Pipeline Sweep, Unpaid Commission Hunter, 7-Day Pre-Departure Concierge, Stale Lead Revival, Post-Trip Review & Referral Engine, and Quote-to-Book Closer.
24/7 Standing Background Routines & Auto-Run on Visit
Activate standing background triggers that work while you sleep—automatically sweeping stale leads after 7 days, auditing unpaid supplier commissions 30 days post-checkout, preparing 14-day pre-departure VIP check-ins, and running a live CRM health sweep the moment you open the Agent Hub.
Upgraded 15-Specialist Compass Crew & Live Action Receipts
All 15 Compass Crew specialists (led by Atlas, Cooper, Marlowe, Archer, Sterling, and Nova) now share live real-time activity telemetry across every workspace tab—complete with a step-by-step execution timeline and verifiable CRM Action Receipts for every task, message, and record created.
v2.62.0
Global Advisor Experience: 1-Click Language & Currency Switcher, VAT/GST Commission Calculator & Regional Editions
Built for travel advisors and host agencies worldwide! Effortlessly switch between 10 languages and 8 currencies from anywhere, calculate net commissions with built-in UK VAT, Canadian GST/HST, Australian/NZ GST, and EU VAT presets, and explore regional editions tailored to local travel compliance.
1-Click Language, Region & Currency Switcher
Switch between 10 languages (English, Español, Français, Deutsch, Português, Italiano, Nederlands, 日本語, 中文, and العربية with full right-to-left layout support) and 8 currencies directly from the top navigation or footer. Your preferences are automatically detected and synced to your account across devices.
Multi-Currency Pricing & Local Budgeting
View Solo Advisor and Host Agency plans in your preferred local currency—including USD ($), GBP (£), EUR (€), CAD (CA$), AUD (A$), NZD (NZ$), BRL (R$), and MXN (MX$)—making it easier for international advisors and agency owners to compare tiers in their home currency.
VAT, GST & HST Commission Calculator with Agency Splits
Eliminate manual tax math on international bookings! Strip out tax before calculating commission using 1-click regional presets (UK 20% VAT, Canada 13% HST/GST, Australia 10% GST, New Zealand 15% GST, Europe 20% VAT, or custom rates) and use the Host Agency Split slider to see your exact take-home payout.
Regional Editions & Local Compliance Workflows
Explore dedicated regional hubs for the United Kingdom (/uk), Canada (/canada), Australia & New Zealand (/australia), and Europe (/europe), plus native editions in Español, Français, Deutsch, and Português—highlighting workflows for ABTA/ATOL trust accounting, TICO/OPC rules, ATIA/ATAS accreditation, and EU Package Travel Directive compliance.
v2.61.0
Luxury Advisor Operating Suite: 1-Click VIP Amenity Letters, Agency Black Book & Schengen Border Mobility Sentinel
Elevate your luxury client experience and save hours of administrative work! Instantly dispatch executive VIP amenity letters to hotel General Managers, tap into a confidential directory of vetted local fixers and private yacht captains, and automatically track European Schengen 90/180-day border allowances with an interactive trip simulator.
1-Click VIP Amenity Letters & GM Desk Dispatcher
Send stunning, executive-ready arrival letters directly to hotel General Managers and Guest Relations desks in one click. Seamlessly confirms your preferred consortium perks (Virtuoso, Four Seasons Preferred Partner, Belmond Bellini, Rosewood Elite, Marriott STARS) alongside client quirks—including hypoallergenic bedding, high-floor quiet rooms, arrival champagne, and dietary allergies.
The Agency Black Book (Confidential Fixer Rolodex)
Keep your agency’s most valuable secret weapons organized in one secure place! Maintain your private network of vetted yacht captains, after-hours museum docents, English-speaking executive chauffeurs, and luxury villa scouts. Features 1-click WhatsApp messaging, negotiated commission notes, and copy-ready client bios for proposals.
Schengen 90/180-Day Mobility & Visa Sentinel
Protect your high-net-worth frequent flyers from European border overstays! A live visual gauge on traveler profiles tracks rolling 180-day stays across EU Schengen countries, alerts you if a client’s passport is within 6 months of expiration, and features an interactive Trip Simulator to test prospective itineraries before booking.
Agent Vision Luxury Shortcuts
Your intelligent assistant is now synced with your luxury workflows! Ask Agent Vision to search your Black Book for trusted local fixers, generate customized GM amenity letters for upcoming hotel bookings, or instantly verify remaining Schengen days in conversation.
v2.60.0
Intelligent Trade Show Suite: AI Meeting Notepad, 1-Click Action Transforms, Watch Apps & Native Widget Upgrades
Conquer travel trade show speed meetings (Virtuoso, ILTM, ASTA, IMEX) with effortless intelligence! Capture notes with real-time speech dictation and AI synthesis, trigger 1-click follow-up emails and client matches, debrief on the go with Apple Watch and Wear OS companion apps, and get live booth countdowns on your mobile home screen widgets.
AI Meeting Notepad & Live Dictation
Jot rough shorthand bullets or speak hands-free via continuous speech dictation on the show floor. Our Gemini-powered AI synthesizer merges your notes and transcripts into polished, structured summaries with accurate proper nouns, commission rates, and action items.
1-Click 1:1 Supplier Follow-Up Emails
Instantly generate warm, personalized follow-up emails referencing exact booth conversations, commission agreements, and FAM opportunities. Copy to clipboard in one tap or launch straight into your native email client.
Traveler Matchmaker & Deal Linking
Automatically cross-reference supplier perks and luxury properties against active client inquiries in your CRM to identify the ideal client pitches and seasonal promotions on the spot.
Apple Watch (watchOS) & Android Watch (Wear OS) Companion Apps
Debrief discreetly on the move! Tap your wrist to record 30-second audio memos, select quick tags (FAM Trip, High Priority, Rate Quote), glance at your next booth appointment countdown, and sync automatically to your phone outbox.
Native Home Screen Widgets & Deep Linking
Home screen widgets on iOS & Android now feature family-isolated storage, live upcoming appointment countdowns, dynamic deep links directly to active trade show captures, and full PostgREST query safety for solo advisors.
v2.59.0
Redesigned Settings Center: Grouped Navigation, Instant Search & Enhanced Security Hub
We have completely reimagined your Settings experience! Enjoy a clean, lightning-fast master-detail navigation organized by workspace domains, instant search to jump to any preference in a single keystroke, advanced two-factor authentication with device management, and an interactive API quickstart console.
Modern Grouped Navigation
Settings is now elegantly organized into four intuitive domains: Personal & Workspace, Agency & Governance, Workflows & Intelligence, and Security & Financials. Navigate seamlessly between profile, team, integrations, and billing with zero clutter.
Instant Settings Search (⌘K / Ctrl+K)
Jump straight to any setting or tool instantly. Press ⌘K on Mac or Ctrl+K on Windows (or type into the search bar) to search keywords, tabs, and preferences with live matching.
Enhanced Security Hub & 2FA
Keep your agency and traveler records safe with Authenticator App (TOTP) two-factor protection, one-time emergency backup recovery codes, and an active session manager to view and manage logged-in devices.
Interactive API Quickstart & SDK Snippets
Connecting custom travel tools and booking engines is easier than ever with interactive, copy-ready code snippets in cURL, TypeScript/Node.js, and Python, complete with sandbox and live environment indicators.
Smart Workspace Setup Checklist
Get up and running faster with a sleek, dismissible onboarding checklist that features one-click jumps to profile details, notification preferences, and team tools.
v2.58.0
Next-Gen Agent Vision AI: Interactive Command Center, Academy AI Coach & Editorial Proposals
We have significantly expanded Agent Vision across your CRM! Experience an interactive Dashboard AI Command Center with category switchers and one-click follow-ups, a private 1-on-1 AI Tutor inside Collab Academy, Virtuoso-grade luxury proposal storytelling, and quantitative 5-pillar deal scoring.
Interactive Dashboard AI Command Center
Explore live CRM signals with categorized action modes (Priority Radar, Luxury Proposals, 5-Pillar Deal Scoring, Operations & Folios), an inspiration "Surprise Me" prompt generator, and one-click follow-up actions (Draft Email, Add Tasks, Open Deals).
Collab Academy: 1-on-1 Agent Vision AI Coach
Master travel CRM workflows with a live interactive mentor inside every lesson. Get concept breakdowns, have your draft client emails graded across empathy and commission protection, and practice realistic client roleplay drills.
Specialist Personas & Multi-Step Actions
Agent Vision now includes dedicated personas for Tour Command Logistics and Luxury Cruise Curation. It can cross-reference contacts, active bookings, and invoices in a single prompt to draft tasks, emails, and reminders with one-click preview cards.
Inspiring Luxury Proposal Storytelling
Generate bespoke client proposals and destination guides with evocative, editorial-grade narratives, insider local gems, and tailored traveler highlights in seconds.
5-Pillar Deal Scoring & Predictive Revenue
Get actionable closing probability breakdowns across client fit, budget health, buying velocity, timeline urgency, and engagement to prioritize your highest-value deals.
Executive Admin Command Bar & Report Diagnostics
Supercharged the /admin portal with the Agent Vision Executive Intelligence bar. Instantly run AI CRO audits, triage low-engagement accounts, rescue stalled trials with custom win-back scripts, and generate high-CTR Meta ad copy.
High-Definition Marketing Visuals
Create captivating, high-resolution travel photography for client proposals, destination spotlights, and social marketing with one click.
v2.57.0
Sapphire Midnight Dark Mode & Futuristic Dark Glass UI Rollout
We have launched a new toggleable Sapphire Midnight Dark Mode theme along with an ultra-sleek, futuristic dark glassmorphism design system! Enjoy frosted glass cards, ambient cyan and sapphire radial glows, glowing neon borders, and instant theme toggles across all authenticated pages on Web, iOS, and Android.
Sapphire Midnight Theme & One-Click Toggle
New Sapphire Blue Dark Mode featuring deep midnight navy backdrops (hsl(222, 47%, 7%)) and electric sapphire accents. Conveniently toggle themes in the header bar on Auth, App Layout, and General Settings.
Futuristic Frosted Glassmorphism
Translucent frosted glass cards (backdrop-blur-xl), subtle 1px glowing borders, and dynamic ambient background glow blobs across all authenticated dashboard views in dark mode.
Full iOS & Android Mobile Sync
Synchronized with native Capacitor builds on iOS (iPhone/iPad) and Android, delivering the dark glass aesthetic to native mobile auth and dashboard screens.
Preserved Light Mode Default
Maintained Light Mode as the clean default theme while giving advisors total freedom to toggle standard dark or sapphire dark modes anytime.
v2.56.0
Real-Time Activity Streaming & Audit Ledger Launched for Deals
We have launched Real-Time Activity Streaming on Deal records in Collab Travel CRM! Advisors and agency managers now get a live, unified audit ledger tracking team updates, client notes, email logs, phone calls, and AI assistant interactions side-by-side in real time.
Real-Time Deal Activity Feed
Watch team updates, status changes, and client interaction notes stream live onto your deal timeline via WebSocket real-time subscriptions.
1-Click Activity & Note Logging
Easily log phone calls, advisor notes, client emails, and meeting summaries directly from the deal view.
Integrated AI & Human Audit Ledger
AI itinerary recommendations and audio briefings log automatically into the activity feed alongside advisor actions for complete operational transparency.
Smart Category Filters
Filter deal activity instantly by Advisor Actions, AI Stream, or Bookings to review exact history in seconds.
v2.55.0
Dedicated Mobile App FAQ & Setup Guide Launched in Help Center
We have updated our Help Center with a dedicated Mobile Apps section covering everything you need to know about Collab Travel CRM on iOS (iPhone, iPad, Mac, Apple Vision Pro) and Android (PWA & Native). Explore platform setup guides, offline sync instructions, push notification controls, biometric Face ID security, and a side-by-side platform feature matrix.
Dedicated Mobile Apps FAQ Section in /help
Browse categorized FAQs covering installation, offline data caching, push notifications, Face ID/biometrics, and spatial itineraries on Apple Vision Pro.
Complete iOS & Universal Apple Guidance
Detailed instructions for using Collab on iPhone, iPad with Apple Pencil markup, M-series Macs, and Apple Vision Pro under a single universal account.
Android PWA & Native Setup Guide
Step-by-step installation for Android devices via Chrome/Samsung Internet PWA, Web Push alerts, and camera badge scanning.
Offline Sync & Security Deep Dives
Learn how local AES-256 caching works during flights and remote FAM trips, alongside PCI-DSS compliant trip insurance quoting and remote session revocation.
v2.52.0
Native iOS App Live on Apple App Store & LinkedIn Sign-In Integration
Stay in sync on the go! The official Collab Travel CRM iOS app is now available on the Apple App Store for iPhone, iPad, Mac, and Apple Vision Pro. Track clients, review proposals, and capture offline notes anywhere you travel. Plus, Android users can look forward to our native Android app currently in active development. We've also launched one-click LinkedIn Sign-In so you can access your account faster and more securely.
Official iOS App on the Apple App Store
Download the native Collab Travel CRM app for iPhone, iPad, Mac, and Apple Vision Pro to look up clients, review proposals, and capture offline FAM notes anywhere you travel.
One-Click LinkedIn Sign-In
Sign in or register effortlessly using your LinkedIn account. Enjoy fast, secure authentication alongside our existing email and Google sign-in options.
Native Android App in Active Development
We are actively developing a native Android app for our Android users. In the meantime, you can install our full-featured PWA directly from any mobile browser for real-time sync.
v2.51.1
UI/UX Polish & Quality of Life Improvements
We've rolled out a set of important quality-of-life improvements across the CRM based on your feedback. This includes a new secure password reset flow directly in your profile settings, and responsive UI fixes to ensure modals and inputs render perfectly on any screen size.
Change Password in Profile
You can now securely update your account password directly from Settings → Profile with our new Change Password card.
Responsive UI & Scroll Fixes
Fixed grid layout issues in MICE Event Wizard and Traveler Dialogs that were causing inputs to compress. We also corrected overflow handling in complex modals (like Deal Creation) so all buttons remain fully accessible.
Timezone-Safe Dates
Fixed an issue where traveler birth dates and trip dates could occasionally shift by a day depending on your local timezone.
Starter Tier Proposal Limits
Aligned the Starter subscription tier with our "Unlimited itineraries" promise by removing the confusing 3-proposal limit logic.
v2.51.0
Global Language Localization & RTL Support
We have completely overhauled our internationalization engine. The CRM now supports a fully unified i18n architecture across all 10 namespaces, allowing for seamless translations. We've added Vietnamese, robust support for Right-to-Left (RTL) languages, and a brand new UI locale switcher so your global team can work in their native language.
Global i18n Language Support
Comprehensive internationalization across the entire platform, with all 10 namespaces fully registered for accurate translations.
New Locale Switcher
A seamless UI component that lets you instantly switch your workspace language without refreshing or losing your place.
RTL Locale Support
Full layout mirroring and typography adjustments for Right-to-Left languages, ensuring a native experience.
Vietnamese Language Added
Complete translation support for Vietnamese, expanding our reach in Southeast Asia.
v2.49.1
Account Deletion Now Works — and Every Attempt Is Audited
You can now permanently delete your account from Settings → Profile. We fixed the underlying database cascade issue that previously blocked deletions, and every deletion attempt is recorded in our security audit trail so support can help quickly if anything ever goes wrong.
Delete Your Account from Settings
Settings → Profile now includes a permanent "Delete account" option. Confirm your intent and the process starts immediately.
Secure Cascade Cleanup
Agency ownership, team memberships, and related records are cleaned up automatically so the deletion completes without leaving orphaned data behind.
Every Deletion Attempt Is Audited
Success, failure, and blocked attempts are logged to our security audit trail for transparency and faster support diagnosis.
Stripe & Customer.io Cleanup
Active subscriptions are canceled and marketing profiles are removed automatically when your account is deleted.
v2.49.0
1-Day Host Agency Setup — Onboarding Wizard, Bulk CSV Invites, Supplier Credential Vault & Advisor Hub
Host agencies can now go from signed contract to a fully-branded, advisor-loaded tenant in a single day. A guided 6-step Onboarding Wizard replaces scattered setup pages, bulk CSV invites move hundreds of ICs in one upload, and a new Supplier Credential Vault stores GDS and supplier logins AES-GCM encrypted with per-advisor grants and reveal audit logs. Every advisor also lands on a branded Advisor Support Hub with your welcome message, contacts, office-hours link, announcements, and resources.
6-Step Host Onboarding Wizard
A guided setup at /host-agency/setup walks owners through agency profile, brand tokens, commission tiers, Advisor Hub content, supplier vault, and advisor invites — with live progress checks against real data so you always know what's left.
Bulk CSV Advisor Invites
Drag-and-drop a CSV of your existing advisors. We validate every row (email format, duplicates, existing members), preview the outcome, and stagger-send branded invitations with per-row status reporting. Moving 200+ ICs takes one upload.
Supplier Credential Vault (AES-GCM)
Store GDS and supplier logins once, encrypted at rest via an isolated edge function key. Grant or revoke access to any advisor in a click. Advisors reveal credentials from Settings → My Supplier Logins, and every reveal is written to an immutable audit log.
Advisor Support Hub on Every Dashboard
Publish a welcome message, support email/phone/hours, an office-hours booking link, announcements with expiry, and a resource library. Renders on every advisor's dashboard in your brand tokens — ICs know exactly where to turn from day one.
Owner-Only Route Hardening
Commission Tiers, White-Label, Supplier Vault, and Advisor Hub editors are now enforced OWNER-only across three layers — plan features, route roles, and UI visibility — with the full contract documented in docs/host-agency-access-matrix.md.
v2.48.0
AI Speed Boost for Proposals, Smarter Dashboard, and Verified Payouts with Stripe Connect
Drafting a luxury proposal no longer means typing every field. AI Speed Boost autofills the proposal hero from a client, an existing deal, or a single one-line prompt — and shows you exactly how much time it saved. The dashboard below the fold is decluttered into focused tabs, Academy gets a proper sidebar icon, and Stripe Connect now surfaces a verified payouts status so you know the moment you're ready to receive group and proposal payments.
AI Speed Boost for Luxury Proposals
Autofill the proposal hero from a client, an existing deal, or a one-line prompt like "10-night honeymoon in Amalfi for 2". A live time-saved badge and sparkle highlights show every field the AI filled. Available on Professional, Business, and Enterprise.
Speed Boost Upgrade Path for Starter
Free and Starter advisors get a preview, a clear lock state, and a soft upgrade nudge that links straight to /pricing — so the value is obvious without the friction.
Dashboard Decluttered with Smart Tabs
The dashboard below the fold is now organized into focused tabs and a Smart Banner Rail so the daily view feels calm instead of overwhelming — one nudge at a time, no stacking.
"Academy & Certs" Sidebar Icon
Academy & Certs now has a proper graduation-cap icon in the main navigation for faster recognition at a glance.
Stripe Connect Verified Payouts Status
See your Stripe Connect payouts readiness at a glance, finish onboarding the moment something needs your attention, and know exactly when you're set up to receive group and proposal payments straight to your bank.
Groups Payouts Badge & Stripe Connect WebMCP Tools
Group payouts now surface a status badge in the Groups index, and AI agents can query Stripe Connect plus cruise tooling through newly registered WebMCP tools.
v2.47.0
Collab Academy 2.0 — 13 Modules, 4 Learning Paths & Verifiable Certificates
Collab Academy just doubled in size and grew up. You now get 13 cinematic modules organized into 4 role-based learning paths, a shareable verified master certificate plus a micro-credential for every module, a public profile handle, a global learner leaderboard, and progress that follows you across every device. Every module now opens with a travel-grade cover and modern banner — no more wall-of-text lessons.
13 Modules Across 4 Learning Paths
New paths — Foundations, Advisor Pro, Groups & MICE, and Agency Owner — curate the right modules for your role so you never wonder where to start. Filter the catalog with one click.
Verified Master Certificate + Per-Module Micro-Credentials
Finish a module and earn a unique credential code (MOD-XXXX-XXXX). Finish the whole Academy and get a master certificate (CTA-XXXX-XXXX). Both are verifiable at a public /academy/verify/{code} link you can drop into LinkedIn, email signatures, or a client proposal.
Public Profile Handle & Global Leaderboard
Claim a learner handle, opt in to the leaderboard, and see how your XP and learning streak compare to advisors worldwide at /academy/leaderboard. Privacy toggles let you stay anonymous if you prefer.
Cross-Device Progress Sync
Start a module on your laptop, finish the quiz on iPad, share the certificate from your phone. Progress, streaks, reflections, and credentials now live with your account, not your browser.
Travel-Grade Visual Refresh
Every module now opens with a cinematic cover image, accent-tinted gradient hero, and a 2026 glassmorphic layout — designed to feel like a premium travel brand, not a training manual.
Applied Practice for Every Module
New "Applied Practice" scenarios let you commit to a real-world action in writing before completing any module — so the lesson lands as a habit, not just a checkbox.
v2.46.0
Trade Show OCR Scanner & AI Verification — Turn the Show Floor Into Your Pipeline
Trade Shows just became your highest-ROI prospecting channel. Snap a photo of your printed meeting schedule and we parse it straight into your CRM, scan any business card with the Universal OCR scanner, and validate every booth interaction from the Desktop Review Hub with our new Yellow Dot confidence flags. Plus, an interactive simulator lets your whole team practice the entire show-floor workflow before they ever step into the convention center.
Snap-to-Schedule OCR Sheet Parsing
Photograph your printed appointment schedule — IPW, Virtuoso Travel Week, ILTM, ASTA — and our OCR engine extracts every meeting (supplier, time, table, booth) into structured Trade Show meetings in seconds.
Universal Business Card OCR Scanner
Point your camera at any business card and we capture name, title, company, email, phone, and LinkedIn — auto-attaching the contact to the active meeting and the trade show attendance record.
Desktop Review Hub with Yellow Dot Validation
Review every scanned card and parsed meeting back at your desk. Yellow Dot confidence flags highlight rows the AI is less sure about so you can correct typos, merge duplicates, and approve in bulk before they hit your pipeline.
Interactive Trade Show Simulator
A full sandbox walks new advisors through scanning a card, parsing a schedule, and validating results in the Review Hub — without needing a live show to practice on. Available from the Trade Show hub and the in-app launcher.
Best Experienced on the Apple App
The OCR scanners use your device camera, so install the Collab Travel CRM Apple app on iPhone or iPad for the smoothest show-floor capture. The same scans sync instantly to Mac and Vision Pro for desk-side review.
v2.45.0
Introducing Collab Academy: Double the Curriculum, and Interactive Simulators.
We are excited to launch the fully expanded Collab Academy, now sporting 6 comprehensive training modules to fast-track your agency onboarding. Master MICE blocks, payment splits, and partner DMC invites with real-time, interactive simulators. Furthermore, your training progress now feeds directly into our Agent Vision helper to deliver contextual AI suggestions, and syncs seamlessly with our Customer.io CDP system to power real-time updates.
6-Module Training Curriculum
Complete curriculum covering core CRM features, MICE group blocks, multi-advisor teams, custom client invoicing, split payments, and collaborative destination management (DMC) planning.
Interactive Feature Simulators
Gain practical experience with sandbox simulators. Practice room allocation matrices, split-invoice milestone calculations, and custom invitation flows directly within each module.
Agent Vision AI Guidance
Agent Vision now reads your current Academy training status to customize the prompt sidebar, putting step-by-step assistant context right where you need it.
Customer.io Event Sync
Real-time progress synchronization with our Customer.io platform. Completed modules automatically trigger targeted email campaigns, certification status badges, and subscriber topic adjustments.
v2.44.0
Deals Becomes Your Daily Command Center — Pipeline, Bulk Actions & Smarter Conversions
Your Deals workspace is now built for momentum. A brand-new visual Pipeline lets you drag and drop bookings through every stage, bulk-move multiple deals at once, and convert recent travelers or incoming leads into deals in a single click. We also redesigned the empty state so new users know exactly how to get started — and added a gentle nudge for anyone who hasn't created their first deal yet.
Visual Pipeline View
A brand-new kanban-style Pipeline is now the default view on Deals. Drag deals between stages — from New Lead all the way to Closed Won — and watch your pipeline come to life with real-time counts and revenue totals per column.
One-Click Traveler → Deal Conversion
A new persistent "Travelers without a deal" rail surfaces your most recent contacts so you can spin up a new deal instantly. No more losing track of prospects who never made it into your pipeline.
Lead Inbox to Deal in Seconds
Leads that land in your Lead Inbox now have a direct "Convert to Deal" action — turn an inbound inquiry into a tracked pipeline opportunity with one click, pre-filled with the traveler's details.
Itineraries & Proposals Prompt Deal Creation
When you finish building a proposal or itinerary, you'll now see a clear prompt to create a matching deal. Your beautiful travel plans automatically map into revenue-tracked bookings.
Bulk Deal Actions
Select multiple deals in your Deal History and move them to a new stage — or mark them closed — all at once. Perfect for end-of-month cleanup or mass-stage updates after a big campaign.
Redesigned Empty State
New users visiting Deals for the first time now see a warm, guided empty state with clear next steps and quick-win actions — so you never feel lost starting your first booking.
v2.43.0
Invoice Emails: Smarter, Sharper, and Production-Ready
Your client invoice emails now carry the full booking context clients expect, lead with your agency brand, and confirm exactly who received each send. We also tightened the post-send experience and shipped the supporting email infrastructure to Production.
Booking Context in Client Invoices
Client invoice emails now include the booking reference, destination, travel dates, passenger names, and booking notes when available — no more bare invoice totals.
Brand-Forward Subjects & Preheaders
Invoice subject lines and preview text now lead with your agency name and the specific invoice (balance due, due date, service) instead of generic Collab branding — perfect for client and partner sends.
Accurate Send Confirmation
The success dialog now lists every recipient that received the invoice — the client, your own advisor copy, and the manager when included — instead of a vague "emailed to client" message.
"View All Invoices" Button Fixed
The View All Invoices button on the Invoice Created screen now properly closes the dialog and takes you to your invoice list.
Production-Ready Email Infrastructure
Removed the internal "Send test invoice" button and shipped the supporting email infrastructure (suppression checks, unsubscribe tokens, send logging) to Production for all users.
v2.42.0
Core Navigation Restored for All Users
We fixed an issue where overly aggressive persona-based filtering was hiding essential sidebar items from certain users. Core navigation items like Deals, Travelers, Pipeline, and essential workspaces (Travel Planning with Invoices and Itinerary Builder) are now globally visible to all users regardless of persona.
Global Sidebar Visibility
Deals, Travelers, Pipeline, and the Travel Planning workspace are now permanently visible in the sidebar for every user. No more missing menu items due to persona filtering.
v2.41.0
Groups Gets a Navigation Upgrade — Built for Every Screen
Managing a group trip involves a lot of moving parts, and we want switching between them to feel effortless. Today we've redesigned how you move around inside a group — replacing the cramped scrolling tab bar with a clean, always-visible sidebar on desktop and a purpose-built compact navigation on phones and tablets. Whether you're at your desk planning a cruise block or checking in on attendees from your phone, everything is exactly where you expect it.
Sidebar Navigation on Desktop
The 15 sections inside every group are now organized into a labeled sidebar on the left — grouped into logical categories like Travelers, Finance, and Comms & Docs. No more scrolling to find what you need.
Compact Strip on Mobile & Tablet
On phones and tablets, navigation switches to a smooth horizontal strip of icon tiles just below the group header — easy to scroll with a thumb, with no content squeezed off screen.
Optimized for PWA
The app now runs edge-to-edge on phones with a notch or Dynamic Island — nothing gets clipped behind system chrome when you've added Collab to your home screen.
Edit Group Dates in One Tap
Tap the date on any group header to instantly update your travel dates without navigating away or opening a settings page.
v2.40.0
Collaborate to Win: Success-First Deals & Groups
Don't manage travel in a silo. Our v2.40 design introduces the ability to invite the exact people you need—Destination Specialists, DMCs, and Colleagues—to co-manage your deals and groups. By assembling the right team for every booking, you ensure every client experience is a total success.
Immutable Audit Logs
Total transparency for every deal and group. Track every modification with precise timestamps and author attribution.
One-Click State Reverts
Mistakes happen. Instantly roll back any deal or group record to a previous state with our new database-level revert system.
External Partner Onboarding
Invite DMCs and specialists with ease. Guests receive a 3-part automated onboarding sequence to ensure they serve your clients with professional precision.
Identity Stitching
Background linkage of invited partners. When a guest registers, all their shared history and resources are instantly linked to their new account.
Privacy-First Discovery
Search and invite colleagues using privacy-focused lookups that prevent data leaks while maximizing team connectivity.
v2.39.0
Invoice Enhancements: Deposit Tracking & Commission Toggles
We've added more flexibility and precision to your financial workflows. You can now easily toggle commission status to correct mistakes, and track initial deposit payments directly on your client invoices and emails.
Track Invoice Deposits
Record initial deposit amounts when creating or editing an invoice, ensuring accurate financial records and client billing.
Dynamic Invoice Emails
Client invoice emails now dynamically calculate and display the deposit paid alongside the remaining balance due.
Commission Status Toggle
Accidentally marked a commission as received? You can now seamlessly toggle the status between pending and received.
v2.38.0
Group Logistics 2.0: Multi-Step Wizards & Agent-Guided Management
Coordinating group travel requires professional precision. We've overhauled the group lifecycle with a multi-step creation wizard, automated milestone task generation, in-app health guidance, and deep Agent Vision integration for contextual trip management.
Multi-Step Creation Wizard
Guided 3-step setup for complex groups—moving from template selection to logistical strategy with a clear progress path.
Automated Milestone Generation
Workflow stages from group templates now automatically populate the Tasks tab as actionable milestones upon creation.
Action Center Health Tooltips
Critical metrics on the Overview dashboard now include contextual help and actionable guidance for fixing at-risk statuses.
Agent Vision: Group Concierge
Trigger conversational AI directly from the Group Header; pre-contextualized to help you manage specific trip logistics in seconds.
Comp Modeling & Override Tracking
New financial trackers in the Reports tab for earnable complimentary rooms/cabins and supplier revenue overrides.
Bulk Attribute Segmenting
Advanced attendee rosters with CRM-enriched business-value metrics and bulk actions for targeted broadcasts.
Multi-Supplier Trip Bundling
A dedicated "Trip Bundle" view for itineraries, grouping segments by category (Accommodation, Flight, Cruise) across all partners.
v2.37.0
The Booking Creator: Guided Wizards & Agent Vision 2.0
Managing complex bookings shouldn't feel like a chore. We've replaced the traditional long-form editor with a gorgeous 5-step "Booking Creator" wizard, integrated deeper persona-based AI guidance, and added proactive risk/opportunity indicators to your deal dashboard.
Step-by-Step "Booking Creator"
New 5-step guided wizard for deals—moving from General Info to Review & AI with a clear, focus-driven flow.
Vertical Progress Sidebar
A persistent navigation sidebar tracks your completion status and lets you jump between booking segments instantly.
In-Form AI Persona Guidance
Real-time Agent Vision banners now appear inside the editor, tailored to your specific role (e.g. Romance Specialist vs. Agency Owner).
Predictive Table Highlighting
New Sparkle (85% Probability) and Shield (Risk Check) indicators in the Deals table help you prioritize your day at a glance.
Premium Revenue Tracking
Completely redesigned financial cards with emerald-themed tracking for Gross Sales and Agency Revenue.
v2.36.0
Rich Itinerary Segments & Deal Details
Stop relying on generic text fields for complex travel bookings. Deals now feature a robust Trip Segments editor, letting you build out complete itineraries right in your CRM with flights, hotels, trains, cruises, transfers, and activities.
Multi-Segment Itineraries
Easily add and order unlimited travel segments to any deal, perfect for multi-city European tours or complex corporate travel.
Detailed Booking Tracking
Every segment captures its own provider (e.g. Delta, Four Seasons), confirmation code/PNR, and specific travel dates so you never lose the details.
Rich Notes & Upgrades
Track cabin classes, room categories, VIP transfer instructions, or special requests directly within the specific travel segment they apply to.
Redesigned Trip Dashboard
The Trip Data tab on Deals now beautifuly renders your complete itinerary, showing intuitive travel icons and cleanly separated PNRs for quick reference on the phone.
v2.35.0
Daily Momentum Overhaul
Start your day with complete clarity. Your Daily Momentum AI briefing analyzes your pipeline to give you a personalized action plan every morning. We've completely overhauled the engine so your briefing generates instantly and reliably.
Spotlight Hot Leads
Never let a warm prospect go cold. Daily Momentum instantly identifies leads that need your attention today based on recent activity and SLA flags.
Prioritize Urgent Tasks
Stop guessing what to do first. Your briefing automatically surfaces overdue tasks and critical follow-ups so you can tackle your most important work immediately.
Monitor Active Travelers
Keep tabs on clients currently in-destination. Proactively check in with travelers and ensure their trips are going flawlessly.
Persona-Tailored Insights
Whether you're an Agency Owner focused on revenue or an Advisor focused on pipeline, your briefing automatically prioritizes the metrics that matter most to your specific role.
v2.34.0
Dynamic Brand Emails for Invoices & Itineraries
Elevate your client experience with beautifully redesigned, dynamically branded emails. Your agency's logo, primary colors, and accent colors now automatically theme your outgoing client invoices and travel presentations.
Dynamic Agency Branding
Emails now automatically pull your agency's logo and brand colors from your settings, giving every client touchpoint a premium, personalized look.
Redesigned Client Invoices
Client-facing invoice emails are now gorgeously formatted with your branding, while internal settlement emails provide a crisp data-rich layout for commission tracking.
Send Itinerary Emails Directly
Send beautifully branded HTML travel presentations right from the CRM with our new "Send Presentation" modal, instead of relying on plain text mailto links.
Personalized Email Messages
Include custom personal notes seamlessly embedded inside your branded HTML emails when sharing top-tier proposal presentations.
v2.33.0
New MICE Module: Meetings, Incentives, Conferences & Events
A completely new workspace designed exclusively for planning large-scale corporate events. Manage hundreds of attendees, negotiate room blocks, track detailed budgets, and optimize vendor commissions all from a single Command Center. Plus, full analytics tracking lets you measure engagement across every tab.
MICE Command Center & Setup Wizard
Launch new events in seconds with our AI-powered setup wizard. The Command Center gives you a high-level view of all your corporate events, complete with intuitive search and status tracking.
Room Block Management & AI Sync
Track negotiated rates, attrition thresholds, and pick-up numbers for multiple hotels. Use AI Sync to automatically calculate potential penalties and monitor block depletion in real time.
Financial Health & Commission Tracking
Take control of your profitability. Add planning fees, track projected vendor commissions, and use the Revenue Insights sidebar for AI-suggested markups. Don't forget to use the new VAT Recovery tool to increase client ROI!
Attendee Management
Manage VIPs, speakers, and general admission. Track confirmation status and filter by tier from an easy-to-use table with full pagination.
AI Budget Suggestions
Generate comprehensive baseline budgets automatically. The Budget tab features a fully editable line-item ledger and an AI assistant that suggests missing expenses based on the event type and destination.
Comprehensive Analytics Tracking
Every interaction—from creating a room block to filtering attendees and toggling commission visibility—is tracked meticulously, allowing you to understand performance across the entire MICE lifecycle.
v2.32.0
Agent Vision: Always-On AI Co-Pilot with Deep Persona Intelligence
Agent Vision has evolved from a pop-up assistant into a persistent workspace companion that works alongside you — not on top of you. The panel now slides in without blocking your workflow, while delivering deeply personalized insights, metrics, and suggested actions tailored to your exact role in the travel industry.
Non-Modal Side Panel
Agent Vision now opens as a docked side panel that compresses your workspace instead of covering it. Keep working on deals, travelers, and proposals while your AI partner stays visible and ready.
Persona-Aware Intelligence
Every interaction is now tuned to your role. Agency Owners see pipeline strategy and team delegation tools. Romance Specialists see anniversary tracking and celebration planning. Operations Leads see invoice triage and task management.
Role-Specific Metrics Dashboard
The quick-metrics grid now shows KPIs that matter to you. Advisors see conversion rates and active deals. Agency Owners see booking volume and client retention. Entertainment Pros see active tours and VIP travelers.
Contextual Follow-Up Suggestions
After every AI response, you'll see 2-3 smart follow-up chips tailored to your persona — like 'Draft a follow-up email' for advisors or 'How does this compare to last quarter?' for agency owners.
Entertainment & Sports Coverage
Full Agent Vision support for Entertainment Travel Pros and Entertainment Suppliers — including tour logistics prompts, VIP rider tracking capabilities, and production travel management tools.
Persona Mode Badge
A visible mode indicator in the panel header confirms your active persona (e.g., 'Agency Owner Mode'), so you always know the AI is calibrated to your workflow.
v2.31.0
Persona-Powered Proposals Experience
Your Proposal Pipeline now adapts to how you work. We've added persona-aware guided tours, contextual tooltips, and tailored welcome banners so every advisor — from agency owners to romance specialists — sees guidance that matches their workflow. Plus, a gentle onboarding reminder ensures no one misses out on personalizing their experience.
Persona-Aware Guided Tours
The pipeline tour now highlights what matters most to your role — agency owners see portfolio oversight tips, romance specialists see celebration design guidance.
Contextual Stage Tooltips
Hovering over pipeline stages now shows role-specific descriptions explaining what each stage means for your workflow.
Tailored Welcome Banners
The pipeline welcome banner adapts its headline, description, and capability icons based on your persona family.
Gentle Persona Reminder
Haven't set your role yet? A friendly, non-intrusive reminder appears after your 3rd session — and gracefully backs off after a few dismissals.
v2.30.0
Referral Program Refresh
We've rebalanced the referral program to be streamlined, fair, and still generous. The new offer: you earn 1 month free when your referral subscribes, and they get an extended 30-day premium trial.
Refer & Earn 1 Month Free
Share your link, and when your referral subscribes to any paid plan, your next billing cycle is on us.
Extended 30-Day Trial for Referees
Your colleagues get double the standard trial period to explore every premium feature.
Smarter Reward Delivery
Stripe coupons are now applied automatically to your active subscription the moment your referral converts.
Real-Time Referral Tracking
Track every share, signup, and conversion from your Referral Program dashboard with channel-level analytics.
v2.29.0
The Command Center: Sports & Entertainment Travel Ops
When moving 150-person touring crews or starting lineups, you aren't just booking travel—you are running a logistics empire. We have completely overhauled the /entertainment hub into a dark-mode Command Center designed exclusively for high-stakes Sports & Entertainment travel advisors to stay lightyears ahead of delays and the competition.
Ops AI Intelligence
Your itineraries now think ahead. Ops AI automatically surfaces critical venue logistics (like bus parking and load-in curfews) and city-level intelligence (like event traffic or VIP routing protocols) directly in the routing dashboard.
Live Data Integrations via WebMCP
We've supercharged the Ops Agent with live API integrations. It can now autonomously fetch 5-day weather forecasts for tour routing via Open-Meteo, with architecture ready for premium aviation gate-change and delay APIs.
Smart Roster Import (AI)
Stop typing out passenger manifests. Simply copy/paste an unformatted roster email into the new WebMCP Smart Import tool, and our AI will automatically parse the names, link them to CRM profiles, flag VIPs, and build your manifest in seconds.
Hierarchical Groupings & Bulk Logistics
Manage massive rosters with ease using our new logically-grouped UI (e.g., VIP & Talent, A-Party, Production Crew). Select entire groups to bulk-assign buses or hotel blocks, and instantly spot passport risks via a proactive warning dashboard.
v2.28.0
The Specialist Era: AI Gems, Voice-to-CRM, and Itinerary Podcasts
We believe your CRM shouldn't just store data—it should understand your craft. This update introduces a trio of powerful AI features designed to automate the heavy lifting of travel advisory, from the first discovery call to the final client briefing.
Compass Crew Specialists
No more generic AI. We've introduced 11 role-specific AI "Gems" tailored to your persona. Whether you are "The Closer" (Travel Advisor) or "The Milestone Maker" (Romance Specialist), your AI now speaks your language and understands your unique goals.
Interaction Hub (Voice-to-CRM)
Stay in the moment with your clients. Record voice memos or meeting transcripts directly within the Traveler Profile. Gemini will automatically transcribe the session and generate structured action items for your CRM.
Itinerary Podcast Briefings
Delight your travelers with something they can listen to. Convert complex deal itineraries into personalized audio briefings. Choose your narrator voice and tone to create a premium "itinerary podcast" for your clients.
Feature Gating & Fair Use
New feature limits introduced for Starter and Professional plans to ensure high performance. Enterprise users enjoy unlimited access to the entire specialist suite.
v2.27.0
New: Structured Task Runbooks for Travel Advisors
Empower your team and stay in flow with our new interactive Task Runbooks. From onboarding new travelers to closing complex luxury deals, you can now access step-by-step guides directly within your CRM, ensuring every detail of the client journey is handled with professional precision.
Interactive Travel Task Guides
Access 8 comprehensive, step-by-step runbooks for high-impact tasks like traveler ingestion, complex deal management, and luxury proposal building.
Self-Serve Team Onboarding
New team members can now master the platform independently with clear, role-specific instructions for inviting members and managing permissions.
Master Advanced Automations
Learn how to configure your Lead Inbox and Routing rules to ensure every traveler inquiry is greeted instantly by the right specialist.
Data-Driven Action Steps
Detailed guides on running commission reports and reading analytics to help you make informed decisions for your travel agency's growth.
Portfolio Migration Mastery
Step-by-step instructions for bulk-uploading travelers and deals, allowing you to migrate large portfolios without manual data entry.
v2.26.0
New: Travel Intelligence Suite & 64+ WebMCP AI Tools
Your AI assistant can now navigate the entire world of travel for you. From sourcing destination insights for itineraries to managing complex group celebrations, these 64+ browser-native tools allow your AI agent to act as a true digital extension of your agency.
Browser-Native AI Tools
64+ tools registered via the WebMCP standard (W3C Community Group draft), making the CRM fully accessible to in-browser AI agents without APIs or extensions.
Travel Planning Suite
AI agents can search destinations, build itineraries, manage quotes, and coordinate celebrations directly within the app.
Client & Deal Management
Tools for searching contacts, viewing deal pipelines, managing suppliers, and accessing analytics — all through conversational AI.
Persona-Aware Toolsets
Tools adapt to the user's role — Agency Owner, Travel Advisor, Romance Specialist, or Operations Lead — surfacing only relevant capabilities.
Page Snapshots
Consolidated snapshot tools for Dashboard, Travelers, Deals, Analytics, and Agent Hub give agents full page-state context in a single call.
LinkedIn & Network Tools
Share deals, generate content, enrich traveler profiles, and manage partner relationships through AI-driven workflows.
v2.25.0
Smoother Sign-In & Session Improvements
We've refined the authentication experience to be faster and more reliable across all browsers, including improved LinkedIn OAuth and session handling.
LinkedIn OAuth Upgrade
LinkedIn sign-in now uses a popup flow, eliminating issues with embedded browsers, iframes, and third-party cookie restrictions.
Reliable Session Handling
Improved session polling ensures you stay logged in after social sign-in, with automatic fallback if popups are blocked.
Three Ways to Sign In
Choose from Google, LinkedIn, or email/password — all optimized for speed and security across every device.
v2.24.0
Agent Vision Actions: Automate Your Travel Operations
Agent Vision now takes the heavy lifting out of trip management. You can now task your AI with searching traveler records, creating new client profiles, moving luxury deals through the pipeline, and scheduling VIP follow-ups — all through simple conversation.
Smart Data Lookup
Search contacts, deals, invoices, and tasks by name, stage, value, or status. Get precise answers instead of aggregate stats.
Create & Update Records
Add contacts, create deals, log activities, and update pipeline stages — all from the AI chat. Every write requires your confirmation.
Persona-Tailored Tools
Agency Owners get team performance and lead assignment. Advisors get supplier search and follow-up scheduling. Romance Specialists get milestone tracking and special requests.
Confirm Before It Acts
Write operations show a detailed preview card with before/after changes. Nothing happens until you click Confirm.
Full Audit Trail
Every AI-initiated action is logged with who, what, and when — visible in your audit history for full accountability.
v2.23.0
Custom Traveler Profiles & Elite Portfolio Migration
Tailor your CRM to capture the unique preferences of your high-net-worth clients. Define custom fields for specialized travel data and migrate your existing portfolios seamlessly with our enhanced validation tools.
Flexible Data Models
Define custom text, number, date, and boolean fields for your contacts, companies, and deals.
Smart Import Mapping
Map your legacy data columns directly to your new custom fields during import.
Enhanced Migration Center
A unified hub for importing all your data with validation and error reporting.
Entity-Specific Metadata
Keep all your specialized data points organized right where you need them.
v2.22.0
Earn Credits, Unlock Features
Introducing a credit system that lets Starter plan users unlock premium features without upgrading. Earn credits through referrals, milestones, and engagement—or purchase credit packs.
Earn Credits for Free
Get 25 credits when someone you refer signs up, plus 50 more when they upgrade. Complete your profile, submit feedback, and hit milestones to earn more.
Unlock Premium Features
Spend credits to add more contacts, groups, AI questions, or email templates—permanently or temporarily—without switching plans.
Credit Store
View your balance, browse unlock options, and purchase credit packs. Access it from the sidebar or any upgrade prompt.
Track Your Credits
See your complete transaction history—every credit earned and spent—with detailed descriptions and running balance.
v2.21.0
Starter Plan Gets Even Better
We're making it easier than ever to grow your travel business. Starter plan users now get significantly more resources to manage clients, groups, and AI assistance.
3x More Client Profiles
Now manage up to 75 client profiles (up from 25)—enough to run a thriving solo practice.
5x More Groups
Coordinate up to 10 group trips simultaneously (up from 2). Perfect for family reunions and friend getaways.
AI Assistance Unlocked
Get 10 AI-powered questions per day to help with destination research, client communications, and trip planning.
10 Email Templates
Access 10 reusable email templates to save time on client communications—previously a paid feature.
Analytics History
View 1 month of business analytics to track your pipeline and booking trends.
v2.20.0
Destination Specialists Hub
Build your expertise, organize destination knowledge, create reusable templates, and let AI match leads to the right advisor.
Advisor Credentials
Track certifications, FAM trips, and specializations. Showcase your expertise to clients and your team.
Destination Knowledge Base
Build a searchable library of insider tips, visa requirements, and seasonal insights by destination.
Itinerary Templates
Save and reuse day-by-day trip structures. Create proposals faster with your proven itineraries.
Lead-to-Specialist Matching
AI-powered routing assigns incoming leads to advisors based on destination expertise and availability.
v2.20.0
Unified Celebrations Hub
Plan weddings, anniversaries, reunions, and milestone travel with occasion-first workflows.
Occasion-First Planning
Organize by celebration type: weddings, anniversaries, family reunions, friend getaways, and corporate events.
Travel-Style Agnostic
Resort, cruise, villa, or custom land—each celebration shows suitability indicators for all travel styles.
Multi-Traveler Coordination
Integrate with Groups module for large celebrations. Inline traveler creation keeps you in flow.
Celebration Specialist Persona
Dedicated role with tailored onboarding, AI insights, and Customer.io sync for milestone travel specialists.
v2.19.0
New: Travel Advisor Communication Templates
Save hundreds of hours with travel-specific email templates. Effortlessly personalize your proposal follow-ups, booking confirmations, and "Welcome Home" recaps using our new dynamic merge fields.
Reusable Templates
Create templates for common emails like proposal follow-ups, booking confirmations, payment reminders, and trip recaps.
Merge Fields
Insert dynamic fields like {{client_name}}, {{trip_destination}}, and {{proposal_link}} that auto-populate when you send.
Live Preview
Preview your template with sample data before saving. See exactly how merge fields will render for your clients.
Team Sharing
Share templates with your agency team so everyone can use your best-performing email copy.
Quick Duplicate
Duplicate existing templates to create variations for different use cases without starting from scratch.
v2.18.0
Elite Proposal Productivity Suite
Design magazine-quality itineraries faster than ever. New drag-and-drop sequencing, flexible deposit timelines, and a library of destination content blocks ensure your proposals stand out in the luxury market.
Drag-and-Drop Itineraries
Reorder your itinerary items by simply dragging them into place. No more deleting and recreating to change the order.
Flexible Payment Schedules
Configure custom deposit milestones and payment timelines. Choose from presets like 50/50 Split or Progressive Payments, or create your own.
Content Library
Build a library of reusable content blocks for hotels, activities, destinations, and terms. Insert them into proposals with one click.
Custom Intake Forms
Design branded questionnaires to capture traveler requirements. Share a public link and collect responses directly into your CRM.
Smarter Proposals
All new features integrate seamlessly into the Proposal Editor, giving you a magazine-quality client experience with less effort.
v2.17.0
Entertainment Hub Reimagined
Your AI-powered command center for touring artists, bands, and productions just got a major upgrade with guided onboarding and smart recommendations.
2026 Design System
Modern gradient backgrounds, polished headers, and visual consistency across your entire entertainment operations hub.
Smart Getting Started
New onboarding panel guides you through creating tours, adding crew, and configuring AI briefings—step by step.
Next Best Actions
Dynamic recommendations suggest what to do next based on your tour status, at-risk segments, and incident history.
Enhanced Metrics
Active tours, artists on the road, cities this week, and at-risk segments—all with contextual descriptions.
Smarter Incident Tracking
Severity-colored borders, quick-action buttons, and relative timestamps make incident management intuitive.
v2.16.0
Profit-Focused Booking Invoices
Streamline your agency's finances with automated commission defaults and professional travel booking invoices designed for rapid data entry.
2026 Design Refresh
The invoice page now features gradient backgrounds, modern headers, and visual consistency with your CRM.
Smart Commission Defaults
Commission rates auto-populate based on service type—12% for cruises, 10% for hotels, 15% for tours.
Contextual Field Guidance
Hover tooltips explain each field and show industry-standard ranges for commission rates.
Quick Entry Mode
Toggle Quick Entry to create invoices in a single streamlined form—perfect for rapid booking entry.
Success Celebrations
After creating an invoice, see a financial summary with your commission and quick next actions.
v2.15.0
Seamless Traveler Data Ingestion
Import travelers from spreadsheets, sync with your favorite tools, and keep your CRM in perfect harmony.
Spreadsheet Import
Upload CSV or Excel files with smart auto-mapping for traveler fields like passport expiry, preferences, and loyalty programs.
Zapier & Segment Webhooks
Automatically ingest travelers from Zapier workflows or Segment events—no manual entry required.
Customer.io Sync
Traveler profiles sync to Customer.io automatically, keeping your marketing campaigns up to date.
Batch Processing
Import hundreds of travelers at once with validation, duplicate detection, and detailed error reporting.
v2.14.0
Smarter Supplier Management
Your Travel Suppliers page just got a major upgrade with sorting, team visibility, and AI-powered insights tailored to your role.
Sortable Columns
Click any column header to sort by Company, Type, or Internal Contact. Find suppliers faster.
Internal Contact Column
See who on your team added each supplier—know exactly who to ask about any vendor relationship.
AI Supplier Assistant
Ask questions about your portfolio and get personalized insights based on your role (Owner, Ops, Advisor).
Persona-Aware Insights
Agency Owners see strategy tips, Ops Leads see data quality issues, Advisors see client-matching ideas.
v2.13.0
Introducing the Proposal Pipeline
Create stunning luxury travel proposals with our new drag-and-drop Pipeline. Quotes is now Pipeline—reimagined for modern travel advisors.
Visual Pipeline Board
Track proposals through stages from Inquiry to Booked with beautiful drag-and-drop cards.
Luxury Proposal Editor
Craft bespoke travel experiences with multi-option proposals and rich itinerary details.
Client Portal Views
Share elegant, magazine-style proposals that clients can view and approve online.
Tiered Access
Starter: 3 proposals, Pro: 25 proposals, Business: Unlimited with analytics.
v2.12.0
New Navigation Experience
We've completely redesigned the sidebar to help you navigate faster and stay organized.
Smart Workspace Selector
Quickly switch between agencies and see your current workspace at a glance.
Organized Navigation Groups
Find what you need faster with Main, CRM, Operations, Resources, and Admin sections.
Keyboard Shortcuts
Use Ctrl+K to search and navigate instantly like a power user.
Quick Access CTAs
Invite team members and upgrade your plan right from the sidebar.