Finally, a CRM that works as hard as you do.
Stop chasing commissions and start growing your agency. Everything you need to manage clients, track income, and scale your solo practice—in one gorgeous platform.
No stress, set up in 5 minutes.
The Independent Advisor Challenge
You're the advisor, the accountant, the marketer, and the admin. Juggling spreadsheets, email threads, and sticky notes means less time for what you love—crafting amazing trips and building client relationships.
Collab Travel CRM gives you enterprise-level tools in a platform designed for solo practitioners.
Built for Your Business
Every feature designed for the realities of running an independent travel practice.
All-in-One Workspace
Clients, inquiries, deals, tasks, and documents in one seamless platform — zero app switching.
Agent Vision Virtual Assistant
Powered by Gemini 3.7 Flash: drafts client emails, summarizes itineraries, and identifies high-probability upsells.
Automated Commission Reconciliation
Track every booking, audit supplier commission statements, and forecast your take-home pay with precision.
5-Minute Digital Proposals
Create stunning, multi-option luxury proposals that showcase your expertise and convert inquiries instantly.
Daily Morning Briefing
Wake up to prioritized daily actions, flight disruption alerts, and high-value follow-ups delivered automatically.
Proactive Client Milestones
Automate birthday, anniversary, and seasonal outreach so your clients never book with anyone else.
Autopilot Workflow Automation
Automate intake forms, payment due date nudges, and pre-departure checklists to reclaim 15+ hours weekly.
Native iOS & Android Mobile Apps
Full offline meeting capture, push notifications, and instant client lookup whether you're at a trade show or on a FAM.
Real Results for Real Advisors
- Reclaim 15+ hours per week with automated client intake, payment reminders, and follow-ups
- Never lose a commission dollar with automated supplier statement auditing and leak detection
- Close high-value bookings faster with editorial-grade 5-minute proposals
- Operate anywhere with offline mobile access on iOS and Android
- Scale your solo revenue 2x without adding virtual assistant or admin overhead
- Keep clients loyal for life with proactive milestone and anniversary engagement
Built by people who get it
From Royal Caribbean to Your Desk
Collab wasn't built by a tech company that just read a blog post about travel. It was built by our CEO Stephen Scott—a former Royal Caribbean Strategic Account Manager and the founder of Travel Hub 365. From his years in cruise line sales to running a thriving luxury agency, we know exactly why your current tools are failing you.
Every feature in Collab exists because an independent advisor needed it to save time, stop losing commissions, and focus on the clients they love.
Ready to Stop Losing Money Through the Cracks?
Join thousands of independent advisors who've traded chaos for calm, focused productivity.
No stress, set up in 5 minutes.