Get more clients on the books with an easy CRM created for travel agents.

Manage your clients, documents, and invoices hassle-free, all in a protected hub linked to every adventure.

The go-to form tool that agents love.

Build tailored forms with smart features to help you effortlessly collect and organize client info.

Secure Payment Approval

Easily and safely grab your clients’ payment details in just a few minutes using our top-notch payment form.

Passport Profile

Swift Travel Planner now lets you upload your passport documents in a safe and convenient way.

Sign Documents Online with Total Confidence

Swift Travel Planner lets you breeze through adding terms and conditions and gathering client signatures, all in one go.

Get your email synced.

Message clients straight from Swift Travel Planner and enjoy a smooth workflow without any need to bounce between tabs.

Gmail, Outlook, & IMAP

Easily link any email account to your contacts in Swift Travel Planner so you never miss a chat with your clients.

Improved email deliverability

Reliable email delivery that ensures your messages land in inboxes, not spam folders.

Effortless setup with zero tech hassles.

Get everything running in just a few clicks. You don’t need any tech know-how or have to deal with any headaches.

Keep an eye on each commission and make sure nothing slips through the cracks.

Link every task and cost right to your trip so you can keep things simple and get a clear view of your budget all in one spot.

All your documents in one place

Keep track of every payment and commission in one easy place. See what’s been paid, what’s still waiting, and what’s overdue in a snap.

Enter commissions with a single click.

Easily turn any invoice into a commission entry with just a single click.

Easily log status updates.

Keep on top of your money by easily checking when payments are due and which ones have already come through.

Make sending invoices simple with just one click.

Sending invoices just got way easier. Instantly create personalized invoices straight from your itineraries.

Manage your payment schedules

Break down your invoices into smaller chunks or stages so your clients can easily check things over and make payments as the work progresses.

Flexible adjustments

Go ahead and mark the authorization item as paid if the traveler settles up early or uses cash or a check.

Customizable authorization amounts

Let your clients decide how much they want to pay at a time, whether it’s a partial payment or a special agreement suited to their needs.

Keep your earnings safe by tackling chargebacks early.

Staying compliant just got easier. This is the travel world’s one-stop solution for PCI DSS, covering everything from start to finish so you can breeze through audits and worry less about risks.