Manage bookings, track customer preferences, and enhance operations with a customizable CRM tailored for your travel agency.


Set up a travel agency CRM with just the views and features your team requires. Add and adjust workflows as your business and client needs evolve.
Connect spreadsheets, LMS, and HR systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your school.
Empower your travel agency staff with the right tools and CRM access. Set up secure logins, user groups, and granular permissions in minutes—no extra IT required.
Give agents, admins, and support staff tailored dashboards, so each role sees just the travel CRM features they need.
Give agents, admins, and support staff tailored dashboards, so each role sees just the travel CRM features they need.
Connect with tools like Make, Zapier, or N8N to automate booking confirmations, reminders, and client follow-ups.
Access your travel CRM from any device. Agents can update client details or itineraries on the go.
Let your team log in quickly and securely with Google, email, or SSO—no IT setup needed.
Protect client and agency data with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
Let agents ask AI about clients, bookings, or payments — instant insights, right inside your CRM.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Launch your travel agency CRM in minutes with drag-and-drop blocks and ready-made templates.
Add features like itinerary management or payment tracking as your client needs change—no rebuild needed.
Start with your CRM, then add booking forms or client portals—all in one place, no extra tools.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A travel agency CRM (Customer Relationship Management) portal is a secure online space where travel agents and their clients can log in to manage trip details, view itineraries, access important documents, and communicate about bookings. It keeps all trip information, documents, and messages organized in one place, making it easier for travel consultants to deliver a seamless experience and keep clients up to date.
Softr makes it easy to build a travel agency CRM portal that fits your agency’s workflow. You can connect your existing data—like client information from Airtable, booking details from HubSpot, or travel notes from Notion—and set up a portal where travelers can log in, view upcoming trips, fill out forms, and download travel documents, all in one place.
You don’t need any coding skills. Start with a template or build from scratch, adjust layouts, control what travelers and staff can see, and brand the CRM portal to match your agency. It’s fast to set up, easy to update, and flexible enough to grow with your client base. This helps your team stay organized and creates a more polished, professional experience for your travelers.
You can add a variety of features to your travel agency CRM portal to suit your agency’s needs. Popular options include:
\- User logins – so each traveler can securely access their personal trip information
\- Custom dashboards – to display itineraries, payment details, or booking statuses
\- Forms – for traveler onboarding, feedback, or special requests
\- File sharing – so clients can download travel documents, e-tickets, and invoices
\- Search and filters – to quickly find specific trips, travelers, or bookings
\- Tables, lists, and detail views – to show trip records, destinations, or activities
\- Comments or status updates – to keep all communication about a trip in one place
\- Charts – for visualizing travel schedules or payment plans
\- Calendar view – to highlight upcoming departures, tours, or important dates
\- Permissions and roles – so agents, staff, and travelers only see what’s relevant to them
You can build all these features using Softr’s drag-and-drop blocks, without writing any code. And as your agency’s needs change, it’s easy to update the CRM portal.
No coding is necessary. You can create your travel agency CRM portal entirely with Softr’s visual editor. Everything from the layout to role permissions can be customized without writing a single line of code.
Yes. You can manage multiple travel clients or teams in a single CRM portal. Each user only sees the itineraries, bookings, and trip details assigned to them, based on their login and role. This is especially useful for travel agencies working with a variety of travelers, corporate accounts, or partner teams.
Softr supports a wide range of data sources. You can connect your travel agency CRM to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in travel data from other sources using the REST API.
You’re not limited to just one source. You can integrate multiple databases into the same CRM and display them side by side—so your travel CRM portal, for example, can pull in booking details from Airtable alongside customer information from HubSpot. Most sources support real-time, two-way sync, ensuring your records stay up to date automatically.
Yes, Softr gives you full control over how users experience your travel agency CRM portal. You can customize the layout, navigation, and content to match your agency’s branding and processes. Each page or block can be shown or hidden based on who’s logged in, so every traveler, agent, or partner sees only what’s relevant to them.
You can also set up different user roles—like traveler, agent, or admin—and define exactly what each role can view or edit. For example, travelers can see only their personal itineraries and bookings, while agents can manage all client trips. You can also create personalized dashboards by filtering data based on the logged-in user.
This level of customization is especially useful when managing multiple clients, agents, or teams in the same CRM, keeping the experience secure and tailored to each user.
Yes, you can. You don’t need to bring your travel data from another system to start building your CRM with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with your travel agency tools.
But if you already have travel data in places like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to bring in travel information from other sources. Either way, you have full control over how your travel data is structured and displayed in your CRM portal.
Yes, you can fully white-label your travel agency CRM in Softr. You can use your own travel agency’s logo, brand colors, fonts, and even set up a custom domain to make the CRM feel like an extension of your agency. All Softr branding can be removed, so agents and clients only see your company’s identity throughout the CRM experience.
Yes, you can. Softr gives you plenty of flexibility to control both the design and layout of your travel agency CRM. You can tailor colors, fonts, page structure, and spacing to fit your agency’s brand. You decide how each page is arranged, where different blocks appear, and what various users—like agents or clients—see when they log in.
To display your information, you can add the following types of blocks depending on your needs:
\- Table blocks – to show structured data like bookings, itineraries, or payment records
\- List or Card blocks – to highlight things like client profiles, destinations, or travel packages
\- Detail View – to show one record at a time, such as a client’s trip details
\- Forms – for collecting inquiries or trip preferences
\- Charts – to display booking trends or sales insights
\- Calendar blocks – for important travel dates or agency events
If you need to make changes later, it’s easy to update everything right in the visual builder.
Softr is designed with security as a priority. All data in your travel agency CRM is encrypted in transit (TLS) and at rest, and your CRM is hosted on secure, reliable infrastructure. Softr gives you full control over who can access and manage information. You can set up role-based permissions, manage users directly from your data source, set visibility rules, and apply global restrictions to protect sensitive client and booking data across your entire CRM.
If your CRM connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays it in real time based on your access settings. You always retain control over your agency’s data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help safeguard your travel business’s information.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your travel agency needs more users or advanced features in the CRM, you can review the paid plans for additional capacity and options: <http://softr.io/pricing>
Softr is built to make it easy to create user-friendly, fully functional apps—like travel agency CRMs and client portals—without coding or developer support. What sets it apart is how quickly you can go from an idea to a working CRM, and how smoothly it connects with your existing travel data.
Unlike some no-code tools focused on mobile apps (like Glide) or those geared toward developers (like Retool), Softr is designed for agencies and teams who want control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create a secure, branded CRM that your travel agents and clients can log into.
Everything is visually customizable—from the content and interface to user access. Softr also comes with features like user roles, forms, conditional logic, and API support out of the box, so you don’t need a stack of separate tools to get your CRM up and running.
Yes. Softr supports a wide range of integrations so you can connect your travel agency CRM with the rest of your tech stack. You can sync with payment tools like Stripe, automate tasks using Zapier, Make, or N8N, and set up chat integrations for client communication. Softr also supports REST API and webhooks for advanced workflow automation.
Whether you need to send booking data to another system, trigger automations based on client actions, or display information from other tools, you can build these workflows into your CRM—no coding required.