Trips by UrTravelPro

The problem

You're running a travel business across five different tools.

Email threads for inquiries. A spreadsheet for client info. A Word doc for the itinerary. PayPal for invoices. A second spreadsheet for commissions. The agent context is in your head — and nowhere else.

Every client interaction means switching tools. Every status change means updating three places. Nothing is connected.

Without Trips

· Email + spreadsheet + Docs + PayPal
· Status lives in your head
· Clients chase you for updates
· No audit trail
· Manual commission tracking

With Trips

· One tool, one source of truth
· Status drives the client portal
· Clients self-serve from their portal
· Every action audit-logged
· Commission flows to Books

What's inside

Everything you need to run a trip — start to finish.

No bolt-ons. No second login. Each feature is built for the travel-advisor workflow, not retrofitted from a generic SaaS template.

Trip CRM

Every trip is a record with travelers, destinations, dates, status, assigned agents, internal notes, and a full activity timeline.

Custom pipeline

Trip statuses you can rename, recolor, reorder, and mark client-facing or internal. The portal shows clients only the stages you want them to see.

Proposals + itineraries

Block-based builder with photos, days, activities, pricing, and inclusions. Share via a public link or send a PDF; client e-signs in-portal.

Invoices + commissions

Line items, deposit + final scheduling, public pay-link (Stripe), record received commissions per line, sync to Books once connected.

Branded client portal

Every client gets your-agency.urtravelpro.com/portal with trips, proposals, invoices, files, forms, messages, and bell notifications.

Encrypted at rest

Passport scans, file attachments, signatures — all AES-256-GCM with per-tenant keys. Every access writes an audit log row.

Trip dashboard

Every trip in one view.

Hero with cover photo, status pill (one-click to change), travelers, dates, destinations, balance due. Tabs for messages, todos, files, proposals, and form responses. The whole trip in one tab.

Cover photo, status, travelers, dates, balance due — at a glance
Change a trip's status in one click; client portal updates automatically
Files, notes, messages, forms — all on the trip, not in your inbox

trips.urtravelpro.com/trips/abc

Booked Honeymoon

Smith Honeymoon — Maldives

Sarah + Daniel · Sep 12 — Sep 24, 2026

Overview Messages 3 To-do Files Forms

Trip information

Type
Honeymoon

Status
Booked

Destinations
Maldives · Dubai

Travelers
2

Itinerary

1 Dubai · Sep 12–14
2 Malé · Sep 14–24

Travelers

Sarah Smith

Primary

Daniel Smith

Spouse

trips.urtravelpro.com/portal/your-agency

Your Travel Agency 2 Sarah ▾

Your trip progress

Inquiry Proposal Booked In Progress Completed

Your tasks · 1 open

Upload passport (due in 5 days)

Your itinerary

Maldives 2026 · 12 days · 8 activities

Open →

Final invoice — $4,200 due

Issued Aug 12 · due Aug 26

View →

The client portal

Your clients deserve more than email attachments.

A branded portal under your agency's name with their trips, itineraries, invoices, files, forms, and a messages thread to your team. Magic-link sign-in. Bell notifications for status changes, new tasks, shared invoices, and agent messages.

One portal per agency, branded with your logo + colors
Pizza-tracker style progress bar on each trip
Tasks the client can check off — agent confirms
In-app file viewer (passports, docs) — encrypted, audited

Proposals + invoices

Build, share, get paid.

Block-based proposal builder with photos, days, activities, inclusions and pricing. Share via a public link — client e-signs in-portal, accepts, and your status flips to Booked automatically.

Invoices live on the same trip. Add line items per supplier, schedule a deposit + final payment, share, and mark commission received per line.

One builder, three templates: proposal / proposal pro / itinerary
Public share link with viewed / accepted tracking
Per-line commission tracking → Books integration ready

trips.urtravelpro.com/invoice/xyz

YA Your Agency

INVOICE

INV-000142

Maldives villa · 10 nights

Supplier: Soneva Fushi

$8,400.00

Dubai stopover · 2 nights

Supplier: Burj Al Arab

$1,200.00

Round-trip first class · 2 pax

Supplier: Emirates

$4,800.00

Total $14,400.00

Payment schedule

Deposit: $4,400 paid · Final: $10,000 due Aug 26

Why Trips

Designed for the way travel agencies actually work.

Travel-native primitives

Travelers, suppliers, destinations, commissions, and trip statuses are first-class concepts — not retrofitted onto a generic task tool.

One login, one identity

Sign into Trips with your UrTravelPro account. Your org, your team, and your billing live in Core and are shared across all UTP apps.

Security by default

Every file encrypted at rest. Every access audit-logged. Multi-tenant isolation enforced at the DB layer. Passkeys + 2FA via Core.

Built by travel people

Trips is built by a working travel agency. Every feature in here ships because we needed it ourselves first.

The ecosystem

Trips is one app. UrTravelPro is the platform.

Every UTP app shares one login, one organization, and one contact database. Data flows between them without you syncing anything.

Books

Mark a commission received in Trips → a matching sale appears in Books, ready to reconcile against your bank feed.

Compass

Your full client resource center. Articles, embedded media, and curated knowledge — attach to a trip, embed in client emails, and surface client-tagged content inside the trip portal automatically.

Marketing

Build audience segments from Trips data — "Everyone who traveled to the Bahamas in the last 12 months" — for opted-in clients only. Consent snapshots travel between apps.

vs. travel-agency CRMs

How Trips stacks up.

Travefy, TravelJoy, and Tern are all solid travel-agency tools. The difference with Trips is what comes with it: a bookkeeping app, a client resource-center app, and an email-marketing app — all sharing your one UrTravelPro login.

Feature	Travefy	TravelJoy	Tern
Travelers + trip CRM
Proposal + itinerary builder
Forms with e-signature
Send from your own Gmail (OAuth)
Encryption at rest for attachments
Per-access audit log on file downloads
Branded client portal (web + email domain)
Bookkeeping sister app (Books)	—	—	—
Email-marketing sister app (Marketing)	—		—
Client resource-center sister app (Compass)	—	—	—
One UrTravelPro login across the platform	—	—	—

Travefy®, TravelJoy®, and Tern® are trademarks of their respective owners and are not affiliated with UrTravelPro. Comparisons reflect our good-faith review of each vendor's public marketing and help docs as of June 2026. Green check = the vendor ships this. Amber bar = the vendor ships it in some form but with a meaningful gap vs. how Trips does it (lighter scope, via add-on, or undocumented). Dash = no public evidence the vendor offers this. These products evolve quickly — verify on each vendor's site before deciding.

From the founder

"I built Trips because nothing on the market is actually built for working travel agents. Every tool wants me to bend my workflow to theirs. Every CRM wants me to retag a contact as a 'deal.' Every project tool wants me to call a trip a 'project.' I just wanted to plan trips for my clients — and have one tool that understands what that means."

Terrance Bortell

Founder, UrTravelPro · Co-owner, Pride Travelers

FAQ

Common questions.

Independent travel agencies and host agencies that want a single tool for the trip lifecycle — from inquiry to proposal to itinerary to invoice — without stitching together CRM, project, and document software.

Travefy, TravelJoy, and Tern are all solid travel-agency tools — pick whichever one fits your workflow best. What Trips adds is the rest of the UrTravelPro platform: Books for bookkeeping built for agencies, Compass as your full client resource center, and Marketing for drag-and-drop email campaigns. One login spans all of them, and data flows between them so you are not exporting CSVs from one tool into another. Compare features against the table above and decide for yourself.

Every client gets a branded portal at your-agency.urtravelpro.com/portal with their trips, itineraries, proposals, invoices, files, forms, and a messages thread to your team. Magic-link sign-in; bell notifications for status changes, new tasks, shared invoices/proposals, and agent messages.

Yes. Connect your Gmail once via OAuth; outbound trip emails route through your own mailbox so deliverability stays on your domain and replies thread cleanly back into the trip.

Yes. Build invoices with line items, schedule deposit + final payments, share via a public link, and record commission received per line. Once Books is connected, marked-received commissions become matchable sales in Books, with the chart-of-accounts mapping configured per agency.

Yes. Trip statuses (Inquiry → Booked → In Progress → Completed → etc.) are fully editable: rename, recolor, reorder, mark client-facing vs internal-only. The client portal automatically shows only the client-facing stages.

Yes. You sign into Trips with your UrTravelPro account; your organization, members, and billing live in Core. Trips, Books, Compass, and Marketing share one login and identity layer.

Build forms in the agent app, share them with one of your trips, the client fills it out (including signatures), and the submission lives on the trip. Forms support file attachments (encrypted at rest), required fields, and client-side validation. Submitted forms become a read-only record on the client portal.

Yes. Every record is org-scoped at the database layer. Files (passport scans, attachments, etc.) are encrypted at rest with AES-256-GCM and per-tenant keys. Every file access writes an audit log row.

Soon. Trips is currently in invite-only access. Join the waitlist below and we will email you when paid plans open.

Trip management built for travel agencies.