Feature universe
Every capability, in one operating system
Client & Lead Management
Traveler Journey CRM
One organized pipeline for every traveler, from first inquiry to post-trip follow-up.
View feature →Trip Design
Build My Experience
Guided experience design that turns traveler preferences into a presentable plan.
View feature →Groups
Build My Group
Plan, fill and manage group travel with deadlines, rooming and payment visibility.
View feature →Intelligence
Supplier Intelligence
Organized supplier knowledge so your recommendations stay current and confident.
View feature →Planning
Group Forecasting
Model group performance so you plan capacity and effort before launch.
View feature →Intelligence
Travel Opportunity Radar
Surface the travelers and moments most likely to need you next.
View feature →Growth
Travel Parties, Events & Referrals
Run travel parties and events, then convert attendance into referrals.
View feature →Marketing
My Website, Marketing & Paid Growth
Your site, content engine and paid campaigns in one operating layer.
View feature →Conversations
Perfect Call & Call Intelligence
Prepared, structured conversations with client memory and annual review prompts.
View feature →Team Building
Advisor Journey
A stage-by-stage view of every advisor you have introduced and supported.
View feature →Intelligence
Attraction AI
Content and messaging help for attracting the right conversations.
View feature →Team Building
My Network
See your organization, activity and support needs at a glance.
View feature →Growth
Opportunity Distribution
Share the independent business opportunity consistently and transparently.
View feature →Progress
Next Path
Rank, milestone and momentum tracking with the next concrete action.
View feature →Enablement
Path Coach & Onboarding
Guided onboarding and coaching prompts for new advisors.
View feature →Enablement
Jet Set Formula & Upline Resources
Authorized team training, scripts and upline resources in one library.
View feature →AI
Virtual Team
AEGIS-powered assistants that handle the routine work around your day.
View feature →Culture
Challenges & Team Events
Run activity challenges and events that build consistent team behavior.
View feature →Growth
Referrals on Steroids
Turn happy travelers and supported advisors into a repeatable referral engine.
View feature →Events
Networking & Event Finder
Find relevant local events, travel parties and official PlanNet meetings worth attending.
View feature →Client Retention
Annual Travel Review
A yearly conversation that turns one trip into a lifetime of travel.
View feature →Client Retention
Client Memory
Remember every preference, celebration and detail that makes travel personal.
View feature →Client Retention
Service Standards & Recovery
Consistent service standards, and a calm plan when something goes wrong in the field.
View feature →Team Growth
Warm Network
Organize the people you already know without pressure or guesswork.
View feature →Progress
Rank & Milestone Tracking
See where you stand against your next milestone and what would move it.
View feature →Conversations
Call Intelligence
Every conversation leaves behind context, next steps and coaching.
View feature →