Traveler Journey CRM
One organized pipeline for every traveler, from first inquiry to post-trip follow-up.
For travel advisors
Sell more travel without losing a single inquiry.
Your bookings and commissions live in the official InteleTravel back office. Travel OS CRM organizes everything around them: the leads, the follow-up, the groups, the conversations and the repeat travel.
Join OdysseySoul
Complimentary for eligible OdysseySoul team members. No additional Travel OS CRM platform subscription.
A day in the system
From inquiry to rebooking
- Step 1
Capture
Every inquiry from forms, calls, social and referrals lands in one pipeline.
- Step 2
Consult
Perfect Call prepares context, history and the questions that matter.
- Step 3
Design
Build My Experience turns preferences into a presentable plan.
- Step 4
Convert
Automated proposal and deposit follow-up closes the gap that loses bookings.
- Step 5
Care
Pre-departure and welcome-home sequences run without you remembering.
- Step 6
Repeat
Opportunity Radar and annual reviews bring travelers back.
Advisor features
Everything on the advisor side
Build My Experience
Guided experience design that turns traveler preferences into a presentable plan.
Build My Group
Plan, fill and manage group travel with deadlines, rooming and payment visibility.
Supplier Intelligence
Organized supplier knowledge so your recommendations stay current and confident.
Group Forecasting
Model group performance so you plan capacity and effort before launch.
Travel Opportunity Radar
Surface the travelers and moments most likely to need you next.
Travel Parties, Events & Referrals
Run travel parties and events, then convert attendance into referrals.
My Website, Marketing & Paid Growth
Your site, content engine and paid campaigns in one operating layer.
Perfect Call & Call Intelligence
Prepared, structured conversations with client memory and annual review prompts.
Virtual Team
AEGIS-powered assistants that handle the routine work around your day.
Referrals on Steroids
Turn happy travelers and supported advisors into a repeatable referral engine.
Networking & Event Finder
Find relevant local events, travel parties and official PlanNet meetings worth attending.
Annual Travel Review
A yearly conversation that turns one trip into a lifetime of travel.
Client Memory
Remember every preference, celebration and detail that makes travel personal.
Service Standards & Recovery
Consistent service standards, and a calm plan when something goes wrong in the field.
Call Intelligence
Every conversation leaves behind context, next steps and coaching.
Compliance-first and source-controlled. Travel OS CRM is designed around current published PlanNet Marketing and InteleTravel policies, procedures, disclosures and approved-source workflows. Official company materials always remain authoritative, policies may change, and some promotional materials or claims may require company approval before use.