AgencyOS — one platform for everything a host travel agency runs.

CRM

Contacts, trips, payments, notes, tasks — scoped per agent, with duplicate detection and merge.

Trips & itineraries

Itinerary builder with templates, passport six-month warnings, and insurance tracking on every trip.

AI reservation auto-fill

Drop in a booking document and Claude fills the reservation. Your agent confirms the figures before saving.

Group bookings

Rooming lists, excursions with capacity, a reservation page for each traveller, per-person invoicing, and group commission splits.

Quotes

Pricing options clients choose between on a branded page — accept online, then convert to a trip in one click.

Invoices

Itemised by reservation, emailed to the client, and posted to the trip ledger.

Secure forms

Drag-and-drop intake, waivers, and card authorisations with e-signatures and auto-save. Answers flow into the CRM.

Calendar

Trips, payments, tasks, birthdays, and anniversaries in one view — synced to Google, Apple, or Outlook.

Auto-emails

Birthday, anniversary, final-payment, passport, pre-trip, and trip wrap-up emails send themselves.

Reports

Revenue, pipeline, conversion, suppliers, and agent performance — plus a custom report builder.

Commissions

Per-supplier tax rates, agent splits, and full gross-to-net transparency. Unclaimed commissions get flagged before the claim window closes.

AI statement parsing

Drop in a supplier statement (PDF or CSV) and every commission line is extracted and auto-matched to its trip.

GST/HST tracker

Per-agent tax accrual with registration-threshold alerts.

Referral bonuses

Track agent referrals and pay the bonuses automatically.

Perks & tiers

Commission-based reward tiers with achievements agents can see their progress on.

Monthly payouts

Batch commissions, perks, and bonuses into one payout per agent, every month — with a CSV export.

Agent fee collection

Collect agent membership fees through Stripe, with a first payment date you set for each agent.

Community

Channels, posts, @mentions, and moderation tools — branded as your agency.

Courses

Modules, lessons, video, quizzes, and custom-designed certificates.

Newsletters

Compose and send broadcasts to your team, with an archive agents can read anytime.

Connect scheduling

Share multiple coaching and group-session booking links from one place.

Supplier promotions

Post current supplier promotions for your agents to pitch.

Resource library

The documents, guides, and media your agents need, in one place.

Gmail send

Agents email clients from their own Gmail, with every message logged on the contact.

Supplier vault

An encrypted, per-agent vault for supplier logins.

Expense tracker

Receipts, mileage, and FAM trips, categorised and ready for tax time.

Profiles & reviews

Public agent profiles and moderated client reviews, available to your own website through an API.

Owner's Desk

One triage inbox for everything that needs the owner, with urgent items surfaced first.

Scorecards

Weekly staff scorecards and an operations scorecard, with fields you define.

Support ticketing

Agents raise requests through a guided wizard. Your team works them with labels, replies, and follow-ups.

Custom reports

Mix contacts, trips, and invoices into the report you actually need, and save the view.

Custom branding

Your logo, colours, and fonts across the app, sign-in, client forms, quotes, and emails.

Granular permissions

Owner, admin, and agent roles, with fine-grained permissions on top — decide exactly who sees commissions, members, and more.

Branded client links

Clients open quotes, invoices, forms, and trip details from a branded link — no login needed.

Secure card vault

Card and passport details are captured into a PCI-compliant vault, never stored in your CRM.

Mobile companion app (coming)

Trips, contacts, and alerts on iOS and Android, with push notifications.