TripBoard is the client management dashboard built for independent travel advisors. Track every lead, booking, and follow-up in one place. So you can focus on what you do best: planning unforgettable trips.
You're juggling DMs, texts, emails, and mental notes. Some leads slip through the cracks. You forget to follow up. You lose track of who booked what and when. TripBoard is the missing layer between your booking platform and your growing client list.
See every client's journey from first inquiry to post-trip follow-up. Drag them through stages: Lead, Planning, Booked, Traveling, Complete.
Track family size, kids' ages, travel preferences, budget ranges, and past trips. Every detail you need for the perfect recommendation, always at hand.
Never lose a lead again. Automatic reminders for clients who inquired but haven't booked, birthdays, trip anniversaries, and check-ins.
Know exactly what you've earned and what's coming. Track commissions per booking, monthly totals, and year-over-year growth at a glance.
TripBoard is being built for travel advisors who go the extra mile for their clients. The ones who handle everything, so families can just show up and enjoy the trip.