Automations that keep every trip moving
Set it once and TripLoft handles the follow-ups, reminders, and status updates - triggered automatically as trips and clients move forward.
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Automations that fit every part of your process.
From new inquiries to follow-ups, TripLoft automates the repetitive work so you can focus on growing your business.
Lead Follow-Ups
The moment a new inquiry lands, TripLoft creates the follow-up tasks and reminders automatically, no manual setup needed.
A growth engine not just an automation.
Every workflow you set up runs in the background. Your agency keeps moving whether you're at your desk or not.
Build workflows in minutes. Not hours.
Triploft gives you a simple way to build smart workflows for the tasks, reminders, and follow-ups that keep every trip moving.
Event-Based Triggers
Start workflows when a client is created, a proposal is shared, a form is submitted, a status changes, or a trip is updated. Flexibility at its best.
Date-Based Scheduling
Schedule steps around important dates like deposit deadlines, final payment dates, departure dates, return dates, and follow-up windows.
Workflow Library
Save your best internal processes as reusable workflow templates for leads, proposals, bookings, groups, and client nurturing.
Automations that adjust with your trips
Travel plans change. TripLoft adjusts automatically so your workflows stay on track without you having to rebuild them.
Automatic Re-scheduling
When dates shift or statuses change, TripLoft automatically reschedules steps and skips anything that no longer applies, so the right action always goes out at the right time.
Applied Automatically
Workflows apply to trips and contacts automatically, pulling in the right automations and tasks from the start, no manual setup, no missed steps.
Real-Time Visibility
Track workflow progress, upcoming actions, completed steps, and pending tasks from one organized workspace.
Keep tasks connected to every client and trip
TripLoft turns your workflows into clear, trackable tasks so your team always knows what needs to happen next.
Task Templates
Create reusable task sets for new inquiries, proposal creation, bookings, group trips, travel documents, and post-trip follow-ups.
Client & Trip Views
View tasks by client, trip, group, due date, owner, status, or workflow so nothing gets buried.
Team Accountability
Assign tasks, track progress, and keep your agency aligned without relying on scattered notes or memory.
Stop running your tools.
Let them run for you.
Get in touch and we will be happy to discuss your needs and get you going. Whether you book trips yourself or run the agency behind hundreds of advisors there's a way in.
I'm a travel advisor
Get your hours back.
Spend less time managing the work behind every trip and more time building client relationships that grow your business.
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Bring Triploft to your advisors.
Give your network a modern platform built for advisors, with the flexibility, visibility, and support your host agency needs to scale.
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