Every client detail, exactly where you need it.
Clients, trips, notes, tasks, and follow-ups - all connected in one workspace, so nothing falls through the cracks.
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One workspace for every client relationship.
Replace scattered notes, spreadsheets and inboxes with one CRM designed specifically for how travel advisors work.
Client Profiles
Store every client's details, travel preferences, allergies, and trip history, so every proposal starts with everything you need to know about them.
A growth engine, not just a contact list.
Every client detail you save makes the next trip easier to sell. Triploft keeps everything in one place so you can spend less time searching and more time serving clients.
Organize every client detail
TripLoft gives you a complete client record so important details never get lost inside chats, inboxes, or spreadsheets.
Complete Client Profiles
Store contact details, travel preferences, past trips, upcoming plans, documents, notes, and related activity in one central profile.
Trip History
See every trip connected to a client, including proposals, itineraries, group trips, forms, tasks, and important planning details.
Notes & Activity Log
Track internal notes, client updates, actions, and important changes with a clear activity timeline.
Automate follow-ups and daily tasks
TripLoft helps you reduce busywork by turning repeatable client processes into structured workflows.
Client-Linked Tasks
Assign tasks to clients or trips so every follow-up, payment reminder, document request, and booking step stays visible.
Workflow Automations
Create event-based and date-based workflows that trigger when statuses change, forms are submitted, or trip dates approach.
Reusable Templates
Save common client workflows like new inquiry follow-up, proposal review, booking confirmation, pre-travel checklist, and post-trip follow-up.
Build stronger client relationships
TripLoft helps you deliver a more personal experience by keeping every detail connected to the right client and trip.
Personal Travel Profiles
Know every client's travel style, preferences, relationships, and history so every trip feels personally crafted for them.
Auto-Captured Client Data
Every form a client submits automatically updates their profile, preferences, traveler details, and responses, no manual entry needed.
All Client Files, One Place
Passports, agreements, invoices, insurance documents, and confirmations, all attached to the right client and always within reach.
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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