Module 3: Itinerary Builder and CRM (TravelJoy)

This training module introduces itinerary builders and CRMs - what they are, how they work, and why they’re essential tools for travel advisors. You’ll learn how these platforms help you stay organized, deliver professional trip presentations, manage client relationships, and streamline your workflow. The module also compares commonly used tools like Travefy, TravelJoy, and Tern. Finally, the module includes a deeper dive into TravelJoy, with step-by-step guidance on how to get started and begin using it in your own business.