Inquiries cool off while you are mid-itinerary
You are deep in someone else's trip all day, so new inquiries wait. By the time you reply, the traveler has booked with whoever answered first.
Travel agency software
Travel agency software for leads, proposals, and billing.
Trip inquiries arrive from everywhere — email, calls, SMS, website forms — and the agent who responds with a real proposal first usually books the trip. Workspace369 attaches every inquiry to the client record, runs each trip as a project, and keeps deposits and balances billing on schedule.
Inboxemail, SMS, calls, and voicemail with AI summaries
Proposalsquotes, scheduling, and follow-up automations
Paymentsinvoices, payment plans, and reporting
Key facts
Travel agency software at Workspace369 covers 10 areas, including client records, shared inbox, sMS and voice.
The workflow runs in 4 steps, from "catch every inquiry in one inbox" to "bill deposits and balances on schedule".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 10 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $15 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
What breaks inside a travel agency
Every proposal is rebuilt from scratch
Quotes and itineraries get copy-pasted from the last trip and fixed in a rush. Proposal turnaround stretches, and warm leads go cold.
Deposits and final payments drift
Deposits, balances, and supplier deadlines live in memory and spreadsheets. Nobody can say what is outstanding without opening three tabs.
The product
See the workspace your clients feel.
01
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
How Workspace369 runs a travel agency
01
Catch every inquiry in one inbox
Email, SMS, calls, and voicemail land beside the client record with AI summaries, so every traveler gets a fast, informed reply.
02
Turn inquiries into booked trips
Proposals and quotes go out from the client record, scheduling locks planning calls, and follow-up automations keep warm leads from going cold.
03
Run the trip as a project
Tasks, timelines, and files keep every itinerary organized, and the client portal keeps travelers informed without status calls.
04
Bill deposits and balances on schedule
Invoices and payment plans bill deposits and final balances automatically, automated reminders chase anything outstanding, and reporting shows the season's revenue.
Product coverage
Travel agency coverage
- It connects inquiries to booked trips: shared inbox, proposals, scheduling, and automated follow-up in one record.
- Projects and the client portal keep every itinerary and traveler visible without extra admin.
- Invoices, payment plans, and automated reminders make deposits and balances predictable.
Client records
Shared inbox
SMS and voice
Requests and intake
Proposals and quotes
Projects and tasks
Scheduling
Client portal
Invoices and payment plans
Reporting
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
★★★★★
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. One star off only because I'd love more integrations, but they keep shipping.
★★★★★
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
Get started
See Workspace369 on your own client work.
Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.FAQ
Why Workspace369 fits travel agency searches
What is travel agency software?
Travel agency software runs the business side of an agency: leads, client records, proposals, trip projects, client portal, invoices, payments, and reporting. Workspace369 connects all of it in one workspace: 10 coverage areas, with plans from $29/mo for one seat.
Does Workspace369 book flights or hotels?
No. Workspace369 is not a booking engine or GDS. It runs the business side — leads, proposals, projects, portal, invoices, and payments — alongside the booking tools you use to source travel.
Can travelers follow their trip in a portal?
Yes. Travelers see files, status, and invoices in a branded portal, which cuts the status calls your team answers daily.
Does Workspace369 handle deposits and payment plans?
Yes. Invoices with payment plans bill deposits and balances on schedule, with automated reminders for anything outstanding and reporting across trips.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
