Travel agency software for leads, proposals, and billing.

Workspace369 runs the business side of a travel agency: leads, proposals, the client portal and invoices on every plan from $29 a month, with a shared inbox, texts and calls from Voyager ($74 a month, 2 seats) and payment plans from Specialist ($149 a month, 10 seats).

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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

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Inboxemail on every plan, SMS and calls from Voyager
Proposalsproposals, scheduling, and follow-up automations
Paymentsinvoices, payment plans, and reporting
Workspace369 shared inbox showing email, SMS, and call history beside a client record

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.

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 20 seats and 12× Cadet usage at $299/mo.

Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.

What breaks inside a travel agency

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.

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.

See the workspace your clients feel.

01

Every channel in one inbox

Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.

Workspace369 shared inbox showing email, SMS, and call history beside a client record
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.

Workspace369 project board showing client work organized into stages with owners and status
03

Proposals to paid invoices

Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.

Workspace369 invoice editor showing line items, payment terms, and client details
04

A portal clients actually check

Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.

Workspace369 client record showing history, files, communication, and invoices in one profile

How Workspace369 runs a travel agency

01

Catch every inquiry in one inbox

Email, texts, calls and voicemail land beside the client record, so every traveler gets a fast, informed reply. Email works on every plan; texts, calls and voicemail start on Voyager, and AI call summaries on Specialist.

02

Turn inquiries into booked trips

Proposals 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 (every plan) and payment plans (from Specialist) bill deposits and final balances automatically, automated reminders chase anything outstanding, and reporting shows the season's revenue.

Travel agency coverage

  • It connects inquiries to booked trips: shared inbox (from Voyager), 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
Projects and tasks
Scheduling
Client portal
Invoices and payment plans
Reporting

What reviewers say about Workspace369.

★ 5.0 from 12 ratings on the App Store (as of 2026-10-26)

★★★★★
SMB Modernization

Great tool for modernizing small businesses. Ability to leverage AI without technical background.

Foreman345 · · App Store review
★★★★★
True all-in-one system

It beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions

samimonroe · · App Store review
★★★★★
Best app for my construction business

Great app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design

SebastianBroco · · App Store review

Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.

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.
Start free trial

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

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Questions about travel agency software

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 and payment plans (from Specialist) bill deposits and balances on schedule, with automated reminders for anything outstanding and reporting across trips.

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.

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.