Sell more travel. Stress less.

One workflow from inquiry to booking, covering itineraries, client management, payments, and more.

"This system has transformed how I do business. Less stress, more confidence, and more money."

— Helen, Travel Advisor

Capture leads while you sleep

Custom intake forms collect trip details and create trips automatically.

Custom intake forms

Collect budget, dates, travelers, and preferences before the first call.

Custom forms

Automatic trip creation

Form submissions become trips with client details pre-filled. No data entry.

Automatic trip creation

Build proposals in minutes, not days

Drag-and-drop itineraries with reusable templates and automatic pricing.

Easily deliver gorgeous, interactive itineraries

Present room options and add-ons clients can select. Pricing updates automatically.

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Drag-and-drop editing

Add activities, move days, rearrange itineraries in seconds.

Drag and drop

Template library

Save and reuse hotels, activities, and full itineraries by destination or supplier.

Library integration

Photo library

Upload your own photos, tag by destination, and drop into proposals.

Photo library

Eliminate hours of copy-paste work with AI and integrations

Turn supplier emails and PDFs into itineraries with AI Assist. Quote insurance and tours in one click.

Instantly import itineraries with AI Assist

Paste a supplier PDF and get a structured itinerary in minutes. Room types and images preserved.

AI Assist

Quote insurance in one click

Quote from your preferred providers instantly. Quotes update when pricing changes.

Insurance quoting

Book tours in seconds

Search, quote, and book tours directly from the itinerary.

Project Expedition integration

Pull in verified content

Search from thousands of cruises and hotels, with verified content and images.

Project Expedition integration

Impress clients, protect yourself

Clients approve from their phone. Every decision is documented automatically.

Client portal

Clients browse options, select rooms, and add excursions from any device.

Client review

Payment authorization

Itemized totals, clear terms, timestamped approvals. Automatic receipts for every charge.

Payment authorization
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Insurance documentation

Declined coverage generates a PDF waiver automatically. No liability gaps.

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Live booking updates

Add confirmation numbers and clients see them instantly in the app.

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Full audit trail

Every upgrade, add-on, and payment timestamped with client confirmation.

Everything in one place

Trip planning, client management, payments, tasks, and reporting—all in one connected workflow. No more juggling multiple tools.

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Task management

Track deposits, payments, and follow-ups across all trips in one dashboard.

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Automations

Trigger tasks, emails, and reminders as trips move through stages.

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Agency submission

Submit bookings directly to your agency. No double data entry.

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Reporting

Track sales, commissions, and pipeline. See what's traveling and what needs follow-up.

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Built-in CRM

Client profiles, contact history, and notes linked to every trip.

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Document storage

Contracts, invoices, and receipts stored with the trip. Nothing gets lost.

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Trip calendar

See upcoming departures, deadlines, and payment dates at a glance.

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Team collaboration

Share trips with colleagues. Assign work and track who's handling what.

Trusted by over 8,000 advisors.

"In the last 12 months, my company has doubled its sales volume. Tern has been a major part of that growth."

— Dianna, Travel Advisor

"As someone with 12 years in IT and 15 in the travel industry, I have never worked with a company as responsive as Tern. The way you listen and the speed at which you roll out updates is truly exceptional."

— Jodi, Travel Advisor

"As an extremely picky techie, this is by far the best travel software I have ever experienced."

— Tammy, Travel Advisor

"Tern is truly our secret weapon that has allowed us to grow to where we are today."

— Walter, Where's Walter Travels

Built for advisors, shaped by feedback

We ship new features weekly based on what advisors actually ask for.

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We ship weekly based on advisor feedback. We never compete for your commissions. Your input shapes our roadmap.

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Yes. We integrate with Signature, Virtuoso (coming soon), and major insurance providers.

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Onboard advisors with ready-to-go workflows. Track team performance. Reconcile commissions in minutes.

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Dedicated support team, onboarding help, and a searchable help center.

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