Everything you need to know about the TravelStack platform.
General & Getting Started
TravelStack is an all-in-one Operating System and CRM built specifically for travel agencies and independent consultants. It helps you manage leads, customers, itineraries, invoices, and your entire team in one unified platform.
Yes! The Individual plan is 100% free for a single master account. You get access to essential features like Lead Management, Customer Database, and Itinerary Building without any monthly subscription fee.
Leads & CRM
Our Lead Management module allows you to capture traveler inquiries, track their trip requirements (dates, destinations, travelers), and move them through various stages of your pipeline—from "New" to "Quoted" and "Booked."
Absolutely. The Customer Hub stores everything from basic contact information to detailed passenger profiles, including identity documents, saved preferences, and full travel history.
Quotes & Itineraries
You can build comprehensive itineraries including Hotels, Flights (with return options), Cabs, Visas, and generic "Other" services. Each item supports its own breakdown of pricing and descriptions.
Yes. You can generate professional invoices based on your quotes, record multiple payment installments from clients, and track balance due in real-time.
Agency Management
With the Agency Pro plan, you can add as many sub-agents as you need. Each sub-agent gets their own login, and you can control their permissions using our "Resource Access" settings.
Yes. We have a dedicated Expenses module where you can record agency costs, categorize them by type (Rent, Marketing, Salaries, etc.), and monitor your overall profitability.