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Where Travel Agents Turn Chaos into Clarity

TA Trip Tracker is a powerful trip and task management tool that helps travel agents stay organized, close more sales, and deliver exceptional client experiences.

All-in-One Trip Management – Keep trip details, pricing, and client info organized in one place.
Smart Trip Pipeline – Visually track trips through every stage, from request to post-travel follow-ups.
Automated Tasks & Reminders – Never miss final payments, travel dates, or follow-ups with system-generated tasks.

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Still Managing Trips in Spreadsheets, Emails & Sticky Notes?

Travel advisors juggle:

• Trip requests
• Proposals
• Payments
• Confirmations
• Travel dates
• Follow-ups

One missed detail can cost revenue — or trust.

TA Trip Tracker replaces scattered systems with one streamlined workflow.

Add Trip

Add a Trip in TA Trip Tracker allows agents to create and manage trips by entering key details, including a unique trip number, destination, trip type, number of travelers, trip start date, final payment date, end date, customer name, budget, and final price—all in one organized place.

Trip Details

The Trip Details feature in TA Trip Tracker allows agents to easily record and view all trip confirmation numbers in one centralized location. For each booking, agents can enter confirmation details for every trip component—including flights, hotels, transfers, excursions, cruises, tours, and additional services—keeping everything organized and accessible at a glance. For more complex itineraries, agents can add multiple confirmation numbers across numerous suppliers and components, ensuring nothing is overlooked. This streamlined system makes managing detailed, multi-layered trips simple and efficient, while providing quick access to critical information whenever it’s needed.

Pre Booked Trips

In TA Trip Tracker, agents guide trips through a clear, step-by-step workflow that reflects the real sales process. A Trip Request begins when a traveler submits an inquiry. Once a proposal is prepared and sent for review, the trip moves to Trip Proposal. If the traveler requests changes, it shifts to Trip Modification, and when the proposal is approved, it advances to Trip Accepted—signaling it’s time to begin booking the trip components. After everything is confirmed, the agent moves the trip to Trip Booked, and from that point forward, TA Trip Tracker automatically advances the trip through the remaining pipeline stages. Agents can easily drag and drop trips between stages or update the status directly on the trip card, making the entire process intuitive, visual, and efficient.

Booked Trips

TA Trip Tracker automatically advances each trip through the post-booking pipeline based on important milestones such as the final payment date, trip departure date, and return date. Once a trip is marked as booked, the system moves it through structured stages including Trips Booked, Final Payment, 45-Day Trip Review, Bon Voyage, Trips Traveling, Welcome Home, 6-Month Follow-Up, and 1-Year Follow-Up. This automated progression ensures timely client communication, consistent follow-up, and a seamless post-booking experience—without agents having to manually track every deadline.

Tasks

TA Trip Tracker Tasks are displayed in easy-to-read columns organized by priority. Agents can create and manage their own tasks, while system-generated tasks are automatically created for you to help keep trips on track.

Libary

The TA Trip Tracker Library is your go-to resource hub, stocked with a collection of essential, ready-to-use documents designed to simplify your travel planning and client management. While it offers a solid foundation of generic templates and materials accessible to all agents, it also allows you the flexibility to personalize and expand the library by adding your own custom documents. This blend of shared and self-created resources ensures you have everything you need right at your fingertips to deliver smooth, professional service every time.

More Features

TA Trip Tracker in Action

Offer a free trial that users can access without entering a credit card. Simply require an email address, and automatically send a confirmation email when the trial begins.”

Coming Soon to TA Trip Tracker

Reports

TA Trip Tracker reports are coming soon to give agents quick, meaningful insights into their business. View top destinations, compare budget vs. final price, analyze trip types, and more—all in one place. These reports make it easy to spot trends, track performance, and make smarter decisions without digging through individual trips.

Traveler Portal

The Traveler Portal gives clients a secure place to update their information, request trips, communicate with their agent, and view past trips—all in one convenient location. This new feature helps streamline communication, keep traveler details current, and create a smoother experience for both agents and clients.

Projects

Projects give agents a dedicated place to create, organize, and stay on top of tasks that aren’t tied to a specific booking or trip. From onboarding new clients and managing marketing activities to tracking internal initiatives and long-term goals, Projects help keep everything moving forward. With tasks, due dates, and clear visibility, agents can stay organized, focused, and in control of their non-trip work—all in one place.

Contact Hub

Skip the hassle of tracking down supplier details—we’ve got you covered. Easily store company names, titles, phone numbers, and email addresses in organized categories like resorts, excursions, transfer companies, and more.

This upcoming Contact Hub will be available soon in TA Trip Tracker.

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Save Time, Stay on Track with TA Trip Tracker