TripDeskPro

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TripDeskPro is a multi-tenant SaaS platform built for independent travel advisors and small to mid-size agencies. It replaces spreadsheets, email threads, and disconnected tools with one professional workspace — from first inquiry to post-trip follow-up. Advisors manage the full client lifecycle in a single platform: track leads, build itineraries, send branded proposals, process payments, and stay connected through a dedicated client portal. Client Portal — Travelers view itineraries, track flights in real time, access documents, message their advisor, and manage profiles. Supports offline access, push notifications, and biometric lock. Trip Management — A 10-step workflow with drag-and-drop itinerary builder, AI destination guides, reusable templates, milestone tracking, and live flight status cards. Invoicing & Payments — Stripe-integrated invoicing with payment schedules, automated reminders, commission tracking, and a secure card vault. Multi-Tenant — Solo advisors get a streamlined workspace. Agencies get agent-scoped views, team dashboards, and role-based permissions under custom-branded subdomains. Communication — Gmail sync, SMS, automated campaigns, drip sequences, and a lead nurture engine keep clients and advisors in sync. AI Tools — AI itinerary generation, destination guides with visa and weather info, smart packing lists, and an in-portal AI travel assistant. Documents & Proposals — Share documents and build multi-option proposals with photo galleries clients can review and select from. Integrations — Google Calendar, Gmail, Stripe, Twilio, QuickBooks, Xero, Amadeus, Viator, Google Places, and GoHighLevel. Security — AES-256 encryption, 2FA, PCI-compliant card handling, session management, and automated key rotation. Built for advisors and agencies who want a modern, all-in-one platform that feels premium — for both the advisor and their clients.