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Travefy

SaaS platform for travel professionals

Overview

Travefy provides an all-in-one Software as a Service for travel professionals, combining itinerary building, quote and proposal creation, a customer relationship management (CRM) system, and a website builder into a single platform. It helps travel agents, tour operators, and host agencies manage client workflows from lead capture to trip planning and post-booking communication through a cloud-based interface. Revenue comes from tiered subscription plans (Core, Premium, Agency) with monthly or annual billing, plus programs like the New Travel Agent Program to support newcomers. The platform differentiates itself by offering a tightly integrated suite tailored to the travel professional workflow, reducing the need to use multiple separate tools and enabling operations from a single interface. Its goal is to become an essential tool for modern travel businesses by boosting productivity and enhancing the client experience.

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About Travefy

Simplify's Rating
Why Travefy is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsEnterprise Software

Company Size

11-50

Company Stage

Series A

Total Funding

$4.2M

Headquarters

Lincoln, NE

Founded

2012

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What believers are saying

  • October 2026 releases improved commissions, contacts, and reliability across the core product.
  • BHTP integration, announced October 12, 2026, expands insurance monetization inside advisor workflows.
  • Travefy claims 50,000+ brands and four straight Inc. 5000 years, signaling durable demand.

What critics are saying

  • OutsideAgents and Nexion can commoditize Travefy by demanding lower pricing in 2027.
  • Host-agency concentration risks platform power; any Nexion, AgentMate, or Internova shift hurts revenue.
  • Competitors can copy features fast; Travefy lacks visible proprietary data moat or funding edge.

What makes Travefy unique

  • Travefy bundles CRM, itineraries, proposals, commissions, and websites into one workflow.
  • September 2026 integrations with Nexion, OutsideAgents, and TLN deepen embedded distribution.
  • Smart Reconcile automates supplier matching, reducing commission reconciliation from hours to minutes.

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Funding

Total Funding

$4.2M

Below

Industry Average

Funded Over

6 Rounds

Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Below Average

Industry standards

$15M
$500k
$5M
$8.2M
$15M
$30M

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Unlimited Paid Time Off

Growth & Insights and Company News

6 month growth

-2%

1 year growth

-4%

2 year growth

4%
Yahoo Finance
Oct 12th, 2026
Travefy integrates Berkshire Hathaway Travel Protection to simplify travel insurance quoting for advisors.

Travefy integrates Berkshire Hathaway Travel Protection to simplify travel insurance quoting for advisors. New partnership will allow advisors to leverage existing traveler and trip information in requesting travel insurance quotes LINCOLN, Neb., October 12, 2026-(BUSINESS WIRE)-Travefy, the travel industry's most widely-adopted agency and advisor technology platform, is proud to announce a direct integration of Berkshire Hathaway Travel Protection (BHTP) into the Travefy platform slated for release in late 2026. BHTP is in a select roster of travel insurance providers to be the first to integrate into Travefy, giving advisors access to BHTP travel insurance within their existing workflow. "We're thrilled to partner with an incredible brand like Berkshire Hathaway Travel Protection to connect their insurance products with our shared customers and invest further in growing agency sales production," said David Chait, CEO of Travefy. "This integration connects best-in-class insurance products directly with Travefy users. Travefy has a unique strength to help drive and grow insurance sales with agencies, and advisors on our platform - as a seamless part of the workflow they already run, built around the preferred relationships and contracts they've already established." The BHTP integration provides a more seamless way to request a travel insurance quote eliminating duplicate data entry and making it faster for advisors to include travel insurance in their booking process. "Travel advisors are looking for ways to make every part of the booking experience more efficient, and our collaboration with Travefy is designed to help them to make offering travel insurance a natural part of that workflow without requiring a separate process," said Dean Sivley, President, Berkshire Hathaway Travel Protection. "By partnering with Travefy, we're helping simplify the travel insurance experience by delivering a seamless quoting and purchase flow along with our reputation for fast, streamlined claims service where final claim decisions are always still made by people." Travefy plans to launch initial insurance integrations later this year. ABOUT TRAVEFY Travefy is the core platform for travel advisors, agencies, tour operators, DMCs, and host agencies who want to simplify their business and deliver a standout client experience. Founded in 2012 and trusted by more than 50,000 travel brands worldwide, Travefy provides itinerary management, proposals and quotes, CRM and custom forms, and website and marketing tools - and has been recognized by Inc. 5000 as one of America's fastest-growing companies for four consecutive years (2023-2026). Learn more at travefy.com.

Travel Professional NEWS
Sep 1st, 2026
Travefy launches landmark partnership with Nexion Travel Group, unlocking industry-leading technology to 6,000+ members.

Travefy launches landmark partnership with Nexion Travel Group, unlocking industry-leading technology to 6,000+ members. Direct integration with AgentMate and expanded alignment brings game-changing tools to Nexion advisors across North America. Lincoln, NE - September 1, 2026 - Travefy, the travel industry's most widely adopted agency and advisor technology platform, today announced a landmark commercial partnership with Nexion Travel Group, one of North America's premier host agencies. The partnership unlocks Travefy's full suite of industry-leading agency and advisor tools for Nexion's membership network of 6,000+ members - and growing - with direct integration into AgentMate, Internova's proprietary host agency back-office system. The announcement was made leading up to Nexion's annual CoNexion conference and is the most recent example of Nexion's forward-thinking vision for technology and its wave of investment in cutting-edge technology for its members. While Travefy has long been a preferred partner of Nexion, with an already high level of adoption across the membership, this new direct commercial relationship elevates the partnership to an entirely new level. By integrating directly into AgentMate, Nexion and Travefy will deliver a seamless, deeply embedded technology experience that helps advisors grow their businesses, improve efficiency, and deliver top-notch client experiences. Nexion members gain full access to Travefy's complete suite of tools, including CRM, PCI-compliant credit card authorization, client forms, proposal and itinerary builder, landing page builder, mobile apps, invoices, agency commissions tools, and Travefy's industry-first AI-powered Smart Reconcile tool. The partnership also features deep supplier integrations, giving the entire Nexion membership network direct access to their preferred suppliers, and TLN SELECT hotel content. Nexion President, Jackie Friedman spoke to the partnership, "At Nexion, we have always believed that giving our members the right technology is not a nice-to-have - it is a competitive necessity. Travefy has earned the trust of our members, and this deeper partnership means they will have powerful, integrated tools at their fingertips more than ever before. We are proud to bring this level of innovation to our network and excited about what this means for the future of advisor success." - Jackie Friedman, President, Nexion Travel Group A Unified Technology Ecosystem Across Internova The Nexion partnership deepens Travefy's strategic alignment across the broader Internova Travel Group ecosystem, building upon its existing partnerships with Internova and Travel Leaders Network. Together, these relationships create a uniquely cohesive technology ecosystem - one that provides strategic alignment and consistency at every level of the organization. Further strengthening this ecosystem, Travefy has also introduced a direct integration with the Travel Leaders API, connecting Travefy's full CRM with the Travel Leaders Engagement Marketing program. This integration streamlines data syncing across platforms and enables more accurate targeting for Travel Leaders Network marketing programs - delivering greater value for both advisors and suppliers. Trusted by the Industry This partnership comes on the heels of Travefy being ranked the #1 most widely adopted CRM, itinerary builder, form builder, and website tool for travel advisors, according to a Host Agency Reviews survey of thousands of advisors across the US and Canada. Trusted by over 50,000 travel brands worldwide, Travefy has established itself as the go-to platform for advisors and agencies to showcase their value, simplify their work, and grow their business. "Nexion has always set the standard for what a host agency can do for its members, and their vision for technology is second to none. This partnership is a natural evolution of the trust Nexion members have already placed in Travefy, and we are thrilled to take it to the next level with a direct commercial relationship and deep integration into AgentMate. Together, we are not just giving Nexion members great tools - we are embedding those tools directly into the fabric of how they run their businesses." - David Chait, CEO and Founder, Travefy The partnership further cements Travefy's position as the travel industry's most trusted technology ecosystem partner, with deep relationships across the industry's leading host agencies and consortia.

OpenJaw Technologies
Sep 1st, 2026
Nexion announces fully loaded Travefy tech for members.

Nexion announces fully loaded Travefy tech for members. Nexion Travel Group has announced that all 6,000 its member advisors now have full access to Travefy's tools, including full integration to AgentMate, Internova's back-office system. Travefy is already widely used across Nexion, but this deeper integration eliminates jumping between systems or the need to re-enter data. Client info, forms, itineraries, payments and commissions are now all in AgentMate, said the group. The system also includes a CRM, credit-card authorizations, a proposal and itinerary builder, landing pages, mobile apps and Travefy's AI tool that matches bookings to supplier records, called Smart Reconcile. "We have always believed that giving our members the right technology is not a nice-to-have - it is a competitive necessity," said Jackie Friedman, Nexion Canada President. "Travefy has earned the trust of our members, and this deeper partnership means they will have powerful, integrated tools at their fingertips more than ever before." The partnership also tightens Travefy's role across Internova, adding to existing relationships with Travel Leaders Network. A new integration with the Travel Leaders API links Travefy's CRM to TLN's Engagement Marketing program, making advisor data easier to sync and improving targeting for supplier campaigns. Travefy CEO David Chait said the partnership formalizes what advisors were already doing. "This partnership is a natural evolution of the trust Nexion members have already placed in Travefy."

TravelPulse
Aug 27th, 2026
OutsideAgents unveils strategic partnership with Travefy to offer free CRM tools to advisors.

OutsideAgents unveils strategic partnership with Travefy to offer free CRM tools to advisors. Image: (Photo Credit: Outside Agents) Last updated: 10:00 PM ET, Thu August 27, 2026 WHY IT RATES: OutsideAgents announced a strategic partnership with Travefy at their 2026 conference, offering Travefy's CRM and itinerary tools to advisors for free starting September 2026 to enhance member success and business growth. OutsideAgents, America's premier host agency announced a new strategic partnership with Travefy, a leading CRM, itinerary and agency technology platform during the 2026 OutsideAgents annual conference in Orlando, FL. Every OutsideAgents advisor will gain access to Travefy as a core membership benefit starting September 2026, at no extra cost. The selection of Travefy highlights OutsideAgents' vision to supply its network with best-in-class technology that acts as a foundation and catalyst to drive member success. Steve Muraca, President of OutsideAgents stated,"The adoption of Travefy marks the beginning of a strategic partnership dedicated to elevating the OutsideAgents platform. We are excited to offer this powerful technology solution to our network and look forward to seeing the positive impact it will have on our advisors' day-to-day operations and business growth." Travefy will bring trip planning, customer relationship management, and powerful marketing and operational tools together to streamline efficiency for advisors on a daily basis. Additionally, the entire advisor experience will be backed by onboarding, training, and support built specifically for the OutsideAgents community. "We are thrilled to deliver Travefy to every OutsideAgents advisor and accelerate success for thousands of advisors across the country." said David Chait, CEO of Travefy. We look forward to a strong, evolving partnership that will provide ongoing value for the entire network."

Baxter Media
Mar 31st, 2026
Envoyage connects with Travefy in global partnership.

Envoyage connects with Travefy in global partnership. By TravelPress Staff March 31, 2026 Envoyage has announced that its members, across five countries, can now access Travefy as their preferred itinerary and proposal platform. Travefy is a modern, mobile-first tool designed to elevate the client experience and sharpen the way Envoyage members run their businesses. Earlier this month, Envoyage launched a global partnership with Travefy, marking a significant step in the network's strategy to build a future-fit technology ecosystem for its network of over 3,000 travel entrepreneurs. Travefy will be offered at a rate exclusive to Envoyage's global member base across Australia, Canada, New Zealand, South Africa and the USA. Canadian members were the first to take on this tool, consistently sharing their delight with the ease-of-use, professional appearance of documentation, time-savings and customer experience. Envoyage Canada Member, Olimpia Govorusa said that: "Travefy has saved me time in my day-to-day, which has allowed me to bring on new clients, taking my business to the next level." Wendie Lee, Chief Product Officer (technology) for Independent and Luxury brands at FCTG explained: "Envoyage supports members operating businesses of all sizes, from sole traders to multi-location businesses with large teams. These businesses not only have regional nuances, but they operate across a range of specialisations, business models and platforms. As a result, our objective is to procure, develop and partner with scalable, flexible technology that can meet the unique needs of each member." And Lee continued: "Travefy meets these criteria, serving as the client-facing layer of the Envoyage technology ecosystem and an excellent option for our members to incorporate into their business practices. It brings together bookings and travel components from across multiple systems and presents them as a seamless, professional itinerary and communication experience for the traveller." The move to Travefy is designed to enhance productivity and elevate client service through: * Polished proposals and itineraries with a drag and drop builder and destination content; mobile app for travellers with in app messaging and live flight notifications. * Smart, timesaving features, including AI-assisted content creation and smart import from PDFs and emails. * Deep integrations, including 200+ supplier connections and a hotel database of 1.3M properties from day one. Danielle Galloway, Global Managing Director of Luxury and Independent Brands, said that: "Our vision has always been to equip Envoyage members with the most innovative, future-ready tools." Galloway continued: "After a detailed assessment of tools available on the market, we determined that Travefy's intuitive design and powerful integrations will help our advisors deliver seamless, elevated experiences for their clients and drive growth for their businesses." Envoyage will enable access for any member globally who would like to use Travefy, also offering information and training sessions to ensure they can make the most of this exciting new customer tool. In line with Envoyage's goal of building a powerful ecosystem of systems, products and support, members will access Travefy via single sign-on through Home, FCTG's proprietary technology designed for its independent brands, keeping their tools and resources simple and centralized. Gail Banack, GM Envoyage Canada, observed: "This partnership with Travefy reflects our promise to provide world-class solutions that empower travel entrepreneurs to thrive in a fast-changing industry. We know our members pride themselves on the level of service they deliver to the travellers they service, and this is just another step towards elevating that client experience."

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