Get more done and save time with Travefy’s CRM tools and automations! In this webinar recording, we explore Travefy’s simple tools to help you organize your client info and create a smarter workflow-plus it’s easy to get set up.
Tools we explore:
- CRM: Keep your client info organized and secure in one place.
- Forms: Create custom forms or start with templates.
- Credit Card Authorizations: PCI compliant and secure in Travefy
- Invoices: Collect service fees and planning fees. Get paid directly.
- Automations: Set up and automations to run in the background for you.
Recorded on April 23, 2024
Links shared during webinar:
- Free Form: New Client Intake Form with Custom Smart Fields (copy to your account!) travefy.com/discover/library/...
- Free Trip Task List: Pre & Post Trip List along with forms and saved messages (copy to your account!) travefy.com/discover/library/...
- Library Sharing Gallery for Free Content, Forms, & More: travefy.com/website/Library-S...
- Travefy's Support Center: travefy.com/support
- Start a free 10-day trial of Travefy: info.travefy.com/getstarted
Disclaimer: For privacy purposes, NO PERSONALLY IDENTIFIABLE INFORMATION WAS USED OR SHARED IN THIS VIDEO. All client information that is shared in this video is sample information and is displayed for demonstration purposes only. No user information in this video is real nor related to a real person.