Coming Soon
For Travel Agents · ezAgentBranded client proposals, handled.
Generate a trip, put your logo on it, send it. Log your commission. Win more clients without burning your evenings.
The Proposal Pipeline
From draft to booked, with nothing in your inbox.
- 01
Draft
Build from a trip or a template
- 02
Sent
Portal link + optional PIN
- 03
Viewed
Timestamped automatically
- 04
Changes Requested
Client requests, queued for you
- 05
Accepted
One click on their side
- 06
Booked
Log the commission against it
Status advances itself — “Viewed” is stamped the moment the client opens the portal
The Draft Editor
Margin math you don’t do in a spreadsheet.
Set your markup percentage and watch client price and your margin compute live. Supplier contacts and confirmation numbers ride along per activity; internal notes stay internal.
- A Real Proposal EditorFive tabs per proposal: Itinerary, Pricing (markup % with live margin math), Suppliers (contacts + confirmation numbers per activity), Notes, and Portal controls.
- A Template Library With Usage CountsSave winners as agency templates — Couples Retreat, Family Adventure, Luxury Escape — and see how often each one is used.
Proposal · The Hendersons
Sample · DraftClients and Commissions
The book of business, in the same place as the trips.
Every client’s family, notes and preferences sit beside their proposals — and every commission is logged against the booking it came from.
- A CRM That Knows TravelFamily members with ages, dietary and mobility notes, travel-style tags, pinned clients, and every proposal and commission tied to the record.
- A Commission LedgerLog commission per booking and partner, in one ledger tied to the proposal it came from.
ezAgent · Clients
SampleThe Client Side
Your brand on the portal. No login on theirs.
Clients open a link, read the proposal in your colors, and accept or ask for changes — and the team behind it each has the role they need.
- A Portal Clients Don’t HateMagic link, no login. Optional PIN, expiry you set, revoke anytime. Clients view, accept, or request changes — every action lands back in your pipeline.
- White-Label That Stays PutYour logo and your color on the client portal, copied in when you send — so a later rebrand never rewrites a proposal that is already out.
- Seats and Roles for the TeamOwner, Admin, Editor, Viewer — a role for everyone on the team.
Proposal · Portal
SampleezAgent Pricing
Pricing announced at launch.
ezAgent is coming soon. Join the waitlist and we’ll email you when agency sign-up opens.
Friday nights are yours again.
Anniversary in Italy (white-label) · 10 days — Full proposal, your branding, one client review cycle before booking.