WishkeeperCRM

Run Your Travel Business in One Place Without the Chaos

WishKeeperCRM is the all-in-one platform built specifically for travel advisors to manage leads, deliver a premium client experience, and streamline every part of their business from first inquiry to final payment.

Everything You Need to Run and Grow Your Travel Business

Client & Lead Management

Client & Lead Management

Capture leads, track clients through every stage, store preferences, documents, and communication history all in one place.

Trip Planning & Itineraries

Trip Planning & Itineraries

Build stunning itineraries, track bookings from multiple suppliers, monitor payments, and manage every detail from inquiry to post-trip follow-up.

Proposals & Invoicing

Proposals & Invoicing

Send beautiful proposals with client approval workflows, generate professional invoices with payment schedules, and capture digital signatures and credit card authorizations.

Automated Communications

Automated Communications

Send personalized emails with merge fields, create automated campaigns, track engagement, and stay connected with clients at every stage of their journey.

Client Scheduling

Client Scheduling

Let clients book consultation calls directly with Google Calendar sync, customizable availability, and automated confirmations.

Commission & Sales Reports

Commission & Sales Reports

Track sales by supplier, monitor expected and received commissions, generate 1099 reports, and get complete financial visibility for your agency.

Built for Travel Advisors Who Are Ready for More

  • Tired of juggling multiple tools to run their business
  • Losing track of leads, follow-ups, and client details
  • Spending too much time on admin instead of booking trips
  • Ready to deliver a more elevated and seamless client experience
  • Growing a team and need better organization and systems

Replace Multiple Tools with One Seamless Platform

Stop juggling multiple subscriptions. WishKeeperCRM consolidates everything you need in one place.

Appointment Scheduling

Integrates with your Google Calendar to schedule appointments based on your availability. Clients can book directly with automated confirmations.

Email Marketing

Built-in email campaigns, automated follow-ups, and client engagement tracking. No need for separate email marketing software.

Onboarding Courses

Host training materials, resources, and courses for your team and clients. No need for external course platforms.

Client Portals

Beautiful branded portals where clients can view itineraries, proposals, make payments, and communicate with you.

Team Communication

Built-in team hub for sharing wins, resources, training materials, and collaborating on client projects.

Business Analytics

Track sales, commissions, client engagement, and business performance with comprehensive reporting tools.

Deliver a Client Experience That Sets You Apart

WishKeeperCRM is not just about managing your business. It is about elevating how your clients experience working with you.

  • Beautiful branded client portals
  • Guided to-do lists that walk clients through every step
  • Built-in planning timelines and important dates
  • Seamless communication and easy access to trip details

Your clients will feel the difference from the moment they book.

Choose the Setup That Fits How You Run Your Business

Not ready to switch your entire CRM? You don't have to.

Start with the tools that elevate your client experience now, and expand when you're ready.

WishKeeper Experience

Perfect for advisors who want to streamline planning and deliver a premium client experience without changing their existing CRM.

WishKeeper Complete

Built for advisors who are ready to run their entire business in one place, including invoicing, commissions, and reporting.

Simple, Transparent Pricing

Choose the plan that fits your agency

MonthlyAnnual(Save 20%)

WishKeeper Experience

$25/month
  • Unlimited clients and trips
  • Beautiful client portals with guided to-do lists
  • Trip planning and itinerary builder
  • Vacation prep course builder
  • Proposals
  • Email communication with templates and automation
  • Client scheduling with calendar integration
Most Popular

WishKeeper Complete

$35/month

Everything in Experience, plus:

  • Client invoicing
  • Payment tracking and reminders
  • Commission tracking
  • Sales and performance reporting
  • Lead tracking and conversion insights

Agencies with 100 or more advisors: Contact us for custom pricing

You Did Not Start Your Travel Business to Manage Systems

You started it to create experiences, serve your clients, and build something meaningful.

WishKeeperCRM handles the backend so you can focus on what matters most.

Your Clients' Data is Safe With You

WishKeeperCRM is built on enterprise-grade infrastructure — independently audited and certified to the highest security standards.

Compliant

SOC 2 Type II

Independent audit framework evaluating the design and effectiveness of security and operational controls.

Compliant

ISO 27001

International standard for managing information security and privacy controls.

Compliant

GDPR

Ensures adherence to EU GDPR standards for protecting personal data and privacy.

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Data encrypted in transit and at rest — all sensitive data is protected end-to-end.
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PCI DSS-compliant payment processing — card data is tokenized and never stored in our environment.
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Penetration tested — regular third-party security assessments using OWASP methodologies.
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Two-factor authentication — every account is protected with 2FA by default.