
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.

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

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

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

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

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

Track sales by supplier, monitor expected and received commissions, generate 1099 reports, and get complete financial visibility for your agency.
Stop juggling multiple subscriptions. WishKeeperCRM consolidates everything you need in one place.
Integrates with your Google Calendar to schedule appointments based on your availability. Clients can book directly with automated confirmations.
Built-in email campaigns, automated follow-ups, and client engagement tracking. No need for separate email marketing software.
Host training materials, resources, and courses for your team and clients. No need for external course platforms.
Beautiful branded portals where clients can view itineraries, proposals, make payments, and communicate with you.
Built-in team hub for sharing wins, resources, training materials, and collaborating on client projects.
Track sales, commissions, client engagement, and business performance with comprehensive reporting tools.
WishKeeperCRM is not just about managing your business. It is about elevating how your clients experience working with you.
Your clients will feel the difference from the moment they book.
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.
Perfect for advisors who want to streamline planning and deliver a premium client experience without changing their existing CRM.
Built for advisors who are ready to run their entire business in one place, including invoicing, commissions, and reporting.
Choose the plan that fits your agency
Everything in Experience, plus:
Agencies with 100 or more advisors: Contact us for custom pricing
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.
WishKeeperCRM is built on enterprise-grade infrastructure — independently audited and certified to the highest security standards.
Independent audit framework evaluating the design and effectiveness of security and operational controls.
International standard for managing information security and privacy controls.
Ensures adherence to EU GDPR standards for protecting personal data and privacy.