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.

The Client Experience Is What Sets You Apart

WishKeeperCRM was built by a travel advisor who knew that how clients feel throughout the journey matters as much as the trip itself.

The old way

  • Clients dig through email threads to find trip details
  • They ask 'what's next?' over and over
  • They wait for you to email a PDF itinerary
  • Important dates slip by without a reminder
  • You answer the same questions at all hours
  • They don't know what documents they still owe you

With WishKeeperCRM

  • Branded portals where everything lives in one place
  • Guided to-do lists show clients exactly what's next
  • Real-time access to itineraries, proposals, and payments
  • Automated reminders for deadlines and important dates
  • Clients feel like VIPs with a personalized experience
  • You spend less time answering the same questions

Built by a Travel Advisor, for Travel Advisors

Every feature exists because a real advisor needed it. From the first inquiry to the final payment, WishKeeperCRM handles the details so you can focus on your clients.

Branded Client Portals Your Clients Will Love

Give every client a beautiful, personalized portal where they can view their trip, track important dates, complete to-do lists, and message you — all under your branding.

  • Your logo, your colors on every page
  • Guided to-do lists walk clients through every step
  • Built-in planning timelines and important date reminders
  • Clients view itineraries, proposals, and make payments in one place
WishKeeperCRM client portal showing trip countdown, to-do list, and important dates

Proposals and Invoicing That Close Themselves

Send stunning proposals with side-by-side options clients can approve online. Generate professional invoices with automated payment reminders, capture digital signatures, and collect credit card authorizations securely.

  • Side-by-side proposal options clients select with one click
  • Secure credit card authorization with AES-256 encryption
  • Automated payment reminders
  • Digital signatures and terms acceptance built in
WishKeeperCRM proposal builder showing side-by-side vacation package options clients can select

Trip Planning and Itineraries That Wow

Build stunning, day-by-day itineraries with photos, maps, and rich details. Track bookings across multiple suppliers, monitor payments, and manage every detail from inquiry to post-trip follow-up.

  • Drag-and-drop itinerary builder with rich media and maps
  • Track bookings, confirmations, and deadlines in one place
  • AI-assisted import from screenshots and confirmations
  • Share beautiful itineraries clients can view on any device
WishKeeperCRM itinerary builder with sticky sidebar navigation and detailed day-by-day trip items

Commission Tracking You Can Actually Trust

Stop guessing what suppliers owe you. Track expected, outstanding, and received commissions by supplier and agent. Generate reports that tell you exactly what to put on 1099s, and get complete financial visibility for your agency.

  • Track expected, outstanding, and received commissions
  • Per-supplier and per-agent breakdowns at a glance
  • Built-in commission question messaging between admins and agents
  • Generate payroll statements and commission reports per agent
  • Complete sales reporting and team performance analytics
WishKeeperCRM reports dashboard showing sales and commission analytics with summary cards and monthly sales comparison chart

What Our Users Are Saying

Don't Just Take My Word for It.

WishKeeperCRM was designed to make life easier for travel advisors, but you don't have to hear that from me. Here's what real advisors and agency owners have to say about their experience with the platform.

“

WishKeeperCRM has helped me take a lot of the ideas I had for staying connected with potential and past clients and actually turn them into systems I can use consistently. I’ve been able to build my email nurture sequences, monthly newsletter, lead magnet delivery, landing pages, and other pieces of my marketing in one place without feeling like I need five different platforms to make everything work together. What I especially love is that WishKeeperCRM feels like it was built with travel advisors in mind. I’m a solo advisor, so having tools that help me automate the repetitive pieces while still letting my communication feel personal is really important to me. I’ve also really appreciated how responsive Ashley and the WishKeeper team have been when I’ve had questions, run into an issue, or had feedback about something I’d like to see.

Keala Burks
Keala BurksService & Serenity Travel
“

Wishkeeper CRM lets me organize and manage my ICs and my whole business in one place. Reports are easy to access, and the most important data is right where I need it. It includes features t…

Kelli Frazier
Kelli FrazierTwo Sons Travel Co
“

I LOVE WishKeeper CRM, and my only regret is that we didn’t start with it when we were first choosing software for our agency! I actually did the free trial, canceled, and ended up coming ri…

RheAnna King
RheAnna KingOopsie Daisies Travel

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.

  • Client portals with guided to-do lists
  • Trip planning, itineraries, and proposals
  • Vacation prep course builder
  • Email templates and automation
  • Client scheduling with calendar sync
  • Email marketing campaigns and sequences (10,000 sends/month)
  • Landing pages and lead capture forms
  • Group booking pages

WishKeeper Complete

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

Everything in Experience, plus:

  • Client invoicing and payment tracking
  • Commission tracking with supplier splits
  • Sales and performance reporting
  • Lead tracking and conversion insights
  • Automated payment reminders

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
  • Email marketing campaigns and sequences (10,000 sends/month)
  • Landing pages and lead capture forms
  • Group booking pages
Most Popular

WishKeeper Complete

$35/month

Everything in Experience, plus:

  • Client invoicing with payment authorizations
  • 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.