If you're an independent travel advisor or running a boutique agency, you already know the tool sprawl problem. A CRM here, an invoicing tool there, a separate blog platform, a design app for social posts, and somehow you're still collecting passport details over email. Every disconnected tool is a place where client details fall through the cracks and more time is spent on admin instead of planning trips.
We built Plan Harmony for agents and agencies to bring all of that into one workspace.
Plan Harmony combines collaborative trip planning that we've perfected over the years with the business tools agencies need to operate professionally. Here's what's included:
Client management built around travel. Not a generic CRM with custom fields bolted on. Client profiles capture travel preferences, dietary needs, loyalty numbers, accessibility requirements, passport and visa details, and full trip history. If you're migrating from spreadsheets or another platform, bulk CSV import handles it with real-time progress tracking and row-level error reporting.
Invoicing connected to your trips. Each invoice ties directly to a trip and client. Pull line items from a trip budget with one click instead of retyping everything. Invoices support multi-currency, tax calculations, discounts, PDF generation, and email delivery — with a full status pipeline from draft through paid. No per-invoice fees.
White-label branding with custom domains. Point your own domain to your Plan Harmony agency profile. Your clients see youragency.com, not a third-party URL. Your profile, blog, and custom forms all live under your brand.
Custom forms for client data collection. Build forms with a drag-and-drop editor. Passport info, dietary restrictions, emergency contacts, pre-trip questionnaires — and share a link. Clients don't need an account. Forms work on your custom domain, and responses are tracked with timestamps and version history.
Lead capture and conversion. Potential clients submit inquiries through your public profile without logging in. Review, respond, and convert inquiries into client records with pre-filled details. No more losing leads in email threads.
A blog publishing system. Write and publish travel content with a markdown editor directly on your agency profile. SEO-friendly slugs, cover images, and draft/publish workflow. No separate WordPress install to maintain.
Social media templates. Choose from professionally designed templates for destination spotlights, special offers, travel tips, and more. Your logo and brand color are pulled in automatically. Customize, then download pixel-perfect PNGs for Instagram, Facebook, and LinkedIn - all three sizes at once if you want.
Dashboard analytics. Active trips, monthly revenue by invoice status, inquiry-to-client conversion, team workload distribution, and trips that need attention - all in one view instead of a manual spreadsheet export.
Team collaboration. Role-based access, invite codes, lead planner assignments, and clean offboarding that cascades through assignments. Works for solo advisors adding a first assistant or mid-size teams.
Plus access to 6,000+ tours and experiences across 136 countries through Plan Harmony's built-in marketplace.
We designed this for independent advisors, boutique agencies, growing tour operators, and travel consultants who want professional tools without enterprise pricing or the overhead of stitching together five different platforms. If you're spending more time on admin tools than on planning trips, that's the problem we're solving.
Hi Mike, this is absolutely awesome news to hear and it looks like the product has come a long way since you first shared it on Travel Massive a few years ago, bravo!
Is this a pivot from the original group planning app to travel agency software, or an extension of the original? Keen to hear the story about your pivot if there has been one.
Last question is about pricing - is this a SaaS style model, or something else?
It's definitely an extension of the group planning app. Over the last couple of years, I've honed that experience and wanted to provide additional robust tools on top for agencies so they can really accelerate their business.
On pricing, the short answer is yes, it's a SaaS-style model. I'm still in the process of narrowing down the right pricing based on customer feedback. But I'm looking at a flat monthly/annual fee per agency regardless of size.
Plan Harmony Launches All-in-One Platform for Travel Advisors and Independent Travel Agencies
Plan Harmony Launches All-in-One Platform for Travel Advisors and Independent Travel Agencies
was posted by Mike Luby
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News,Startup,Travel Tech,Planning,United States.
Featured on Mar 19, 2026 (Today).
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If you're an independent travel advisor or running a boutique agency, you already know the tool sprawl problem. A CRM here, an invoicing tool there, a separate blog platform, a design app for social posts, and somehow you're still collecting passport details over email. Every disconnected tool is a place where client details fall through the cracks and more time is spent on admin instead of planning trips.
We built Plan Harmony for agents and agencies to bring all of that into one workspace.
Plan Harmony combines collaborative trip planning that we've perfected over the years with the business tools agencies need to operate professionally. Here's what's included:
Client management built around travel. Not a generic CRM with custom fields bolted on. Client profiles capture travel preferences, dietary needs, loyalty numbers, accessibility requirements, passport and visa details, and full trip history. If you're migrating from spreadsheets or another platform, bulk CSV import handles it with real-time progress tracking and row-level error reporting.
Invoicing connected to your trips. Each invoice ties directly to a trip and client. Pull line items from a trip budget with one click instead of retyping everything. Invoices support multi-currency, tax calculations, discounts, PDF generation, and email delivery — with a full status pipeline from draft through paid. No per-invoice fees.
White-label branding with custom domains. Point your own domain to your Plan Harmony agency profile. Your clients see youragency.com, not a third-party URL. Your profile, blog, and custom forms all live under your brand.
Custom forms for client data collection. Build forms with a drag-and-drop editor. Passport info, dietary restrictions, emergency contacts, pre-trip questionnaires — and share a link. Clients don't need an account. Forms work on your custom domain, and responses are tracked with timestamps and version history.
Lead capture and conversion. Potential clients submit inquiries through your public profile without logging in. Review, respond, and convert inquiries into client records with pre-filled details. No more losing leads in email threads.
A blog publishing system. Write and publish travel content with a markdown editor directly on your agency profile. SEO-friendly slugs, cover images, and draft/publish workflow. No separate WordPress install to maintain.
Social media templates. Choose from professionally designed templates for destination spotlights, special offers, travel tips, and more. Your logo and brand color are pulled in automatically. Customize, then download pixel-perfect PNGs for Instagram, Facebook, and LinkedIn - all three sizes at once if you want.
Dashboard analytics. Active trips, monthly revenue by invoice status, inquiry-to-client conversion, team workload distribution, and trips that need attention - all in one view instead of a manual spreadsheet export.
Team collaboration. Role-based access, invite codes, lead planner assignments, and clean offboarding that cascades through assignments. Works for solo advisors adding a first assistant or mid-size teams.
Plus access to 6,000+ tours and experiences across 136 countries through Plan Harmony's built-in marketplace.
We designed this for independent advisors, boutique agencies, growing tour operators, and travel consultants who want professional tools without enterprise pricing or the overhead of stitching together five different platforms. If you're spending more time on admin tools than on planning trips, that's the problem we're solving.
More information: www.planharmony.com/blog/travel-agency-software-plan-harmony-for-agencies/
Plan Harmony for Agencies is available now. If you're interested in trying the tools we built don't hesitate to reach out!
Hi Mike, this is absolutely awesome news to hear and it looks like the product has come a long way since you first shared it on Travel Massive a few years ago, bravo!
Is this a pivot from the original group planning app to travel agency software, or an extension of the original? Keen to hear the story about your pivot if there has been one.
Last question is about pricing - is this a SaaS style model, or something else?
Once again congrats on the launch!
It's definitely an extension of the group planning app. Over the last couple of years, I've honed that experience and wanted to provide additional robust tools on top for agencies so they can really accelerate their business.
On pricing, the short answer is yes, it's a SaaS-style model. I'm still in the process of narrowing down the right pricing based on customer feedback. But I'm looking at a flat monthly/annual fee per agency regardless of size.
Thanks Ian!