Travel agency CRM for Disney and Universal advisors

More dream trips. Less desk time. Itinistry connects leads, family travel intake, proposals, supplier-confirmed bookings, private trip portals, tasks and commissions for independent travel advisors and agencies.

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Travel advisor software for specialized vacation planning

Keep the traveler journey connected across Walt Disney World, Disneyland, Disney Cruise Line, Universal Orlando and Universal Studios Hollywood. Itinistry is independent software, not an official supplier booking engine.

  • Disney travel agent software built around the entire client journey — Walt Disney World in the Orlando, Florida area and Disneyland in Anaheim, California attract families with complex planning needs. Disney vacations involve family details, resort priorities, park plans, deadlines and a lot of questions. Itinistry keeps the advisory work connected, from the first inquiry to the last follow-up. Designed for independent Disney-focused travel advisors and growing agencies.
  • Universal travel agent software for confident, organized trips — Universal Orlando Resort in Florida and Universal Studios Hollywood in California generate different kinds of client questions. Universal clients compare parks, resorts, transportation choices, add-ons and travel dates. Itinistry helps advisors keep the decisions, deadlines and guest conversations in one organized workflow across Universal Orlando Resort and Universal Studios Hollywood.
  • A cleaner workflow for Disney Cruise Line travel advisors — Cruise trips come with different booking milestones and preparation details than land vacations. Itinistry lets an advisor preserve the client’s priorities, quote options, booking details, documentation and follow-up in one client-centered system.
  • Disney and Universal trip planning in one connected advisor workflow — For Orlando, Florida itineraries, some families want both Walt Disney World and Universal Orlando Resort. A Disney-and-Universal trip involves balancing resort value, transportation time, park plans, and the client’s energy and preferences. Itinistry keeps it as one client relationship rather than separate disconnected bookings.
  • A travel agency CRM that follows the booking, not just the contact — A traveler is more than a row in a contact list. Itinistry connects their profile to inquiries, multiple trips, supplier reservations, proposal choices, documents, messages, due dates and agency commissions.
  • Travel proposal software that keeps every decision connected — A travel proposal should make a recommendation understandable and the next step obvious. Itinistry helps advisors compare vacation options and keep client decisions tied to the trip record instead of buried in email threads.
  • A travel agency client portal that makes clients feel looked after — The client experience should not end after the booking. Itinistry provides a private, web-based trip portal for the specific itinerary information an advisor has approved for the traveler.
  • Travel agency automation that keeps client care personal — When a trip changes stage, the next step should be easy to find. Itinistry connects the workflow from proposal to deposit, booking to pre-travel preparation, and travel completion to financial follow-up.

Pricing for independent advisors and agencies

Solo: $49/month, one advisor. Team: $149/month, five seats. Agency: $299/month, fifteen seats. Annual billing discounts and additional paid seats are available. All core Itinistry tools are included in paid subscriptions. Start a 14-day trial with no card.

How Itinistry works

Use guided inquiry intake to collect travel names, ages and preferences; create proposals with clear options; track confirmations, deadlines and supplier follow-ups; publish selected documents to private client trip portals; and monitor agency commissions. All actual booking rates and availability require authorized supplier verification.

Two AI travel advisor chatbots included with every plan

Agency-branded client travel planning assistant

Licensed Itinistry agencies can create shareable or embeddable planning chatbot links for Disney, Universal, cruises and combined vacations. The assistant asks for the first names and ages of every traveler, dates, priorities and contact details. After qualification, it creates a lead for the assigned advisor, who verifies all booking and supplier information.

Private advisor AI copilot

Authenticated travel advisors can select permitted client trips and use an AI copilot to identify outstanding tasks, draft client communication, prepare proposal rationales and discuss Walt Disney World, Disneyland and Universal resort trade-offs. The copilot cannot send client messages, book travel or access live supplier inventory on its own.

Practical travel advisor resources