Tern

What is Tern?

Tern is a comprehensive platform designed specifically for travel advisors and agencies to manage their entire business workflow efficiently. It combines CRM, itinerary building, scheduling, and financial reconciliation into a single system. The platform enables easy itinerary creation with integrated booking options, client approvals, and credit card authorizations. It also supports collaborative trip planning with clients and teams, real-time reporting on commissions and payments, and automates manual tasks such as data entry and document handling. Tern continuously updates its features to enhance travel planning and agency operations.

Key Features

• Integrated CRM and Workflow

  Built-in CRM tailored for travel businesses with smart forms, automation, and email integration to streamline client management.

• Itinerary Building and Collaboration

  Drag-and-drop itinerary creation with interactive proposals allowing clients to review, select options, and approve bookings.

• Financial Tracking and Reconciliation

  Tools to track commissions, reconcile supplier payments, and generate one-click financial reports.

• Scheduling and Task Management

  Built-in scheduler for client meetings and task management system to organize workflows without third-party apps.

• Global Currency and Property Database

  Supports multiple currencies for pricing and access to a large database of over 500,000 properties with images and descriptions.

• Security and Data Protection

  Designed with strong security measures to protect sensitive client information and ensure data privacy.

Use Cases

• Travel Agency Operations : Manage client relationships, itinerary creation, bookings, and financials all within one platform.
• Collaborative Trip Planning : Enable clients and teams to contribute to itineraries and approve travel plans interactively.
• Commission and Payment Tracking : Simplify tracking of commissions and supplier payments to maintain financial health.
• Client Communication and Scheduling : Schedule meetings and communicate with clients directly through integrated tools.
• Travel Document Management : Store and organize passports, travel documents, and client preferences securely.

FAQs