Platform

The platform, in six parts

Travel Agent Companion is one system built for independent cruise agents and agencies of two to five, and it does six distinguishable jobs. Each page below goes into how one of them actually works — the fields, the workflow, and what a general-purpose CRM cannot represent.

One agency’s home screen: contacts and travellers, the quotes still open, the journeys already sold, the commission earned this year, and the final payments about to fall due.Illustration

Six parts, one ship

The same deck plan the homepage tours, with all six parts of the platform on it. Choose a zone to open that part.

  • Deliver· Balcony deck

    Reservations & journeys

    Cruise bookings stored as cruises — cabins, decks, ports, deadlines

    Ship, sail date, stateroom, cabin number, deck and dining preference as real fields. Group cabin blocks with their own deadlines and per-traveller payments. Supplier confirmations parsed from email and approved by you before anything is written.

  • Sell· Oceanview deck

    Sales workflow

    Inquiry to deposit, in five phases

    Leads, pipeline, proposal, booking, journey — the five steps the platform is built around. Configurable workflow phases, an immutable record of every phase change, and proposals a client approves without creating an account.

  • Get paid· Suite deck

    Commissions & reporting

    What you're owed, what arrived, and what's late

    Expected and received commission tracked separately on every reservation, with the supplier’s payment terms, the date it landed, deposit and final-payment dates, and planning fees kept apart from commission.

  • Get found· Lido deck

    Website & SEO

    Get found by people already searching for cruises

    A branded site that ships with pages for cruise lines, ships, ports and destinations you can override rather than write from scratch — plus a journal, testimonials, reviews and analytics that show which page produced the enquiry.

  • Follow-up· Inside deck

    Follow-up & repeat business

    Turn one sailing into the next one

    Email that lives on the client record, sequences that keep leads warm, and post-trip surveys that fire when a journey completes — with the resulting testimonial publishable to your own site.

  • Data ownership· The bridge

    Data ownership & migration

    Your book of business stays yours

    Every record scoped to your agency and isolated from every other, an audit trail of who saw and changed what, contact import that gets you in, and CSV export on the reports you run — so arriving and leaving are both supported.

Built for people who sell cruises for a living.

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