Know your clients. Collect what you need. Keep everything connected.
Safari Portal combines a powerful travel agency CRM with a flexible custom form builder so every client detail, preference, and document lives in one place, flows into your itineraries and proposals, and is always ready when you need it.
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Complete contact profiles for every traveler, supplier, and agent
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Custom forms that sync automatically to contact records
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Built for travel advisors, tour operators, and DMCs
Your client database should work as hard as you do.
Every detail matters in travel. A missed dietary requirement, a wrong passport number, a preference your client mentioned once and never had to repeat — these are the things that separate a good trip from an exceptional one. But when client information is scattered across emails, spreadsheets, and separate tools, those details get lost.
Most travel professionals are managing client information in ways that don't scale. Contact details in one place, passport information in another, trip preferences noted somewhere in an email thread from six months ago. When it's time to build a proposal or coordinate with a supplier, finding what you need takes longer than it should.
Safari Portal changes that.
A complete client database for travel agents that stores every contact, including travelers, suppliers, and partner agents. Pair it with a powerful custom form builder and the information you need flows directly from your clients into their contact records, ready to drop into itineraries, share with DMCs, and use across every trip they take with you.
All from a single platform where design meets efficiency.
Complete contact profiles built for travel.
Every contact in Safari Portal has a rich, detailed profile designed around how travel professionals actually work. Store standard contact details alongside passport information, nationality, dietary requirements, emergency contacts, and travel preferences.
The Preferences tab goes further, giving you a dedicated space for traveler-specific details like activity level, airline seat preferences, and travel wishlist. These fields are customizable, so you can add your own options, rename existing ones, and organize them to match the way your business works.
FEATURES
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Smart fields that sync automatically
Safari Portal's smart contact fields are connected to your custom forms. When a client fills in a form (whether it's embedded in an itinerary, a Travel Dashboard, or shared as a standalone link), their responses sync automatically to their contact profile. No manual data entry and no cross-system copying. The information goes exactly where it needs to be.
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A custom form builder built for every occasion
Build fully customizable forms for any purpose. Guest registration, trip preference collection, passport and dietary detail intake, e-signatures, post-travel feedback, and more. Choose your fields, set your layout, and publish in minutes.
Forms can be embedded directly within itineraries, Lookbooks, and Travel Dashboards. And if they include smart fields, client responses sync automatically to their contact profile (or create a new one if the contact doesn't exist yet).
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Organize contacts with tags and segmentation
Tag and segment your contacts to stay organized across a large client database. Filter by travel history, destination interests, trip type, VIP status, or any custom tag you create. Know exactly who your clients are, what they love, and when they last traveled with you so every conversation feels personal.
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Travelers, suppliers, and partner agents, all in one place
Safari Portal's contact management covers every relationship in your business. Traveler profiles for your clients. Supplier profiles for DMCs, hotels, lodges, experience providers, ground operators, and more. Partner agent profiles for the agencies and advisors who work with you.
The right CRM for every type of travel professional.
Safari Portal is built to work the way you work — whether you're a solo advisor managing a personal book of business or a large DMC handling hundreds of files at once.
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CRM for Travel Advisors & Travel Agents:
Keep every client detail organized from the first inquiry through to post-travel follow-up. Collect preferences, passport details, and dietary requirements effortlessly, and use that information to build proposals that feel genuinely personal.
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CRM for Tour Operators:
Manage travelers, suppliers, and partner agents in one place. Track every contact across multiple trips, build segmented lists for targeted follow-up, and keep your entire operation connected and organized at scale.
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CRM for DMCs:
Store and manage large volumes of supplier contacts, property details, and partner agent relationships. Receive traveler information directly from partner agencies and keep every brief organized by file.
Contact management is just the beginning.
Safari Portal is a complete travel management platform. Everything connects so your CRM, custom forms, itinerary builder, and operations all work together.
Itinerary Builder: Create stunning interactive itineraries and print-ready proposals, with client information flowing directly from your contact records
Travel Dashboards & Guest Portals: Share forms, documents, and trip details in one beautifully organized client-facing hub
Task Management: Stay on top of every follow-up, deadline, and client action across every file
Invoicing & Financials: Create invoices, process payments, and track profitability tied directly to contacts and files
Traveler App: Give clients a polished, offline-ready mobile experience with their itinerary and documents always at their fingertips
Book a personalized walkthrough with our team and see Safari Portal's contact management and custom forms in action. We'll show you exactly how it works for your type of business.