Advisor Tools 
Accounting 
Commission 
Reporting DASHBOARD
Keep track of daily tasks and projects
The dashboard presents a snapshot of all data that has been entered in the platform and gives you the tools to keep track of daily tasks and projects.
My trips
View and monitor on a monthly and/or yearly basis the total number of trips that have been entered, their current status and the sales they represent.
My clients
Know how many clients are in the database and how many are active and have been associated to a trip.
My month
Review the most recent activity on a month to date basis.
Activity
List all trips that are taking place, will take place, or will end this month.
Commisions
List all services with commissions received by the agency during this month.
Clients
See a list of all the clients that have been added to the platform this month and their contact information.
G-Suite integration
Connect to your Google account directly from the TravelContact platform.
- Calendar: Keep track of your entire schedule and add new, edit or delete events.
- Tasks: Keep track of your to do’s for the day.
