How to choose the right itinerary builder for your agency: A step-by-step guide

In today’s competitive tourism landscape, creating detailed, visually appealing, and customizable itineraries is essential for travel agencies. A well-designed itinerary builder not only streamlines operations but also elevates the client experience, helping your agency stand out. With so many options on the market, how do you choose the right tool for your business? Follow this step-by-step guide to find the perfect match.

Step 1: Define your needs

Start by identifying your agency’s specific requirements. Consider the following questions:

• Do you need multi-destination planning capabilities?

• Is integration with booking platforms or payment systems a priority?

• Will you need templates for quick itinerary creation, or do you prefer full customization?

• How important is branding, such as adding your agency’s logo and colors?

Having a clear list of must-have features will help you evaluate each tool more effectively.

Step 2: Research the top platforms

Explore popular itinerary builders that cater to travel agencies. Some well-known options include:

• Travefy: Offers sleek designs, real-time collaboration, and mobile-friendly itineraries.

• Safari Portal: Perfect for agencies specializing in high-end or adventure travel, with options for detailed customization.

• Sygic Travel: Known for its integration capabilities and access to destination data.

• Tripcreator: Combines flexibility with client-friendly interfaces, making trip modifications easy.

Compare their features, pricing, and user reviews to shortlist the ones that align with your needs.

Step 3: Test the functionality

Many itinerary builders offer free trials or demos. Take advantage of these to see how the platform fits into your workflow. Pay attention to:

• Ease of use: Can your team create and edit itineraries efficiently?

• Client experience: Is the final itinerary easy for clients to access and understand?

• Speed: Does the tool save you time compared to your current process?

Testing the software will reveal whether it meets your expectations and is worth the investment.

Step 4: Ensure integration with existing tools

The right itinerary builder should integrate seamlessly with your CRM, booking platforms, and communication tools. This ensures smooth data transfer, reduces manual work, and improves overall efficiency. If you already use software for client management or payments, confirm that your chosen tool can connect with these systems.

Step 5: Consider scalability and support

Choose a platform that can grow with your agency. Whether you’re planning to expand your offerings or serve more clients, the tool should be able to handle increased demand without compromising performance. Additionally, look for providers with reliable customer support to assist you if issues arise.

Step 6: Prioritize training and onboarding

Even the most user-friendly tool requires some training for your team. Ensure that the provider offers resources such as tutorials, webinars, or dedicated support during the onboarding process. A well-trained team will be more confident and efficient in using the new platform.

Step 7: Evaluate the return on investment

While cost is an important factor, focus on the value the itinerary builder brings to your agency. A tool that saves time, enhances the client experience, and improves your workflow is worth the investment. Consider the potential revenue increase from satisfied, loyal clients who appreciate the professional touch.

How sprout can help

At sprout, we guide travel agencies through the process of selecting and implementing the right tools to optimize operations and enhance client satisfaction. Whether you’re new to itinerary builders or looking to upgrade, we’ll help you find a solution tailored to your business needs.

Contact us today to discover how the right tools can elevate your agency’s operations and client experience.