TripSuite is on a mission to modernize host agencies with a cutting-edge operating platform. In this episode, Jacey Jones, Co-founder and CEO of TripSuite, discusses how their platform is transforming travel planning with advanced technology. She shares her journey, including how a chance meeting with a venture capital firm led to the creation of TripSuite.

Discover the platform’s unique features, such as its CRM, financial integration with QuickBooks, and the upcoming workflow automation module. Jacey also talks about industry trends, especially the growing role of technology and AI in travel, and highlights the team’s commitment to continuous improvement. This episode is a must-listen for any agency who is looking to provide a comprehensive CRM solution to their affiliates.

Introducing Tripsuite and Jacey Jones

Tripsuite is a groundbreaking platform designed to simplify managing a travel advisory business. Leading the way is Jacey Jones, co-founder and CEO of Tripsuite. Jacey has an impressive background, having led Business Operations and Strategy at Tile and playing a key role in its sale to Life360. She also spent three years in equity investing at Goldman Sachs. With degrees in Finance and Economics from Arizona State University and an MBA from Wharton, Jacey is well-equipped to revolutionize the travel advisory industry.

Streamlining The Backend For Agencies

Tripsuite’s main clients are independent host agencies, and for good reason. The platform excels in providing backend solutions that make commission collection easier through seamless financial and operational integration. One of its standout features is the integration with QuickBooks, allowing agencies to manage their finances effortlessly. By connecting with QuickBooks, Tripsuite keeps all financial data synchronized in real time, ensuring accurate and up-to-date records. This integration automates tracking commissions and expenses and streamlines invoicing and payment processing. As a result, travel advisors can maintain a clear and organized financial overview without duplicating invoice entries.

Client Experience & Workflow Implementation

One of Tripsuite’s standout features is its ability to automate workflows with templated steps. This function works seamlessly with Tique’s Client Communication Templates, ensuring a smooth and cohesive experience. Using these templates, you can keep consistent communication with your clients while saving time and effort. This integration is designed to greatly enhance your productivity and efficiency.

Leveraging AI For Reporting & Analytics

Incorporating advanced AI technology, Tripsuite takes the guesswork out of reporting and analytics. The platform’s AI capabilities enable you to effortlessly pull detailed reports and analyze data, helping you identify your most profitable clients. With this information at your fingertips, you can retarget these high-value clients for future trips, thereby maximizing your business potential and ensuring long-term success.

Security & Compliance

In today’s digital age, the security of client financial information is paramount. Tripsuite places a strong emphasis on security and compliance, implementing robust measures to protect sensitive data. This focus ensures that both you and your clients can have peace of mind, knowing that their financial information is handled with the utmost care and integrity.

Want to hear more? Tune in to Episode 82!