About
Tern is an all-in-one platform purpose-built for the travel industry, designed to replace the fragmented stack of tools that travel advisors and agencies typically rely on. From creating beautiful, interactive client proposals and itineraries to tracking bookings, reconciling commissions, and managing payouts, Tern consolidates every critical workflow into a single system where data flows automatically between modules. For individual travel advisors, Tern offers AI-assisted itinerary building, PDF and email import, a drag-and-drop editor, a personal photo library, task management, and a built-in CRM with automations to ensure no client detail is ever missed. A dedicated Chrome Extension and conversational CRM further streamline daily work. For agencies and host networks, Tern provides real-time visibility into advisor performance, automated commission reconciliation, credential management across thousands of ICs, and collaborative trip-building tools. The AI back office assistant — Lucia — acts as an expert copilot to help scale operations without adding overhead. The platform also includes a client-facing digital experience that clients can interact with directly, plus detailed reporting dashboards that give both advisors and agency owners an unprecedented view into their business. Tern is trusted by solo advisors, growing boutique agencies, and large host networks looking to operate cleanly and scale confidently.
Key Features
- AI-Assisted Itinerary Builder: Create beautiful, interactive client proposals and itineraries in minutes using AI assistance, drag-and-drop editing, and instant PDF/email import.
- Built-in CRM & Automations: Manage your entire client book with tasks, reminders, and automated workflows so no booking detail or follow-up ever falls through the cracks.
- Commission Reconciliation: Automatically track, reconcile, and report on commissions and payouts across advisors, reducing hours of manual back-office work.
- Agency Back-Office & Reporting: Real-time dashboards give agency owners and host networks full visibility into advisor performance, bookings, and revenue without operational overhead.
- Lucia AI Copilot: Lucia is an expert AI back-office assistant that helps advisors and agencies scale their business by handling complex workflows and surfacing key insights.
Use Cases
- A solo travel advisor uses Tern to build polished, interactive client proposals in minutes and manage all follow-up tasks from a single CRM dashboard.
- A boutique travel agency uses Tern's commission reconciliation tools to automatically track supplier payments across all advisors, eliminating manual spreadsheet work.
- A host network with hundreds of independent contractors uses Tern to roll up commission data, manage advisor credentials, and provide real-time performance reporting to leadership.
- A travel advisor imports a supplier email or PDF itinerary into Tern instantly and shares a branded, interactive version with their client in one click.
- An agency owner uses Tern's reporting dashboards to monitor booking volume, revenue, and advisor activity in real time without adding back-office headcount.
Pros
- True All-in-One System: Replaces dozens of disconnected tools — itinerary builders, CRMs, commission trackers, and reporting dashboards — with a single platform where data flows automatically.
- Built for the Travel Industry: Unlike generic business tools, every feature is designed specifically for travel advisor and agency workflows, from supplier integrations to IC credential management.
- Scales from Solo to Enterprise: Works equally well for independent advisors, boutique agencies, and large host networks with thousands of ICs, with role-appropriate feature sets for each.
- AI-Powered Efficiency: AI-assisted itinerary building, a conversational CRM, and the Lucia copilot dramatically reduce admin time and help advisors sell faster.
Cons
- Travel Industry-Specific: Tern is purpose-built for travel businesses, so it holds little value for professionals outside the travel advisor and agency space.
- Learning Curve for Full Feature Set: With dozens of modules covering proposals, CRM, commissions, and reporting, new users may need time and training to unlock the platform's full potential.
- Supplier Reach Depends on Partnerships: Direct supplier integrations are growing but may not yet cover every niche supplier or tour operator a specialist advisor relies on.
Frequently Asked Questions
Who is Tern designed for?
Tern is built for solo travel advisors, boutique travel agencies, host networks with independent contractors (ICs), and travel suppliers who want to connect directly with advisors.
Does Tern offer a free trial?
Yes, Tern offers a free trial so advisors and agencies can explore the platform before committing to a paid plan. A demo option is also available.
How does Tern handle commission tracking?
Tern automates commission reconciliation by linking booking data to commission records, reducing manual entry and giving agencies a clear, real-time view of what is owed and paid.
What is Lucia?
Lucia is Tern's AI copilot — an expert back-office assistant that helps advisors and agency owners handle complex workflows, surface insights, and scale their business more efficiently.
Does Tern have a Chrome Extension?
Yes, Tern includes a Chrome Extension that lets advisors capture and import data directly from their browser into the platform, speeding up booking and itinerary creation workflows.
