Safari Portal review

Safari Portal aims at high-value trips where presentation matters as much as record keeping. Essentials includes unlimited itineraries and Lookbooks, a content library, Magic Import for turning supplier PDFs and emails into itineraries, CRM with pipeline and task management, forms with e-signatures and card authorizations, and invoicing and financials. Pro adds Travel Dashboards for clients, automated flight updates, travel insurance commissions, Zapier, API connections and custom contact profiles. The cost is the main hurdle: Essentials is $299 per month for one user plus $50 per additional user, and Pro is $399 for three users, plus taxes. Advisors with a host agency and businesses in their first years may qualify for a supported rate of $199 per month. A platform fee also applies to client payments. For luxury and safari specialists whose itineraries are the product, the features justify it; for volume leisure agents, cheaper tools cover the CRM job.

Who it is for

Luxury and safari-focused advisors and tour operators who sell with rich visual itineraries.

Price

Essentials $299 per month for 1 user plus $50 per extra user; Pro $399 for 3 users.

$ 299 per month, plus applicable taxes
Quoted from the vendor pricing page on November 11, 2026.

Key features

• CRM, pipeline and task management from inquiry through travel
• Forms, e-signatures and credit card authorizations
• Invoicing, payments and financials
• Magic Import that turns supplier PDFs and emails into itineraries
• Travel Dashboards, Zapier and API connections on Pro

Strengths and weaknesses

• Strength: Unlimited itineraries and Lookbooks on every plan
• Strength: 14-day free trial with no credit card
• Strength: Annual billing gives one month free
• Weakness: Most expensive entry price on this list at $299 per month
• Weakness: A platform fee applies to payments taken through Safari Portal
• Weakness: Zapier, API and custom contact profiles require the $399 Pro plan

Key facts

• Plans: Essentials $299, Pro $399 per month, Enterprise custom
• Supported rate: $199 per month for qualifying host agency advisors and new businesses
• Free trial: 14 days

Where it ranks

Safari Portal is No. 6 in our Best CRM for Travel Agents verdict.