Tern review

Tern covers more of a travel agent's day than any other product here. Every plan includes a full-featured CRM, client forms and intake, interactive proposals and itineraries, email integration, scheduling and booking, credit card authorization, reports and AI tools such as AI Assist and an AI Notetaker. That means client preferences, quotes and the trip itself live in one record instead of being copied between a CRM and an itinerary builder. For agencies, plans with 3 or more seats add commission reconciliation, supplier payment management, agency-wide reporting, a shared content library and one centralized bill. A seat costs $49 per month on monthly billing or $35 on quarterly or annual billing. The tradeoffs are that there is no free plan, included AI usage has limits from July 2026 with extra usage sold as the Tern Pro add-on, and per-seat pricing grows linearly with headcount. For most agencies tracking trips and commissions, it is the strongest overall pick.

Who it is for

Advisors and agencies that want one system for clients, trips and, at 3 or more seats, commission reconciliation.

Price

From $35 per seat per month billed quarterly or annually; $49 per seat billed monthly.

Annually $ 35 /seat/mo
Quoted from the vendor pricing page on November 11, 2026.

Key features

• Full-featured CRM with client forms and intake
• Proposals and interactive itineraries
• AI tools including AI Assist and an AI Notetaker with included monthly usage
• Scheduling and booking plus credit card authorization
• Commission reconciliation and supplier payment management on agency plans of 3+ seats

Strengths and weaknesses

• Strength: Replaces a separate CRM, itinerary builder, scheduler and forms tool
• Strength: Agency plans add commission reconciliation and centralized billing
• Strength: Seat price drops from $49 to $35 with quarterly or annual billing
• Weakness: No free plan, only a free trial
• Weakness: Included AI usage limits apply from July 1, 2026, with heavier use sold as the Tern Pro add-on
• Weakness: Per-seat pricing adds up faster than flat plans for larger teams

Key facts

• Advisor seat: $49 monthly, $35 quarterly or annually
• Agency extras: Commission reconciliation, supplier payments, agency reporting (3+ seats)
• Free trial: Yes

Where it ranks

Tern is No. 1 in our Best CRM for Travel Agents verdict.