What problem does Plan Harmony solve?Most travel advisors duct-tape together a CRM, billing tool, commission spreadsheet, and group chat, and stuff still falls through the cracks. Plan Harmony replaces all of that with one platform built for the agency workflow. Client management, invoicing, payments, commission tracking, itineraries, lead capture, and e-signatures in one place.
Founded
2022
Members of
—
Countries Served
Target User
Beginner Travel Advisors, Experienced Travel Advisors
Languages Spoken
English
Profile Updated
2026/04/02
# of Users
Undisclosed
Tech Offered
Accounting, Commission Tracking, CRM, Forms and Templates, Itinerary Builder, Payments, Social Media Marketing, Website Program, Analytics
Companies Served
Hosted Advisors/ICs, Host Agencies, OTAs, Multi-branch Agencies, Travel Agencies
Business Attributes
—
About us
Plan Harmony is travel agency management software built for independent advisors, boutique agencies, and growing tour operators. We started with a simple idea: travel professionals shouldn't need six different tools to run their business.
Our platform brings client CRM, invoicing with online payments, commission tracking, itinerary building, lead capture, task management, custom forms with e-signatures, and white-label branding together in one place. On the client side, Plan Harmony powers collaborative group trip planning with shared itineraries, budget tracking, and access to over 6,000 bookable tours and experiences across 136 countries.
Features
Analytics
Automations
Artificial Intelligence (AI)
Client Management
Commission Tracking
Credit Card Authorization
Customizable Templates
Drag + Drop Editor
E-Signatures
Form Builder
Group Management
Invoicing
Itinerary Builder
Landing Page Builder
Payment Processing
Project Management
Task Management
Website Builder
Plan Harmony Pricing
Setup/Migration fee
$0–$0
Custom Set Up Fee
Custom
Free Version
Trial Offer
Pricing Model
Feature-based, Per Agency, Per User
Subscription
Annual, Monthly
Annual Price
Custom
Monthly Price
Custom
One-time License Price
$0–$0
Military/Veteran Discount
Enterprise Pricing
Group Pricing
What Makes Plan Harmony Unique?
Most travel tools are built for solo travelers or are bloated enterprise software. Plan Harmony sits in the middle, purpose-built for group collaboration and for advisors running a business. Clients get shared itineraries, group voting, and expense splitting. You get a CRM, invoicing, commission tracking, white-label branding, lead capture, and 6,000+ bookable experiences in one platform.
Software Specifics
Use Case
—
Products Supported
—
Currencies Supported
—
Team Management for
—
Team Asset Sharing
API Access
API Pricing
Fixed Quota
Customized Branding
Customization Fee
—
Email Integration
—
GDS Integration
—
Consortia Data Integrated/ Preferred
—
Consortia notes:
Agency-Facing Mobile App
—
Client-Facing Mobile App
—
Fee Invoicing
Can user directly collect fee?
—
Security
Two-Factor Authentication Login (2FA)
Stored Data is Encrypted
Plan Harmony Training and Support
Training
Documentation, One-on-One
Support
Email, Knowledge Base, Live Chat
Upcoming Events
April 3, 2026Friday 15 Podcast: Answers to ?
April 7, 2026Greater Sacramento Chapter: City2Sea Trade Show
April 7, 2026North Florida Chapter: Lunch & Learn - Ocala
HAR's Latest News
March 4, 202610 Steps to Starting a Travel Agency from Home
February 20, 2026Commission on Fees? Certifications? Facebook?