Toggle is travel agency software that turns decades of back-office reservation data — from ClientBase, Trams Back Office, and TRES — into real-time analytics, commission tracking, and AI-powered business intelligence for back office and travel advisors alike.
Toggle is travel agency reporting and business intelligence software for ClientBase Online, ClientBase Windows, Trams Back Office, and TRES.
ClientBase Online
ClientBase Windows
Trams Back Office
TRES
More CRMs Soon
The platform
Six things Toggle does, in depth.
Toggle is the business intelligence layer for travel agencies. It sits on top of your CRM — it doesn't replace your back office — and turns the reservation data underneath into travel agency analytics you can act on. Each capability is built around the day-to-day reality of running a travel agency.
01
Real-time agency performance
Admins see the whole agency. Branch managers see their team. Advisors see only their own data. Same dashboard, role-aware.
ReservationsSalesCommissionYield
02
Commissions tracked end-to-end
Projected earnings, open commissions, interim statements, and final advisor statements — gross and net of fees — all in one place.
ProjectedOpenInterimStatement
03
Quality control that pays for itself
Commission-blocking issues, missing PNRs, missing suppliers, fare anomalies — surfaced with the at-risk dollar value per item.
Severity-tieredAt-risk $Auto-fix soon
04
Marketing & client health
A live view of who's at risk, who's overdue for outreach, who's worth a call — updated as bookings come in.
EngagementRetentionOutreach lists
05
Advisor benchmarking & motivation
Anonymous peer comparison, percentile rank, and visual goal-setting — designed to pull every advisor into their own numbers.
Network-wideAnonymousGoal tiers
06
AI Studio for any question
Ask Toggle anything in plain English. Even questions that won't fit in a standard report come back with an answer.
5 focus modesSave to collectionZero data retention
Analytics01 / 06
Track every dollar in real time.
Four views of your performance data — finalized payments, travel by booking date, travel by trip start date, and category. Six KPI cards cover reservations, sales, commissions, and yield — filterable by advisor, client, supplier, branch, or Toggle groups.
Daily, monthly, and year-over-year charts
Cumulative trend lines and side-by-side period comparisons built in.
Interactive category treemap
Drill from travel category → suppliers → individual reservations.
Role-aware filtering
View by All, By Advisor, By Client, or By Supplier with one click.
Export anywhere
Every view exports to PDF or Excel without a single template.
app.toggletravel.com / analytics
LIVE
Finalized Payments
Excluding adjustments · by reconciliation date
All Advisors Jan 1 – Dec 31, 2026 Export
Reservations
65
↑ +12% YoY
Sales
$3.47M
↑ +18% YoY
Total Commission
$402,362
↑ +22% YoY
Avg Yield
11.59%
↑ +0.4pt YoY
Monthly Sales · Booking Date
20262025
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Cash Flow02 / 06
From booking to advisor payout.
Five distinct reports track every dollar at every stage: future earnings, commissions waiting on suppliers, interim statements ready for advisors, finalized payouts, and commissions that went unclaimed.
Potential Earnings
Forecast revenue from bookings months or years out.
Open Commission
Travel done, supplier hasn't paid yet — caught the moment it slips.
Interim & Advisor Statements
Gross and net commission, fees and deductions reconciled.
Unclaimed Commission
Missed revenue with no advisor attached — recovered every month.
Cash Flow Pipeline
Q2 · 2026
Potential Earnings
Bookings not yet traveled
$1,247,000
Open Commission
Awaiting supplier payout
$342,800
Interim Statement
Ready for advisor payout
$184,200
Advisor Statement
Paid this cycle
$95,440
Unclaimed
No advisor attached
$22,180
Net forecast (next 90d)$622,440
Quality Control03 / 06
Catch data issues before they cost you.
Issues organized by severity — commission-blocking problems that stop advisor payouts, at-risk reservations with payment issues, and data quality problems like missing dates, invalid emails, and duplicate records. New checks are added all the time, and every issue is fixable directly inside Toggle.
Urgent final payments past due or approaching deadline.
Data quality
Missing dates, no deposits, invalid emails, duplicate clients and travelers.
Fare anomaly detection
Suspiciously high fares relative to commission, flagged for review. Auto-correction in development.
QC Dashboard
87% Healthy
Commission-Blocking
12issues
Missing advisorMissing PNROverdue
$45,200 at risk
Reservations at Risk
8issues
Final payment dueOrphaned booking
$28,100 at risk
Data Quality
23issues
Missing datesInvalid emailDuplicate client
$12,400 at risk
Marketing & Client Health04 / 06
Know which clients to call this week.
A live view of how your client base is moving — who you're gaining, who you're losing, who's worth more per trip, and who's gone dormant. Every metric updates as bookings come in, so advisors and managers always have a current picture of where the book stands.
Client growth & lost
Acquired vs at-risk every month, with the net change visible at a glance.
Client quality
Avg trip value of new clients vs lost clients — quality trend over time.
Recovery cohorts
Dormant 24–36 month clients — recovered vs at-risk, with avg trip value per cohort.
High-value retention
Surface high-LTV clients overdue for outreach so advisors can reach them first.
Marketing OverviewBETA
JAN — DEC '25
Client growth and lifecycle at a glance
Gained
+2,619
Lost
-3,973
Net
-1,354
AcquiredAt riskAcquired vs at risk
JanFebMarAprMayJunJulAugSepOctNovDec
New client avg
$9,656/trip
Lost client avg
$6,324/trip
Recovery flow14% recovered
Dormant 24–36mo
6,739COHORT
$5,537avg/trip
531 recovered3,398 at risk
Benchmarking05 / 06
See how you stack up — anonymously.
Each advisor gets a private performance map plotting them against peers across the Toggle network. A Super Efficient advisor pulls more commission on less sales. A High Volume advisor books more. An Aspirational advisor wins on both. Click into peers to see what's working.
Performance zones
Aspirational, Super Efficient, High Volume, Efficient Niche, Below Avg.
Network-wide comparison
Opt-in benchmarking across all Toggle agencies, fully anonymized.
Visual goal-setting
Set tier targets and watch them fill in real time as bookings land.
Learn from top performers
See what suppliers and categories higher-yield peers are working with.
Performance Map
ANONYMIZED · NETWORK-WIDE
How you compare against advisors across the Toggle network
ASPIRATIONALSUPER EFFICIENTHIGH VOLUMEBELOW AVG
YOU · TOP 15%
Sales Volume →Yield % →
Percentile
85th
Yield rank
#12 / 142
Volume rank
#28 / 142
AI Studio06 / 06
Ask Toggle anything.
Five focus modes — General, Revenue, Clients, Quality, Suppliers — each tuned to a kind of question. Even queries no standard report could answer come back with a real chart, a real list, and a recommended next step.
Plain-English questions
"Which VIP clients haven't booked yet this year?" — done.
Instant visualizations
Bar charts, pie charts, KPI cards, tables — auto-generated from the answer.
Recommendation engine
Surfaces commission-growth opportunities and outreach lists per advisor.
Zero data retention
Enterprise-tier models. Queries never train external models.
AI Studio
GeneralRevenueClientsQualitySuppliers
YOU ASKED
Which clients haven't booked yet this year but booked every other year?
TOGGLE FOUND 7 CLIENTS
Margaret W.
2024 · 8 trips · $86K LTV
David T.
2024 · 5 trips · $42K LTV
Sarah K.
2024 · 12 trips · $124K LTV
HIGH VALUE
Suggested outreach window
Ask Toggle anything about your agency data…↵
A differentiator
AI STUDIO
“An advisor asked Toggle: ‘How many clients book every year but haven't booked yet this year?’ Toggle found one. The advisor picked up the phone — and closed a $4,000 booking on the spot.”
ZERO DATA RETENTION · ENTERPRISE MODELS
Supplier normalization
One supplier, one entity — across every system you touch.
Host agencies share suppliers across brands, properties, and chains. Most back-office systems treat each as a separate entity. Toggle is building a normalized supplier database with hierarchical mappings, so the whole hierarchy rolls up cleanly. Every yield, commission, and booking report — the core of Toggle's business intelligence — works on that hierarchy underneath.
Supplier Normalization
Brands and properties roll up cleanly across systems
Hyatt Corporation
$842K commission · 2,140 stays
Grand Hyatt
$312K · 681 stays
Hyatt Regency
$418K · 1,124 stays
Hyatt Regency San Diego
$68K · 184 stays
Hyatt Regency Maui
$84K · 142 stays
Park Hyatt
$112K · 335 stays
For both sides of the desk
Same platform. Different lens.
Owners · Back office · Branch managers
Run the agency with one source of truth.
The travel agency software the back office actually needs: agency-wide analytics, a full cash-flow pipeline, branch and group filtering, commission triage, data quality tools, and AI Studio across the agency. Built for the back office that has to answer for every dollar.
40+travel agencies live
What you get
01
Agency-wide & branch-aware reporting
Same dashboard, role-aware filters
02
Commission triage at scale
Catch issues before advisors complain
03
Quality control that pays for itself
Commission-blocking issues flagged with at-risk $
04
Corporate reports
City Pair, FOP, and custom-group filtering
05
Hands-on rollout
Toggle's team maps your data and tunes the platform
06
Marketing & client health
Client growth, at-risk, and recovery in one view
Coming soon
On the roadmap.
Toggle's roadmap is shaped directly by the agencies running on it. Here's what's actively in development and shipping next.
In development
In-app training videos
Short, role-specific platform walkthroughs surfaced right inside Toggle — so new advisors and back-office staff can self-onboard at their own pace.
In development
QC auto-fix
Routine corrections handled automatically. Back office reviews flagged items instead of hunting them.
In development
Supplier normalization
Hierarchical brand → property mapping rolling up cleanly across systems.
Track leads and active clients through every stage of the trip-planning process — from first inquiry to booked and traveled.
Coming soon
Email outreach integration
Act on at-risk and overdue lists without leaving Toggle.
How rollout actually works
Get the whole agency actually using it.
Every Toggle rollout is built around one goal: back office and every advisor using the platform, fast. That doesn't happen by accident.
01
Map your data
Toggle's team partners with your agency to map data, validate commission structures, and adjust the platform to how your back office actually runs.
02
Configure roles & goals
We set up permissions for owners, branch managers, and advisors — who sees QC reports, who sees financials, who sees what — then configure agency-wide goals around how you want Toggle used.
03
Tailored webinars
Sessions built around the specific workflows your back office and advisors use day to day — not a generic onboarding script. Recordings stay available on demand.
04
Track usage, then commit
See exactly how your team is using Toggle and the impact it's having — right inside the platform. Near the end of the trial we meet with you to review what's worked, agree on a path forward, and roll into your subscription.
Background
Built from thousands of hallway conversations with travel advisors.
The Toggle founding team has been building technology for the travel industry since college. They started with Jetpack — a product built directly for travel advisors. Talking to hundreds of advisors and back-office leaders made one thing clear: the data trapped inside the CRMs every agency already pays for was the industry's single most underused asset.
Toggle was built around that insight: not another CRM, not another back office, but a layer on top that turns existing data into action. In the five to six months since launch, roughly 40 travel agencies have moved onto it.
6mo
Since launch
40+
Agencies onboarded
100%
Roadmap is customer-led
The founders
Three builders, one product bet.
Husain BoxwalaCo-founder
Matthew WadeCo-founder
Gabriel GateteCo-founder
Pricing
Start with a pilot. Scale with your team.
Two simple steps. A flat-fee trial to prove it out, then per-seat pricing — one plan, sized to your agency.
1The Trial · 2 months
$100/month flat. Full platform. Everyone.
Every back-office user and every advisor — full Toggle access for two months. Toggle's team rolls the platform out across both sides, hands-on, until it's working the way your agency needs.
What's included
Every back-office user, full access
Every advisor, full access
2 webinars included
Hands-on rollout from the Toggle team
Two months at $100/month
Then
ASTA Entrepreneur of the Year finalistFlat $35 / seat
Limited time only
2After the trial · Per-seatSave up to 61%
Flat $35 a seat. Every role.
In celebration of being a top 3 finalist for the ASTA Entrepreneur of the Year Award — every seat, back-office and advisor, drops to a flat $35 / user / month. Limited time only.
Back-office seat
Save 61%
Was$89
Now$35
/ user / month
Owners, admin staff, and branch managers. Full edit + admin access, agency-wide analytics, cash flow pipeline, QC tools, and AI Studio across the agency.
Advisor seat
Save 29%
Was$49
Now$35
/ user / month
Individual travel advisors. Role-aware — each advisor sees only their own data. Personal analytics, benchmarking, commission visibility, and AI Studio on their own book.
Anything else? The Toggle team gets back within a business day.
ClientBase Online, ClientBase Windows, Trams Back Office, and TRES — fully supported in parallel. Both Canadian and American versions of ClientBase Online are supported, with French Canadian language available.
Same dashboard, role-aware. Admins see everything. Branch managers see their team. Advisors see only their own data. No separate apps, no separate logins.
Today: agency, master agent, and multiple advisors on a single reservation. In active development: team-lead splits within an advisor team, layered on top of the Trams Back Office data structure.
Yes — both gross and net commissions appear on advisor statements, including all fees, deductions, and adjustments. ICs and back office reconcile against the same numbers.
AI Studio runs on enterprise-tier models with zero data retention and zero training on agency data. Every query is processed without storing the underlying data or using it to train any future model.
Fully anonymous. No advisor names, no agency names, and every number is rounded — so an advisor can never identify the person or agency behind any data point. They see percentile rank, performance zone, and top-performer comparisons without ever seeing anyone's book. Cross-agency comparison is opt-in (your agency chooses whether to participate), but regardless of that choice, everything stays anonymous.
Every report and dashboard filters by branch and by group automatically. Corporate, leisure, niche, and location-based segments all available without custom work.
Alerts surface on the homepage when something is happening in a destination where clients are traveling, so advisors can reach out proactively.
Yes. Toggle is travel agency software — specifically the business intelligence and analytics layer that sits on top of your back office. It turns reservation data from ClientBase, Trams Back Office, and TRES into real-time dashboards, commission tracking, quality control, and AI insights, without replacing your CRM.
Business intelligence for travel agencies turns the reservation, commission, and client data trapped in back-office systems into real-time analytics agencies can act on. Instead of static monthly reports, it surfaces live performance, cash flow, data-quality issues, and peer benchmarks — so owners, managers, and advisors decide on current numbers.
Yes. Toggle supports ClientBase Online and ClientBase Windows, including both the Canadian and U.S. versions, with French Canadian language available. It reads your existing ClientBase data and turns it into real-time reporting and analytics — no data migration and no change to how your back office works.
No. Toggle complements your CRM. Your back-office system — ClientBase, Trams Back Office, or TRES — stays the system of record. Toggle is the intelligence layer on top, turning that data into analytics, commission tracking, quality control, and AI-powered reporting your team can use day to day.
Toggle's travel agency reporting covers sales and production, gross and net commission, interim and advisor statements, cash flow from booking to payout, and corporate reports like City Pair and Form of Payment. Every view is filterable by advisor, branch, client, or supplier and exports to PDF or Excel.
Toggle tracks commission end-to-end across four stages: projected earnings from future bookings, open commission waiting on suppliers, interim and final advisor statements, and unclaimed commission with no advisor attached. Both gross and net are visible, so back office and advisors reconcile against the same numbers.
Yes. Independent travel advisors get advisor seats at $49 per user per month. Access is role-aware, so each advisor sees only their own book — commissions, clients, yield, at-risk dollars, and anonymous peer benchmarks — alongside AI Studio for plain-English questions about their business.
Toggle starts with a flat $100-per-month trial for two months, with full platform access for every back-office user and advisor. After the trial, pricing is per seat: $89 per user per month for back-office seats and $49 per user per month for advisor seats. Volume pricing is available.
Toggle is used by travel agencies of every shape — host agencies, consortia member agencies, IC-driven agencies, and traditional retail agencies — across the U.S. and Canada. Today, more than 40 agencies and 3,000+ advisors run on Toggle, with more than $1B in tracked sales. Both back-office leaders (owners, admins, branch managers) and independent advisors use the same platform with role-aware views.
Toggle integrates with ClientBase Online (both U.S. and Canadian, with French Canadian language), ClientBase Windows, Trams Back Office, and TRES — in parallel. It reads the existing reservation, commission, and client data inside those systems without any data migration or change to how the back office works. More CRMs are coming.
Toggle is hosted in the United States on enterprise cloud infrastructure with role-based access — admins, branch managers, and advisors each see only the data they're entitled to. AI Studio runs on enterprise-tier models with zero data retention and zero training on agency data, so questions and answers never become part of any future model.
