Independent Agencies
Your Agency. Fully Equipped.
Boutique and mid-size independent luxury travel agencies looking to professionalize their sales and marketing with enterprise-grade tools — without the enterprise price tag.
For Travel Agencies
Run Your Agency. Grow Your Revenue.
EFX Agency OS is the complete sales and marketing platform built exclusively for independent and host travel agencies — pre-configured, ready to run, and backed by ongoing support.
Already an Agency OS client? Log in to your portal →
$1,000 one-time setup fee · $497/month · Cancel anytime
Built For
Independent & Host Travel Agencies
EFX Agency OS is purpose-built for travel agencies that are serious about growing their sales pipeline and running smarter marketing.
Host Agencies
Your Network. One Platform.
Host agencies managing a network of independent advisors who need centralized CRM, automation, and reporting tools across their entire team.
EFX Agency OS
Every Sales & Marketing Tool. Pre-Built.
We configure everything. You run it from day one.
CRM & Pipelines
Purpose-built travel agency CRM with pre-configured luxury travel pipelines ready to activate.
Email Marketing
Professional campaigns with pre-built travel agency templates. Automated sequences included.
SMS Campaigns
Reach clients instantly. Booking reminders, travel updates, and promotions delivered by text.
Marketing Funnels
Pre-built landing pages and lead capture funnels to attract and convert new agency clients.
Booking & Calendar
Online scheduling, automated reminders, and calendar management — all connected to your CRM.
Workflow Automation
Automated client journeys from first inquiry to post-trip follow-up. Built and ready to go.
Reputation Management
Automate review requests and manage your agency's online reputation from one dashboard.
Reporting & Analytics
Real-time dashboards: pipeline value, campaign performance, client activity, and revenue tracking.
Website & Funnel Builder
Build and manage your agency website with a drag-and-drop editor. No developers needed.
The Process
From Sign-Up to Fully Operational in Days
01
Apply
Submit your application. Confirmed within 2 business days.
02
Setup
Pay the $1,000 setup fee. We configure your complete EFX Agency OS environment.
03
Onboard
Live walkthrough session. Your team is trained and ready.
04
Grow
Your agency's sales and marketing platform is live. Capture leads, launch campaigns, close more bookings.
Investment
Simple, Transparent Pricing
One-Time Setup Fee
$1,000
Full platform configuration, travel-specific setup, and a live onboarding session.
- Complete platform build-out
- Pre-loaded travel agency workflows
- Custom branding applied
- Live onboarding session
- Team training included
Monthly Membership
$497/month
- All platform tools included
- Unlimited contacts & pipelines
- Email + SMS included
- Ongoing technical support
- Platform updates & new features
- Cancel anytime (monthly)
Total first-year investment: $5,000 (setup + annual)
Common Questions
Everything You Need to Know
Take The Next StepAgency OS Demo
See EFX Agency OS in Action
30-Minute Live Walkthrough
- Full platform tour for your agency's specific needs
- Live Q&A with the EFX team
- Pricing and setup timeline confirmed
No commitment required.