Q1 2026 Launch | What's New

A new era of efficiency

Travel's first conversational CRM

Your client history, finally alive.

Ask Tern anything about your clients

Ask any question about your clients. Tern searches every note and answers in seconds.

How notes chat works →

Notes chat — ask Tern a question and get an answer from your client records

Your clients deserve your full attention.
Notetaker makes it possible.

Joins your calls. Captures every detail. Updates the CRM before you hang up.

Set up the Notetaker →

notes

Every note. One click away.

Open the drawer from anywhere in Tern. See every note across every client. Create new ones without leaving what you're doing.

cloud_upload

Bring your notes from anywhere.

Import from any system. Your history follows you to Tern.

How to import notes →

Import from anywhere

The travel industry's first Chrome extension

Add to your library right from the site you're already on.

One click. It's in your library.

Suppliers build content for you to sell. Now you can actually use it. Highlight, click, and it's in your library. Structured and ready for your next itinerary.

Download the Chrome Extension →

Tern Chrome extension capturing content from a supplier website

travel_explore

You're browsing. You find something perfect.

A tour. A hotel. An excursion your client will love. Before, this meant ten minutes of copy-paste.

ads_click

Highlight it. Click once.

Select the content. Click capture. Name, description, category, images. All structured for you.

check_circle

It's in your library. Ready for any trip.

Ten minutes of work, three seconds. Your whole team shares the same library. Same sources. No double work.

A new way to book

The trip that books itself

When CRM meets booking engine, the efficiency is unprecedented. Integrated transfers, tours, and activities powered by Project Expedition.

Drag in a transfer. Tern does the rest.

Pickup, drop-off, passengers, timing. Filled. Pricing. Pulled. Ten minutes of work, gone.

Learn how transfers work →

Transfer booking with auto-filled details and real-time pricing

hiking

Excursions, tours, and activities. Zero extra work.

Browse and book from Project Expedition without leaving the trip. Same prices your clients find on their site.

person

One toggle. Clients book their own.

Turn it on and clients browse tours based on their port or location. Every option is relevant. You earn commission without lifting a finger.

compare_arrows

The price you see is the price you book.

Full parity with Project Expedition. No more checking two places.

Integrated insurance coverage your clients actually buy

Protect your clients with the click of a button.

More partners. More commission. Same magic.

Chubb, Faye, Trawick, and more. Quote any partner without leaving the trip.

See all insurance partners →

Insurance quoting with multiple partners in one place

"I went through and added quotes to several trips. Half of them bought it in less than 5 minutes of work and nearly $1,000 in commission."

— Advisor, Tern Facebook Community

"The insurance quoting alone pays for Tern. I add it to every trip now."

— Advisor, Tern Facebook Community

Agency back office

From statement to payroll in no time flat

Reimagining agency payroll. From the host to the advisor and everything in between.

Select a statement. Done.

Connect your inbox. Select a statement. Tern parses every line, matches your bookings, creates the record. A full day of work, done in minutes.

How AI statement parsing works →

AI statement parsing — forwarded email automatically parsed into commission records

Every line item finds its booking.

Tern reads the statement, identifies each line, and matches it to the right booking in your system. No searching. No cross-referencing. No spreadsheets.