About the project
Safari Portal is an advanced itinerary builder that works seamlessly with travel agents and service suppliers to create beautifully designed itineraries and content in minutes. The company was conceived by travel agents specializing in organizing exotic getaways for adventurous clients.
Travel agents have difficulty putting together beautiful itineraries for their clients. It takes a long time, the process is tedious, and the results are questionable (i.e., not very professional looking).
There are many factors to consider when planning a trip: visas, medical restrictions and regulations, flight routes, destinations, and activities. With well-designed features and tools, our main challenge was to simplify daily routine by simplifying the flow and making it easy.
We developed a B2B2C platform for travel agents where they can organize their work better by providing a set of tools and a ready-to-use library of supplier content. The Safari Portal platform helps travel agents create beautiful, custom travel proposals and close new business faster. By providing a well-developed CRM system with multiple custom features, the communication between travelers and their clients becomes efficient, simpler, and well-informed.
We created the Safari Portal, which provides many important features, including:
Custom Itinerary creation
We developed different templates for different types of Content.
There are two main types of proposals that agents can create and share with clients:
- Lookbook – a summary of the upcoming trip.
- Itinerary – a detailed description of the upcoming trip with all the pertinent information listed in an easy-to-read and follow format.
Components and elements such as text blocks, images, video links, pdf files, different sections, and blocks with fast facts allow users to build custom landing pages.
Additional features include the ability to:
- Create stunning, impactful itineraries in minutes and customize everything on the page, from text and photos to videos, icons, and more.
- Showcase your brand style.
- Collaborate with another agent.
- Mobile access.
Personalized Guest Portal:
We know how important it is for the agents to be able to provide support to their clients during the trip. That’s why the platform has a built-in Guest Portal where users have all the necessary information at their fingertips: passports, travel insurance, e-tickets, vouchers, info about their health and dietary preferences, info about special occasions, and so on. Sensitive information such as PII is stored in an encrypted format for security purposes.
Integration with Global Flight Tracker
To keep all info about the upcoming trip, including flight information, we integrated with the Global Flight Tracker. Agents and their Clients can keep a record of their forthcoming flight information in real-time.
Integration with DeepL Translator
Our Safari portal’s Agents have clients all over the world, so it was essential to provide the ability to translate their proposals into their clients’ language.
Custom Templates making via CSS tool
Some of our Agents prefer further customization of their proposals and itineraries. To make this possible we developed the Custom CSS module, where we can apply unique fonts and styles for each user account.
To help new users get familiar with the platform and create proposals efficiently, the JR team built a custom smart widget, which shows relevant topics and instructions based on the user's location within the system.
Export to PDF and CSV files
- All of the data in the Safari Portal can be exported into PDF or CSV formats.
- Export to Word is currently in development.
Offline access (while offline mode)
Because many clients travel into areas with low internet connectivity, it is important to be able to access Safari Portal offline. JetRockets has implemented this ability.
Integration with mail marketing service (Mailchimp)
Safari Portal integrates with Mailchimp, a popular email marketing service. This helps agents:
- stay tuned with their Clients
- receive info about new upcoming features and releases
- get notified about webinars which Safari Portal’s assistance runs
The team integrated with the Pendo service, which allows them to set Tips and Guides for onboarding new users. It leads them step by step by showing tips next to buttons and sections.
Custom Domains for URL links
Many of our Agents have registered websites and sell their services online. That’s why we implemented the ability to customize the URL of shared itineraries to reflect the agent’s domain and brand.
Icon on the phone
Ability to access the Safari Portal from an icon on the phone.
“My experience with them has been fabulous.”Rachel West – Founder & CEO, Safari Portal
The Safari Portal has an open API that supports integration with 3rd party software providers.
Collaboration for Growth
Today, Safari Portal and JetRockets continue upgrading their existing platform and developing new features on an ongoing basis. At the moment, we are designing the architecture for a new layout of itineraries, the timeline view. Stay tuned! In the meantime, you can be inspired by watching this video and reading our testimonials.
The 6 Things to Look for in an Itinerary Builder
Ruby on Rails
Team: 9 people
- 2 frontend developers (1 of them is a tech lead)
- 2 backend developers
- 1 QA
- 2 PM
- 1 DevOps
- 1 UX/UI Designer