The agency ran on 8 disconnected systems, including Salesforce, a trip-planning tool, a GDS booking system, a project tracker, email, and file storage, so advisors had to re-enter the same client and trip details into multiple places by hand.

There was no single source of truth for a client's history, and pulling together a trip itinerary or checking commission status meant hunting across several tools.

ModernEdge consolidated a founder-owned luxury travel agency's eight systems, including Salesforce, a GDS and trip-planning tools, into one encrypted, versioned database, then built a Claude layer so advisors query it in plain English, generate documents on demand and have incoming documents filed automatically.