Pricing
Priced by the trips you work
Pick the plan that fits your month. Everything for a trip is included, and you can start with a 14-day free trial with 5 trips.
Starter
For part-time advisors.
- 10 trips a month
- 1 advisor
- Everything for each trip
Plus
For a steady book of clients.
- 20 trips a month
- 1 advisor
- Everything for each trip
Pro
Adds the trip planner for your own website.
- 40 trips a month
- 2 advisors
- Trip planner for your website
Team
For busy advisors and small teams.
- 80 trips a month
- 3 advisors
- Trip planner for your website
Extra trips are $2.50 each if you go past your monthly trips. Access is by invitation while we are in beta.
What counts as a trip?
One client trip, worked from the first inquiry onward.
Everything for that trip is included: the fit check, plans, proposals, itineraries, quotes, emails, key dates and reminders. Changing a plan or sending a new version of a proposal does not use another trip.
Free trial
14 days and 5 trips, with everything switched on, including the website trip planner. Try it on real inquiries.
Compare plans
| Plan | Price | Trips a month | Advisors | Website trip planner |
|---|---|---|---|---|
| Starter | $29 a month | 10 | 1 | Not included |
| Plus | $59 a month | 20 | 1 | Not included |
| Pro | $99 a month | 40 | 2 | Included |
| Team | $179 a month | 80 | 3 | Included |
| Host agency | Custom | Pooled across advisors | Per seat | Included |
Going past your trips: $2.50 for each extra trip. Prices are in US dollars.
Running a host agency?
Host agencies get custom pricing, with trips pooled across your advisors and priced per seat.
Try it on a real inquiry
Access is by invitation while we are in beta. Tell us a little about your business and we will be in touch.