The operating system for modern travel advisors

Built by travel agents,
for travel agents.

Crafted around the way real travel actually gets planned — your back office, your time on property and your clients' trip, all in one place.

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Three tools. One trip record.

A room you inspect in Lookout can end up in a client's proposal and in their Lounge itinerary without anyone retyping it.

Tideline

The back office

Your CRM, pipeline, proposals and commissions in one place.

  • 10-stage pipeline from inquiry to post-trip
  • 1-click client importer for your existing client CSVs
  • Instant supplier PDF & paste intake for vacation packages and cruises
  • Signed quotes and paid deposits move the trip forward for you
  • Proposal builder that pulls in your own inspection notes and photos
  • Commission tracking with split rules and payment milestones
  • Drip emails, pre-travel checklists and post-trip follow-up
  • Resort, all-inclusive and cruise reference library

Lookout

On property, in your pocket

The inspection tool you carry on FAM trips and site visits. Write it down while you're standing in the room.

  • Room-by-room notes: which categories differ, which views match the name
  • Dining, pools, beach and walking distances
  • Photos land hidden for your review, never straight to a client
  • Insider notes and supplier contacts saved to the property
  • Bad resort Wi-Fi? Entries queue on the phone and sync when you're back online

The Lounge

Your clients' trip, under your brand

The portal your travelers open. Same trip record as your back office, so it's never out of date.

  • Day-by-day itinerary with photography
  • Countdown once dates are confirmed
  • Document uploads, entry requirements and packing prep
  • Payment schedule: what's owed and when
  • Direct messaging with you
  • Installs to the phone; whole trip downloadable for the plane

Leave the 5-tool stack tax behind

Your CRM, proposals, client forms, trip portal and commission ledger — all sharing one live trip record.

From the first call to the trip home.

Real screens, demo clients. Click through a trip.

01

The call comes in

A new inquiry lands on the pipeline board as a trip, not a sticky note. Names and dates are typed once.

Tideline Pipeline trips board

Hidden until you approve

Anything written by AI, imported or uploaded lands hidden. You review it before a client ever sees it.

No invented facts

If a property detail wasn't observed or supplied, the field stays empty. A blank is honest; a guess is a liability.

Your brand in front

Clients see your name, your colors and, on Lagoon, your own domain.

Founding Advisor Beta · First 50 advisors

Help shape what comes next.

Join Coast for $39/mo, or $29/mo billed annually ($348/year). Your founding rate is locked for 24 months in exchange for beta feedback.

Claim Founding Rate

14-day free trial · No credit card required

Pick your water.

Monthly plans, a little room to explore. Your founding rate is locked for 24 months.

Early Access Pricing

Tide

Solo advisors getting started

$29/mo

  • Core CRM & 10-stage pipeline (up to 50 active clients)
  • Client profile & loyalty vault: passport expiry alerts, frequent-flyer numbers and travel preferences
  • Basic Lounge (itinerary view & messaging)
  • Commission tracking with split calculations
  • 1099 tax summaries
  • 3 automated drip email campaigns
  • Resort & cruise reference database
  • Booking calendar & lead capture quiz
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Most popular

Coast

Established independent advisors

$59/mo

  • Everything in Tide, plus:
  • Unlimited clients & bookings
  • Lookout on-site inspection notes, room tags & photos
  • AI-assisted proposal builder (pulls Lookout notes & photos)
  • E&O compliance vault: digitally signed agreements and timestamped insurance accept/decline records
  • Card authorization vault: AES-256-GCM encryption and automatic 72-hour purge after booking
  • Drag-and-drop supplier PDF & email confirmation intake
  • Full 16-step drip automation
  • 2-way Gmail sync
  • Full Lounge
  • Custom advisor branding (logo, color, bio)
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Lagoon

Host agencies & teams

$99/seat/mo

  • Everything in Coast, plus:
  • Team workspace with admin & advisor roles
  • Full white-label on your own domain
  • Group Travel Hub: group pages, guest registration & room-block tracking
  • Shared resort curation
  • Commission cash-flow forecasting from travel dates & supplier payment schedules
  • Team analytics & commission override reporting
  • Agency payout ledger
  • White-glove data migration from your current CRM or spreadsheets

Volume: 10+ seats $79 · 25+ $69 · 50+ $59 per seat

Claim Founding Rate

14-day free trial. No credit card required. Founding rate locked for 24 months. Lagoon requires a minimum of 3 seats.

Built for advisors who treat travel as a craft.

We're welcoming a small group of founding advisors first. We'd love for you to be one of them.

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