Part-time Advisor pricing, with Full-Time Advisor features.
Built for travel advisors who value their time, BY a travel advisor.
Other tools make you jump between apps. FORGE flows from start to finish—and every step knows what came before.
Client intake flows to CRM, which flows to trip building, which flows to itinerary. No re-entering data. No copy-paste.
Our AI doesn't just extract PDFs—it knows your client's preferences, budget, and history. Smarter suggestions, faster builds.
A branded hub where clients view trips, message you, upload documents, approve charges, and manage their travel profile.
Professional tools that actually save you time—without the enterprise price tag.
Your clients get their own branded hub. Trips, messages, documents, payments, and travel profile—all in one place. No more scattered emails.
Two-way chat between you and your clients, built right in. No more missed texts or lost email threads. Messages sync instantly.
Drop in screenshots, PDFs, or confirmation emails. AI extracts dates, prices, cabin types, and flight details—builds your trip in seconds.
Share comparisons to the portal or via link. Clients vote on their favorite options. Know exactly which option resonates—no more guessing.
Professional cost breakdowns your clients can review, accept, or decline with a signature. Terms, deposits, and notes included.
Send quick charge authorizations for trip add-ons. Clients approve with a signature—logged with IP, timestamp, and device for chargeback protection.
AI generates pre-trip checklists tailored to each destination. Post-trip surveys send automatically. Set it and forget it.
Track clients, preferences, and history. Manage travel companions with their own passport info, loyalty numbers, and dietary needs.
Securely store client payment cards through our PCI-compliant partner. Clients can see their cards on file in the portal.
Manage group travel with member tracking, room assignments, payment status, and per-person cost breakdowns.
Itineraries update automatically when flights change. Gate changes, delays, cancellations—your clients always have current info.
Store passports, TSA PreCheck, Global Entry, and CLEAR numbers. Track expirations so you're never caught off guard.
Every day of the itinerary shows real weather forecasts. Clients know what to pack without asking you.
Send trip emails directly from FORGE—delivered from your real email address. Clients see you, not a random system address.
Forward booking confirmations to FORGE. AI extracts the details and adds them to your client's itinerary automatically.
Collect planning fees and deposits via Stripe. Clients pay from the portal or a direct link. Track payment status in real-time.
Your logo, your colors on every client-facing page. Comparisons, itineraries, proposals, portal, and forms all match your brand.
Clients view comparisons, vote, browse itineraries, and manage their portal on any device. Mobile app coming soon.
No more scattered emails and text threads. The Client Portal gives your clients a single, branded place to see their trips, message you, upload documents, and approve charges.
Clients manage their own travel profile—passport info, loyalty programs, companions, dietary preferences. Less data entry for you, more accuracy for them.
Trips. Messages. Documents. Payments. All in one place.
Line-item cost breakdowns your clients can review on any device. Terms, deposits, and cancellation policies included. Clients accept or decline with a digital signature.
Need authorization for an add-on excursion? Send a quick authorization request—logged with signature, IP, and timestamp for chargeback protection.
Accept. Decline. Authorize. All signed and logged.
Drop in a screenshot, PDF, or confirmation email—AI extracts the details and builds a polished day-by-day itinerary. Weather forecasts for each day. File attachments for receipts and boarding passes. Everything your clients need, mobile-ready.
No more digging through emails. No more "what time is our flight?" texts. Just tap, scroll, and go.
Weather. Attachments. Directions. One tap away.
Every advisor gets every feature. One plan. One price.
Start with a free trial. Full access to everything—upgrade when you're ready to share with clients.
Part-time Advisor pricing, with Full-Time Advisor features.
or $180/year ($15/mo)$180 billed annually
Currently in limited release
Travel advisors who want professional tools without enterprise pricing. Whether you're part-time, just starting out, or a seasoned pro—FORGE was built specifically for advisors who don't have hours to spend on data entry. We built it because we needed it ourselves.
Paste or upload a screenshot, PDF, or booking confirmation. FORGE uses AI to extract the key details (dates, prices, cabin types, hotel info, etc.) and builds a structured trip you can edit and refine. Or just chat with FORGE—describe the trip in your own words and let AI build it for you.
Every client gets their own branded hub where they can view trip comparisons, proposals, and itineraries. They can message you in real-time, upload documents like passports and confirmations, approve authorization requests, and manage their travel profile—all in one place.
When you're ready to share options with a client, you create a comparison. Clients see a side-by-side view and can vote on their favorite. Send it to their portal or share a link. It's how you go from "here are some options" to "let's book this one."
Yes! Every account starts with a free trial. You get full access to all features—build trips, set up your CRM, customize your branding. The only limitation is you can't share comparisons or itineraries with clients until you subscribe. That way you can explore everything risk-free.
Send a quick authorization request for any amount—your client gets an email and portal notification. They review the charge, sign to approve, and the authorization is logged with their signature, IP address, timestamp, and device info. If a client ever disputes a charge, you have the proof.
One connected workflow. Most tools are a collection of separate features—you build here, invoice there, track clients somewhere else. FORGE connects everything: client intake flows to your CRM, which flows to trip building, which flows to itinerary, which flows to the client portal. Every tool knows about every client. Zero app-hopping, zero re-entering data.
FORGE is currently in limited release. Request access below.
Have a question or just want to say hello? Drop us a note.