For independent advisors
Run your whole book from one place.
Clients, trips, proposals, payments and messages in one system, built for an advisor working alone. Bring the AI assistant you already pay for.
What you get
Clients, leads and travellers
One record per person, so a lead becomes a client and a traveller without retyping.
Day-by-day itineraries
Build each trip day by day with typed items and pricing.
Proposals clients can act on
Offer options; the one you publish goes on a private link where the client selects, approves or asks for revisions.
Intake forms
Build a form, share its link, and see the responses on the trip.
Payments to your own account
Create a hosted payment link and send it yourself. Funds go to your own Stripe account once you connect it.
A booking page and calendar
Clients book a consultation on your public booking page; connect Google Calendar to keep your calendar in step.
One inbox
Connected email and social messages in one place, with replies drawn from one shared skills library.
Bring your own AI
Connect your own Claude or ChatGPT over MCP. It can read and write trips, clients, leads and rosters. No AI credits to buy.
What it does not do today
- There is no native mobile app, and no website or landing-page builder.
Questions
What does it cost?
Prices are announced at launch. Plans for a solo advisor and for an agency are on the pricing page, with a 14-day trial after you add a card.
Do I have to use CloudCape's AI?
No. Bring-your-own AI is included at no charge: connect the assistant you already pay for. AI and voice usage is not part of the 14-day trial.
Where do client payments go?
To your own Stripe account once you connect it in Settings.
See CloudCape on your own book
Book a 30-minute demo. Bring your own AI, free: connect the assistant you already pay for.
Book a demo