ClientBase Marketing Services
ClientBase Marketing Services (CBMS) is a fully integrated, automated marketing solution that helps agencies connect with the right clients at the right time. By syncing with your ClientBase database, CBMS sends targeted, personalized campaigns that inspire bookings and build stronger client relationships. From eZines and supplier promotions to eCards and surveys, CBMS saves time while keeping your agency top of mind. It’s marketing made smarter, designed to grow your business while you focus on selling.
Key Benefits
CBMS takes the guesswork out of marketing by using client data to deliver relevant, branded promotions automatically. It helps agencies strengthen relationships, increase sales, and measure success with minimal effort.
Targeted Campaigns
Reach the right clients with promotions tailored to their history and preferences.
Agency Branding
All marketing is branded with your agency’s identity to reinforce loyalty and trust.
Time Savings
Automated campaigns free up valuable time for selling and servicing clients.
Personalized Engagement
Send eCards, surveys, and reminders that build stronger connections.
Measurable Results
Track open and click rates to see which promotions resonate most.
Seamless Integration
Works directly with ClientBase Windows and Online for a connected marketing ecosystem.
The Best of Our Features
Discover the best of our features designed to help your agency work smarter, serve clients better, and grow with confidence.
Integrated Campaigns
Automated eZines packed with supplier promotions
Supplier-branded deals sent on your behalf
Personalized eCards, greetings, and surveys
Campaign Management
Marketing Calendar accessible anytime online
Modify or cancel scheduled promotions with ease
Choose which primary suppliers to promote
Compliance & Security
CAN-SPAM and Seller of Travel compliant
Secure client database sync—no manual uploads
Privacy-first automation built into every campaign
Operations & Reporting
Engagement tracking for opens and clicks
Success metrics synced back into ClientBase
Data to guide agent follow-up and refine campaigns
Available now to ClientBase subscribers.
Click here to visit our Knowledgebase for ClientBase Marketing Services Documentation.
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