ClientBase Online
ClientBase Online is the web-based extension of ClientBase Windows, giving travel advisors secure, browser-based access to their agency database from anywhere with an internet connection. Designed for flexibility and mobility, it enables advisors to manage client profiles, trip details, and booking information outside the office while maintaining real-time synchronization with ClientBase Windows. Whether used as a companion to Windows or as a standalone CRM, ClientBase Online empowers agencies to deliver consistent, reliable service wherever their work takes them.
Key Benefits
With ClientBase Online, agencies gain the freedom to access critical client and trip data anytime, anywhere. This flexibility helps advisors stay connected, improve responsiveness, and maintain continuity of service while ensuring data accuracy across the agency.
Remote Access Anywhere
Stay connected to your client database from any internet-connected computer using a secure browser login.
No Installations Required
Eliminate the need for software setup—simply log in through your browser and get started instantly.
Consistent Data SyncAll updates made online are automatically shared with ClientBase Windows, ensuring accuracy across systems.
Enhanced Advisor Productivity
Manage reservations, itineraries, tasks, and client communications even when away from the office.
Flexible Client Management
Access detailed profiles, preferences, and history to deliver personalized service on the go.
Professional Client Documents
Generate quotes and Trip Proposals remotely for a polished, client-ready presentation anytime.
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.
Client & Vendor Management
Detailed client profiles with preferences and history
Organized vendor information for quick reference
Advanced queries for targeted segmentation
Trip & Booking Tools
Res Card Manager for reservations, itineraries, and invoicing
Merge or import PNR details seamlessly
Manage advisor to-do lists tied to trips
Marketing & Communication
Send reminders and updates remotely
Access client milestones for personalized service
Create professional quotes and Trip Proposals from anywhere
Seamless Connectivity
Works in sync with ClientBase Windows
Real-time updates across office and remote access
No duplicate entry—one database for the entire agency
Available Now to the U.S. Market
Using the Windows version of ClientBase and/or Trams Back Office? ClientBase Online is available to you too as a CBW add-on providing a robust solution to your remote access challenges. Contact your rep for more information.
Workstation Requirements: Internet Explorer mode in Microsoft Edge (opens in a new tab) for GDS integration and Live Connect Extension for Google Chrome for Live Connect (opens in a new tab).
As a web-based product, there are no downloads to update ClientBase Online.
Click here to visit our Knowledgebase for ClientBase Online Documentation.
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