ClientBase Windows
ClientBase Windows is the industry’s most robust CRM, built specifically for travel agencies to manage every client relationship with precision. It centralizes client and vendor profiles, trip details, and booking information so advisors can deliver highly personalized service every time. With powerful tools like the Res Card Manager, TouchBase communications, and advanced query and reporting, agencies can streamline operations and uncover new opportunities for growth. Seamless integration with Trams Back Office ensures accounting accuracy and efficiency across the business. Backed by over 40 years of proven expertise, ClientBase Windows remains the trusted solution for agencies that want reliability, depth, and performance in one platform.
Key Benefits
ClientBase Windows empowers agencies to strengthen client relationships, increase productivity, and unlock new revenue opportunities. With advanced CRM tools, integrated marketing, and seamless back-office connectivity, it delivers everything needed to run a smarter, more efficient travel business.
Centralized Client Management
All client and vendor details are stored in one place for quick access and consistent service.
Personalized Service
Deliver tailored travel experiences with detailed profiles, preferences, and communication tools.
Streamlined Trip Management
Easily manage reservations, itineraries, invoices, and tasks through the Res Card Manager.
Targeted Marketing
Boost bookings with automated, data-driven campaigns through ClientBase Marketing Services.
Business Insights
Dashboard reporting and advanced queries help track performance and uncover new opportunities.
Back-Office Integration
Sync seamlessly with Trams Back Office for financial accuracy and operational efficiency.
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
Agent to-do lists linked to client trips
Marketing & Communication
TouchBase greetings, reminders, and follow-ups
Integration with ClientBase Marketing Services
Complete history of client communications
Operations & Reporting
Real-time dashboards with sales and performance insights
Pre-designed Crystal Reports for professional analysis
Multi-branch support with Trams Multi-Synchronization
Available Now (United States, Canada, United Kingdom, Australia, and Asia/Middle East/Africa)
One of the most innovative features in ClientBase is Live Connect in the Res Card.
Save time and improve efficiency by transmitting selected client information to a booking engine. Then electronically transmit back reservation details and automatically complete the reservation form with what’s been booked!
Contact info@trestechnologies.com to become a Live Connect supplier.
For a full list of suppliers and technical updates visit our Live Connect documentation.
Click here to Download the Technical Requirements.
Click here for more information on Software Updates & Downloads.
Click here to visit our Knowledgebase for ClientBase Windows Documentation.
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