Key Benefits
No Installations Needed
Access your CRM instantly through the cloud with supported browsers.Remote Flexibility
Manage client data and bookings from any internet-connected location.Comprehensive CRM
Enjoy all the client, trip, and marketing capabilities of ClientBase in a web format.Boost Efficiency
Simplify processes and reduce manual effort to free time for client service.
Remote CRM Access
View and update client and vendor profiles from any browser
Search client histories and preferences for better service
Manage reservations, itineraries, invoicing, and tasks remotely
Access marketing preferences for targeted outreach even offsite
Seamless Windows Sync
Shares the same database as ClientBase Windows
Updates made online sync instantly with the office system
Eliminates duplicate data entry between office and remote use
Ensures consistency across the entire agency
Booking Support
Import PNR segments into ClientBase Online while on the go
Use Res Card Manager to manage bookings outside the office
Maintain access to key supplier details remotely
Generate itineraries and proposals without being in the office
Communication Tools
Send reminders and updates while working remotely
Provide professional quotes and Trip Proposals from any location
Access client birthdays, anniversaries, and milestones to maintain engagement
Ensure seamless continuity with full history available online
ClientBase Online
What Sets Us Apart
ClientBase Online is the web-based extension of ClientBase Windows, giving agencies secure access to their CRM data from any internet-connected computer. It’s the perfect solution for advisors working remotely or agencies that need flexible access outside the office. While ClientBase Windows delivers the full power of CRM, ClientBase Online ensures you can access, manage, and update that same database from anywhere.
The Best Features
Key Benefits
No Installations Needed
Access your CRM instantly through the cloud with supported browsers.Remote Flexibility
Manage client data and bookings from any internet-connected location.Comprehensive CRM
Enjoy all the client, trip, and marketing capabilities of ClientBase in a web format.Boost Efficiency
Simplify processes and reduce manual effort to free time for client service.
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Schedule a Demo
See how TRES can transform your agency with powerful tools built to simplify your business and grow your revenue. Schedule a demo today and experience the future of travel technology in action.