Key Benefits
Centralized Client Management
Keep all client and vendor information in one place for easy access and superior service.Increased Productivity
Automate repetitive tasks and reduce booking steps to save valuable time.Data-Driven Insights
Use dashboard reporting and analytics to discover trends, track performance, and make better business decisions.Enhanced Marketing Power
Leverage ClientBase Marketing Services to deliver targeted campaigns and boost agency revenue.


Client & Vendor Management
Store detailed client profiles with preferences, history, and travel habits
Maintain vendor profiles for quick reference and booking efficiency
Create custom queries for targeted marketing or analysis
Centralize contact information for easy retrieval and service continuity

Trip & Booking Tools
Manage reservations, itineraries, invoices, and inventory in the Res Card Manager
Merge client data into PNRs or import PNR segments with ease
Track agent to-do lists tied directly to client trips
Automate itinerary and quote generation for professional client-facing documents

Marketing & Communication
TouchBase greetings, reminders, and eCards for ongoing engagement
Direct integration with ClientBase Marketing Services for automated campaigns

Operations & Reporting
Dashboard analytics with sales, marketing, and operational performance tracking
Multi-location sync with Trams Multi-Synchronization for large agencies

ClientBase Windows

What Sets Us Apart
ClientBase Windows is the industry’s most powerful CRM built exclusively for travel agencies. It delivers unmatched functionality for client and vendor management, trip organization, marketing, reporting, and back-office integration. Trusted for over 40 years, it equips agencies with the depth, flexibility, and control they need to build lasting client relationships, streamline workflows, and drive revenue growth.
The Best Features
Key Benefits
Centralized Client Management
Keep all client and vendor information in one place for easy access and superior service.Increased Productivity
Automate repetitive tasks and reduce booking steps to save valuable time.Data-Driven Insights
Use dashboard reporting and analytics to discover trends, track performance, and make better business decisions.Enhanced Marketing Power
Leverage ClientBase Marketing Services to deliver targeted campaigns and boost agency revenue.

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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.
