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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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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

ClientBase Windows

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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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Ask a question

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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.

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