Online is a web version of ClientBase that provides access to your client data
from any Internet connected computer running Internet Explorer. If you
already use ClientBase Windows, but need access for those away from the office,
ClientBase Online can be an added on as your remote access solution. If
you are not using ClientBase Windows (or Trams Back Office), ClientBase Online
is also offered independently.
Click here to visit the CBO Microsite and Sign Up now!
- No software installations are necessary
- Access your ClientBase database from any Internet connected computer
- Enhance your customer relationship management capabilities
- Increase efficiency and productivity in your office
- Deliver unbeatable customer service and increase agency revenues
- Drive greater effectiveness in marketing
- Maximize the turnkey marketing campaigns offered by ClientBase Marketing Services
- Create detailed client and vendor profiles and implement personalized marketing
- Advanced query and reporting
- Merge to PNR allows agents to push profile data directly into the PNR
- Import PNR segment details into ClientBase quickly and efficiently
- Manage trip details including reservations, agent to-do lists, itinerary printing and invoicing, and inventory management in the Res Card Manager
- Live Connect to third-party web-based booking engines to seamlessly pass agency login and client data to the supplier booking site AND import reservations from the booking engines back into customers' profiles within ClientBase
- Create multiple reminders to help remember common tasks such as collecting deposit, final payment, checking for documents, making welcome home calls -- all at one time
- Print client quotes, or Trip Proposals to provide a format friendly print out of reservations you have made that does not coincide with receiving payment from your client
- Maintain and track contacts and marketing programs
- AND much more!
Click here for System Hardware Requirements.
Workstation Requirements: Internet Explorer Browser 8 through 11 on Windows 7, 8, and 8.1. Active X controls must be allowed.
Access and Availability
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 CB add-on providing a robust solution to your remote access challenges. Contact your rep for more information.
Click here to access ClientBase Online.
Click here to contact your sales representative.
You will need Adobe Reader to view PDF documentation files. Click here to obtain Adobe Reader.
IMPORTANT NOTE: The Recorded Trainings utilize the Windows Media Player. To hear the recording, simply click on it to launch.