What problem does ClientBase solve?CRM Tool
Founded
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Members of
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Countries Served
Target User
Beginner Travel Advisors, Experienced Travel Advisors
Languages Spoken
English
Profile Updated
2024/10/25
# of Users
Undisclosed
Tech Offered
CRM
Companies Served
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Business Attributes
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Features
Client Management
Group Management
Invoicing
Task Management
ClientBase Pricing
Software Specifics
Use Case
Front Office
Products Supported
Air, All-Inclusives, Car, Excursions, Fees, FITs, Hotels, Insurance, Ocean Cruises, Packages, Restaurants, River Cruises, Tours, Other, Transfers
Currencies Supported
USD, CAD, EUR, GBP
Team Management for
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Team Asset Sharing
API Access
API Pricing
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Customized Branding
Customization Fee
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Email Integration
Gmail, Outlook, Yahoo
GDS Integration
Amadeus, Sabre, Travelport
Consortia Data Integrated/ Preferred
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Consortia notes:
Agency-Facing Mobile App
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Client-Facing Mobile App
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Fee Invoicing
Can user directly collect fee?
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Security
PCI Compliant
3rd Party PCI Compliant Audit
PCI Compliance Notes
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Two-Factor Authentication Login (2FA)
Stored Data is Encrypted
ClientBase Training and Support
Training
Documentation, Live Online, One-on-One, Video, Webinar
Support
Phone, Email, Knowledge Base, Live Chat
Upcoming Events
January 1, 2025Family Travel Advisor Forum (FTAF)
March 26, 2025Celebration Key, Carnival’s new exclusive destination
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