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)
January 11, 2025Atlanta Travel Show
January 16, 2025SYTA Summit 2025
HAR's Latest News
December 18, 2024Belonging to More Than One Host Agency
December 18, 2024What Is a CLIA Number?
December 18, 2024Do Travel Agents Need E&O Insurance?
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