ClientBase

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What problem does ClientBase solve?CRM Tool
Founded
Members of
Countries Served
USACanada
Target User
Beginner Travel Advisors, Experienced Travel Advisors
Languages Spoken
English
Profile Updated
2024/10/25
# of Users
Undisclosed
Tech Offered
CRM
Companies Served
Business Attributes

Features

Client Management
Group Management
Invoicing
Task Management

ClientBase Pricing

Setup/Migration fee
Custom Set Up Fee
Custom
Free Version
Trial Offer
Pricing Model
Per User
Subscription
Annual, Monthly
Annual Price
Monthly Price
One-time License Price
Military/Veteran Discount
Enterprise Pricing
Group 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
Team Asset Sharing
API Access
API Pricing
Customized Branding
Customization Fee
Email Integration
Gmail, Outlook, Yahoo
GDS Integration
Amadeus, Sabre, Travelport
Consortia Data Integrated/ Preferred
Consortia notes:
Agency-Facing Mobile App
Client-Facing Mobile App
Fee Invoicing
Can user directly collect fee?

Security

PCI Compliant
3rd Party PCI Compliant Audit
PCI Compliance Notes
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
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