Why ClientBase Windows Is Better

Keeps You On Track
Endless Marketing Capabilities
Email Integration

ClientBase Windows


Offer personalized service every time you talk with a customer by managing your data centrally with the leading Customer Relationship Management (CRM) tool for agencies.

ClientBase Windows is the dedicated CRM tool designed specifically for travel agencies to provide complete profile, contact and trip management abilities. ClientBase Windows provides the information and efficiencies for agents to develop and maintain client relationships, as well as increase productivity and perform all agent and agency processes.


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


ClientBase gives you detailed client and vendor profiling abilities. It also contains elaborate query and reporting features that allow you to:

Spot trends, discover new niches and gain better insight of your business with dashboard reporting. See more details below.

Manage trip details including reservations, agent to-do lists, itinerary printing and invoicing, and inventory management with the Res Card feature.

Merge profile data directly into the PNR or import PNR segment details into ClientBase.

Reduce steps when booking with leisure suppliers by seamlessly passing client data over with one click.

Stay in touch with your clients by sending greetings and reminders at regular intervals via TouchBase.

Use the same database as the Trams Back Office system for ultimate insight and efficiency

"Sync Copy" a primary database for use by agencies with multiple locations with Trams Multi-Synchronization


Gain understanding and better insight into what is going on with your business by studying the data provided by dashboards within ClientBase®. Just like a car dashboard, the agency dashboard feature provides significant data at a glance to:

Discover strength and weaknesses within your day-to-day operations.

Measure the effectiveness of your marketing.

Develop good habits among the staff at your agency.

Analyze sales data by travel types, new Res Cards, active Res Cards and Res Card cycles.

Find out your business' top 10 marketing codes.

The Dashboard Manager Contains Four Sections:
  1. Agency bulletin -display announcements and other important information to all agents in the agency.
  2. Find a profile – Quickly query a profile and/or type of profile
  3. My to do list – Agents “To Do” list is displayed for easy viewing
  4. Report results – view pre-designed Crystal dashboard reports
Access and Availability

Available Now (United States, Canada, United Kingdom, Australia, and Asia/Middle East/Africa)

Technical Requirements

You will need Adobe Reader to view PDF documentation files. Click here  to obtain Adobe Reader.

…Amadeus Merge to PNR Mapping Guide
Amadeus Merge to PNR Mapping Guide



…Worldspan Merge to PNR Mapping Guide.pdf
Worldspan Merge to PNR Mapping Guide.pdf

..Amadeus Sample Invoice PNR Rules
Amadeus Sample Invoice PNR Rules

..Apollo Sample Invoice PNR Rules
Apollo Sample Invoice PNR Rules

..Sabre Sample Invoice PNR Rules
Sample Sabre Invoice PNR Rules

..Worldspan Sample Invoice PNR Rules
Worldspan Sample Invoice PNR Rules

.Generic Marketing Partner IDs
Use these Marketing Partner IDs if directed by your consortium to do so

.Product Resource Guide (CBW)
Roadmap to Trams Product Resources for ClientBase Windows

Adding Agent Logos
Do agency agents have unique logos? Here are directions on adding them.

Best Marketing Practices
Use Queries in the Profile Manager to do Some Marketing to Clients

CBW Setup SMTP Email
Set Up ClientBase to use SMTP Email

ClientBase Default Marketing Codes
Generic Marketing Codes

ClientBase Inventory: Setup/Usage
Learn how to create and pull inventory in ClientBase

ClientBase Overview: For Administrators

ClientBase Overview: For ClientBase Users

ClientBase QuickStart Training Program

ClientBase Reports to Train, Market and Understand Data

Creative Saved Queries

Handling Groups in ClientBase Windows and Trams Back Office
This document walks you through handling groups in ClientBase Windows and Trams Back Office.

Quick Steps to Create a Res Card and Invoice in ClientBase

Set Up Sabre Vacations Canada
Step by step instructions to get Sabre Vacations Canada set up for usage.

Using ClientBase and VacationPort to Create/Send Emails
Create HTML emails using Passport Online

Vendor ID’s
Current list of Vendor IDs for Marketing and Suggested Interface IDs