TopToolAdvisor

Review · Industry software

ClientBase review

A long-standing travel agency CRM from TRES Technologies, available as ClientBase Windows and ClientBase Online, that pairs with Trams Back Office.

By the TopToolAdvisor research desk · Updated November 11, 2026

Features (35%)
8.6
Ease of use (35%)
6.8
Value (30%)
7.2

ClientBase is the CRM many traditional storefront and host agencies have used for years, now sold by TRES Technologies alongside Trams Back Office. ClientBase Online runs in a browser and syncs in real time with ClientBase Windows, or works as a standalone CRM. Its strengths are agency data: detailed client profiles with preferences and history, organized vendor records, advanced queries for segmentation and a Res Card Manager that handles reservations, itineraries and invoicing. Agents can merge or import PNR details from the GDS, track to-do lists tied to trips and generate quotes and Trip Proposals. Paired with Trams, it gives agencies a back office for accounting and commissions. The drawbacks are age and opacity: GDS integration requires Internet Explorer mode in Microsoft Edge, pricing is not published, and the product is aimed at the US market. Agencies already on a GDS and Trams will find it familiar; newer home-based advisors will find lighter tools easier.

Who it is for

Established US agencies that book through a GDS and run Trams Back Office.

Price

See vendor pricing (USD check pending); quote from sales.

US price check pending. See the vendor pricing page.

Key features

  • Client profiles with preferences and history
  • Res Card Manager for reservations, itineraries and invoicing
  • Merge or import PNR details
  • Quotes and Trip Proposals
  • Real-time sync between ClientBase Online and ClientBase Windows

Strengths and weaknesses

  • Strength: Built for GDS-driven agencies with PNR import
  • Strength: Advanced queries for targeted client segmentation
  • Strength: Works alongside Trams Back Office from the same company
  • Weakness: No published pricing
  • Weakness: GDS integration needs Internet Explorer mode in Microsoft Edge
  • Weakness: Older desktop-first design compared with cloud tools like Tern

Key facts

  • Editions: ClientBase Windows, ClientBase Online
  • Market: U.S.
  • Vendor: TRES Technologies (Trams Back Office)

Where it ranks

ClientBase is No. 8 in our Best CRM for Travel Agents verdict.

Alternatives we scored

Visit trestechnologies.com · Questions or corrections: editorial@toptooladvisor.com