Harness the power of your client knowledge by building a database that fuels your marketing efforts, helps you sell more travel and ensures that personal touch.

Meet the Chavez Family…

The Chavez Family Parents: Mr. and Mrs. Ken Chavez Children: Julie, Lynn, and Stevie	The Chavez Family Parents: Mr. and Mrs. Ken Chavez Children: Julie, Lynn, and Stevie Enjoys Golfing, Spas, and Cultural Events for the Kids	The Chavez Family Parents: Mr. and Mrs. Ken Chavez Children: Julie, Lynn, and Stevie Enjoys Golfing, Spas, and Cultural Events for the Kids Budget: Moderate Email: chavezfam09@hotmail.com Takes regular vacation in June Prefers Bermuda and Europe

The more you know and understand your clients, the more effective your marketing efforts will be. Learn more about how ClientBase Online helps you stay focused on your clients.

ClientBase Online Allows You to Focus on Your Clients!

ClientBase Online is the dedicated CRM tool designed specifically for travel agencies to provide complete profile, contact and trip management abilities. It 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.

ClientBase Online provides the ability to:

• Build detailed client profiles
• Store marketing preferences
• Generate labels, letters, emails and surveys
• Send personalized html emails
• Manage the leisure trip planning process from inquiry to welcome home
• Set reminders to follow-up with clients
• Seamlessly connect to the GDS PNR and over 65 supplier booking engines

Our All New TouchBase Program Helps You Focus on That Personal Touch!

Introducing ALL NEW TouchBase Program!
As a ClientBase Online subscriber joining the TouchBase Program gives you access to template greetings and
reminders you can opt in to sending to your clients on regular intervals.

The TouchBase Program includes:

• A Client e-Survey sent to each valid email address 2 times a year, to collect travel preferences
  See a sample Client e-Survey.
• Birthday Greetings
  See a sample TouchBase Birthday Greeting.
• 3 Holiday Greetings
• Passport Expiration Reminders
• Welcome Home Greetings
• Welcome to the Agency Greetings
• Thank You for Your Referral Greetings
• Thank You for Your Inquiry Greetings
• Anniversary Greetings
• Haven’t Seen You in a While Greetings

The TouchBase Program is completely turn-key. Greetings and reminders are sent out automatically on your behalf based on the profile data in your ClientBase Online database.

In addition, the TouchBase Program includes a Client e-Survey that will be sent to all your clients twice a year so that they may update their travel preferences, and have those selections updated in your ClientBase Online database automatically.

It’s time to focus on your client base.

Join over 40,000 agents and focus on client relationship
management with ClientBase Online!

To get started with ClientBase Online, visit our website!