ClientBase, the travel industry’s first Customer Relationship Management (CRM) tool designed specifically for travel consultants. ClientBase is an easy-to-use program that gives you instant access to key customer data.

• Client Based Email
• Client Base Online Com
• Client Base Define

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• Jan 27, 2021 DENVER-(BUSINESS WIRE)-PINE Advisor Solutions, a boutique, Denver-based provider of outsourced non-investment related services for the asset management industry, saw its client base quadruple.
• The clientele of, or the act of regularly dealing with, a business.

ClientBase Online Keeps You 'Connected!'
In 2008, Trams released ClientBase Online. This is an online, stand-alone version of ClientBase. There is no software to install, and never before has it been easier to stay “connected” with your customers. Our new ClientBase Online tool, now available via MySabre, offers robust access to your client database from any Internet-connected computer running Windows XP or Vista and IE 6.0 or higher. ClientBase Online gives you the competitive edge necessary for success in today’s changing retail travel environment.

Key Benefits

• No software installations are necessary
• Access your ClientBase database from any Internet-connected computer
• 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

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Features

• Create detailed client and vendor profiles and implement personalized marketing
• Advanced query and reporting
• Merge to PNR allows agents to push profile data directly into the GDS PNR
• Import GDS PNR segment details into ClientBase quickly and efficiently
• Manage trip details including reservations, agent to-do lists, itinerary printing and invoicing, in the Res Card Manager
• Live Connect to third-party web-based booking engines to seamlessly pass agency login and client data to the supplier booking site AND import reservations from the booking engines back into customers' profiles within ClientBase
• Create multiple reminders to help remember common tasks such as collecting deposit, final payment, checking for documents, making welcome home calls -- all at one time
• Print client quotes, or Trip Proposals to provide a format friendly print out of reservations you have made that does not coincide with receiving payment from your client
• Maintain and track contacts and marketing programs
• AND much more!
• Workstation Requirements: Windows XP (Home or Professional) or Windows Vista, IE 6.0 or higher, Java 2 Platform Standard Edition 1.4.2_06 or higher, Trusted Site and Active X controls must be allowed.

Send a Professional Agency E-Newsletter

The CBMS EZINE is a monthly e-magazine that is sent to your clients each month. It is personalized with your contact information. INCLUDED WITH YOUR CLIENTBASE ONLINE SUBSCRIPTION, you will be signed up to participate, allowing you to increase brand awareness, and stay at the top of mind with your customers. Each month, this professionally designed newsletter is broadcasted to over 350,000 consumers on behalf of their travel agent. Subscribe to ClientBase Online, and get started today! Click here to see a sample EZine.
Build a strong database and expand your marketing power with ClientBase Marketing Services (CBMS) - the only complete turn-key targeted marketing program where you choose the suppliers you want to promote, and we do all the work for you.

Check It Out For Yourself

Try ClientBase Online by visiting the link below, and logging into the Demo. Experience the benefits of complete client profile management, reservation management from inquiry to booking, and activity management that will streamline your daily tasks and client follow-through appointments.

You will need an active Internet Connection, and Microsoft Internet Explorer 5.0 or higher.

Use Internet Explorer to link to a product overview HERE.
Get the Most for Your Money

Never before has such a robust CRM tool, specifically designed for travel agents been more affordable! ClientBase Online is only $50 per month for a single user license. There are no other fees. Join over 30,000 travel agents and discover how ClientBase is your CRM solution!

Availability

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DENVER--(BUSINESS WIRE)--PINE Advisor Solutions, a boutique, Denver-based provider of outsourced non-investment related services for the asset management industry, saw its client base quadruple last year, as investment managers looked to PINE for support launching new products. The new clients include open and closed-end mutual funds, alternative asset firms and an exchange-traded fund trust.

PINE has added five industry professionals and doubled its office space to meet growing demand for its outsourced accounting and compliance services.

“PINE experienced significant growth in 2020 despite a challenging environment for many firms,” said PINE Co-Founder JB Blue. “The most rewarding aspect for PINE is watching our clients grow by adding new people, strategies and funds.”

PINE serves as an extension of its clients’ staff, specializing in institutional-quality Chief Financial Officer (CF0), regulatory compliance, fund/advisor launch, and operations support services that an asset manager may not have in-house. With its leadership team averaging more than 15 years’ experience, PINE provides highly-skilled support, saving its clients the expense of hiring and training new employees and allowing them to focus on investing, generating returns and raising capital.

PINE worked with Denver-based Bow River Capital to launch a first of its kind registered private equity fund last year, serving as both the Fund Treasurer and Chief Compliance Officer for the fund. The fund, Bow River Capital Evergreen Fund, converted to a registered fund on December 31, 2020.

“PINE is absolutely essential to what we do. Their deep industry knowledge -- coupled with personalized, high-touch service -- is a rare combination, providing a cost-effective way for us to concentrate on what we do best, which is private equity investing,” said Jeremy Held, Bow River Capital Managing Director.

With increasing consolidation in the outsourced CFO and compliance space, PINE plans to carve a niche as an employee-owned firm offering customized solutions, experienced and dedicated staff with the ability to adapt to the needs of its clients faster than larger, less nimble firms.

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“While the mergers we are seeing among our competitors may result in higher fees and reduced service levels, we remain committed to serving as a one-stop shop for the non-investment components needed to manage a successful fund and investment adviser,” said Derek Mullins, PINE Co-Founder and Managing Partner.

For more information visit www.pineadvisorsolutions.com.