What began as a 100% Internet CRM Database product has grown to become
your all-in-one program for managing your travel agency!
Whether you are a home-based agent, a host agency, or an independent contractor,
ClientEase is the perfect product to organize and operate your entire agency!



Everything you need:

Check out some of our many features highlighted below!

My Dashboard

Dashboard CRM

The most important part of your business is your client rolodex. With our new dashboard format, your client profiles are right at your fingertips.

My Cloud

Cloud Account

Each agent has a private cloud account to store client passport photos/info, supplier itinerary information, and more in a secure and PCI Compliant environment.

Client Travel History

Travel History

Store your client travel history, and create and email itineraries with multiple reservations. Easily upload or copy and paste itins directly from supplier emails or websites!

My Calendar

Calendar

Store your daily tasks and track your clients' payments due. You can choose to sync with your Outlook or Google calendar.

Accounting

Accounting

Easily monitor your income and expenses, generate sales volume reports, and track your commissions!

Reporting

Reporting

Generate daily reports for payments due/paid, sales volumes and commissions. Quickly view top-selling clients and suppliers.

My Travel Group

Groups

Easily track your group bookings. Generate group rosters to provide to suppliers. This includes companies as well.

Auto-Reminders

Auto-Reminders

Let ClientEase automatically email your clients about deposits/final amounts due, birthdays and anniversaries, etc.

Marketing

Marketing

Create and send your own custom emails. You can also choose to participate in hands-free automated marketing.

My Website

Websites/Email

No website? No problem! Choose one of our user-friendly templates and customize your web presence for a small one-time fee. Email address provided if needed.

Registration Form

Registration Forms

We can provide a custom client registration form for your website. All submissions automatically populate your database, and you are notified via email.

Client Portal

Client Portal

Allow your clients to log in to update their contact info and marketing preferences, view itins, make online payments, and approve PDFs with e-Signatures.

We have it all!

Not only does ClientEase have all the features you need,
but it also works for any size agency - from the independent to a host!

We're not your competition!

We are NOT a travel agency, so we are NOT your competition!


Our CRM was truly designed by YOU!
ClientEase has evolved over the years through suggestions of our users.
It started out as a simple single-user system,
and now it works for agencies with hundreds of agents,
yet still works perfect for that single user.