ClientEase CRM is a 100% Internet client management database. Besides maintaining your detailed client profiles online, you can keep the clients’ travel history, marketing preferences, and frequent traveler info and issue itineraries and invoices. You can even upload a photo of the client so that when you open their profile you can put a face to the name.
In addition to client info, ClientEase allows you to track commissions, which is ideal for single users or host agencies with unlimited agents. Host agencies can contact us regarding our host features. Generate supplier and agent sales volume reporting and see daily stats right on the dashboard. Our auto-reminder feature will assist in organizing your agency and staying in touch with your clients along with saving agents time spent on contacting clients individually. This data is available on the agent’s calendar. The auto-reminders include occasions, Disney eligibility dates, payments, and Bon Voyage and Welcome Home greetings.
Our latest features include website links for registration and quote requests and a “Client Portal” exclusive to each agent. The registration link will allow clients to fill out a profile and travel request, and, once submitted, it will build a profile in the agent’s database, email the agent with the details, and send a thank-you email to the client. The “Client Portal” gives your clients access to their data where they can update their profile, view itineraries, and enter payment info for the agent to submit payment. They can also add their traveler numbers (frequent flyer, passport, etc.), choose demographic and custom criteria for the marketing program, request quotes for future travel, and approve e-Signature documents that the agent needs approval on. All data is linked directly to the agent’s ClientEase database.
ClientEase – we have everything you need so we are the only thing you need.