ClientBase

ClientBase is a back office system supported by TRAMS. ClientBase integration allows for easy retrieval of booking invoices, easy retrieval of your client list or even automatic uploads of your Engagement client list. See the resources below for more information.

User Documents

• ClientBase Client List Export Instructions
  This document walks ClientBase users through exporting their client lists for the Engagement program. (PDF)
   

On Demand

• Engagement Select
  Register or learn about Engagement Select, the new, no-cost, premium level of our consumer marketing benefit. Engagement Select integrates Vcom's mail and email marketing with agency data in ClientBase so records of clients receiving mailings are automatically "tagged," agencies no longer have to send updated client lists and clients will receive more relevant mailings.
   
• ClientBase Training
  Want more training on how to use the TRAMS ClientBase system? Click the link above to learn more about TRAMS hosted Q&A sessions and  regularly scheduled training sessions.