Integration

How the ClientBase integration works

ClientBase is the CRM in the TRES platform. This integration sends trip details from that record to Frienzy, where travelers open the itinerary.

ClientBase holds the client and the trip inside TRES. Frienzy takes those trip details and shows them as the itinerary, documents, and updates travelers open on a phone. Advisors stay in TRES. Agency pricing stays on the TRES offer page.

Use this page when the client record is in ClientBase and the itinerary still goes out as a PDF.

Advisors stay in the TRES record. The commercial offer is Frienzy for TRES agencies. The agency app guide explains how that record becomes a phone itinerary.

Updated October 4, 2026 · Frienzy Product Team

Answers

Answers

Does Frienzy integrate with ClientBase?

Yes. Frienzy uses ClientBase trip details so a travel agency can present the trip in a mobile itinerary. ClientBase is the CRM inside TRES, and advisors keep the client and the booking in that record. This is the same TRES connection, described from the CRM side, with the same published prices: mobile itineraries from $10 per user per month, or a branded app from $275 per month, available only to agencies on TRES, plus $10 per user. Travelers open the itinerary, documents, and updates on iOS or Android.

Related: TRES integration

The system

What ClientBase is

ClientBase is the CRM in the TRES platform. It holds the agency’s client record and the trip details attached to that record. Frienzy does not replace ClientBase.

Frienzy

What Frienzy adds

A place for the client to read the trip

Frienzy is the mobile itinerary. ClientBase remains the CRM the advisor already uses.

Documents and updates on the trip

The traveler app can hold trip documents and the updates the agency sends.

The same TRES app plans

Branded and trip-details plans are on the TRES page. ClientBase uses those same plans.

Flow

How the integration works

This is the conceptual handoff. It describes which system owns the record and where the traveler reads the trip.

  1. 1

    Save the trip in ClientBase

    The advisor keeps the client and the booking in TRES and ClientBase.

  2. 2

    Pass the trip details to Frienzy

    ClientBase trip details are brought into Frienzy. The agency does not stand up another CRM.

  3. 3

    Share the mobile itinerary

    The traveler opens the itinerary on iOS or Android. The advisor can preview it before sending.

Data

What data flows into Frienzy

  • ClientBase trip details used to present the itinerary.
  • Trip information from the TRES and ClientBase workflow.
  • Field mapping is set during onboarding.
Travelers

What the traveler experiences

  • A mobile itinerary built from the agency’s trip details.
  • Trip documents with the plan.
  • Updates and communications from the agency.
  • The client uses the Frienzy app or the agency’s branded app. They do not work inside ClientBase.
Who it is for

Ideal customer

  • Agencies whose client trips are saved in ClientBase
  • Advisors who still email the itinerary after the CRM record is complete
  • Teams that will keep TRES as the system of record
Outcomes

Benefits

The CRM stays the source

ClientBase remains the client record. Frienzy reads trip details from that workflow.

Less retyping

Advisors do not rebuild the ClientBase trip in a separate traveler tool.

One commercial path

The TRES page lists mobile itineraries from $10 per user per month and a branded app from $275 per month, available only to agencies on TRES.

Questions

FAQs

Does Frienzy replace ClientBase?

No. ClientBase stays the CRM. Frienzy is the traveler-facing itinerary.

Is there a separate ClientBase mobile app to install in the back office?

No. The ClientBase connection is the TRES integration, described here from the CRM record. Advisors stay in TRES.

What is the ClientBase itinerary integration?

It is the handoff that brings ClientBase trip details into Frienzy so travelers can open a mobile itinerary.

What data moves from ClientBase?

Trip details from the ClientBase record. The booking stays in TRES. Exact fields are set during onboarding.

Where is the price?

On the TRES page: $10 per user per month for mobile itineraries, and $275 per month, available only to agencies on TRES, plus $10 per user for a branded app.

Author

Frienzy Product Team

Frienzy Inc. Frienzy is a white-label travel app platform for tour operators and travel agencies, founded in 2023 in Dallas, TX. These pages are written and updated by the Frienzy product team.

Updated October 4, 2026

Keep ClientBase. Give the client an app.

Book a demo with a ClientBase trip, or review the TRES plans first.