Hotel CRM guide

Hotel Sales Pipeline for Enquiries and Leads

Track hotel enquiries on a sales pipeline board by stage and value, and close each lead only by recording whether it was won or lost.

You stop losing leads in inboxes. A booking is dates, rooms and a rate. An enquiry could be a November wedding with forty rooms plus a hall, or nothing at all. Until it becomes one or the other, it needs a home that makes someone record the outcome.

How the board works

Each column is a stage, running from new and qualified through proposal sent and negotiating to won or lost.
Each card shows the party, dates, rooms, venue, estimated value and owner.
Values are weighted, so a proposal at 60% weighs more than an opening call.

How does an enquiry close?

Either it is won and turns into a linked booking, or it is lost with a reason picked from your hotel's list. It never just disappears.

Who uses it

Every enquiry has an owner. Read the board per owner or per stage, or see value per stage for the quarter.

Other Hotel CRM guides

Hotel CRM Built on Your Front Office DataHotel CRM software that reads the guest, company and agent records your front office already keeps, with no import and no double entry. Guest, Corporate and Travel Agent ProfilesKeep corporate profiles with branch-wise GSTIN and billing terms, travel agent commission, and one guest history across every hotel. Complete Guest History on One TimelineEvery guest interaction in date order — stays, invoices, complaints, phone calls, messages and meetings — on a single page. Guest Lifetime Value Without Manual EntrySee guest lifetime value, room nights, ADR and dues on every profile, filled from the folio, with top guests, companies and agents a click away. Guest Segments and Email Campaigns for HotelsBuild guest segments from real stay data and send hotel email campaigns that always respect do-not-email, with every send recorded.