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HC 6 capabilities connected Install the published app Copy the reviewed Hospitality & Travel starting point into your workspace.

Hospitality & Travel

At a glance Published facts and operating context. Who it’s for Every role starts from the same installed system. Application structure The public page preview uses the same structure as the production product pages. What’s inside These are the app surfaces the installed workspace starts with. Scale and support Start quickly without blocking the path to production operations. Operational assistance Use AI as an operating layer over the same records your team uses. How it works Install the app, then shape the workflow around how the business actually runs. Comparison Start from a working system instead of a blank canvas. Rollout A practical rollout path from first click to real team usage. Technical proof The catalog app is a source. Your install is a separate app copy. FAQ Common questions.
AI agents
Platform
Overview What’s inside How it works AI agents Explore apps
Features
Hospitality & Travel
At a glance Who it’s for Application structure What’s inside Scale and support Operational assistance How it works Comparison Rollout Technical proof FAQ
HC Open the live workspace Install the Hospitality CRM starting point.
Start free
Hospitality & Travel template

Hospitality CRM ready

Hospitality CRM helps hotels, venues, and travel teams manage booking inquiries, guests, event planners, opportunities, proposals, room and package revenue, and service follow-ups from one workspace.

Start free See live preview
Live Preview
Hospitality CRM · Published starting point
ERP•AI
Overview Booking inquiriesBooking opportunitiesGuest and planner profilesEvent and group proposalsProperty revenue pipelineService follow-ups
Hospitality & TravelHospitality CRM
01
Booking inquiriesBooking inquiries is included as part of the published app starting point.
02
Booking opportunitiesBooking opportunities is included as part of the published app starting point.
03
Guest and planner profilesGuest and planner profiles is included as part of the published app starting point.
04
Event and group proposalsEvent and group proposals is included as part of the published app starting point.
05
Property revenue pipelineProperty revenue pipeline is included as part of the published app starting point.
06
Service follow-upsService follow-ups is included as part of the published app starting point.
Install Hospitality CRM
Product snapshot

Hospitality CRM at a glance.

Connected tables
14Tables included in the app
Configured fields
242Configured across the schema
Seeded tables
13Tables with starting records
Workflow starters
1Workflow starting points
Ready reports
4Analytics and summaries
Suggested roles
4Suggested roles and scopes
Built for

The teams that need this app.

Every role starts from the same installed system.

  • Daily teams

    Run Hospitality CRM with the tables and views needed for repeated operational work.

  • Approvals and visibility

    Track exceptions, review work, and keep the team aligned from a shared workspace.

  • Ready to extend

    Start from a real app structure, then adapt fields, screens, Proto workflows, and reports.

What you get

Views, records, and workflow controls.

The public page preview uses the same structure as the production product pages.

See the live workspace ↓
Application structurePublished
ERP•AI
OverviewOperational dashboardCore recordsWorkflow control
Tables3Installed starting point
01
Operational dashboardTrack active work, exceptions, owners, and recent activity from the same workspace.
02
Core recordsWork from filtered, grouped, and role-aware table views instead of static templates.
03
Workflow controlUse Proto to model the real process around the data after installation.
At a glance

What’s inside.

These are the app surfaces the installed workspace starts with.

Booking inquiries

Booking inquiries is included as part of the published app starting point.

Booking opportunities

Booking opportunities is included as part of the published app starting point.

Guest and planner profiles

Guest and planner profiles is included as part of the published app starting point.

Event and group proposals

Event and group proposals is included as part of the published app starting point.

Property revenue pipeline

Property revenue pipeline is included as part of the published app starting point.

Service follow-ups

Service follow-ups is included as part of the published app starting point.

Built for scale

Structured enough to grow with the team.

Start quickly without blocking the path to production operations.

  • Multi-user by default

    Use roles and workspace permissions to let different teams operate from the same app.

  • Structured records

    Data lives in typed tables with views, forms, references, and audit-friendly history.

  • Workflow-ready

    Proto workflows can be connected to the schema and adapted after install.

  • API-accessible

    Use the app through UI workflows or API surfaces as your implementation matures.

Operational assistance

Assistants that work inside the app.

Use AI as an operating layer over the same records your team uses.

Assistant queueReady
01
Data steward

Checks incomplete records, highlights stale work, and keeps the app ready for action.

02
Workflow runner

Uses Proto workflows and app data to move routine steps forward with an audit trail.

03
Reporting helper

Turns operational data into summaries that managers can review without exporting the app.

Workflow handoff

The process lives beside the data.

Install the app, then shape the workflow around how the business actually runs.

Open the workspace ↗
  1. 01
    Install the appCreate a new app in your workspace from the published catalog copy.
  2. 02
    Review the schemaStart with 14 tables and the included relationships, forms, and views.
  3. 03
    Adapt the workflowUpdate fields, Proto workflows, permissions, and reports around the process you actually run.
  4. 04
    Invite the teamBring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.
Compared

Blank setup vs a published app.

Start from a working system instead of a blank canvas.

ConsiderationBeforePublished app
Starting pointBeforeBlank app, spreadsheet import, and manual setup.Published appPublished app copy with schema, views, forms, and defaults.
WorkflowBeforeProcess lives outside the system.Published appProto workflows can run beside the records they operate on.
IterationBeforeChanges require rebuilding the system from scratch.Published appEdit fields, views, permissions, and workflows after install.
AccessBeforeShared credentials or duplicated sheets.Published appWorkspace users, roles, and app-level permissions.
Time to value

Install, adapt, operate, scale.

A practical rollout path from first click to real team usage.

  1. Day 1Install

    Create the app, inspect the included schema, and open the first records.

  2. Week 1Adapt

    Rename fields, add missing views, and connect the first Proto workflow.

  3. Month 1Operate

    Move real work through the app and refine reports from production usage.

  4. Quarter 1Scale

    Invite more teams, connect APIs, and standardize the operating model.

Workspace-safe by design.

The catalog app is a source. Your install is a separate app copy.

App copy isolation

Install creates a separate app for your workspace rather than editing the catalog source.

Audit-ready changes

Records, schema changes, and workflow actions stay tied to your workspace history.

Open extension path

Start from the catalog app, then connect APIs, Proto workflows, reports, and team-specific screens.

FAQ

Common questions.

What gets installed with Hospitality CRM?+

The published app copy is installed into your workspace with its schema, views, forms, and configured starting data according to the publication settings.

Can I change the app after installing it?+

Yes. The installed app is yours to edit. You can change tables, fields, views, permissions, workflows, and reports.

Hospitality CRM

Install the published starting point. Adapt it to your operating model.

Hospitality CRM helps hotels, venues, and travel teams manage booking inquiries, guests, event planners, opportunities, proposals, room and package revenue, and service follow-ups from one workspace.

Start free See live preview

The installed workspace is a separate, editable app copy.

Hospitality & Travel

More like this

From the same catalog neighborhood.

Browse the catalog
Hospitality & Travel Marketing Automation for Travel & Hospitality Travel and hospitality marketing automation for managing traveler profiles, destination segments, seasonal campaigns, guest journeys, booking attribution, and reservations handoff. It connects acquisition activity to booking revenue while coordinating relevant pre-stay and post-stay guest communications. View product Hospitality & Travel HRMS for Hospitality Hospitality HRMS for property operators managing seasonal openings, property shift schedules, time off, onboarding, payroll, service-charge runs, and manager and team member workspaces. View product Hospitality & Travel Talent Suite for Restaurants and QSR Talent Suite for Restaurants and QSR gives HR and workforce teams an installable ERP.AI workspace for overview, engagement, onboarding, benefits, and learning. It includes Restaurant Team Member Workspace, Restaurant Manager Workspace, and Restaurant People Operations Center pages for guided daily work. US restaurant and QSR talent operations for hourly hiring, food-safety certification, rapid onboarding, 30-day... View product Hospitality & Travel Hospitality ERP Hospitality ERP gives hospitality operations teams an installable ERP.AI workspace for overview, foundation, order-to-cash, inventory, and workspace. It includes Procure-to-Pay — Operations, Order-to-Cash — Operations, and Ship Orders pages for guided daily work. Properties, reservations, guest billing, procurement, inventory, and housekeeping. View product Hospitality & Travel TMS for Food and Beverage Distribution Cold-chain transportation management for food and beverage distributors, covering refrigerated and frozen deliveries, shelf-life and expiry controls, route execution, proof of delivery, temperature compliance, exceptions, and returns. It gives dispatchers and logistics managers a single operational workspace to protect product quality, improve on-time delivery, and reduce rejected or spoiled loads. View product Hospitality & Travel Inventory for F&B A multi-location food and beverage inventory platform for restaurant kitchens, bars, cold rooms, and dry stores. It manages ingredient receiving, lot and expiry traceability, FEFO stock rotation, kitchen and bar issues, transfers, waste, cycle counts, replenishment, and inventory valuation. View product Hospitality & Travel Inventory for Grocery & Supermarkets Grocery and supermarket inventory operations for store, backroom, and distribution stock. Manage grocery SKUs, suppliers, receipts, shelf replenishment, transfers, wastage, cycle counts, lot expiry, valuation, and stock availability. View product
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