Questions, answered

Click Get started, then use Proto to configure Hospitality CRM for your business. Begin with one organization, a buyer account, an owned opportunity and a group stay inquiry that your Sales Manager can review.

A Relationship Owner is linked to the opportunity through a team member record. Agree the operating organization and buyer account before the case moves forward.

The owner enters arrival, departure, room nights and venue, then submits the inquiry. A Sales Manager checks its current revision and records a decision.

Update the inquiry and submit the changed revision for another review. Keep the earlier decision available so the team can see what changed.

The owner records the buyer’s negotiation activity. The opportunity moves to Negotiation when that discussion has actually started.

The owner supplies customer acceptance evidence. An eligible Sales Manager checks the exact opportunity revision before the outcome is recorded as Won.

The opportunity records Lost with a loss reason. Its earlier expected value and activity history remain available for outcome review.

It records the guarded action, stable operation key, expected revision and result state. A pending or review state leads back to the underlying case.

The group stay schedule shows arrival and departure for submitted, approved and completed inquiries linked to opportunities.

A request and review can be connected to the property’s availability and reservation process. Agree that handoff and its acknowledgement during implementation.