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- Hospitality CRM
- Get started
Get Hospitality CRM running in four steps.
Prepare a first hospitality sales cycle with a buyer, owned opportunity and reviewed group request.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Hospitality CRM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Hospitality CRM in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to open Hospitality CRM. Use Proto to set up the operating organization, team members and eligible buyer accounts for the first sales team. Assign a Relationship Owner and an independent Sales Manager for the sample case.
Prepare the first operating cycle
Choose a real buyer request with an expected decision date and value. Open its opportunity, record the buyer conversation, and add a group stay inquiry with arrival, departure, room nights and venue. Agree which evidence supports qualification, proposal and eventual outcome. Check the review inbox and schedule with the people who will use them.
Review before release
Rehearse a returned inquiry, a corrected revision and an independent approval. Verify a won or lost outcome with supporting evidence. Inspect a completed receipt and one that needs review, then confirm who resolves exceptions. Bring the property or reservation team into the handoff when room availability must be confirmed.
Set up Hospitality CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.