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- Hospitality CRM
- Who it's for
- Hotel groups
Hotel groups
A hotel group may receive a corporate request through a central sales team while the stay is intended for a named venue. Hospitality CRM keeps the buyer account, owned opportunity and linked group stay inquiry together. The Relationship Owner carries the commercial case; the Sales Manager makes the independent review decision.
How Hospitality CRM is set up for you
Buyer account
Record the corporate or agency account with a contact name and eligibility note under the operating organization.
Deal context
Keep the expected value, close date, probability and current status on the opportunity.
Stay request
Enter arrival, departure, room nights and venue on the inquiry linked to that opportunity.
Review evidence
Attach the buyer's evidence and record the manager's decision against the current revision.
A hotel group may receive a corporate request through a central sales team while the stay is intended for a named venue. Hospitality CRM keeps the buyer account, owned opportunity and linked group stay inquiry together. The Relationship Owner carries the commercial case; the Sales Manager makes the independent review decision.
Choose one operating organization and one sales team for the pilot. Use a real corporate request with a clear buyer, venue and date range. The owner opens the opportunity, logs the buyer call, prepares the inquiry and submits it. The manager reviews the current revision, returns any unclear scope with a reason, and approves the corrected request. Then the team checks the operation receipt and underlying records before calling the step complete.
The group should agree how an account maps to the organization that owns the opportunity. If different venues use different operating organizations, set that boundary before importing accounts. Also agree who supplies availability or reservation confirmation through a property system connection. The CRM records the sales request and its review; the linked operating system handles inventory and fulfillment.
[Explore the group stay module](/hospitality-crm/modules/group-stay-inquiries) and [plan implementation](/hospitality-crm/implementation).
Features to start with
Group stay inquiries
Track a group request's stay dates, room nights, venue and independent decision.
Opportunity pipeline
Follow an owned hospitality opportunity from first qualification through proposal, negotiation and outcome.
Review and evidence
Keep review decisions, attachments and guarded action receipts tied to the opportunity revision.
Roles on the team
- Sales Manager
- Review eligible revisions independently and reconcile operational evidence.
- Relationship Owner
- Prepare assigned operational records and execute eligible reviewed actions.
- App Administrator
- Maintain organization configuration and membership.
- Auditor
- Read authorized evidence and reports.
Set up Hospitality CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.