These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Hospitality CRM
- Who it's for
- Resorts
Resorts
A resort sales team needs to understand who is asking for space, when the group intends to arrive and which venue the request concerns. An account names the buyer. An opportunity captures the value and expected decision date. A group stay inquiry keeps the requested dates and room nights beside that commercial case.
How Hospitality CRM is set up for you
Relationship
The Relationship Owner uses activity outcomes to explain a buyer's changing requirements.
Venue
The inquiry records the venue alongside arrival, departure and room nights.
Decision
The Sales Manager approves, rejects or returns the current inquiry revision with a reason.
Follow-through
Receipts and decisions make a replay or changed request visible to the team.
A resort sales team needs to understand who is asking for space, when the group intends to arrive and which venue the request concerns. An account names the buyer. An opportunity captures the value and expected decision date. A group stay inquiry keeps the requested dates and room nights beside that commercial case.
Pick one venue and a small set of buyer accounts. Have the Relationship Owner prepare a new opportunity for a group that wants rooms around an event. Record the first meeting, then create a draft inquiry with the requested dates and room nights. Submit it for independent review. If the buyer changes the dates, return the inquiry, revise it and let the manager decide on that revision.
During setup, decide what qualifies an account to request group business and what a meaningful activity outcome should say. Agree who maintains venue wording and when a date change requires a new review. Check the schedule and review inbox with the people who will use them each day. Availability, room holds and reservations can be connected to the resort's property system when that operational path is defined.
[See the inquiry review process](/hospitality-crm/processes/group-stay-review) and [prepare the first cycle](/hospitality-crm/get-started).
Features to start with
Group stay inquiries
Track a group request's stay dates, room nights, venue and independent decision.
Organizations and accounts
Keep each hospitality buyer with its operating organization, eligibility context and named relationship.
Opportunity pipeline
Follow an owned hospitality opportunity from first qualification through proposal, negotiation and outcome.
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.