Hotels & Accommodation
Your hotel sales team gets a pipeline, inbox, and quotes in one place.
Group bookings, corporate events, and annual contracts require a different approach from a standard check-in. EasyCRM gives your hotel sales team exactly what it needs – from the first enquiry through a PDF quote to closing the deal. No PMS module, no unnecessary complexity – just what sales actually uses.
All enquiries in one place
Messages from email, WhatsApp, and web chat land at the right contact
A corporate conference enquiry comes in by email, another client sends a WhatsApp message, and a third fills in your website chat form. In EasyCRM all three arrive in a shared inbox – assigned to the right contact without manual copy-paste. Both reception and the sales manager see the same thread and can reply directly from the CRM – email goes from your company address, WhatsApp through your WABA line.
- Email enquiries (Google Workspace and Microsoft 365)
- WhatsApp Business messages in the shared inbox
- Facebook Messenger and Instagram DM alongside other channels
- Live chat widget on your hotel website feeds leads into CRM
- Every message is linked to the right contact and deal
Pipeline for group bookings
Track every deal from first enquiry to signed contract
A group booking, a corporate event, or an annual contract – each is a separate opportunity on the Kanban pipeline. You define your own stages: New Enquiry, Quote Sent, Negotiation, Confirmed, Lost. Drag cards between stages and your whole team sees where everything stands. For each deal you record the expected value, timeline, and owner. Lost-reason tracking feeds into reports later.
- Kanban view of your sales pipeline
- Configurable stages matching your sales process
- Each opportunity has a value, deadline, and owner
- Required lost-reason when closing deals – for better reporting
- Revenue forecast weighted by pipeline stage
Quotes and follow-up activities
A PDF quote and a follow-up call – set up in minutes
When a prospect is ready, you build a quote directly from the opportunity card – accommodation, catering, and conference room as line items, each with a unit price and VAT rate. The finished quote exports to PDF and can be sent from the CRM. After sending, you schedule an activity – a call, meeting, or task – and VipTEL click-to-dial rings the customer with one click without picking up the phone manually. When an inbound call arrives, a pop-up shows the contact name and the latest conversation.
- Line-item quotes with per-line VAT rates
- PDF export and send directly from the CRM
- Convert an accepted quote to an order in one click
- Click-to-dial via VipTEL from web and mobile CRM
- Call log with direction, duration, and timestamp
- Incoming call pop-up showing contact name and last activity
What you get
Your hotel sales team works more efficiently
- All enquiries in one place – email, WhatsApp, chat – no tab-switching
- Pipeline for group deals with full team visibility
- PDF quote built from the CRM in minutes
- Follow-up call via VipTEL – one click, no number hunting
- Mobile app: pipeline and inbox always at hand, even offline
- Reports: conversion rate, revenue by segment, lost-deal reasons
- 14-day Pro trial, free of charge
Related topics
Frequently asked questions
EasyCRM for hotels – questions and answers
Give your hotel sales team the right tools
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