Guest & trade CRM Live

Enquiries on a board

Business that has not happened yet, on a board by stage, weighted by what it is worth, and closed only by somebody saying what became of it.

An enquiry is not a booking. A booking is a room, a rate and dates; an enquiry is a wedding in November that may be forty rooms and a hall, or nothing. It needs a place to live before it is either, and a shape that forces somebody to say what became of it.

The board

Columns are stages — new, qualified, proposal sent, negotiating, won, lost. Cards are enquiries: the party, the dates, the rooms, the venue, the estimated value, the owner. The board is weighted: a proposal at sixty per cent counts for more than a first call.

Closing

An enquiry leaves the board won — it becomes a booking, linked — or lost, with a reason from the hotel's own list. It does not fall off the bottom.

Who works it

Each enquiry has an owner, and the board can be read by owner, by stage, or as the value by stage for the quarter.

More on Guest & trade CRM

The CRMA PMS records what happened; a CRM records what somebody is trying to make happen, and to whom. This one reads the record the desk already writes — nobody imports anything. People, companies and agentsA company has branches, each with its own GSTIN and its own answer to "when do you pay"; an agent has a commission; a person has a history across every hotel. One timelineStays, bills, complaints, calls, messages, meetings — everything that happened between the hotel and a person, in order, on one page. The card says what they are actually worthEleven stays, thirty-one room nights, ₹4,86,000, ADR ₹15,677, nothing owed — without anybody typing anything. Segments and outreachTwo hundred and forty people who stayed twice and have not been back since June — and what happens when somebody presses send, with do-not-email absolute.