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 the tools it needs – from the first enquiry through a PDF quote to closing the deal. It is not a PMS – EasyCRM serves the sales team.
Messages from email, WhatsApp and web chat in one inbox
A corporate conference enquiry comes in by email, another client sends a WhatsApp message and a third writes through the chat on your website. In EasyCRM all three messages end up in one shared inbox. Colleagues on the sales team see the same thread and reply straight from the CRM through the channel the customer used.
- Email enquiries (linked Google or Microsoft mailbox)
- WhatsApp Business messages right in the inbox
- Facebook Messenger and Instagram DM in one place
- A chat widget on your hotel website brings enquiries into the inbox
Follow every deal from enquiry to signature
A group booking, a corporate event or an annual corporate contract – each case is its own opportunity in the Kanban pipeline. You set up the stages yourself: New enquiry, Quote sent, Negotiation, Confirmed, Lost. Drag cards to move a deal to the next stage and the whole team sees where everything stands. For every lost deal you record the reason – the data shows up in reports.
- A Kanban view of the sales pipeline
- Configurable stages that fit your sales process
- Every opportunity has a value, a close date and an owner
- A loss reason is required when closing a lost deal – for better reports
- Revenue forecast by expected close month
A PDF quote and a follow-up activity
When the prospect is ready, you build a quote in EasyCRM from products in your catalogue – accommodation, catering and conference rooms as line items, each with a unit price and a VAT rate. You download the finished quote as a PDF and send it to the customer. After sending, you plan an activity – a call, a meeting or a task. When a call comes in through VipTEL, a pop-up shows the contact's name if their number is saved in the CRM.
- Quotes with line items and VAT on every line
- Quote export to PDF
- Convert an accepted quote to an order in one click
- Call records with date, direction and duration
- Incoming call with a contact-name pop-up
A hotel sales team that works with a clearer view
- All enquiries in one place – email, WhatsApp, chat – without switching tabs
- A pipeline for group business with an overview for the whole team
- A PDF quote created straight from the CRM
- Incoming calls through VipTEL with a contact pop-up
- Reports: win rate, loss reasons, revenue forecast
- 14-day Pro plan trial for free
EasyCRM for hotels – questions and answers
Give your hotel sales team the right tools
Register for free and try EasyCRM on a 14-day Pro trial – no commitment.