Keep the enquiry moving. Keep the customer's details together.
Help sales and reservations understand the request, organise the next conversation and prepare a relevant offer for a stay or occasion.
See the CRM in a demo
Start with where the enquiry came from.
Keep source, the person recording it and the person handling it distinct. Use the supported channels and attribution in your actual workflow.
Capture what is known. Keep the rest open.
An early conversation may not have final dates, quantities or a budget. Build a useful record without making the customer repeat the same facts later.
Shape the plan, not a disconnected document.
Bring the relevant requirements and configured choices into the proposal. Review the customer-facing version before sharing it.
Follow up with context.
Keep notes, responsibility and the next conversation close to the enquiry, so another team member can understand what happened.
Let us show you a clearer
way to run the day.
Tell us about your hotel, resort or venue. We will focus the conversation on your team, your services and the work you want to improve.
Book a demo suraj@zenguests.com