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Sales CRM

Give every opportunitya next step.

Keep group, event and corporate sales moving. Connect each opportunity to its contact, its owner and the conversation that needs to happen next.

See the workflow

An opportunity that keeps its context.

Explore three moments in a fictional group sale. The stage changes; the contact, amount and next action stay connected.

Illustrative example · Synthetic data · Not a live account
Sales / Groups

12 rooms · 2 nights 24 room nights

  1. 01

    Inquiry

    Group opportunity

    Horizon Group

    €7,200Potential value
    ContactAlex Rivera

    Owner: Sales team

  2. 02

    Proposal

  3. 03

    Negotiation

Next step

Next step: confirm the group requirements.

Illustrative amount; not confirmed revenue.

Understand the requestHorizon Group asks for 12 rooms for 2 nights. The team records the dates and contact.Next step: confirm the group requirements.

The example, step by step
  1. 01

    Understand the request

    Horizon Group asks for 12 rooms for 2 nights. The team records the dates and contact.

    Next step: confirm the group requirements.
  2. 02

    Shape the agreement

    An illustrative €7,200 proposal stays linked to the same opportunity and contact.

    Next step: review the proposal with the contact.
  3. 03

    Prepare the next conversation

    The opportunity moves into negotiation. The team records the conversation and schedules a review of terms.

    Next step: agree the outstanding terms. No sale is confirmed.

Explore at your own pace. The full explanation remains available without animation or JavaScript.

For your team

Keep the commercial context close.

A visible sales process

Organize opportunities into stages that suit your process and review their change history.

People behind every agreement

Connect accounts and contacts to each opportunity to preserve the relationship context.

Follow-up with an owner

Link tasks and notes to the sale so the next step is clear.

How it works

From inquiry to negotiation.

A visible process helps your team pick up a conversation without reconstructing it from scratch.

  1. Define the opportunity

    Record the account, contact and group or agreement details: dates, amount and room nights where relevant.

    The amount describes an opportunity; it is not yet booked revenue.
  2. Advance the stage

    Move the opportunity as the conversation progresses and retain its stage history.

    Stages are configured around your sales process.
  3. Set the follow-up

    Assign an owner, a task and a note that help the team continue the work.

    Your team decides the appropriate next step.

Before you begin

Which sales processes does it support?

Hotel sales processes such as groups, events and corporate agreements, with stages and fields tailored during setup.

Is the opportunity amount a forecast?

It is the amount attached to that opportunity. It does not confirm revenue or constitute a forecast on its own; your team maintains the agreement status and context.

Does it include all email and automatic follow-up?

This page presents opportunities, contacts, stages, notes and tasks. Email connections and other automations require a review of availability and configuration.

Your hotel, your context

Shape your sales process.

Bring a group, event or corporate account scenario. We will review stages, data and follow-up with your team.

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