Sales & groups Agent
Group request follow-up
On weekdays, every stalled request gets a follow-up task in the CRM, with availability for the requested dates.
- CRM & leads
Use cases
Hotel work you can hand off today.
Each use case shows what happens by hand today, what runs by itself afterwards and which systems you connect for it. Copy the description and use it in chat.
See a day in the hotelDepartment
I use …
Type
7 use cases
- Sales & groups Report
Corporate account production
On the 1st of every month, production per company is ready, with last year, account owner and target from the CRM.
- PMS
- CRM & leads
- Sales & groups Agent
Call notes into the CRM
Every evening, the summary and next steps of the day’s meetings sit with the right deal in the CRM.
- Meetings
- CRM & leads
- Sales & groups Agent Agent inbox
Capture group requests
Minutes after a request is forwarded it is in the CRM, and the same thread holds availability and an offer draft.
- PMS / Channel manager
- CRM & leads
- Sales & groups Report
Group block pickup
On weekdays at 08:15 every block with weak pickup before its release date arrives, with the contact from the CRM.
- PMS
- Sales & groups Agent
Corporate accounts into the CRM
Every Monday new companies and contacts are in the CRM after your approval, with last week’s stays and revenue.
- PMS
- CRM & leads
- Sales & groups Agent
CRM cleanup
On the 1st of every month a list of suggestions arrives; whatever you approve is then corrected in the CRM.
- CRM & leads
A day in the hotel
What runs by itself, and when. Example times: you set them when you set things up.
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- Guest message digestFront desk
- Cleaning scheduleHousekeeping
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- Assign roomsFront desk
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- Daily briefingFront desk
- Keep the careers page currentPeople & HR
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- Rate and availability checkRevenue
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- Daily reportsManagement & back office
- Interview prepPeople & HR
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- Lock and battery checkMaintenance
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- Housekeeping forecastHousekeeping
- Service inbox digestFront desk
- RMS recommendation digestRevenue
- New application digestPeople & HR
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- Group block pickupSales & groups
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- Payment reportAccounting & finance
- Out-of-order roomsMaintenance
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- Find orphan nightsRevenue
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- Overbooking checkFront desk
- Access code checkSecurity & access
- Group request follow-upSales & groups
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- Deposits dueAccounting & finance
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- Match bank transactionsAccounting & finance
- Competitor rate checkRevenue
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- Payment dispute digestAccounting & finance
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- Pickup monitoringRevenue
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- No-show fee checkAccounting & finance
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- Guest-reported defects as jobsMaintenance
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- Guest message digestFront desk
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- Arrival cleaning statusHousekeeping
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- Pre-arrival requestsFront desk
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- Overbooking checkFront desk
- Guest-reported defects as jobsMaintenance
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- Meeting action itemsManagement & back office
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- Call notes into the CRMSales & groups
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- Website translationsMarketing & e-commerce
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- Night list for securitySecurity & access
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- Guest message digestFront desk
Also, without a fixed time
- Find maintenance windowsweekly
- Door access anomaliescontinuously or daily
- Weekly performance reportweekly, Monday
- VIP arrival watchon a new reservation
- Review digestweekly, Monday
- Month-end exportmonthly
- Linen forecastweekly, Friday
- Monthly cockpitmonthly
- Receivables to collectionsweekly, Monday
- Corporate account productionmonthly
- Campaigns and direct bookingsweekly, Monday
- SEO visibilityweekly, Monday
- Social post draftsweekly, Thursday
- Staff survey summarymonthly
- File supplier invoicesEmail to the agent inbox
- Capture group requestsEmail to the agent inbox
- Check rooming listsEmail to the agent inbox
- Report defects by emailEmail to the agent inbox
- Duplicate invoice checkweekly, Tuesday
- Corporate accounts into the CRMweekly, Monday
- CRM cleanupmonthly
- Duplicate guest profilesweekly, Wednesday
- Keep the offers page currentweekly, Monday
- Events and menu onlineweekly, Thursday
- Website brand refreshmonthly
- Website SEO upkeepmonthly
- Campaign landing pageEmail to the agent inbox
- Keep room pages currentweekly, Tuesday
- Guest reviews on the websiteweekly, Friday
- Outdated content checkweekly, Monday
Step by step in the documentation: How to use a use case.
Which routine do you hand off first?
Create your account, or let us show you in 30 minutes how your use case runs.