Guides for your property
Integrated CRM Software with PMS – Centralised Hotel Management
Integrated CRM Software with PMS - Centralised Hotel Management
Quotes and guest relations
Integrating CRM and PMS means linking the commercial process to the accommodation provider’s operational information. To evaluate it, you need to know which data is exchanged, in which direction, and what happens when a proposal becomes a booking.
Link negotiations and stays without duplicating data
Map contact, request, quote and stay. Clarify which records are created and how the system recognises an existing guest, preventing each change from creating duplicate profiles.
Test a request with multiple proposals and a subsequent confirmation. Check dates, occupancies, amounts and notes actually transferred; document fields requiring manual completion and who is responsible for anomalies.
Operational checklist
- Define the data source for each stage.
- Check for duplicates and profile updates.
- Test editing and cancellation after confirmation.
Does every CRM connect to every PMS?
Compatibility and functions must be confirmed for the products and configurations involved. Request a test of the complete workflow, not just the connection setup.
Learn more with Persefone
Discover the quote builder and CRM for hotels and contact the Persefone team to verify functions, compatibility and configuration suitable for your property.
From request to stay proposal
A request received by phone, email or website must become a clear and traceable proposal. The quote builder and CRM help organise offers and relations with potential guests, supporting direct booking processes.
Define responsibilities, response times and proposal statuses. Check in a demo the links with existing tools and functions available on your devices.