Guides for your property
Hotel CRM App – Mobile Customer Management
Hotel CRM App - Mobile Customer Management
Quotes and guest relations
A hotel CRM app can make it easier to check requests and negotiations even away from the main workstation. The assessment should distinguish between functions that can be viewed and activities that can actually be modified on the device.
Managing requests and offers on mobile
List use cases: reading a reply, checking the status of an offer, or assigning a follow-up. Ensure the summary keeps dates, people, current proposal and next step visible.
Test the app with the device used by staff and check individual access, notifications and information updates. Plan a procedure for unstable connections and tasks requiring desktop use.
Operational checklist
- Check the current version of the quote.
- Verify permissions and the person responsible for the negotiation.
- Distinguish between notification received and request acknowledged.
Does the app include all desktop functions?
Do not assume. Ask which operations are available and check behaviour when multiple operators work on the same request.
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.
Mobile CRM and management apps: check the differences
Viewing the planner on a smartphone does not automatically mean having all CRM functions on the move. List the activities you want to perform by phone and request a demonstration on the devices used by your team.
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.