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Sales CRM

Track every lead from first contact to closed sale. Visual pipelines, smart tasks and metrics that show your team where to focus.

Sales Pipelines

Visual pipeline — from lead to confirmed booking

Drag deals between customizable stages and see the status of every opportunity in real time.

  • Drag-and-drop Kanban — move cards between stages with a click or a drag
  • Customizable stages — build your pipeline from scratch or use ready-made templates
  • Deal value — track the average ticket and the total pipeline value
  • Loss reasons — categorize why an opportunity didn't close
  • Multiple pipelines — separate pipelines for direct sales, groups and agencies
  • Advanced filters — by agent, stage, period, tag and score
New Lead
Maria Silva
R$ 2.800
João Costa
R$ 1.450
Quote
Ana Ferreira
R$ 4.200
Closed
Pedro Almeida
R$ 3.600
Carla Souza
R$ 5.100
Tasks

4 views so you never miss a follow-up

Cards, Kanban, timeline and calendar — choose the format that best fits your workflow.

  • Card view — tasks with priority, owner and due date
  • Task Kanban — drag between "To do", "Doing" and "Done"
  • Timeline — pending actions on a chronological timeline
  • Calendar — tasks and appointments on a monthly or weekly calendar
  • Contact linking — each task tied to the guest with context
  • Automatic reminders — notifications before the due date
Cards
Call Maria
Send quote
Confirm booking
Kanban
To do: 5
Doing: 3
Done: 12
Timeline
09:00 — Follow-up
11:30 — Meeting
15:00 — Proposal
Calendar
Mon: 3 tasks
Tue: 5 tasks
Wed: 2 urgent
Guest Hub

The entire journey in a single timeline

From the first click to the satisfaction survey — every interaction logged automatically.

Acquisition

Lead acquisition

Instagram Ads — "Summer 2025" campaign

Logged automatically via UTM

Conversation started

WhatsApp — Message received at 2:32 PM

Agent assigned

Juliana — Smart queue, automatic distribution

Distributed automatically
Sale

Quote sent

Premium Suite — 3 nights — R$ 4.200

Viewed 3x by the guest

Booking confirmed

Check-in: Mar 15 — Check-out: Mar 18 — Card R$ 4.200

Pipeline stage updated automatically

Preferences saved

High floor, extra pillow, late checkout if possible

Upsell

Upsell marketing

WhatsApp — "How about a boat tour during your stay?"

Sent by an automatic workflow

Upsell purchase

Boat tour — 2 people — R$ 380

Stay

Pre-arrival marketing

WhatsApp — Check-in info, Wi-Fi and hotel map

Workflow 48h before check-in

Welcome

WhatsApp — "Welcome, Maria! We're looking forward to having you."

Automatic message on check-in day

Checkout notice

WhatsApp — Checkout reminder + late checkout offer

Workflow 1 day before checkout
Post-stay

Satisfaction survey

NPS sent — Score 9 — "I loved Juliana's service!"

Workflow 24h after checkout

8 of 12 steps were automatic

Workflows + CRM + Customer Service working together with no manual intervention.

Loyalty Score

360° view of the guest with a smart score

Get to know each guest in depth. The 0-to-100 score measures engagement across 6 dimensions.

  • Score 0-100 — calculated automatically based on interactions, bookings and engagement
  • 6 dimensions — frequency, amount spent, recency, engagement, satisfaction and loyalty
  • Complete profile — stay history, preferences and quotes on a single screen
  • Tags and labels — categorize guests with customizable colored tags
  • Automatic segmentation — group by score, behavior or profile for campaigns
78 of 100
Frequency Amount spent Recency Engagement Satisfaction Loyalty
Campaigns

Know where every lead comes from — and measure ROI

Connect your marketing campaigns to the sales pipeline and see exactly which ad generated which booking.

  • Source attribution — know whether the lead came from Google, Instagram, Facebook or a referral
  • Automatic UTMs — automatic tracking with UTM parameters
  • ROI per campaign — compare investment vs. revenue by channel
  • Pipeline by source — conversion rates of each channel separately
  • Visual reports — dashboards with charts by period and channel
Leads by source — last month
Instagram
142
Google
108
Referral
67
Direct
42
Email Marketing

Visual template editor — drag, build and send

Create professional, responsive emails without writing a single line of code. Drag-and-drop editor with ready-made components, dynamic variables and real-time preview.

  • Drag-and-drop visual editor — drag text, images, buttons and columns to build your email
  • Dynamic variables — insert {{nome}}, {{hotel}}, {{data}} and personalize every message automatically
  • Responsive templates — emails that look great on mobile and desktop
  • Template library — ready-made models for welcome, confirmation, follow-up and promotions
  • Automation integration — use your templates in workflows for automatic sending
  • Preview and test — view the result and send a test before publishing
Details that make the difference

A CRM built for hospitality

Every feature was designed for the real pain points of those who sell stays, packages and experiences.

1

Deals with value

Track the value of every opportunity in the pipeline. See the forecast total by stage and by period.

2

Customizable statuses

Create statuses beyond "open" and "closed" — such as "under review", "awaiting deposit", "confirmed".

3

Tags and labels

Manual colored labels to categorize: VIP, corporate, group, referral, OTA.

4

Chat integration

Create a deal straight from the WhatsApp conversation without switching screens.

5

Sales reports

Dashboard with conversion rate, average time to close and revenue per agent.

6

Complete history

Every interaction on one timeline: messages, calls, quotes, notes and tasks.

Better together

The CRM is even more powerful with

The sales pipeline comes to life when connected to customer service and automations.

Customer Service

Create deals straight from the WhatsApp conversation — without leaving the chat screen.
You are here

Sales CRM

Visual Kanban pipelines with loyalty score and a 360° view of the guest.

Automations

Workflows change stages, create tasks and send follow-ups automatically.

Each module works on its own — but together, conversion takes off.

Turn leads into guests.
With data, not guesswork.

Discover DeskHotel's CRM and see how visual pipelines, smart scoring and automations transform your sales operation.

Book a demo