Track every lead from first contact to closed sale. Visual pipelines, smart tasks and metrics that show your team where to focus.
Drag deals between customizable stages and see the status of every opportunity in real time.
Cards, Kanban, timeline and calendar — choose the format that best fits your workflow.
From the first click to the satisfaction survey — every interaction logged automatically.
Instagram Ads — "Summer 2025" campaign
Logged automatically via UTMWhatsApp — Message received at 2:32 PM
Juliana — Smart queue, automatic distribution
Distributed automaticallyPremium Suite — 3 nights — R$ 4.200
Viewed 3x by the guestCheck-in: Mar 15 — Check-out: Mar 18 — Card R$ 4.200
Pipeline stage updated automaticallyHigh floor, extra pillow, late checkout if possible
WhatsApp — "How about a boat tour during your stay?"
Sent by an automatic workflowBoat tour — 2 people — R$ 380
WhatsApp — Check-in info, Wi-Fi and hotel map
Workflow 48h before check-inWhatsApp — "Welcome, Maria! We're looking forward to having you."
Automatic message on check-in dayWhatsApp — Checkout reminder + late checkout offer
Workflow 1 day before checkoutNPS sent — Score 9 — "I loved Juliana's service!"
Workflow 24h after checkout8 of 12 steps were automatic
Workflows + CRM + Customer Service working together with no manual intervention.
Get to know each guest in depth. The 0-to-100 score measures engagement across 6 dimensions.
Connect your marketing campaigns to the sales pipeline and see exactly which ad generated which booking.
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.
Every feature was designed for the real pain points of those who sell stays, packages and experiences.
Track the value of every opportunity in the pipeline. See the forecast total by stage and by period.
Create statuses beyond "open" and "closed" — such as "under review", "awaiting deposit", "confirmed".
Manual colored labels to categorize: VIP, corporate, group, referral, OTA.
Create a deal straight from the WhatsApp conversation without switching screens.
Dashboard with conversion rate, average time to close and revenue per agent.
Every interaction on one timeline: messages, calls, quotes, notes and tasks.
More data on where every sale comes from, and less manual work in the pipeline.
Facebook leads (Lead Ads) go straight into the pipeline. Compare each campaign's spend with the leads and sales it brought in, and see the pipeline by campaign.
The CRM recognizes the phrase the lead arrives with and records which ad they came from. The right source, with nothing filled in by hand.
See the pipeline as a table, with saved filters and bulk actions. Stages change on their own with each event — no dragging card by card.
A sale marked as won only leaves that status through an explicit cancellation with a reason. Your sales report doesn't change by mistake.
A tracked link and a discount or commission for each affiliate. In the affiliate area, they search and create quotes; you follow everything in the commission report.
The AI shows the % likelihood of each conversation turning into a booking. Filter conversations by likelihood and reclassify them manually whenever needed.
Discover the AIThe sales pipeline comes to life when connected to customer service and automations.
Discover DeskHotel's CRM and see how visual pipelines, smart scoring and automations transform your sales operation.
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