Hospitality
Hospitality CRM for hotels, resorts and banquet venues
Answer room and event enquiries with a quote, hold the dates, collect the advance and bring guests back with feedback and repeat offers. Fewer double bookings, fewer cold leads.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1EnquiryA guest or event planner asks about dates, rooms or a hall by call, ad or portal.
- Stage 2QuoteA room or banquet package quote is prepared and sent.
- Stage 3HoldThe dates or hall are held for a limited time while the guest decides.
- Stage 4AdvanceThe advance is collected through a link and the hold becomes firm.
- Stage 5ConfirmedThe booking is confirmed and operations receive the requirements.
- Stage 6Stayed/Event doneThe guest stays or the event takes place, and any extra charges are settled.
- Stage 7FeedbackFeedback is collected and repeat or referral offers are queued.
What is a hospitality CRM?
A hospitality CRM turns room and event enquiries into confirmed bookings. In Gandiv, an enquiry carries dates, number of rooms or guests, event type and budget. Staff send a quote from packages, place a timed hold on the dates or hall so nobody else promises them, and send an advance payment link to make the booking firm. Banquet teams track menus, decor and headcount, and site visits are booked for wedding enquiries. After the stay or event, guest feedback is gathered and past guests receive offers for their next occasion.
Why hospitality teams need one
Problem
Wedding enquiries come in from five channels and go cold.
With Gandiv
Everything lands in one queue with the event type and date, and the first call goes out within minutes.
Problem
The same date is promised to two parties.
With Gandiv
A timed hold marks the room or hall as taken and releases itself if the advance is not paid.
Problem
Quotes are typed from memory and prices vary.
With Gandiv
Banquet packages and room rates are saved, so every quote carries the correct price and inclusions.
Problem
Advances are collected by bank transfer with no tracking.
With Gandiv
A payment link ties each advance to the booking and shows who has paid and who is pending.
Problem
Visitors come for a venue tour and nobody follows up.
With Gandiv
Site visits are booked with a reminder and followed by a call the same evening.
Problem
Guests stay once and are never contacted again.
With Gandiv
Feedback calls and occasion-based offers bring repeat bookings and referrals.
Key features
Holds
Availability hold with auto-release
Hold a room block or banquet hall for a set number of hours or days against an enquiry. Other staff see it as held, and the hold lapses by itself unless the advance arrives, keeping your calendar honest without manual cleaning.
- Timed hold on rooms or halls
- Visible to all sales staff
- Auto-release when it expires
Timed hold on rooms or halls
Visible to all sales staff
Auto-release when it expires
Packages
Banquet packages and room rate cards
Save wedding, reception, corporate and birthday packages with menu, decor, capacity and price, plus seasonal room rates. A quote becomes a matter of picking the package and adjusting guest count.
- Packages by event type
- Seasonal room rates
- Quote PDF in one click
Packages by event type
Seasonal room rates
Quote PDF in one click
Advance
Advance links and payment tracking
Send a payment link for the advance and see the booking move from hold to confirmed once it is paid. Balance dates and payment history sit on the booking, so accounts and sales read the same record.
- Razorpay link for the advance
- Balance due date and reminder
- Payment history on booking
Razorpay link for the advance
Balance due date and reminder
Payment history on booking
Site visits
Venue visits for wedding enquiries
Book a venue tour with the manager, send a location pin and a reminder, and capture the family's preferences after the visit. Visits that do not turn up are rebooked by the next day.
- Slot and host assigned
- Location pin on WhatsApp
- Preferences captured after visit
Slot and host assigned
Location pin on WhatsApp
Preferences captured after visit
Requirements
Event requirements for operations
Once a booking is confirmed, record headcount, menu choices, decor, timings and special requests on the event. The operations team gets one sheet rather than scattered messages from sales.
- Headcount, menu and decor fields
- Timings and special requests
- One sheet for operations
Headcount, menu and decor fields
Timings and special requests
One sheet for operations
Guests
Feedback and repeat guest offers
Collect feedback after checkout or the event, route low scores to the manager and send occasion-based offers such as anniversaries or festive stay deals to past guests.
- Feedback request after stay or event
- Low-score alert to manager
- Offers by past occasion
Feedback request after stay or event
Low-score alert to manager
Offers by past occasion
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | Check-in and check-out dates · Rooms or guest count · Event type · Budget · Meal plan · Source of enquiry · Hold expiry · Advance paid |
|---|---|
| Automations | Quote follow-up - 1 day after sending · Hold expiry reminder - 4 hours before release · Advance payment link on WhatsApp · Site visit reminder - 3 hours before · Feedback request on checkout day |
| Reports | Enquiry to confirmed booking by source · Holds released vs converted · Advance collected and balance due · Event revenue by type · Feedback score trend |
| Message templates | Room or banquet quote · Hold confirmation with expiry · Advance payment link · Booking confirmation · Thank you and feedback request |
| Call script | Ask the occasion, dates, number of rooms or guests and budget. Offer the matching package, mention the hold option with the advance needed to confirm, and book a venue visit if it is an event. |
Fields
Check-in and check-out dates · Rooms or guest count · Event type · Budget · Meal plan · Source of enquiry · Hold expiry · Advance paid
Automations
Quote follow-up - 1 day after sending · Hold expiry reminder - 4 hours before release · Advance payment link on WhatsApp · Site visit reminder - 3 hours before · Feedback request on checkout day
Reports
Enquiry to confirmed booking by source · Holds released vs converted · Advance collected and balance due · Event revenue by type · Feedback score trend
Message templates
Room or banquet quote · Hold confirmation with expiry · Advance payment link · Booking confirmation · Thank you and feedback request
Call script
Ask the occasion, dates, number of rooms or guests and budget. Offer the matching package, mention the hold option with the advance needed to confirm, and book a venue visit if it is an event.
By role
General manager or owner
- Bookings and revenue by source
- Holds and advances pending
- Occupancy and event calendar
Sales and reservations
- Quote and hold from the call
- Package prices ready
- Follow-up reminders on quotes
Banquet and front office
- Event requirement sheet
- Venue visit schedule
- Guest feedback follow-up
Integrations for this industry
Related industries
Frequently asked questions
Does Gandiv replace my hotel property management system?
No. It handles enquiries, quotes, holds and advances. Room inventory, check-in and billing remain in your PMS, and the booking can be copied across once confirmed.
How does the hold release work?
You set the hold duration. If the advance is not recorded in that time, the hold is released and the staff member who placed it is alerted.
Can I manage wedding and event bookings?
Yes. Event type, headcount, packages, menu and decor are fields on the booking, and site visits and advances are tracked as stages.
Can guests pay online?
Yes. You can send Razorpay payment links for advances and balances and see them recorded on the booking.
Does it work for small guest houses?
Yes. A simple version with enquiry, quote, advance and confirmed stages works for small properties without any extra setup.
Start with the hospitality template
Your pipeline, fields and messages are created for you. Change anything later.