HOTEL SALES & CRM AI

Group sales and event CRM that
follows up before leads go cold

RFP response automation, group-block follow-up sequences, corporate account tracking, and event-lead scoring — so your catering sales team spends time on site visits and closings, not chasing unanswered inquiry emails.

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Dashboard

Operations summary across every sales automation & crm module deployed in your tenant — last 24 hours.

Overview

MODULES LIVE

6

sales automation & crm stack

EVENTS · 24H

2.6K

99.7% first-pass

CONTAINMENT

87%

in-band

AUDIT TRAIL

100%

replayable

OPERATIONS · LAST 24H HANDLED ESCALATED

2,573 events handled

00:0004:0008:0012:0016:0020:00

MODULES · HEALTH 6 live · tap a row to inspect

Pipeline $12.4M Watch

Forecast 102% Live

Sequences 38 Live

Auto-logged activity 4,128 Live

Deal risk 14 Watch

Coaching 482 Live

RECENT ACTIVITY Live feed · updated 1m ago

14:45

Pipeline LIVE AGENT Acme Corp · Enterprise — Stage 4 · $402k · 78% conf

14:38

Forecast TRACKING Enterprise — $8.2M · 88% conf

13:31

Sequences RUNNING Q3 expansion — 402 prospects · email + LI

13:24

Auto-logged activity LOGGED Acme Corp · 02:14 — 38min call · pricing discussion

12:17

Deal risk CRITICAL Cloud One · $1.2M — Stalled 24d · CRO escalate

12:10

Coaching SHARED Discovery · Marsh — Pricing reframe · 38% win-rate

PIPELINE · PIPELINE

Pipeline

Active opportunities by stage — with stuck-deal surfacing, single-thread alerts, and probabilistic close forecasts.

Overview

Q3 pipeline

$12.4M

102% to plan

Active deals

142

across stages

At risk

14

surfaced

Avg cycle

38d

−4d w/w

Discovery

Stage 1

1

Cyber One · SMB

Stage 2 · $84k · 42% conf

Nurture AE Saito

Engaged

Stage 2-3

2

Acme Corp · Enterprise

Stage 4 · $402k · 78% conf

Live agent AE Marsh

Atlas · Enterprise

Stage 5 · $812k · 88% conf

Closing AE Volkov

Closing

Stage 4-5

0

+ add

At risk

Stalled

2

Northstar · Mid-market

Stage 3 · $148k · single-threaded

At risk AE Patel

Cloud One · Enterprise

Stage 4 · $1.2M · stalled

At risk CRO escalate

Won

Q3 closed

0

+ add

PIPELINE · FORECAST

Forecast

Probabilistic, opportunity-level forecasts with the reasoning trace your CRO can present without a leap of faith.

Overview

Forecast vs plan

102%

±4% confidence

Best case

$14.2M

+18% upside

Worst case

$10.8M

−12% downside

Reasoning trace

Per-deal

audit-ready

Discovery

Stage 1

1

SMB

$0.8M · 62% conf

Watching softening

Engaged

Stage 2-3

2

Enterprise

$8.2M · 88% conf

Tracking +4% upside

Mid-market

$3.4M · 74% conf

Tracking stable

Closing

Stage 4-5

0

+ add

At risk

Stalled

1

Net-new

$2.1M · 48% conf

At risk pipeline gap

Won

Q3 closed

0

+ add

OUTREACH · SEQUENCES

Sequences

Multi-channel sequences that branch on engagement, pause on out-of-office, and stop on opt-out without supervision.

Overview

Active sequences

38

across teams

Touches · 24h

4,128

+212 vs avg

Reply rate

12.4%

+1.2 pts

Opt-outs honored

100%

never · stop

Discovery

Stage 1

1

Reactivation 17

180 churned · email

Paused OOO season

Engaged

Stage 2-3

2

Q3 expansion

402 prospects · email + LI

Running 14% reply

Trial nurture

288 trials · email + SMS

Running 21% reply

Closing

Stage 4-5

1

Champion outreach

94 contacts · LI + voice

Running 38% reply

At risk

Stalled

0

+ add

Won

Q3 closed

0

+ add

OUTREACH · AUTO-LOGGED ACTIVITY

Auto-logged activity

Calls, emails, meetings — captured, summarized, and attached to the right opportunity without a rep ever opening the CRM.

Overview

Activities · 24h

4,128

auto-captured

Hygiene score

96%

+28 pts vs base

AE time saved

11 hr/wk

per rep

Mismatched

0.4%

flagged for review

Discovery

Stage 1

0

+ add

Engaged

Stage 2-3

2

Acme Corp · 02:14

38min call · pricing discussion

Logged AE Marsh

Northstar · 01:48

email thread · 4 messages

Logged AE Patel

Closing

Stage 4-5

2

Atlas · 01:36

demo recap · attendees + notes

Logged AE Volkov

Cyber One · 01:22

voicemail · transcribed

Logged AE Saito

At risk

Stalled

0

+ add

Won

Q3 closed

0

+ add

PIPELINE · DEAL RISK

Deal risk

Stalled deals, single-threaded contacts, missing decision criteria — flagged in the cadence your AEs already use.

Overview

At-risk deals

14

$2.4M total

Stalled

8

21+ days no touch

Single-threaded

6

champion only

Recovered · 14d

12

after intervention

Discovery

Stage 1

1

Vector · $402k

Decision criteria missing

Medium 2d

Engaged

Stage 2-3

1

Bright · $84k

Recovered · re-engaged

Cleared last wk

Closing

Stage 4-5

0

+ add

At risk

Stalled

2

Cloud One · $1.2M

Stalled 24d · CRO escalate

Critical today

Northstar · $148k

Single-threaded · champion gone

High today

Won

Q3 closed

0

+ add

COACHING · COACHING

Coaching

Call analytics surface what's working in your top reps' conversations and turn it into actionable coaching for the rest.

Overview

Calls analyzed · wk

482

across team

Top-rep patterns

14

identified

Reps coached

24

this month

Win rate · trained

+12pts

vs untrained

Discovery

Stage 1

0

+ add

Engaged

Stage 2-3

2

Discovery · Marsh

Pricing reframe · 38% win-rate

Shared 4 AEs

Demo · Volkov

ROI story · use cases first

Shared 6 AEs

Closing

Stage 4-5

2

Closing · Patel

Mutual close plan

Shared 8 AEs

Objection · Saito

"too expensive" reframe

Shared 12 AEs

At risk

Stalled

0

+ add

Won

Q3 closed

0

+ add

Funnel · Acme commercial Definitions

Draft Deploy agent

Stages · 6 · with exit criteria

K. Park Sequencing…

Capabilities

What sales automation & crm actually does for hospitality.

01

Auto-logged activity

Calls, emails, meetings — captured, summarized, and attached to the right opportunity without a rep ever opening the CRM.

02

Next-best action

Each opportunity gets a recommended action, owner, and trigger — based on stage, signal, and what worked on similar deals.

03

Sequencing that adapts

Multi-channel sequences that branch on engagement, pause on out-of-office, and stop on opt-out without supervision.

04

Forecast you can defend

Probabilistic, opportunity-level forecasts with the reasoning trace your CRO can present without a leap of faith.

05

Deal-risk surfacing

Stalled deals, single-threaded contacts, missing decision criteria — flagged in the cadence your AEs already use.

06

Closed-loop coaching

Call analytics surface what's working in your top reps' conversations and turn it into actionable coaching for the rest.

Specifications

Engineered to a standard, not a slogan.

CRM

Salesforce, HubSpot, Dynamics

Bi-directional with field-level mapping; can run as the system of record or augment yours.

Activity Capture

Email, calendar, calls

Native integrations for major mail and meeting platforms; conversation intelligence on calls.

Sequencing

Multi-channel

Email, LinkedIn, SMS, voice — coordinated, throttled, and compliance-aware.

Forecasting

Bayesian

Confidence intervals, scenario analysis, and category-level rollups.

Compliance

GDPR, CASL, TCPA

Consent, suppression, and quiet-hours enforcement built in.

Reporting

Standard + custom

Pipeline, conversion, attribution, and rep efficiency dashboards out of the box.

Related Services

Modules that compose with this one.

Frequently Asked Questions · Sales Automation & CRM for Hospitality

What hospitality buyers ask about sales automation & crm
— before they sign.

Can the CRM handle the gap between a group inquiry and a signed contract — which often takes weeks of back-and-forth?

Yes. Once an RFP comes in, the system triggers a structured follow-up sequence timed to the decision window the prospect indicated. Each touchpoint adapts based on their responses: a prospect who opens every email but hasn't replied gets a call-prompt task for the sales manager; one who requested a revised F&B menu gets that document automatically attached to the next message. The trail is logged so any team member can pick up a deal mid-cycle.

How fast can hospitality teams deploy sales automation & crm with Agaro?

A scoped pilot runs about 30 days. Full production cutover is typically 8–12 weeks, including integration with the systems hotels, resorts, and hospitality groups already run, plus the handoff and escalation flows your team expects.

Is Sales Automation & CRM secure enough for hospitality?

Yes. Agaro is SOC 2 Ready and HIPAA Ready, with role-based access controls, encryption at rest and in transit, per-deployment data isolation, and full audit logging — so the deployment meets the security bar hotels, resorts, and hospitality groups are held to.

Deploy sales automation & crm
for your hospitality team.

A 30-day pilot will show you the integration shape, the operator experience, and the audit trail your team will ask about — delivered by a senior engineering team that ships AI to production for hotels, resorts, and hospitality groups.