Hotel CRM: Guest Preferences, Corporate Accounts and Event Leads

A hotel CRM remembers what a good receptionist remembers: the high floor, the feather-free pillow, the anniversary in June. It also runs the event pipeline from enquiry to contract. Tell Mythex what you track and Mythex builds the CRM around your stages, with a real database behind it.

Who it's for

Hotels whose guest preferences live in staff memory, whose wedding and conference leads sit in one manager's inbox, and whose corporate accounts are a spreadsheet nobody updates.

What you can build

  • Guest profiles with stay history, preferences and special dates
  • Corporate accounts and travel agents with production by year
  • A wedding pipeline: enquiry, site visit, proposal, contract
  • A conference pipeline with room block and dates
  • Complaints and service recovery logged against the stay
  • Upcoming anniversaries and birthdays for the team

Remember the small things

Repeat guests notice when you remember. Store preferences as short, searchable fields: floor, pillow, dietary needs, newspaper, the room they liked. Show them on the arrivals list so housekeeping and reception see them before check-in. It costs nothing and is the main reason guests say they will come back.

Separate pipelines for weddings, conferences and corporate

A wedding moves from enquiry to site visit, proposal, deposit and contract over months. A conference has a room block and a release date. Corporate accounts are about nights produced per year. Give each its own stages, and track who has had a site visit, since that is usually where the decision is made.

  • Site visit date on every event lead
  • Proposal value and deposit status
  • Lost reason when a lead goes elsewhere

Service recovery on the record

Log complaints against the stay with what you did: a room move, a refund, a free dinner. When the guest returns, staff know the history and can make the second stay better.

Mistakes to avoid

Do not store card numbers in the CRM. Do not import every OTA guest; their contact details are often masked. Start with repeat guests, corporate accounts and open event leads.

A prompt to start from

Make a CRM for my hotel. Guest profiles hold stay history, room and pillow preferences, dietary needs and special dates. Corporate accounts and travel agents show nights produced this year. Weddings and conferences have their own pipelines from enquiry to site visit, proposal, deposit and contract. Show upcoming anniversaries and today's arrivals with preferences.

Questions

Can the CRM remind us about a guest's anniversary?

It can store the date and list upcoming ones for your team. Sending an automatic email needs a mailing service you connect with your own account.

Can sales and events teams have separate views?

Yes. Ask for roles, so the events team sees wedding and conference leads and reception sees guest preferences.

Can I import guests from my PMS?

If your PMS exports a CSV, ask Mythex for an import. A live connection depends on whether your system offers an API.

Do I need to code?

No. You describe your stages and fields and change them later by chatting.

What does it cost?

Free to build and publish with no card. Pro is $25 a month and adds a custom domain, code editing, export and more credits.

Templates to start from

  • Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
  • Event Registration Page Template — Tiers, waitlists, attendee dashboard
  • Hiring Pipeline Tracker Template — Kanban stages with AI copilot
  • Garden Community Site Template — Event listings with team profiles
  • Applicant Tracking System Template — Drag-and-drop pipeline with scorecards
  • Local News Site Template — Neighborhood picker, events sidebar
  • Desert Wedding Site Template — Countdown timer with tabbed itinerary
  • Monochrome Wedding Site Template — Polaroid gallery with RSVP and registry

Guide

How to build a CRM

More ways to build with AI

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  • Hotel Inventory App for Linen, Minibars, Amenities and Bar Stock
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  • Hair Salon CRM: Client Cards, Colour Formulas and Overdue Regulars
  • Home Staging CRM: Agents, Properties and Who Sends You Work
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  • Intake and Waiting List CRM for Mental Health Practices
  • Language School CRM: Track Enquiries, Levels and Re-Enrolments

See them all

  • Hotel Websites, Direct Booking and Back-Office Apps You Describe in Chat
  • AI crm builder for every kind of business

Build with AI · Start building free

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