CRM command center
Review pipeline value, proposal work, open tickets, leads, campaigns, customer segments, and recent activity from the CRM dashboard.
Product video
CRM walkthrough.
Customer 360, lead qualification, sales activities, opportunity pipeline, quotations, proforma, proposals, campaigns, ROI, service tickets, portal access, billing, and CRM reporting.
Watch the module
Click a chapter to jump the workflow to the area your department wants to inspect.
Use the chapters and impact notes to review the workflow with department heads.
Why this walkthrough matters
CRM helps hotel sales, marketing, guest relations, service recovery, and billing teams work from one relationship record instead of scattered spreadsheets and personal follow-up lists.
- Protect revenue opportunities with visible lead qualification, follow-up ownership, and next action discipline.
- Improve pipeline confidence with opportunity value, probability, stage, quotation, proposal, and conversion evidence in one flow.
- Connect marketing, service recovery, customer portal access, and billing activity back to the same customer relationship.
Screens covered in the walkthrough
Use these real product screens to decide which parts of the workflow your team should inspect first.
Customer 360
View contact details, saved identity documents, past business, bookings, pipeline, complaints, consent, and the next follow-up for a customer.
Lead qualification
Record the lead's contact details, source, score, status, and qualification notes before saving.
Lead register
Find leads by search or status and review their contact details, source, score, and qualification status.
Sales interaction log
Record the customer, interaction type, subject, outcome, duration, and notes, with dates for the next action and follow-up.
Opportunity entry
Link an opportunity to a customer and enter its value, stage, probability, expected close, owner, sales team, and next step.
Opportunity pipeline
Review opportunities by sales stage, alongside total pipeline value, probability-weighted value, and opportunities past their expected close date.
Quote details and handoff
Review the quote's items and total, update status, approval, discount, and tax estimate, then prepare a proforma or handoff.
Opportunity items and sales documents
Add product, SKU, quantity, price, and discount details, then prepare a sales document with its template, dates, summary, scope, and terms.
Proposal and quotation controls
Edit proposal details and line items, review quotation status and approval, and use the available print, download, and email actions.
CRM print and reprint
Find sales documents by type, status, template, or date, then use Print, Export, Email, or WhatsApp from the document row.
Campaign builder
Set the campaign name, subject, channel, budget, launch date, status, target segments, and message template.
Campaign conversion entry
Record a campaign conversion against a customer, including its type, value, currency, attribution model, and occurrence date.
Campaign experiment setup
Select a campaign and define the experiment name, type, primary metric, holdout percentage, status, and start and end dates.
Service ticket entry
Link a ticket to the customer and enter its issue type, priority, queue, SLA policy, due date, assignee, and resolution notes.
Service and support dashboard
Review customer success plans, overdue milestones, feedback, service queues, SLA policies, assignment rules, escalations, and ticket status.
Customer portal user
Link a portal user to a CRM customer, then enter the username, email address, and account status.
Customer subscription billing
Select a customer subscription, review its plan, amount, renewal date, and status, and inspect charge actions in Billing History.
CRM report library
Search CRM reports or browse groups for customer profiles, accounts, leads, interactions, opportunities, campaigns, and service work.
Quote Register visual settings
Choose the chart, metric, aggregation, dimension, split, and value labels for the Quote Register, then apply or save the view.
Reporting and impact
The walkthrough connects daily work to reporting, decisions, and measurable business value.
CRM reporting module included
127 CRM reports
- Customer profile, account management, lead management, interaction, activity, opportunity pipeline, quotation, proforma, proposal, campaign, conversion, service, portal, billing, workflow, AI, audit, and security reports
- Lead source, lead score, lead aging, converted leads, opportunity value, weighted forecast, quotation value, campaign cost, attributed conversion value, ROI, open tickets, SLA status, billing history, and portal access review
- Native report controls for search, grouped navigation, row count, subtotal, discount, tax estimate, total amount, charts, presets, dimensions, saved views, print, export, CSV, PDF, and management analysis
Business impact covered in the video
- Reduce missed leads by giving every enquiry a score, status, owner, source, and next action.
- Improve sales conversion by connecting activities, opportunity value, quotation, proposal, approval, and follow-up in one customer flow.
- Make marketing spend measurable with campaign cost, conversion value, attributed revenue, experiments, and ROI evidence.
- Improve guest relationship recovery by tying tickets, SLA, queues, service notes, and billing history to the same customer profile.
What to share with your team
Use this summary to brief department heads before they watch the full walkthrough or join a live demo.
The BluePMS CRM walkthrough shows how the module supports hotel teams inside a broader operating system. The review presents the actual screen, the main workflow, the operational decisions a hotel team makes, the reporting layer included with the module, and how the output connects back to management review.
Your team can use this walkthrough to decide which workflows to discuss, which reports to review, and what to confirm in the live demo.
Read the CRM module pageAfter the review
Turn the CRM review into sharper demo questions.
Share the CRM chapters with the department team, note the workflows and reports you want confirmed, and use the live demo for the questions that matter.