CRM & pipeline

No enquiry goes cold.

One pipeline for every lead from every source: the website, email, Airbnb messages, the phone. A reply-time clock on each one. Every conversation, quote and payment on one customer record.

Sales · live in Steward

376 enquiries handled at Ballinderry in the last twelve months, by a team of two.

Every enquiry from first touch to deposit, with a reply clock.

New
Fitzgerald Group · €14k
Reply due · 41 min
Niamh's hen · €4.6k
Quoted
Aoife & Conor · €27k
Doyle reunion · €7.8k
Barry party · €5.4k
Deposit paid
Kelly & Byrne · €41k
Walsh family · €6.4k

What it does

Four things, done properly.

01

Lead board with stages that mean something

New, contacted, quoted, deposit paid, planning, completed, lost. Drag between them or let the system move leads as quotes are sent and paid.

02

Needs-reply queue

Anything waiting on you is in one list, oldest first, with the SLA you set. Breaches are flagged on the sidebar so nobody has to remember.

03

Inbox and messages in one place

Inbound email lands on the lead. Gmail threads, SMS and channel-manager messages sit beside it. Reply from the record.

04

Why you lose

Every lost lead has a reason: dates, price, chose another venue, ghosted. Reports roll them up so you fix the real problem.

Why it matters

Most lost bookings are not lost to a competitor. They are lost to a reply that came on Thursday for an enquiry sent on Monday.

376 enquiries handled at Ballinderry in the last twelve months, by a team of two.

Works with Messaging Studio

The right message, at the right moment, without anyone sending it.

Flows that nurture an enquiry, chase a quote, confirm a booking, collect the balance, prepare the guests and ask for the review. Email and SMS, drawn on a canvas with branches and goals, in your voice.

More about Messaging Studio
Flow · Quote follow-up Live · 34 in flow
EMAILYour quote is readyopens 71%WAITWait 2 daysIF / THENQuote opened?yes / noYesNoGOALDeposit paidgoal · 65% reach itSMSDates still yours?38% reply

See crm & pipeline on your own estate.

Book a free site visit and Rowan drives to your house with your own site and booking flow already built, then walks it with you room by room. Half a day, no charge, no obligation. Or take the twenty-minute version online.