CRM & Lead Automation for Hospitality Property - 18/04/2026 14:44 EDT
- Status: Pending
- Preis: $450
- Einträge eingereicht: 209
Kurzbeschreibung des Wettbewerbs
Tiny CRM, Lead Automation, and AI SO Setup for Single Hospitality Property
LIVE DEMO REQUIRED OF WIP APP BEFORE AWARDING (web for mobile is fine for demo)
We run a single hospitality property (book or not, not.multiple rooms) and are looking for a reliable freelancer to help us put a simple, effective lead management system in place.
Right now inquiries come in through different channels and in many different formats. Some are detailed, some are brief, some are forwarded from platforms, some are direct messages. We do not control the format of incoming inquiries, so the system needs to handle real-world messy lead intake rather than a single clean web form.
We’d like one clear workflow that helps us respond faster, stay organized, and improve conversions.
This is a small project for someone practical and experienced. We are not looking for a big agency or an overbuilt enterprise solution.
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What We Need
1. A Simple CRM / Lead System
We’d like one place to manage inquiries coming from:
Email
Instagram
WhatsApp
Inquiries may arrive as:
direct emails
forwarded platform emails
short messages
long detailed requests
partial information only
back-and-forth conversations
We need the system to capture and organize these varied inquiry formats intelligently.
Open to either:
a lightweight custom solution, or
a well-chosen existing CRM set up properly
The important thing is that it works well and is easy to use.
We need to track:
contact details
inquiry source
notes
lead status
message history where possible
event dates / guest count when available
Suggested stages:
New / Replied / Qualified / Quoted / Won / Lost
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2. Automatic First Replies
We’d like new inquiries to receive a quick, polished first response.
Responses should feel warm and professional, not robotic.
Would be great if the system can also send brochures / PDFs automatically when relevant.
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3. WhatsApp Setup
We’d like a WhatsApp autoresponder for incoming inquiries, with visibility for us.
Important:
We need to be able to see messages, follow what has been sent, and step in manually when needed.
We don’t want a black-box system.
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4. Internal Notifications
When a new inquiry arrives, we’d like our team notified quickly (WhatsApp preferred if practical).
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5. Win / Loss Tracking
When an inquiry closes, we’d like to record simple reasons.
For example:
Won
value of booking
reason they chose us
Lost
budget
booked elsewhere
no reply
dates unavailable
other reason
This helps us improve over time.
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6. Guest Check-In / ID Tracking
We’d also like a simple way to track pre-arrival admin such as:
ID requested
ID received
approved
ready for arrival
Can be inside the CRM or a separate tool if better.
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Budget
$450 fixed price
Please be realistic about what can be delivered within that budget. We prefer a smart, lean solution over grand promises.
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To Apply
Please send:
1. What you’d recommend
2. Whether you’d use a custom setup or existing CRM
3. How you’d handle varied inquiry formats
4. How you’d handle WhatsApp
5. What can realistically be delivered for $450
6. Timeline
7. Relevant past work
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Ideal Fit
Someone practical, responsive, and used to helping small businesses get organized without overcomplicating things.
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Final Note
We care more about a clean finished result than fancy language or unnecessary features. Real reliability of our partner matters more than sales talk.
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