EXECUTIVE CASE STUDY • HOSPITALITY • CORPORATE QUOTATIONS
How a boutique hotel learned the right moment to call a corporate client back
A quotation sent to a company disappears into an inbox. Calling too early is a nuisance, calling too late loses the booking. Grey Boutique Hotel Palas uses email open tracking inside a self-hosted CRM so the follow-up call happens when the offer has actually been read.
- Notification when a quotation is opened
- Follow-up timed by evidence, not by interval
- Corporate accounts with quotation history
The hotel’s challenge
Following up on offers without knowing whether they had been read
Corporate quotations for events and group stays went out by email and then went quiet. The team followed up on a fixed rhythm — two days, then a week — which is either too soon or too late for any particular client.
Nothing in the process distinguished a client who had read the offer and was considering it from one who had never opened it. Both got the same call at the same time.
Follow-up by calendar
Calls were made on a fixed interval after sending, with no information about whether the offer had been seen.
Follow-up by signal
An interface notification tells the team the moment a quotation is opened, so the call lands while the offer is in front of the client.
Client testimony
“Email tracking tells us through interface notifications when partner companies open our quotations. That gives the team the perfect moment to make the follow-up call.”
Quotations with open tracking and accounts that keep the history
Quotations are issued from the system to the corporate account they belong to, so the history of what was offered to whom stays with the client rather than in a sent-items folder.
Email tracking raises a notification in the interface when a partner company opens the document. The follow-up call is then a response to behaviour rather than a scheduled task.
Modules in use
- Quotation issuing — offers produced from the system against the corporate account.
- Email open tracking — interface notification when the document is opened.
- Corporate accounts — partner companies with their offer and booking history.
- Follow-up tasks — calls raised from the signal rather than a fixed interval.
The modules are licensed separately, so an installation carries only what it uses.
See the pricingWhat changed in corporate sales
The team stopped guessing. Calls are made when attention is already on the offer, which is the single cheapest improvement available in a sales process that was otherwise working.
One-time licence
The platform and the active modules are paid once, not every month, for as long as the company uses them.
Unlimited users
People are added without a per-seat cost, so the licence never decides the size of the team.
Own infrastructure
The installation and the database sit on the company’s own server, so the data stays where the company put it.
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Sixteen deployments across eleven industries, each with the company named and the workflow described, so you can find one close to your own.
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The editions, the modules and the one-time licence are the same ones used in this deployment. The installation sits on your server, the users are unlimited, and the licence is paid once.
- Installed on your own server
- Unlimited users
- One-time payment