Guest CRM with Unified Profile, Touchpoints, and Marketing Export

Problem Statement:

• No unified view of guest information — contact details, stay history, and preferences are scattered

• Cannot manually add or edit guest contact info (email, phone) for OTA bookings

• Guest notes are not exportable, making it impossible to track important details systematically

• No way to capture or store guest touchpoints like birthdays, anniversaries, or preferences

• No AI-generated insights to help understand guest history and personalize future stays

• Cannot export guest data for marketing purposes (e.g., to Mailchimp)

Current Workaround:

• Maintaining guest information in external spreadsheets

• Using Hospitable notes (which are not exportable) to track guest details

• Manually tracking important dates and preferences outside of Hospitable

Impact:

• Time spent maintaining and updating spreadsheets

• Risk of missing important guest details (birthdays, preferences, etc.)

• Cannot easily market to past guests to encourage repeat bookings

• Guest data gets scattered and outdated

• Missed opportunities to personalize guest experiences

Proposed Solution:

• A dedicated "Guests" tab with unified CRM profiles

• Auto-capture of contact info from messages via AI, with manual entry as a backup

• Fields for birthdays, anniversaries, preferences, and other touchpoints

• Full stay history for all guests (including one-time visitors)

• AI-generated insights summarizing guest history, reasons for stays, and requests

• Search functionality to quickly find guests

• Export functionality to marketing tools like Mailchimp

• Clickable guest profiles for easy access to all guest information

Unlock:

• Market to past guests to encourage repeat bookings

• Personalize stays based on guest preferences and history

• Save time by eliminating spreadsheet maintenance

• Never miss important guest details like birthdays or preferences

• Provide better context for AI messaging to make guests feel seen and known